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Zzf43-1004

The AI Boom Is Exposing the Cost of Americas Lost Semiconductor Industry

Quote: Of course, rebuilding factories is only part of the challenge. "If you build it, they will come" is a nice line from a movie, but it is bad economics. Years of offshoring also eroded the specialized labor force needed to construct and operate them. TSMCs Arizona project encountered shortages of workers experienced in installing advanced fabrication equipment, prompting the company to bring in specialized personnel from Taiwan. (Those workers, by the way, are apparently horrified by the quality of the U.S. public schools that their children attend.)
Comment: Most of our AI equipment comes from Asia, Taiwan and China, with some American chips; but what supports the few American chips are the Asian chips, printed circuit boards and other hardware.
Article: https://www.breitbart.com/economy/2026/10/29/breibart-business-digest-the-ai-boom-is-exposing-the-cost-of-americas-lost-semiconductor-industry/
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  Javilk's Research Links Newsletter for Week 43
Updated 10/31/2026-02:16:20 AM
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