This is the end of the beginning.| interconnect.substack.com
Bilingual analysis (English & Chinese) of businesses and trends from the lens of builders, operators, investors, regulators, and how they are connected.| Interconnected
The “tool-in” ceremony of TSMC’s new fab in Arizona drew a lot of attention last week. CEOs from Apple, Nvidia, and AMD attended and spoke. President Biden, along with a coterie of cabinet officials, congresspeople, and local Arizona politicians, came to rally, celebrate, and claim (as we will see,| Interconnected