onshore manufacturing

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 22, 2022 by David Friedberg · across every show →

Everything said about onshore manufacturing, oldest first

Jul 22, 2022 neutral
Opinion
Friedberg: Onshoring semiconductor manufacturing is financially irrational for Intel
“The rational capitalist decision is to offshore manufacturing for Intel. Yes. It is irrational for them from a business perspective, from a board perspective, from a fiduciary perspective, To onshore manufacturing.”
David Friedberg Jul 22, 2022 ▶ 14:43 E88: First principle politics, China chaos & outlook, state of private/public markets & more
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