semiconductor fab
also referred to as: semiconductor fabs
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 22, 2024 by Bill Gurley · across every show →
Everything said about semiconductor fab, oldest first
Feb 22, 2024 bearish
Gurley: Reshoring competitive semiconductor fabs to the US will not happen
“And to think you're going to re-onshore a fab and ignore Morris Chang is just kind of crazy to me. And I look at the Requirements, once again, that we put on companies around labor and say to myself, it's not going to happen here.”
Apr 24, 2025 positive
Gerstner: US should use targeted tariffs and subsidies to reshore critical industries
“But I think it's fairly non-controversial that we should have tactic, tactical, narrowly tailored tariffs and tax subsidies and incentives in order to re-onshore some critical capabilities. You know, I mentioned a few chip fabs, some pharma, Critical rare eart…”