Arizona

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 4 times in 2 episodes since 2023 · across every show →

Mentions by year

brought up most by Dylan Patel (3), Alessio Fanelli (1)

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Everything said about Arizona, oldest first

Dec 5, 2023 bearish
Assertion Supported
Patel: TSMC's Arizona fab still depends on Taiwan for masks and shipping
“TSMC is building a fab in Arizona. It's quite a bit smaller than the fabs in, in, in Taiwan, but even ignoring that, those fabs still have to ship everything to Taiwan back anyways. And also they have to get what's called a mask from Taiwan and get sent to get…”
Dylan Patel Dec 5, 2023 ▶ 56:50 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
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