Rolf Winkler

We started at a wafer facility in Sherman, Texas.

We went to TSMC in Arizona.

We saw an Apple Foxconn facility in Houston.

It was really quite the trip.

But I will say TSMC is the highlight there.

It's so big.

It's so epic what they're building there in Arizona.

Right now, one chip fab is built and operating.

Another one is almost completed.

A third is a steel beam skeleton.

These are massive, massive buildings.

They're building in one spot, but they've acquired a total of 2,000 acres in that area.

And if everything is completed, if all six chip fabs, if the advanced packaging facilities they do, the R&D center, everything is built, we're talking 2,000 acres, which is more than twice the size of Central Park.

Yeah, I should back up.

I mean, the reason we were there is Apple took us on an exclusive tour of some of these facilities.

Apple is the world's largest buyer of chips.

And so they have a lot of leverage to say, we want some of that manufacturing to be in the United States.

Because today, it's almost exclusively in Asia, a lot of it in Taiwan.

And pressure from the US government, plus they want to diversify their supply chain, says, all right, let's at least move some of this to the United States.

Much smaller.