The United States once had all the integrated components and inputs for semiconductor manufacturing (equipment, materials, design software, skilled labor) domestically, but when the U.S. lost semiconductor manufacturing capacity to Asia, it also lost the supply chains and ecosystem inputs, which Korea and Taiwan then reassembled in their home countries largely through industrial policy and mercantilism.
factualpending
Speaker
Glenn TiffertEvidence Quote
“once upon a time we had all of the integrated components and inputs that went into semiconductor Manufacturing in the United States but when we lost manufacturing we lost all of those components and Korea and and Taiwan reassembled them and they did that largely through industrial policy and mercantilist approaches”
Created: 8/10/2026, 11:07:41 PM
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