There's an underrated scenario where China provokes a crisis with Taiwan, things get spicy, and the world just doesn't have microchips for a few years. I don't get why this isn't more central to our Taiwan policy. https://twitter.com/niubi/status/1390315544155467780 …
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Comparative advantage and JIT manufacturing sound great on paper but take almost all of your slack and redundancy out of your supply chain. After the year we just had, why would anyone think that's good?
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Because it makes more money now, and the people who decide to do it never suffer consequences when it goes wrong.
End of conversation
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Although the effect of the Thai hard drive shortage was to accelerate SSD production and takeup, so..
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