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TSMC Founder Morris Chang Is Wrong, Globalization (Only) Needs a Reset

Globalization is alive and well but requires a reality check--and fine tuning.

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By Bolaji Ojo

What’s at stake?
A more balanced distribution of semiconductor fabs across the world does not signal the beginning of the end of globalization. True globalization entails not just production efficiency but also the creation of resilient and flexible supply chains. Achieving that goal requires distributed rather than concentrated production.

Morris Chang is no ordinary icon. In the semiconductor industry, Chang has few peers, dead or alive.

Chang has been right about so much – the fabless semiconductor manufacturing model is his most notable call – that contradicting him can be a daunting task. But contradict him we must on the topic of globalization, which he addressed recently in Arizona.

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