I recently attended the Advanced Semiconductor Manufacturing Conference (ASMC) in Saratoga Springs, NY and listened to a very interesting presentation.
Bill Wiseman from McKinsey & Company spoke about the future of the US semiconductor ecosystem and a few fundamental challenges which will have significant impact.
Bill is a longterm insider of the semiconductor business and I got his permission to post his slide deck here:
Factory Physics and Automation blog 
Thanks for sharing. Interesting stuff. I especially like the map showing all the capacity expansion planned in the US.
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