If the initial outlay for setting up Shenzen like manufacturing/electronics hub in the US was partially incentivised with govt subsidies to get it going, could it become competitive (cost/quality/scale wise) with Chinese hubs on a reasonable time horizon?
There is of course a large labour cost delta and probably a skills shortage in the US that might be an obstacle for making something like this be economically sustainable/competitive - but if it could be automated sufficiently so that labour cost is less of an issue, is this even feasible in theory?
I know there are some fabs being built, but beyond that is some kind of broader electronics manufacturing hub in the US conceivable?
From the article it sounds like the manufacturing is staying in Asia but moving to politically allied countries where new infra is being built for this. Is it still mainly a labour cost issue?
There is of course a large labour cost delta and probably a skills shortage in the US that might be an obstacle for making something like this be economically sustainable/competitive - but if it could be automated sufficiently so that labour cost is less of an issue, is this even feasible in theory?
I know there are some fabs being built, but beyond that is some kind of broader electronics manufacturing hub in the US conceivable?
From the article it sounds like the manufacturing is staying in Asia but moving to politically allied countries where new infra is being built for this. Is it still mainly a labour cost issue?