Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia

The US will continue to lose semiconductors, not only in chip manufacturing, but also in the expertise related to tool production. Furthermore, rather than going to low cost allies of the US, a huge national security hole is being opened. The pro-CCP government of Malaysia is a huge beneficiary of the movement of some of the highest tech manufacturing in the world. We can’t fault Lam Research for the move as it’s clearly driven by US policy failures on tax, education, and manufacturing, but we do want to bring attention of this to our readers.

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