Solar Cells, SparkFun, TSMC - The Detroit Debunking

The Amp Hour · 5 Jan 2011 · 1h 02m · Episode 24

What this episode covers

Chris Gammell and Dave Jones discuss SparkFun's new 'pick and place grab bag' program, which sells rejected components from automated assembly lines for $10, noting the trade-off between cost and the time required to sort and test them. They analyze TSMC's announcement of a $500M solar cell manufacturing plant in Mississippi, debating whether low US labor costs and local incentives create a viable inflection point for reshoring manufacturing compared to China. The hosts also critique IEEE's membership fee structure for unemployed engineers, the reliability issues of Compact Fluorescent Lamps (CFLs), and the growing problem of electronic waste recycling overseas.

Other shows on the same ground, closest first.

  • Catalyst · 40m

    Scaling America's domestic solar supply chain

    Scott Moskowitz, VP of market strategy and public affairs at QCells and chair of the Solar Energy Industries Association (SEIA), discusses the challenges and progress of reshoring solar manufacturing to the United States. He explains that while module assembly and polysilicon production have been domesticated, the critical middle stages of wafer and cell manufacturing are only just beginning to scale, with companies like QCells and Hemlock Corning leading the charge. Moskowitz highlights that despite US modules costing roughly 30 cents per watt compared to 7-9 cents globally, high demand driven by data centers and AI load growth has made domestic production economically viable, though achieving global cost competitiveness remains a long-term goal requiring scale and policy continuity.

  • The Circuit · 28m

    Episode 29: The Myth of Semiconductor Industry Deglobization

    Ben Bajarin and Jay Goldberg discuss the political narratives around semiconductor deglobization, arguing that the industry's deeply intertwined global supply chain makes true decoupling impossible. They highlight the economic and talent challenges of moving manufacturing, noting that TSMC's Arizona fab faces higher costs and recruitment hurdles compared to its operations in Taiwan. The hosts emphasize that while countries like the US, China, and Taiwan are investing in local capacity, the lack of trained engineers and the high cost of fabs mean that global cooperation remains economically necessary.

  • Embedded.fm · 1h 17m

    140: Physics Is the Same Everywhere

    Andrew 'Bunnie' Huang, creator of the Novena open source laptop and author of Hacking the Xbox, discusses his new book, The Essential Guide to Electronics in Shenzhen, which he funded via Crowd Supply. He explains the cultural and economic differences between prototyping in China versus the US, noting that Chinese factories use manual assembly with higher defect rates but lower upfront costs. Huang also reflects on the value of open hardware for privacy, the challenges of self-publishing physical books with unique features, and his desire to use his engineering skills to help society.

  • EMS@C-LEVEL · 7m

    Exploring Manufacturing and Reshoring Trends with Unimicron's Gerard van Dierendonck

    Gerard van Dierendonck, head of Unimicron’s German facility, discusses the divergent trends in PCB manufacturing reshoring, noting that while renewable energy companies are moving production from China to Europe, the automotive sector remains tied to low-cost suppliers. He highlights the growing demand for CO2 footprint transparency from global clients and explains how Unimicron uses high automation to mitigate European skill shortages. Van Dierendonck warns that high energy prices, bureaucratic hurdles, and lack of subsidies make it difficult for the European PCB industry to compete with China and the US.

  • OnTrack · 46m

    Why Reshoring Electronics to the US is Harder Than You Think

    Sean Kincaid, President of K & F Electronics, explains why reshoring US electronics manufacturing is hindered by a lack of domestic materials like copper foil and production equipment, noting that subsidizing IC fabrication alone does not solve the issue of boards being made in China. He details how K & F Electronics was forced to close its circuit board manufacturing division in 2021 due to inability to compete with low-cost overseas prototypes, pivoting instead to PCBA and acting as a third-party auditor for overseas boards. Kincaid highlights specific quality defects found in overseas manufacturing, such as flying probe damage causing shorts, and argues that true reshoring requires a complete ecosystem including materials, equipment, and subsidies to counter foreign state support.

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