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Absolutely this. That TSMC fab in Arizona? The lithography machines come from ASML, a company in the Netherlands. The EDA tools? Those are from Siemens, a German company. And on and on.

And that's on top of our new remote-first world for information workers. You used to offshore departments or teams; now teams are as likely to be made up of people living in different countries as they are to be made up of people living in the same metro area.

Some aspects of globalization are changing. That's normal. But declaring it dead is like declaring the Internet dead because it just got absorbed into all of the products we use.



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