Comment by TaylorAlexander
Comment by TaylorAlexander 2 days ago
I actually think the extreme density and breadth of manufacturing in China is going to continue to outpace US manufacturing. They have multiple enormous manufacturing hubs connected by high speed rail lines over a wide geographic area. The US has no equivalent to the likes of Shenzhen and Guangzhou, where you can finish a PCB design in the morning and have the prototype in hand that evening. You can go to the Huaqiangbei Electronics Market and find exactly the right motor and controller for your specs, pick up specialized sensors, and build your next rev overnight.
I have lived in the Bay Area my entire adult life. We used to have Halted/HSC, we used to have Weird Stuff. We used to have Triangle Machinery Co in Santa Clara. Now everything is gone.
I think it’s great that we built a semiconductor manufacturing plant. That’s important for strategic manufacturing. But we’ve so thoroughly destroyed our manufacturing base, let the factories rot, and financialized property value that the “weird place with random electronics” can no longer even afford to do business. Starbucks makes more money, so in it goes.
US politicians love to shout about manufacturing. “Manufacturing jobs jobs economy growth.” But these people DO NOT understand how things get made. They have no serious industrial policy. They do not know the value of a high speed train connecting manufacturing centers. And even if they did, the entire apparatus of our government is set up to stop it.
Manufacturing workers need education. They need housing, transit, health care, maternity and sick leave. They need secure jobs and extra income that allows them time off to take classes to learn new skills.
I’m glad we passed the inflation reduction act, and the CHIPS act. We need that investment. But it’s going to take much more than that to “bring manufacturing back” and I’ve have seen time and time again that we do not have the vision or capability to move in the ways that would be required.
I hope manufacturing comes back. We desperately need it. But I’m quite frustrated that despite some marginal progress, the serious changes we need are not on the horizon nor seemingly beyond it.
I came here to say something like this. I've worked in product development in the Bay Area for 30+ years and brought numerous products to market, mostly manufactured in China. There's nothing like the density and ability of manufacturing that's in China (and more broadly in other parts of Asia). In the US I've worked with great molders and toolers, PCB fab, machine shops, CMs, etc. but the ability to turn on a dime and get stuff done quickly in southern China is insane. In the Bay Area you see billboards for esoteric SaaS products and credit cards for startups, in parts of China, they are for molding machines and CNC tools. You drive by rows of roll up doors in the base of apartment blocks and each stall/shop is filled with bar stock, plastic pellets, CNC machines, injection molding machines, etc.
You'll also see people doing complex repairs of mobile phones sitting on a stool on the sidewalk. The level of skill and access to tools/spare parts that is endemic there is completely different than the US.