Commerce Secretary Wilbur Ross has been in discussions for several years with both TSMC and Intel to build advanced chip manufacturing plants in the U.S. and extract U.S. supply chain needs from China and southeast Asia.  It appears his efforts, and the emphasis on global supply-chain shifts from President Trump, are getting results.

According to numerous media reports Taiwan Semiconductor Manufacturing Co (TSMC) is likely to announce this week they will build an advanced chip manufacturing facility in Arizona.  A manufacturing facility for advanced 5 nanometer chip manufacturing is a steep investment decision costing around $10 billion.

This shift in a high-tech supply chain will align with President Trump’s prior discussions with Tim Cook the CEO of Apple which led to a decision to invest in Texas.  TSMC is a chip supplier for Apple products; and Apple is moving to the 5nm processors in new devices. It looks like the movement of advanced industrial products away from China is underway.

(Via Appleinsider) – Apple supplier Taiwan Semiconductor Manufacturing Co. is set to announce that it plans to build an advanced chip factory in Arizona.

Taiwan-based TSMC is the world’s largest contract manufacturer of silicon chipsets and has long been Apple’s primary supplier of A-series chips.

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President Trump sits down for a lengthy hour-long interview with Fox Business’ Maria Bartiromo.  The President discusses coronavirus, the economy, China, trade, Flynn, the election, and much more.  55 minute interview taped yesterday, aired today.

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President Trump is meeting with Colorado Governor Jared Polis and North Dakota Governor Doug Burgum at the White House today. The leaders are anticipated to deliver remarks from the Rose Garden at 4:00pm ET during a press availability.

UPDATE: Video Added

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[Transcript] – THE PRESIDENT: Well, thank you very much. It’s great to be with the Governor of Colorado and the Governor of North Dakota, two governors that are working very hard — harder than they thought they’d have to work. We also have two very distinguished senators that you know very much: Senator Gardner, who you know, and — John, say hello. Say hello to the fake news.

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This is nuts.  According to the Los Angeles Times city officials plan to keep the stay-at-home order in place for an additional three months.  However, this decision does provide further evidence the deep blue regions plan on maximizing economic damage.

The odd dynamic is…. without a massive local bailout, and funding for the citizens who are on lockdown, how could they possibly even attempt to pull this off?  Is this LA plan of action dependent on Pelosi’s brand new scheme for a $3 trillion spending package?

CALIFORNIA – Los Angeles County’s stay-at-home orders will “with all certainty” be extended for the next three months, county Public Health Director Barbara Ferrer acknowledged during a Board of Supervisors meeting on Tuesday.

Ferrer, though she didn’t issue an official order, said that timeline would only change if there was a “dramatic change to the virus and tools at hand.”

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Anticipating the first step in the phase-three effort to remove President Trump from office, today at 10am ET Dr. Anthony Fauci will appear before the Senate Health, Education, Labor and Pensions Committee. CTH anticipates Fauci will position the reopening of the economy as a likely public health catastrophe; thus paving the way for Trump removal 3.0.

In addition to sketchy Fauci, Robert Redfield, the director of the Centers on Disease Control and Prevention, Assistant Secretary of Health and Human Services for Health Adm. Brett Giroir and Food and Drug Administration Commissioner Stephen Hahn are scheduled to appear. However, the pre-planned media narrative will be led by Fauci.

Fox News Livestream – Fox Business Livestream – PBS Livestream Link

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Comrade citizens, the Pennsylvania Ministry of COVID Compliance is threatening to destroy all small businesses that do not comply with the unilateral dictate of the state.

It is worth remembering these decrees are not laws; they have not been created by state representatives; there is no representation behind them; all of the rules and regulations are unilateral decrees by the state.  Governor Tom Wolfe outlines his threat:

WOLFE: Non-compliant counties won’t be eligible for federal stimulus discretionary funds. Instead, those funds will be allocated to counties working to stop the spread of #COVID19.

WOLFE: Businesses should know that opening in counties that don’t abide by the law will potentially jeopardize their business liability insurance or the protections it provides.

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Tesla CEO Elon Musk is drawing a line in the sand in his fight against authoritarian rules in California.  After several days of intense debate and argument with the arbitrary rules of the local Almeda County authorities, Musk says he’s reopening his auto plant:

FREMONT, Calif. — Tesla CEO Elon Musk confirmed on Twitter Monday that the company has restarted its California factory in violation of local government orders.

In the afternoon tweet, Musk wrote that he would be on the assembly line and asked that he be arrested if authorities take anyone into custody. State law allows a fine of up to $1,000 a day or up to 90 days in jail for operating in violation of health orders. (link)

Senator Tom Cotton appears with Maria Bartiromo to discuss recent reporting showing cell phone in/around Wuhan China showed road-blocks and/or a containment zone was mysterious set up in October of 2019.  The suspicion is that China knew the virus had escaped the Wuhan bio-lab and was taking effort to contain the spread of the virus.

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These suspicions fall on the heels of additional confirmation that Beijing asked the World Health Organization not to reveal human-to-human transmission of the virus at the same time.

Stay big picture. After three years of Beijing losing the geopolitical confrontation to President Trump…. Think about what you know of the aggressive Communist and zero-sum disposition of China. Keep in mind these new reports from intelligence research are pointing to a biologic release in/around October of 2019.   Now consider this timeline overlay…

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White House Director of Trade and Manufacturing Policy Peter Navarro appears for an interview with Maria Bartiromo.  As a China hawk Navarro outlines the economic damage from a perspective where China needs to be held accountable.

One of the ways to hold Beijing accountable is to retract all U.S. business interests and decouple from China.  The White House is currently using a task-force approach to assemble the background evidence.  Once assembled, many people suspect President Trump will initiate very strong policies against China (including tariffs) simultaneously timed with tax incentives for U.S. companies to return manufacturing back to the U.S.

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If you think about the economic vulnerabilities currently carried by China, it is entirely possible for USTR Lighthizer, Secretary Mnuchin, Secretary Ross and Peter Navarro to structure serious financial punishment upon the Red Dragon.

At no time in the past twenty years has Beijing been more vulnerable to an economic adversary.  At the same time, there has never been a more strategic economic adversary in the oval office. This is a conspicuously remarkable moment in history.

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Earlier this morning President Trump called-in to Fox and Friends morning broadcast for a lengthy interview.  You can tell there are aspects to the interview adverse to the political interests of Fox News by the fact they did not present the interview for distribution.

However, that said, here’s a copy of the broadcast where President Trump discusses the efforts of the previous administration to target him and eliminate his presidency. If you want to understand President Trump’s perspective on FBI Director Chris Wray skip to @13:00 point of video; and comments on Jeff Sessions @15:20.

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