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ChinaTalkJordan Schneider2026-05-28

Arizona's Abundance Playbook

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How did Arizona lock in billion-dollar investments from TSMC, Intel, and LG Energy?Ian O’Grady, Senior Policy Advisor to Arizona Governor Katie Hobbs, joins ChinaTalk to share war stories from the state that’s successfully reshoring semiconductor and battery production.Our conversation covers:Labor Disputes and Crisis Management — How the Governor’s Office mediates disagreements between stakeholders and keeps workers happy.Clean Air Act vs. chips — Why Arizona’s fabs struggled to get building permits despite the state’s low per-capita emissions.Arizona’s Abundance Playbook — Including a consolidated commerce authority, a culture of engineering > litigation, and institutional factors that help Arizona outbuild Ohio and Texas.Taiwanifying the Desert — How Phoenix welcomed TSMC engineers with Mandarin programs in schools, Din Tai Fung, and a new Costco.Industrial Policy Resource Wars — How Arizona avoids backlash based on power and water use concerns.Co-hosting is ChinaTalk analyst Aqib Zakaria.Listen now on your favorite podcast app.Source.Rise Like a Phoenix 鳳凰涅槃Jordan Schneider: Ian, you show up in January 2023, after the CHIPS Act has passed, and there’s already excitement about all the fabs potentially being built in the Phoenix area. What were the first semiconductor-related priorities that landed on your plate?Ian O’Grady: The TSMC investment was announced in 2020. That was a huge day — we were getting one fab, and we were so excited.The CHIPS Act passed in 2021, the IRA in 2022, and then we’re coming into 2023. We have all these incentives happening. We have all the re…