Thiel Capital’s Jack Selby nabs stakes in hot startups like Etched through Arizona connections

Jack Selby of Copper Sky Capital is leveraging his influence in Arizona's semiconductor industry to help startups like Etched secure manufacturing capacity at TSMC's local facilities. This strategy aims to bridge the gap between coastal hardware startups and the growing manufacturing ecosystem in the American Southwest.
Why it matters
This highlights the ongoing efforts to reshore critical semiconductor manufacturing to the U.S. and the role of venture capital in facilitating industrial supply chain logistics.
Nvidia competitor Etched announced this week that TSMC had manufactured its first chip earlier this year. While the four-year-old startup valued at $5 billion is getting ready to ship systems powered by that chip to customers later this summer, scaling production may prove challenging. Like other chip designers, Etched must compete for limited capacity at TSMC’s Taiwan factories.
The article provides a factual business report on investment strategies and industrial logistics without taking a political or ideological stance.
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