U.S. fab execution beats Japan

- CEPA argues the messy U.S. chip‑fab model in Arizona is outperforming Japan’s textbook approach because proximity, labour flexibility and commercial urgency improved execution. - That shifts value from pure industrial planning to practical execution needs, creating demand for package‑aware design reviews and programme rescue services. - The paper suggests U.S. operational realism will be a commercial wedge for services firms adapting designs to distributed manufacturing. (cepa.org)