Lens family
48 analyses · Boundaries of the FirmVertical-Integration Bet
Apple's One American-Made Mac Now Carries a 'Product of Thailand' Label
Apple
TSMC's first Arizona fab doubled from $12B to $20B — most of the '$165B blowout' is other fabs
TSMC
Two-thirds of Walmart's $250 billion 'American-made' pledge was groceries, not manufacturing
Walmart
Caterpillar Built a $200M Texas Excavator Plant in 2012 — and Aimed Japan at Asia Instead
Caterpillar
Master Lock's 2011 Milwaukee comeback returned about 100 jobs — and the plant closed in 2024
Master Lock
Stanley Black & Decker's Craftsman plant promised 500 jobs and closed with 175
Stanley Black & Decker
Foxconn Pledged $10B and an LCD Plant to Wisconsin. It Spent $1B and Never Built the Factory
Foxconn
GE Reshored Its Water Heater to Louisville in 2012 — and Sold the Whole Division to Haier by 2016
GE Appliances
Boeing Sold Its Wichita Fuselage Plant for $900 Million in 2005 — and Reabsorbed It in an $8.3 Billion Deal
Boeing
Apple made 77% of Dialog's sales — then paid $600M to hire away its engineers and stay a customer
Dialog Semiconductor
Peloton Spent $47M Buying a Bike Factory in 2019 — and Walked Away From Owning Factories in 2022
Peloton
Tesla Added LG and CATL for Shanghai While Keeping Panasonic Exclusive in Nevada
Tesla
Nvidia built the RTX 30 on Samsung's 8nm, then moved gaming chips back to TSMC's 4N for the RTX 40
Nvidia
Qualcomm refused to sell Apple modems, so Apple paid billions to bring it back — then bought Intel's modem unit for $1B
Apple
A small fire at a Philips chip fab cost Ericsson the handset business — not Nokia
Nokia
Ericsson single-sourced its radio chips from one Philips fab, and lost 7 million phones when it burned
Ericsson
A single plant made 99% of Toyota's brake valves — it burned down and Toyota restarted in 5 days
Toyota
Kodak Built a Chemical Empire to Protect Film. Then Film Couldn't Leave the Empire.
Kodak
ASML Captured Its Supply Chain: Roughly 80% of Components Come From 5,150 Suppliers
ASML
IKEA Makes Only About 10% of Its Range; Its Ownership Structure Protects the Long Game
IKEA
Amazon's Stack Grew One Bottleneck Fix at a Time — Now AWS Out-Earns the Retail Arm
Amazon
Reshoring Rewired the Boardroom Faster Than It Rewired a Single Factory Floor
Reshoring & Friendshoring
The Foundry Race Is Already Over. The Only Question Left Is Who Pays to Pretend It Isn't.
The Foundry Race
Amazon Opened Its Delivery Network to Outside Firms in 2026 — and UPS and FedEx Fell Nearly 10%
Amazon
Apple Built the iPhone Before Its Own Chips — and the Order Was the Strategy
Apple
Samsung Profits When the iPhone Wins. It Built Its Whole Company to Make Sure of It.
Samsung
ASML's Supplier 'Orchestration' Came With Receipts: A €1.95bn Buyout and a €1bn Stake
ASML
Freshness by Contract: 7-Eleven Japan's 172 Factories and Four Delivery Chains Since 1979
7-Eleven
Spotify Spent Over $800 Million on Podcasts to Escape Music's Margin Trap
Spotify
Nucor's Edge Was a System Big Steel Could Only Copy by Dismantling Itself
Nucor
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