Arizona's Abundance Playbook

Arizona's Abundance Playbook

From ChinaTalk by Jordan Schneider

May 28, 2026 · 59 min

About this episode

Ian O’Grady discusses Arizona's successful strategies in attracting major investments in semiconductor and battery production.

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 researcher Aqib Zakaria. Cadillac Desert by Marc Reisner Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Hosts: Aqib Zakaria, Jordan Schneider

Guest: Ian O’Grady

Topics covered

  • semiconductor production
  • industrial policy
  • labor relations
  • environmental regulations
  • economic development
  • Arizona's strategy

Keywords

  • Arizona
  • semiconductors
  • TSMC
  • Intel
  • LG Energy
  • labor disputes
  • Clean Air Act
  • industrial policy
  • economic strategy

Mentioned in this episode

Organizations: TSMC, Intel, LG Energy

Books & works: Cadillac Desert

Places: Arizona, Phoenix

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