“Moving a factory” — is it just about changing the location? Or does it change the whole landscape around it? 🤔

Let’s say a U.S. chipmaker decides to build a new plant in India instead of China. It’s not just the chipmaker that gets busy. Construction firms, cement suppliers, semiconductor equipment companies, power utilities, and logistics operators all get involved. 🏭

Friendshoring isn’t just relocating a factory. It’s relocating the entire ecosystem around it. That’s why smart investors don’t just focus on the big brands. They also look at the supporting industries that move with them. That’s how you develop “investment peripheral vision.” 👀

🔍 Who benefits from friendshoring?

Construction & Infrastructure: Essential for building new factories 🏗️

Power & Energy: Semiconductor factories consume massive electricity ⚡

Semiconductor Equipment: Precision machines are needed for production 🧪

Logistics: Someone needs to transport parts and materials 🚚

Local Workforce & Training: Skilled labor must be developed 🎓

🎯 A helpful metaphor:

Friendshoring is like building a new city.

You don’t just build houses.

You need roads, plumbing, electricity, schools, and hospitals too.

Similarly, companies can’t move factories unless the whole ecosystem moves with them. 🏙️

🧠 Smart investor questions:

Which companies benefit directly from this relocation?

Is local infrastructure ready? If not, who's building it?How big will the demand for logistics, energy, and equipment be?

How big will the demand for logistics, energy, and equipment be?