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#59 – Chris Miller on the History of Semiconductors, TSMC, and the CHIPS Act

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Do You Think the US Is Going to Be Able to Do That?

Chris Miller: Do you have a sense of how far the US can push this before that might be kind of like resistance or something? And I guess in turn, seeing more of a fracturing of the global supply chain. Jesson: It's hard to know where the line is when you have companies begin to take costly steps to do so. But if you step back and look at the chip industry, what you find is that the US is still the biggest player by far from design, tooling, end use.

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