Fabricated Knowledge

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

17 snips
May 29, 2024
Dan Kim, part of the CHIPS Program Office, previously served as Chief Economist for SK Hynix, while Hassan Khan specializes in manufacturing incentives. They unpack the CHIPS Act, highlighting its bipartisan foundation and $39 billion funding aimed at boosting U.S. semiconductor manufacturing. The conversation tackles budget complexities, talent acquisition challenges in the industry, and the critical need for workforce development. They stress collaborative efforts to enhance project quality and explain how exciting the semiconductor field can attract new talent.
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INSIGHT

Two-Part Structure Drives Strategy

  • The CHIPS Act created multiple focused funds: $39B for manufacturing and $11B for R&D within Commerce.
  • The law purposely separates manufacturing incentives from R&D to target both capacity and innovation.
INSIGHT

Public Funds Must Crowd In Private Capital

  • $39B is large but modest against ~ $150B annual industry CapEx, so private capital must crowd in.
  • The industry is top-heavy: a few firms’ capex determines global capacity direction.
INSIGHT

Fabs Evolve And Shape Future Markets

  • Leading-edge fabs age into mature-node production, serving automotive and RF markets later.
  • Investing now shapes long-term node life cycles across the ecosystem.
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