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Business Breakdowns

CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]

May 31, 2024
49:29
Snipd AI
The podcast dives into the CHIPS Act, discussing how it aims to boost US semiconductor manufacturing capabilities with a $53 billion subsidy. The conversation covers the implications of relying on foreign manufacturing, the shift to free market dynamics, and the recent funding announcements. Guest Todd Fisher sheds light on industry programs, supply-demand dynamics, and the broader questions investors may have.
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Podcast summary created with Snipd AI

Quick takeaways

  • CHIPS Act aims to enhance US semiconductor manufacturing capabilities against East Asia.
  • The program targets subsidies for leading-edge logic and memory fabrication, and advanced packaging facilities.

Deep dives

Overview of Event Co-Hosted with David Senra

A multi-day event with David Senra in September focuses on business breakdowns and founders collaboration, emphasizing the importance of relationships in business success. Tailored for the investment community, the event fosters relationship-building through smaller breakouts and one-on-one sessions at a private location.

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