Odd Lots This Is How We'll Know If the CHIPS Act Is Working
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May 29, 2023 
Join tech analyst Dan Wang, known for his insights on semiconductor policy, and economist Adam Ozimek, who specializes in industrial trends, as they dive into the challenges of the CHIPS Act. They discuss the roadblocks in domestic semiconductor manufacturing and the metrics to gauge its success. With a backdrop of a bowling alley, the conversation balances humorous anecdotes with serious discussions on national security, investment implications, and the complexities of U.S.-China tech rivalry.
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Semiconductor Importance
- Semiconductors are a crucial policy focus due to supply chain issues and national security.
- Experts like Adam Ozimek emphasize the need for smart industrial policy to boost domestic manufacturing.
Chips Act Potential
- Revitalizing domestic semiconductor manufacturing is possible, but a good start doesn't guarantee success.
- Dan Wang highlights substantial investments but questions the criteria for evaluating the Chips Act's effectiveness.
Chips Act Goals
- The Chips Act has multiple goals, including fixing supply chains and creating jobs.
- Adam Ozimek suggests focusing on sensible objectives like securing mature node chips for national security.