ChinaTalk Chips Avengers 2023: Chips Act + AI Revolution
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Mar 28, 2023 
Reva Goujon, an analyst at the Rhodium Group, and JP Kleinhans from SNV join Jay Goldberg of Digits and Dollars and Dylan Patel of SemiAnalysis for a riveting discussion. They delve into the CHIPS Act's funding priorities, revealing its impact on major semiconductor firms. The group also explores the existential implications of AI on global power dynamics and the rising risk of a tech 'splinternet.' Additionally, they examine the geopolitical tensions between the U.S. and China and how these dynamics shape the future of technological innovation.
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CHIPS Act Priorities
- The CHIPS Act prioritizes leading-edge chip manufacturing and packaging.
- Less emphasis is placed on traditional packaging and trailing-edge processes.
CHIPS Act: Policy over Technology?
- The CHIPS Act appears more policy-driven than technology-driven.
- It prioritizes pre-existing deals over strategic technology choices.
Clawback Provision
- The CHIPS Act includes a clawback provision.
- This allows the government to reclaim funds if recipients collaborate with concerning foreign entities.