ChinaTalk Chips Act: A How To Guide
Jan 17, 2023
In this discussion, Jacob Feldgoise, an analyst at CSET, and Vishnu Kannan from the Carnegie Endowment share insights on the ambitious $52 billion Chips Act aimed at reshoring U.S. semiconductor manufacturing. They delve into key challenges, including national security risks, workforce training, and the complexities of geopolitical tensions. Their critique of existing strategies highlights the need for innovative approaches to ensure a resilient supply chain. Listeners will gain a nuanced understanding of the future of semiconductor policy and its broader implications.
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CHIPS Act Goals
- The CHIPS Act addresses semiconductor industry concerns by allocating $50 billion.
- This funding targets market failures through incentives and R&D support.
CHIPS Act Reactive Goals
- The CHIPS Act has three reactive goals: protecting the supply chain, boosting US competitiveness, and reducing sabotage risks.
- These goals stem from COVID shortages, Chinese hardware ubiquity, and China's economic rise.
Supply Chain Protection
- Protecting the semiconductor supply chain from shocks involves ensuring domestic or accessible capacity.
- The CHIPS Act aims to address this by building more manufacturing capacity in the US.