Dave Morin: US CHIPS Act subsidies are a drop in the bucket
Dave Morin · #10: You should kill your startup, What replaces globalization · More or Less Podcast · Aug 18, 2023 · at 39:33
Dave Morin relays views from a Texas semiconductor board member regarding whether government subsidies under the US CHIPS Act will meaningfully accelerate domestic semiconductor fabrication.
0:00 / 0:32exact quote · 32.6s
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“These guys are already planned, you know, many years out in terms of their fab construction, right? To like be moving along these fab timelines, right? Like the semiconductor industry is one of the most competitive, fastest moving, absolute most execution oriented industries on the planet. And so these guys are Planned out like 10 years into the future. Like they know exactly how many fabs they're building. They know what they're building in the United States. Like for America to show up with like tens of billions and say like, please build more faster is like kind of a drop in the bucket to these guys.”
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