S3E81｜Analysis of the U.S. Chip Act and Chip Shortages, Anti-globalization under the Process of Globalization
Recently, the US President Joe Biden signed the chip and science bill, providing more than $521 billion in funding support for US computer chip production companies. While the CEO of Intel claimed it was the most significant industrial policy since World War II, some people believe the chip program may not be as effective as imagined due to the funds-intensive nature of chip manufacturing. In this podcast, two industry experts discuss the law from different perspectives, including production, manufacturing, and R&D design. They also highlight the law's beneficiaries, including companies such as Intel and Micron. Additionally, the law supports scientific research and education, with a focus on artificial intelligence, 6G communication, and quantum computing. The US and Europe have both experienced a trend of decreasing chip manufacturing capabilities, largely due to the high concentration of a few companies dominating the market.