Sorry for the OT post, but I am hoping to learn as much as possible, and greatly appreciate the wisdom shared here.
I am vaguely following some for the news, and was intrigued by the CHIPS Act. I can understand that this may be bullish/ or at least good news for companies like Intel which produce Chips in the USA, but there are some who say it is bad for NVDA and AMD…I sort of get that the new Chips ACT doesn’t necessarily give anything to NVDA and AMD, but why would it be bad?
Are these just fear mongering news, or is there a more than a grain of truth in this? or perhaps since this is already news, the negative impact on the semiconductor giants is already done and gone?
Thanks a lot,
Charlie
This is what I don’t understand: chips produced in the US still need to compete with those produced in Taiwan and South Korea in price and performance. Unless the US can be competitive in production over long term, not an one-shot stimulation like the Chips Act, it won’t work.
This is what I don’t understand: chips produced in the US still need to compete with those produced
in Taiwan and South Korea in price and performance. Unless the US can be competitive in production
over long term, not an one-shot stimulation like the Chips Act, it won’t work.
Good point.
I suppose a “free” fab would give a big cost advantage over the life cycle of that one fab, but not longer.
Much as I’m a huge admirer of Mr Bastiat and his work, this sound like a fantastic use case for old fashioned duties.
Sliding scale over time and by product based on how much the economy and military rely on the product in question.
But those would do no good until AFTER the local supply is possible, so maybe starting with fab subsidies is the right approach.
Jim
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