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This is an excellent interview with T J Rodgers in how governments actually hurt the chip industry. I found his insights especially clear, concise and accurate. Governments on all sides may be doing more harm than good. Being hungry and motivated is what leads to the progress the industry is famous for.
This is an excellent interview with T J Rodgers in how governments actually hurt the chip industry. I found his insights especially clear, concise and accurate. Governments on all sides may be doing more harm than good. Being hungry and motivated is what leads to the progress the industry is famous for.
I have met TJ a few times. He is not the man he once was. Men in their 70s should be playing golf not running the world. Putin just turned 70 by the way.
Mike Gianfagna and I talked about government and semiconductors in the most recent podcast:
Dan is joined by his podcast partner and producer Mike Gianfagna. Dan and Mike review the hot topics that trended on SemiWiki over the past year. Included are discussions about how the semiconductor industry is changing, touching on Moore’s law, chiplets. and government intervention.The forces...
semiwiki.com
Bottom line: Semiconductors would not be what they are today without so called government intervention. TSMC would not exist. If you look at the CHIPS Act it is not very much money for actual manufacturing. Not enough to make a difference and to my knowledge no checks have been cut yet.
The big benefit of the CHIPS Act is that everyone now knows how important the semiconductor industry is. That alone is worth $50B+ of tax payers money, which is nothing compared to the trillions of US dollars spent on nothing burgers.
If all of the fabs that have been pre announced were actually built into production we would have an oversupply, but they won't. We may have an over supply of empty buildings but not of actually manufacturing ready fabs.
