Array ( [content] => [params] => Array (  => /forum/index.php?threads/let%E2%80%99s-rebuild-the-us-microchip-industry-%E2%80%93-not-give-it-a-50bn-plus-check.16382/page-3 ) [addOns] => Array ( [DL6/MLTP] => 13 [Hampel/TimeZoneDebug] => 1000070 [SV/ChangePostDate] => 2010200 [SemiWiki/Newsletter] => 1000010 [SemiWiki/WPMenu] => 1000010 [SemiWiki/XPressExtend] => 1000010 [ThemeHouse/XLink] => 1000970 [ThemeHouse/XPress] => 1010570 [XF] => 2021370 [XFI] => 1050270 ) [wordpress] => /var/www/html )
Warning, the last time I made a claim about market structures in this forum it was to call the EDA industry a cartel, and folks jumped down my throat saying "it's not a cartel it's an oligopoly and that's fine".. a bit like saying "there's no fire but it's so smoky I can't see any startups".
I think it is misleading to say that it is Intel oriented b/c the fabless guys aren't making money. For starters these guys aren't in any trouble/can be replaced in a short period of time (all of the startups are proof of that). What cannot be build up in under a decade is a more robust American semiconductor manufacturing environment. It is also wrong to say intel is going to stop the Ohio plant if they don't get their handout. From day one Intel has said funding would decide fi they built a smaller fab like the old plans for the German fab, or if it would be Intel's biggest. The CHIPS act doesn't discriminate against non Intel semi manufacturers, with other US companies getting money, as well as TSMC Samsung and a plethora of semi suppliers.Will this heavily Intel oriented Chips Act and the subsidies strategy actually punish innovation and discriminate against those well managed companies?
They have. If memory serves they already broke ground. But they skipped the fancy ceremony until they get "their"money.Intel should stop waiting on the US Congress to pass this bill. They should put their money where their mouth is and begin building the fab complex in Ohio. They have plenty of money to do this.
Here’s what I would do. Starting with some history.