The Minutes of Dylan Patel on chips act https://minutesof.com/dylan-patel/on/chips-act/ Everything Dylan Patel has said on CHIPS Act: 3 verbatim quotes from March 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:20 +0000 Patel argues $52 billion Chips Act is insufficient to restore US to even 20% of global semiconductor productio https://minutesof.com/q/72bb5d51-a196-4a6e-b7f6-63cb3776b6d5/ https://minutesof.com/q/72bb5d51-a196-4a6e-b7f6-63cb3776b6d5/ “S. To even 20% of global production, let alone a higher number, which is what we'd like, going back to maybe the 80s levels, right?” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 chips act Patel argues TSMC's $100 billion US investment still relies on Taiwan R&D, not securing supply chain. https://minutesof.com/q/0db47aa8-b79a-47e8-9231-c3d0fed5f45e/ https://minutesof.com/q/0db47aa8-b79a-47e8-9231-c3d0fed5f45e/ “Even if they do fully do the full $100,000,000,000 they commit to, completely still relying on R and D in Taiwan.” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 chips act Patel argues TSMC's $100 billion US investment won't secure R&D supply chain or new node development. https://minutesof.com/q/6efba2e7-6161-4f23-8644-c2e007650885/ https://minutesof.com/q/6efba2e7-6161-4f23-8644-c2e007650885/ “The R and D fab they announced is not going to secure R and D supply chain, right? It's not going to secure new node development, right?” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 chips act