On the record about
2 people · 4 quotes · 13 Mar 2025 to 7 May 2025
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 13 Mar 2025 — a date, and nothing else. It is not a claim about who reached a view first.
Patel argues $52 billion Chips Act is insufficient to restore US to even 20% of global semiconductor production.
“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?”
Patel argues TSMC's $100 billion US investment still relies on Taiwan R&D, not securing supply chain.
“Even if they do fully do the full $100,000,000,000 they commit to, completely still relying on R and D in Taiwan.”
Patel argues TSMC's $100 billion US investment won't secure R&D supply chain or new node development.
“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?”
Huang notes the U.S. invested $62 billion in chips but discovered no one domestically could build factories.
“The US passed an act. We're gonna invest 62,000,000,000. Mhmm. And then they discovered six months later, there's no one in The United States that knows how to build a factory.”