# State of the Industry: Semiconductor Insiders Discuss the Ambitions and Realities of the CHIPS Act

- Show: [Moore's Lobby](https://hardwarepodcasts.com/podcast/moores-lobby)
- Published: 2024-03-12
- Length: 55m
- Episode: 5
- Page: https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities
- Listen: https://www.allaboutcircuits.com/podcast/state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities-of-the-chips-act

## Summary

Rich Simoncic of Microchip Technology, Russ Garcia of Menlo Micro, and Michael Knight of Endries International discuss the CHIPS Act's impact on US semiconductor manufacturing. They highlight the 'valley of death' for R&D, the critical need for advanced packaging and legacy node capacity, and the importance of workforce development. The panelists emphasize that while the Act is a vital first step, it must address security, supply chain resilience, and education to be truly effective.

## Chapters

- [0:16](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=16) Introduction: Panel Overview and CHIPS Act Context
- [1:07](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=67) Microchip's US Manufacturing and CHIPS Act Benefits
- [3:03](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=183) Menlo Micro's Valley of Death and Material Science Challenges
- [6:26](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=386) Microchip's Silicon Carbide Investment and Sustainability
- [8:56](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=536) Endries on CHIPS Act Benefits and Global Context
- [15:08](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=908) Menlo Micro's Fab Strategy and Packaging Needs
- [19:42](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=1182) CHIPS Act Funding Adequacy and Legacy Nodes
- [23:17](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=1397) Measuring Success and Legacy Technology Gaps
- [29:31](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=1771) Microchip's View on Total Incentives and Workforce
- [33:40](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=2020) CHIPS Act 2: Education and STEM Pipeline
- [37:37](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=2257) Packaging Risks and Small Company Challenges
- [47:07](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities#t=2827) Future Outlook: Sustainability and Innovation

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Hiring & workforce](https://hardwarepodcasts.com/topic/hiring-and-workforce)
- [Design for manufacturing & NPI](https://hardwarepodcasts.com/topic/design-for-manufacturing)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)

## Most relevant to

large enterprises, early-stage companies

## Mentioned

- Microchip Technology (company)
- Menlo Micro (company)
- Endries International (company)
- TSMC (company)
- Silicon Carbide (material)
- Gallium Nitride (material)
- Moore's Lobby (other)

## Related episodes from other shows

- [I’m the CHIPS bill / Stuck on Capitol Hill…](https://hardwarepodcasts.com/podcast/ee-times-current/2022-02-04-im-the-chips-bill-stuck-on-capitol-hill) (EE Times Current)
- [Unpacking Semiconductor Packaging: Insights with Jan Vardaman](https://hardwarepodcasts.com/podcast/ontrack/2024-04-23-unpacking-semiconductor-packaging-insights-with-jan-vardaman) (OnTrack)
- [Education Panel: How to Expand the Semiconductor Industry Talent Pool](https://hardwarepodcasts.com/podcast/ee-times-current/2022-12-23-education-panel-how-to-expand-the-semiconductor-industry-talent-pool) (EE Times Current)
- [Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion) (The Circuit)
- [S6E3 Hector Amador | Semiconductors, Microprocessors, & Statistics](https://hardwarepodcasts.com/podcast/being-an-engineer/2025-01-17-s6e3-hector-amador-semiconductors-microprocessors-statistics) (Being an Engineer)

## Citing this page

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