# PCBs, Global Innovation Policy & the CHIPS Act

- Show: [OnTrack](https://hardwarepodcasts.com/podcast/ontrack)
- Published: 2024-02-27
- Length: 49m
- Episode: 255
- Page: https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act
- Listen: https://podcast.altium.com/e/pcbs-global-innovation-policy-the-chips-act/

## Summary

Stephen Ezell, VP of Global Innovation Policy at the Information Technology and Innovation Foundation (ITIF), discusses the CHIPS and Science Act, explaining how US policy aims to counter China's industrial strategy and restore semiconductor manufacturing. He details the act's funding structure, the gap between authorization and appropriation, and the necessity of incentives to compete with foreign subsidies. Ezell also advocates for a similar 'PCBs Act' to address the decline of US printed circuit board production and suggests nearshoring to Latin America as a viable alternative to offshore dependence.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act#t=0) Introduction and ITIF Overview
- [7:34](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act#t=454) The CHIPS and Science Act: Origins and Funding
- [12:54](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act#t=774) Industrial Policy: US vs. China and Europe
- [18:54](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act#t=1134) Subsidies, Picking Winners, and Global Competition
- [25:21](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act#t=1521) The Decline of US Manufacturing and the Role of PCBs
- [39:42](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act#t=2382) Nearshoring to Latin America and China's Expulsion Strategy

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)

## Most relevant to

large enterprises

## Mentioned

- ITIF (company)
- CHIPS and Science Act (other)
- TSMC (company)
- YMTC (company)
- Sematech (company)
- PCBA (company)
- Nvidia (company)
- AMD (company)
- Apple (company)
- Qualcomm (company)
- Intel (company)
- ASML (company)
- Airbus (company)
- Boeing (company)
- Rockwell Automation (company)
- Aetna Corporation (company)

## 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)
- [Decapitating Huawei & Recapitating America | Achievable Big Stuff: IBM’s 5 in 5 | How Steve Carlton Got His 300th Win](https://hardwarepodcasts.com/podcast/ee-times-current/2020-10-02-decapitating-huawei-recapitating-america-achievable-big-stuff-ibms-5-in-5-how-st) (EE Times Current)
- [EMS@C-Level 2022 Season, episode 10 - Greg Papandrew of PCB Buying Expert](https://hardwarepodcasts.com/podcast/ems-c-level/2022-08-29-ems-c-level-2022-season-episode-10-greg-papandrew-of-pcb-buying-expert) (EMS@C-LEVEL)
- [State of the Industry: Semiconductor Insiders Discuss the Ambitions and Realities of the CHIPS Act](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities) (Moore's Lobby)
- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to OnTrack.