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