Chris Miller of Tufts and I discuss our report Labs over Fabs, our case for the US to be spending money more broadly than currently conceived by the CHIPS act. (https://chinatalk.substack.com/p/labs-over-fabs-risc-vs-promise))
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JP Kleinhans (@JPKleinhans) joins to cohost and discuss his April 2021 report that argues it's dumb for Europe to drop billions on some shiny new fabs. https://www.stiftung-nv.de/sites/default/files/eu-semiconductor-manufacturing.april_.2021.pdf)
The BIS filings we were talking about: https://www.regulations.gov/document/BIS-2021-0011-0001/comment)
Outtro music: Masiwei of Higher Brothers' Dark Horse sessions https://www.youtube.com/watch?v=qymY1YezhTY)
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