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cover of episode This Is What President Biden's CHIPS Office Actually Did

This Is What President Biden's CHIPS Office Actually Did

2025/4/23
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Odd Lots
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Hassan Khan
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Hassan Khan: 我在芯片项目办公室担任经济安全主任期间，主要负责制定战略和评估项目的经济安全价值。我们致力于在整个供应链中进行投资，既包括尖端技术，也包括传统芯片和供应链。在项目评估过程中，我们考虑了多个因素，包括技术先进性、供应链弹性以及对美国经济安全的贡献。我们努力平衡短期影响和长期效益，避免仅仅追逐某个特定领域。 在项目审批方面，我们经历了从意向书到最终申请的流程，并对申请进行了逐案分析。虽然法案中包含一些关于劳动力多样性和社区投资的法定要求，但这些要求并非项目进展的主要障碍。实际上，许多公司已经在这些方面进行投资，而政府的资金支持有助于他们更好地协调和扩展这些项目。 然而，我们也面临着一些挑战，例如不同利益相关者（如劳工和环保组织）之间的利益冲突。需要高层领导来协调这些冲突，确保项目按时完成。此外，美国在半导体制造方面存在一些竞争劣势，例如较高的劳动力成本和更严格的法规。但我们也拥有独特的优势，例如顶尖的公司、大学系统和技术堆栈。 为了提高美国制造业的吸引力，我们需要提供政策确定性，例如通过投资税收抵免来平衡政府和私营部门对制造业价值的评估差异。政府可以利用税收抵免等手段来吸引投资，并对那些需要资金支持的小型企业提供资金援助。 总的来说，《芯片法案》促成了大量的投资，并增加了美国的电子设备制造投资。但其长期影响还有待观察，这取决于未来几年其他项目的进展以及政策环境的稳定性。 Gio Weisenthal: 我们讨论了关于美国再工业化的议题，以及拜登政府的芯片法案和通胀削减法案是否取得了预期效果。我们关注的是这些法案是否真正促进了美国制造业产能的提升，以及其中存在的挑战。 Tracy Alloway: 我们探讨了芯片法案的资金分配、项目审批流程以及与劳工、环保等利益相关者之间的协调问题。我们还分析了资本主义激励机制与美国高科技制造业之间的冲突，以及如何利用税收抵免等政策工具来提高美国制造业的吸引力。此外，我们还讨论了政策不确定性对企业投资决策的影响，以及如何平衡短期利益与长期目标。

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This chapter sets the stage by discussing the current state of reindustrialization in America, focusing on the apparent lack of progress despite significant investments under the Biden administration through the CHIPS Act and Inflation Reduction Act. It introduces Hassan Khan, who will provide insights into the CHIPS program.
  • Despite discussions about reindustrialization, manufacturing surveys suggest the opposite.
  • The Biden administration made significant investments through the CHIPS Act and Inflation Reduction Act.
  • The issue became politicized, with differing opinions on its effectiveness.

Shownotes Transcript

One of the stated goals for the current trade war is to build more industrial capacity in the United States. So far there doesn't seem to be much of it happening. In fact, all of the manufacturing surveys (and all evidence) so far suggests the reverse. But not that long ago there was a concerted effort to build more factories in the United States. Under President Biden there was a whole host of new industrial announcements funded in part via the CHIPS Act and the Inflation Reduction Act. But did we get anything from these bills? Do we have anything to show for it? Why is building more capacity in the United States so difficult? On this episode, we spoke with Hassan Khan, who recently left his position as the director of economic security in the CHIPS Program Office at the Department of Commerce, about what he learned, what he saw, what could be done differently, and what the results are actually were.Read more:With US Chips Act Money Mostly Divvied Up, the Real Test Begins)TSMC’s Arizona Chip Production Yields Surpass Taiwan’s)US Chip Grants in Limbo as Lutnick Pushes Bigger Investments)

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