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Thanks for sharing these important insights. As the authors note, the real challenge goes beyond funding: the US will need to figure out a way to streamline the due diligence and permitting processes to compete with Asia. That will require unprecedented coordination across federal agencies, which is no easy task.

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Love these articles on the US Chips Act! I’m wondering if it will be possible to track spending on essential related technologies that surround chips, such as packaging technologies? Is the US government funding overseas companies to establish a footprint in the US near the new fabs? Or is it helping US companies grow to meet the need?

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