Media & insights

Perspectives on semiconductors, policy and investment.

Articles and podcasts from Mike, plus the sources he reads to follow the industry.

Mike's articles and podcasts

Coming Soon

Industrial Policy Is a Team Sport — and a Game of Multiplication

Stay tuned for this upcoming article and accompanying podcast. Industrial policy works only when federal, state, and local government stays engaged with industry for years, with Micron’s Central New York investment as the case study.

The Wall Street Journal · Letter

Why Micron Is Betting Big on New York Chips

The program is not a partisan project. Micron chose New York for its $100 billion semiconductor plants because of …

Read on WSJ →
SemiWiki Podcast · EP234 · July 2024

An Update on CHIPS and Science Act Progress

Dan Nenni and Mike discuss CHIPS progress, funding work with large and small organizations, early results and the semiconductor talent shortage.

Listen on SemiWiki →
Video · August 2024

CHIPS Act: Under the Hood

Mike and Lynelle McKay, Chief Portfolio Management Officer of the CHIPS Program Office, explain how the office works: who is on the team, the expertise they bring, and the principles and tools behind its funding decisions.

Watch on YouTube →
SemiWiki Podcast · EP211 · March 2024

A Look at the Inner Workings of the CHIPS and Science Act

How Commerce is deploying the Act's $39B for manufacturing and $11B for R&D.

Listen on SemiWiki →