Rene Haas

And that's why Chips Act, I think, was a good and necessary thing because building semiconductors is fundamental to our economic engine. We learned that during COVID when it took 52 weeks to get a key fob replaced in terms of everything going on with supply chain. So I think having supply chain resiliency is super important. I think it's super important on a global level.

And that's why Chips Act, I think, was a good and necessary thing because building semiconductors is fundamental to our economic engine. We learned that during COVID when it took 52 weeks to get a key fob replaced in terms of everything going on with supply chain. So I think having supply chain resiliency is super important. I think it's super important on a global level.

It's definitely important on a national level. So I was and am in favor of the CHIPS Act.

It's definitely important on a national level. So I was and am in favor of the CHIPS Act.

It's definitely important on a national level. So I was and am in favor of the CHIPS Act.

I think one of the things that's happening is a real raise of visibility on this talent issue. And I think putting more and more money into university programs around semiconductors, semiconductor research is helping. I think that for a number of years, semiconductors and particularly manufacturing was not seen as the most attractive of degrees to go off and get.

I think one of the things that's happening is a real raise of visibility on this talent issue. And I think putting more and more money into university programs around semiconductors, semiconductor research is helping. I think that for a number of years, semiconductors and particularly manufacturing was not seen as the most attractive of degrees to go off and get.

I think one of the things that's happening is a real raise of visibility on this talent issue. And I think putting more and more money into university programs around semiconductors, semiconductor research is helping. I think that for a number of years, semiconductors and particularly manufacturing was not seen as the most attractive of degrees to go off and get.

A lot of people were looking at software as a service and things in other areas. So I think we need to get back to that on the university level. Now, one could argue if AI bots and agents can come in and do meaningful work, maybe that helps. But

A lot of people were looking at software as a service and things in other areas. So I think we need to get back to that on the university level. Now, one could argue if AI bots and agents can come in and do meaningful work, maybe that helps. But

A lot of people were looking at software as a service and things in other areas. So I think we need to get back to that on the university level. Now, one could argue if AI bots and agents can come in and do meaningful work, maybe that helps. But

I think in the area of building chips and semiconductor process, that is very much an art as well as a science, and particularly around improving manufacturing yields. So I don't know if we have enough talent, but I know there's a lot of effort now going to try to bolster that.

I think in the area of building chips and semiconductor process, that is very much an art as well as a science, and particularly around improving manufacturing yields. So I don't know if we have enough talent, but I know there's a lot of effort now going to try to bolster that.

I think in the area of building chips and semiconductor process, that is very much an art as well as a science, and particularly around improving manufacturing yields. So I don't know if we have enough talent, but I know there's a lot of effort now going to try to bolster that.

Yeah, I think one of the things we were talking about earlier was we are now a public company. We were not a public company in 2022. So one of the things I've learned as a public company is break out as little as you can possibly can. So nobody can ask you questions in terms of where things are going.

Yeah, I think one of the things we were talking about earlier was we are now a public company. We were not a public company in 2022. So one of the things I've learned as a public company is break out as little as you can possibly can. So nobody can ask you questions in terms of where things are going.

Yeah, I think one of the things we were talking about earlier was we are now a public company. We were not a public company in 2022. So one of the things I've learned as a public company is break out as little as you can possibly can. So nobody can ask you questions in terms of where things are going.

Yeah, I know you are. So I would say this, no, we don't break any of that stuff out. But what we are observing is that, and I think this is only going to accelerate, is whether you're talking about an AI data center or you're talking about an AirPod or a wearable in your ear, there's an AI workload that's now running and that's very clear.

Yeah, I know you are. So I would say this, no, we don't break any of that stuff out. But what we are observing is that, and I think this is only going to accelerate, is whether you're talking about an AI data center or you're talking about an AirPod or a wearable in your ear, there's an AI workload that's now running and that's very clear.

Yeah, I know you are. So I would say this, no, we don't break any of that stuff out. But what we are observing is that, and I think this is only going to accelerate, is whether you're talking about an AI data center or you're talking about an AirPod or a wearable in your ear, there's an AI workload that's now running and that's very clear.