This is a “must” read, thanks @Dubbo66. The US has the ability to take action quickly. Think Ellume and Lynas … company making funding from the US Government . There is constant reference to supporting key allies throughout the document.
There is so much in here that will influence my portfolio choices for the next 5 years, nothing like artificial market leverage to ensure success …
Back to Sensera, there is much to like In this document for us, as well as our partners. Jumping off the page, support this calendar year ( US fiscal year ) direct to semiconductor fabrication ( funding to build more capacity ) and direct offset against high US production costs for customers ( think NanoDX, Abiomed … massive incentive to buy greater volumes from us, with offset against our costs )
Seriously … direct, significant financial funding to immediately make US semiconductors globally competitive .
…
excerpt from the paper
Fund the Creating Helpful Incentives for Production of Semiconductors (CHIPS) for America provisions in the Fiscal Year (FY) 2021 National Defense Authorization Act (NDAA), which authorized programs to:
(1) incentivize manufacturing through federal financial assistance to construct, expand, or modernize semiconductor-related facilities to support semiconductor fabrication, ATP, and advanced packaging; and
(2) advance R&D technology prototyping via a new National Semiconductor Technology Center (NSTC).
3. Strengthen the Domestic Semiconductor Manufacturing Ecosystem through legislative action to implement the ideas put forth in President Biden’s American Jobs Plan provide incentives to support key upstream—including semiconductor manufacturing equipment, materials, and gases—and downstream industries to offset high operational costs in the United States, continued support for investment in the United States through programs like the Department of Commerce International Trade Administration’s SelectUSA; and support for manufacturing through a new Department of Commerce National Institute of Standards and Technology (NIST) Manufacturing USA Institute, as requested in the President’s 2022 Budget.
4. Support Manufacturers, Particularly Small and Medium-Size Businesses via R&D resources to prove emerging technologies and financing to move from the lab to market and address capital needs for growth.
hold on tightly to your shares !!!!
IMO
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Ann: Investor Update, page-106
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