What Austin Vernon thinks about semiconductors

@austin-vernon · 42 positions · On ppll ↗

Engineer and investor who writes quantitative posts about how physical industries actually work — chemical plants, geothermal drilling, shipyards, thermal storage and the economics of low-volume manufacturing — at austinvernon.site.

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Only Austin Vernon on semiconductors. See everyone on semiconductors

1 dated position, 2026, in their own words. Our reading of what Austin Vernon has said — not written or endorsed by them.

1 position so far — this page is not yet offered to search engines.

1. 12 Feb 2026

   Our readingThe real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.

   Their wordsThe CHIPS Act might still be a positive, but the cost is almost certainly many times the $50 billion price tag.

   ↗Speed Can Reindustrialize Americaaustinvernon.site 11th of 15 in this piece