Live from RNDF: Substrate, Semiconductors, and the Brave New World in Chips
Reaganism

Live from RNDF: Substrate, Semiconductors, and the Brave New World in Chips

2025-12-29
On this episode of Reaganism, Roger sits down live at the Reagan National Defense Forum with Substrate's founder and CEO, James Proud. Roger and James discuss Substrate's background, and it's promise to revolutionize the chip industry that is currently dominated by Taiwan and Dutch origin lithography machines. Roger and James discuss the history and state of the US chip industry and the chip race underway with China. They transition to the profound challenge Substrate is trying to tackle, and...
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