US Department of Commerce Proposes CHIPS Guardrails

Image of a semiconductor chip

The Department of Commerce recently proposed CHIPS guardrails be included in the CHIPS Incentives Program to advance America’s technological and national security. The national security CHIPS guardrails are intended to ensure technology and innovation funded by the CHIPS and Science Act is not used for malign purposes by adversarial countries against the United States or […]

Optimizing Capital Investment in the Semiconductor Industry

Computer circuit board

The United States is looking to optimize capital investment in the semiconductor industry. Semiconductor companies are building manufacturing capacity at feverish pace with new fabs expected by 2025, and nine in the United States alone. Deloitte estimates the cost of building one fab starts at $10B with an additional $5B of costs for machinery and […]

Addressing US Semiconductor Manufacturing Talent Shortage

Masked and gloved engineer holding a chip

A recent study revealed a significant US semiconductor manufacturing talent shortage. In a study by the Semiconductor Industry Association (SIA), in partnership with Oxford Economics, revealed the US faces a shortage of technicians, computer scientists, and engineers, with a projected shortfall of 67,000 of these workers in the semiconductor industry by 2030 and a gap […]

Partnerships Critical to Rebuild America’s Semiconductor Industry

A computer circuit board with microchips

Congress passed the CHIPs Act of 2022 to strengthen America’s semiconductor industry. The Act is looking to strengthen manufacturing, design and research, fortify the economy and national security, and reinforce America’s chip supply chains. According to the Semiconductor Industry Association (SIA), America’s share of the modern semiconductor manufacturing capacity located in the U.S. reduced from […]

CHIPS and Science Act Funding One Year After Becoming Law

Electronic circuit board

CHIPS and Science Act funding one year after President Biden signed into law makes nearly $53 billion investment in U.S. semiconductor manufacturing, research and development, and workforce. In addition, the law creates a 25 percent tax credit for capital investments in semiconductor manufacturing with the goal of helping to keep America at the forefront of […]

Importance of Taiwan to the U.S. in Indo-Pacific Region and Chips

Famous Tower and Dragon and Tiger

Taiwan plays a critical role for the U.S. in the Indo-Pacific region and chips. If China annexed Taiwan and base military assets, such as underwater surveillance devices, submarines, and air defense units on the island, it would be able to limit the U.S. military’s operations in the region. This would significantly impact the U.S. ability […]

Securing the Supply Chain: The Battle for Semiconductor Control

Semiconductor on a blue circuit board

China and the United States are in a battle for semiconductor control. Semiconductors, which are essential for various critical industries including telecommunications, defense, and AI, have become a strategic asset for countries across the globe. In particular, China, the world’s largest consumer of semiconductors, is aggressively investing in domestic production and seeking to reduce its dependence […]

The CHIPS and Science Act: What Will It Do for the U.S.?

The CHIPS and Science Act- What Will It Do for the U.S

The CHIPS and Science Act of 2022 was signed into law with great fanfare in August of 2022, aimed at restoring the United States as a larger presence in global semiconductor manufacturing after decades of watching U.S. chip making dominance wither and go overseas. So, what does the U.S. CHIPS and Science Act do for […]

How the CHIPS Act is Reshaping the Semiconductor Industry

Computer motherboard being assembled

With the passing of the CHIPS Act of 2022, semiconductor companies are evaluating how, and whether to pursue a piece of the $52.7 billion in federal subsidies allocated to support chip manufacturing. About three-quarters of the CHIPS Act funding to be allocated over the next five years ($39 billion) is designated for the construction of […]