Semiconductors and National Security

Advancing policies and investments needed to secure semiconductor supply chains and strengthen U.S. capacity for advanced manufacturing and chip design

As geopolitical competition increasingly unfolds in the realm of critical technologies, semiconductors and their importance have captured increased policy attention. Strengthening U.S. chip supply chain resiliency in coordination with allies is an economic and national security imperative.

All Semiconductors and National Security Content

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CHIPS Meets Chips: Transatlantic Cooperation in Semiconductor Research

The United States and the European Union have embarked on substantial initiatives to bolster their semiconductor industries. This event aims to clarify the goals and challenges of these programs while exploring how these ambitious initiatives can complement one another. 

Event — December 12, 2023

GeoTech Wars - Managing Geopolitical Risk with Nirav Patel

In this episode of GeoTech Wars, Kirti and Andrew discuss how businesses are adapting to increased geopolitical risk in the international economic system. They are joined by guest Nirav Patel, CEO and co-founder of The Asia Group.

Blog Post by Kirti Gupta and Chris Borges — October 18, 2023

Innovation Lightbulb: Capital Expenditures among U.S. Chip Firms

Analyzing capital expenditure, or “capex,” from leading semiconductor firms headquartered in the United States can provide valuable insight into the nature of the industry. Publicly reported capex from fifteen leading U.S. companies over the past ten years shows dramatic growth in spending across the sector.

Newsletter by Gregory Arcuri and Bailey Crane — October 16, 2023

GeoTech Wars - Semiconductors: The Most Complex Device in History with Syed Alam

In this episode of GeoTech Wars, Kirti and Andrew dive into the semiconductor supply chain and manufacturing process, the most complex industrial system in human history. They are joined by guest Syed Alam, Global High Tech Industry Lead and Managing Director at Accenture.

Blog Post by Kirti Gupta and Chris Borges — October 16, 2023

Solving the Semiconductor Workforce Crunch

Please join CSIS Renewing American Innovation for a workshop on strategies to address the emerging shortage of skilled workers in the semiconductor industry.

Event — September 28, 2023

The U.S.-China Relationship amid China’s Economic Woes

Given the United States and China’s already complex relationship, to what extent are China’s current economic issues a result of U.S. economic restrictions, and how will China’s current economic issues impact the U.S.-China relationship going forward?

Blog Post by Chris Borges and Andrea Leonard Palazzi — September 21, 2023

Innovation Lightbulb: Zooming in on Domestic Semiconductor Investments in 2023

Since January 2023, companies throughout the semiconductor supply chain have announced over $24 billion in investments in the United States. This brings the total amount of announced private sector investment in semiconductors and electronics to $231 billion since 2021.

Newsletter by Bailey Crane — September 15, 2023