Completed
Semiconductor chips power practically all electronic devices, from cellphones and vehicles to communications and weapons systems essential for national security. The Department of Defense (DoD) uses a wide range of semiconductors for mission systems such as radars, sensors, and high-power-density electronics—but the U.S. is now strongly dependent on other nations for both commercial and defense semiconductor needs. At the request of Congress and sponsored by DoD, our report explores ways to assure U.S. access to microelectronics, including opportunities for investing in leap-ahead technologies, strengthening interagency and industry relationships, and reshoring U.S. microelectronic production capabilities.
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Consensus
·2024
Semiconductor chips power practically all electronic devices, from cellphones and vehicles to communications and defense systems essential for national security. The Department of Defense (DoD) uses a wide range of semiconductors for mission systems such as radars, sensors, and high-power-density el...
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Description
Statement of Task: A National Academies of Sciences, Engineering, and Medicine-appointed ad hoc committee will identify, explore, and assess public-private partnership models that have the potential to enable assured access for the production of semiconductors in the United States. The committee will produce a consensus report that addresses the following questions.
What is the competitive position of the U.S. in the global semiconductor ecosystem?
The committee will examine barriers to sustainable and resilient production of semiconductors in the United States and explore what helps drive production and create reliable supply chains of materials, equipment, components, and expertise. This could include an exploration of the industrial policies of other nations in support of industries in similar critical technology sectors.
How can public-private partnerships strengthen semiconductor manufacturing?
Given the inherent strengths and weaknesses within the global microelectronics industry, the committee will explore how to tailor public-private partnership strategies to address different aspects of the supply chain such as tool manufacturing, fabless design, electronic design automation, software development, manufacturing capability and capacity, workforce development, domestic research and engineering capture (e.g., hardware startups), and raw materials (e.g., wafers, rare earths). This may include an analysis of establishing a semiconductor manufacturing corporation to leverage private sector technical, managerial, and investment expertise, and private capital.
When partnering with the private sector for semiconductor production, what unique challenges and opportunities exist for the Department of Defense to support sustainability and resilience in the U.S. semiconductor ecosystem?
The committee will examine unique challenges for the Department of Defense in engaging with public-private partnerships on semiconductors. In order to provide meaningful new insights into the advantages and challenges of public-private partnerships, the committee will consider issues such as the research-design-production feedback loop, intellectual property, workforce development, export controls, global marketplace considerations, and specialized Department of Defense technologies not supported by the commercial industry.
What policies for public-private partnerships could be adopted to accelerate the development and adoption of disruptive technologies in the United States that benefit the Department of Defense and dual use needs? Given previously described barriers and challenges, the committee will discuss and recommend approaches for the Department of Defense to drive change. The committee will conduct an assessment of, and response to, the industrial policies of other nations to support industries in similar critical technology sectors which will include analyses and recommendations for the consideration of U.S.-international partnerships in support of the global marketplace in addition to the focus on on-shoring efforts. The committee will also examine and describe resources (amounts and types of funding) and actions that could help achieve or maintain a global leadership position for each aspect of the supply chain and to effectively leverage private sector investment.
Contributors
Committee
Chair
Member
Member
Member
Member
Member
Member
Member
Member
Member
Member
Jonlyn (Brystol) B. English
Staff Officer
Conflict of Interest Disclosure
The conflict of interest policy of the National Academies of Sciences, Engineering, and Medicine (http://www.nationalacademies.org/coi) prohibits the appointment of an individual to a committee authoring a Consensus Study Report if the individual has a conflict of interest that is relevant to the task to be performed. An exception to this prohibition is permitted if the National Academies determines that the conflict is unavoidable and the conflict is publicly disclosed. A determination of a conflict of interest for an individual is not an assessment of that individual’s actual behavior or character or ability to act objectively despite the conflicting interest.
Mr. Mark T. Bohr has a conflict in relation to his service on the Committee on Global Microelectronics: Models for the Department of Defense in Semiconductor Public-Private Partnerships because he is a consultant for Intel and holds Intel stock. The National Academies has concluded that in order for the committee to accomplish the tasks for which it was established, its membership must include at least one member with current experience developing semiconductor technologies for microprocessors and logic devices, one of four major semiconductor product groups, at a leading U.S.-based semiconductor manufacturer. As described in his biographical summary, Mr. Bohr is a current consultant and former employee of Intel, has extensive experience in integrated circuit process development and logic and memory technologies. Mr. Bohr also has expertise regarding domestic research and engineering capture (e.g., hardware startups) and raw materials (e.g., wafers, rare earths), as well as the research-design-production feedback loop. The National Academies has determined that the experience and expertise of Mr. Bohr is needed for the committee to accomplish the task for which it has been established. The National Academies could not find another available individual with the equivalent experience and expertise who did not have a conflict of interest. Therefore, the National Academies has concluded that the conflict is unavoidable. The National Academies believes that Mr. Bohr can serve effectively as a member of the committee, and the committee can produce an objective report, taking into account the composition of the committee, the work to be performed, and the procedures to be followed in completing the study.
Ms. Kathleen N. Kingscott has a conflict in relation to her service on the Committee on Global Microelectronics: Models for the Department of Defense in Semiconductor Public-Private Partnerships because of consulting work for IBM Research, the research and development division for IBM, and her ownership of IBM stock. The National Academies has concluded that in order for the committee to accomplish the tasks for which it was established, its membership must include at least one member with current experience with the operations of a leading industrial research organization, including research and development in advanced semiconductors and related public policy issues. As described in her biographical summary, Ms. Kingscott was responsible for developing collaborative research partnerships between IBM, industry, academia, and government, and she has extensive experience leading worldwide public policy matters regarding innovation, science, and technology in the semiconductor industry. In addition, Ms. Kingscott led IBM’s policy work in developing the Trusted Foundry, a partnership between industry and government to develop specialized semiconductors for defense applications. The National Academies has determined that the experience and expertise of Ms. Kingscott is needed for the committee to accomplish the task for which it has been established. The National Academies could not find another available individual with the equivalent experience and expertise who did not have a conflict of interest. Therefore, the National Academies has concluded that the conflict is unavoidable. The National Academies believes that Ms. Kingscott can serve effectively as a member of the committee, and the committee can produce an objective report, taking into account the composition of the committee, the work to be performed, and the procedures to be followed in completing the study.
Dr. Omkaram Nalamasu has a conflict in relation to his service on the Committee on Global Microelectronics: Models for the Department of Defense in Semiconductor Public-Private Partnerships because of his employment at Applied Materials, Inc. and he holds Applied Materials, Inc. stock as well as stock in other companies including TSMC, Micron (MU), Broadcom, SOXL, and Qualcomm. Dr. Nalamasu is also President of Applied Ventures, LLC, the venture capital fund of Applied Materials and serves on the board of directors of the Global Semiconductor Alliance. The National Academies has concluded that in order for the committee to accomplish the tasks for which it was established, its membership must include at least one member with current deep industry expertise on the manufacturing of tools and equipment needed in the early stage of the semiconductor ecosystem. As described in his biographical summary, as senior vice president and chief technology officer at Applied Materials, Dr. Nalamasu leads the company’s R&D, innovation, and strategic partnerships. Dr. Nalamasu’s has extensive experience in all phases of semiconductor manufacturing capability and capacity, including the research-design-production feedback loop, intellectual property, export controls, and in developing and maintaining public private partnerships and global marketplace considerations. The National Academies has determined that the experience and expertise of Dr. Nalamasu is needed for the committee to accomplish the task for which it has been established. The National Academies could not find another available individual with the equivalent experience and expertise who did not have a conflict of interest. Therefore, the National Academies has concluded that the conflict is unavoidable. The National Academies believes that Dr. Nalamasu can serve effectively as a member of the committee, and the committee can produce an objective report, taking into account the composition of the committee, the work to be performed, and the procedures to be followed in completing the study.
Sponsors
Department of Defense
Staff
Brystol English
Lead
Erik Svedberg
Michelle Schwalbe
Joseph Palmer
Amisha Jinandra
Major units and sub-units
Policy and Global Affairs
Collaborator
Division on Engineering and Physical Sciences
Lead
Center for Advancing Science and Technology
Lead
Board on Science, Technology, and Economic Policy
Collaborator
National Materials and Manufacturing Board
Lead
Physical Sciences, Systems, and Infrastructure Program Area
Lead