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REPORT TO THE PRESIDENT Ensuring Long - Term U.S. Leadership in Semiconductors

C

CharlieD

New member
Has everyone seen this report? It has gone viral at my workplace. Eric Schmidt of Google or Alphabet now, Paul Otellini ex CEO from Intel, Ajit Manocha ex CEO of GloFlo, Mike Spliner ex CEO of Applied, Richard Bayer ex CEO of Freescale, and Paul Jacobs of Qualcomm all put their names on this:

https://www.whitehouse.gov/sites/de...long-term_us_leadership_in_semiconductors.pdf

The report includes three recommendations:


  1. "Push back against innovation-inhibiting Chinese industrial policy": It calls for better transparency around China's tech policies and stronger measures that protect US national security (i.e., opposing Chinese mergers and acquisitions if they undermine defense-critical US companies) while working closely with allies.
  2. "Improve the business environment for U.S.-based semiconductor producers": Invest in growing talent, both at home and from abroad (one area in which the group seems to diverge from Trump, who has called for tighter immigration controls), while increasing research-and-development spending in precompetitive markets. It also calls for tax reform that would make it easy for asset-heavy companies, like chipmakers, to do business in the US.
  3. "Help catalyze transformative semiconductor innovation over the next decade": Help the industry work together on so-called moonshot projects. "Government should loosely coordinate industry, government, and academic efforts around solving these moonshots, with an aim to drive innovation with broader payoffs," the report says.

What could possibly go wrong here? Are we going to make semiconductors great again? :eek:
 
Reading this official report, I feel it does not achieve the main goal that started this special Semiconductors Working Group. There are just too many scapegoats or half-good reasons collected in the report while not addressing some fundamental issues.

For example, if one day Mr. Semi decides to start a sandwich restaurant in San Jose, I'm 100% sure he will do analysis of existing restaurants and suppliers who directly or indirectly impact his new venture. Additionally, Mr. Semi will try to study those competitors' methodologies and strategies to see if anything he can learn or avoid. Mr. Semi will definitely look into any future competitors, but he has to survive in the today's market first. He can't operate a business by ignoring existing competitors and existing market dynamics.

Let's come back to this Report to President, other than China or China related counter measures from various countries, there isn't much talk about those current non-US players or countries with significant semiconductor industry. For China, the report went deep into naming a individual company, AMEC. But this report does not mention TSMC, UMC, Samsung, MediaTek or any important non-US players.

I want to find time to comment on the economic, tax, and industrial policy described in the report. For now I will list the frequency of some keywords occurred in this Report:

Chinese 66
China 55
Taiwan 7
Korea 5
Europe 4
Japan 3
German 1

So I assume Mr. Semi doesn't care how his sandwich restaurant will survive or make enough profit this year or next five years. Mr. Semi worries solely on an upcoming new restaurant who will open its door five years or ten years from today.

So I assume only China can and will pose a threat to US owned semiconductor businesses. Can we learn something from Taiwan's economic and tax policy? Nope. Should we study how Japan's semiconductor industry got into today's situation? Nope.

Can we study why Intel rejected Apple's request to make SoC for iPhones and it ends up today TSMC is the sole foundry partner for Apple's A* series SoC ? Probably not!

Paul Otellini's Intel: Can the Company That Built the Future Survive It? - The Atlantic

"We ended up not winning it or passing on it, depending on how you want to view it. And the world would have been a lot different if we'd done it," by Paul Otellini

Paul Otellini
Former President and CEO of Intel
Co-Chairs of PCAST Ensuring Long-Term U.S. Leadership in
Semiconductors Working Group
 
Last edited:
AsakiTOM said:
Why I got a 404 trying to open this link
404 Not Found
Does anyone have this report in pdf format? I will be really appreciated if someone would kindly send a copy of the pdf report to my mailbox, liucong4213@163.com, many thanks!
Click to expand...

I think the Trump administration already started their own Whitehouse web content. This particular document might be removed just like some other Obama administration's web documents.
 
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