A CEST report found that the Chinese military is reliant on American technologies and advanced chip production capacity in Taiwan and South Korea for procuring its AI chips.
In Part II of her OODA Loop interview, Senior Advisor Melissa Flagg discussed operational capabilities required to provide true foundational leadership in the semiconductor industry of the future, the talent pipeline challenge, and scenario planning after the passage of the CHIPS and Science Act.
CSET's Senior Advisor Melissa Flagg discussed the policy, procurement, and contract management implications of the CHIPS and Science Act after its passage into law.
Funding from the CHIPS and Science Act is expected to build new semiconductor manufacturing plants, but to staff new fabs, Research Analyst Will Hunt estimates a need for more than 3,000 high-tech workers.
A key provision in the final CHIPS and Science Act that was dropped would have made high-skilled immigration to work in the U.S. easier. A CSET study estimated new semiconductor manufacturing plants may require 3,500 foreign-born high-skilled workers.
The United States is expected to coordinate with other major chip-making countries that are allies to avoid a subsidy competition to land chip-factory investments according to CSET's Will Hunt.
The Biden administration hopes to turn the U.S. into a hub for microchip manufacturing with help from Intel, but to reshore chip manufacturing, the U.S. needs to attract foreign talent. According to a CSET study, the chip industry would only need around 3,500 foreign-born workers to effectively staff new U.S.-based factories.
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