2023年美國(guó)半導(dǎo)體產(chǎn)業(yè)狀況（英文）-SIA

STATEOFTHEU.S.

SEMICONDUCTOR

INDUSTRY

2|SEMICONDUCTORINDUSTRYASSOCIATION

TABLEOFCONTENTS

2INTRODUCTION

3CHIPSIMPLEMENTATION

9WORKFORCEANDMANUFACTURINGINDUSTRIALBASE

11GOVERNMENTSRACETODEVELOPCHIPINCENTIVES

15GEOPOLITICALTENSIONS&THESEMICONDUCTORINDUSTRY

16THEGLOBALSEMICONDUCTORINDUSTRY

18SEMICONDUCTORDEMANDDRIVERS

20U.S.INDUSTRYMARKETSHARE

21U.S.TECHNOLOGYCOMPETITIVENESS

24U.S.SEMICONDUCTORINNOVATIONPOLICYLANDSCAPE

INTRODUCTION

SEMICONDUCTORSFORMTHEFOUNDATIONOFTHEDIGITALECONOMY,ENABLINGINNOVATIONSTHATMAKETHEWORLD

SMARTER,GREENER,MOREEFFICIENT,ANDBETTERCONNECTED.

WITHUPTOTENSOFBILLIONSOFTRANSISTORSONASINGLECHIP,PRODUCINGTHESECOMPLEXDEVICESISAMARVELOFMODERN

TECHNOLOGY,MADEPOSSIBLEBYTHESYNCHRONOUSSYNERGYOFHIGHLYADVANCEDRESEARCH,DESIGN,ANDMANUFACTURING.

In2023,thesemiconductorindustry’simportancetotheworldcontinuestogrow,aschipsbecomeanevengreaterpresenceintheessentialtechnologiesoftoday—andgiverisetothetransformative

technologiesoftomorrow.Inall,morethan1trillion

semiconductorsweresoldgloballylastyear,atotalso

highthatifyoustackedthemoneontopofanother,theywouldreachhigherintotheskythanthe

maximumcruisingaltitudeforcommercialaircraft.

Aschipdemandrises,countriesaroundtheworldhavebeenrampingupgovernmentinvestments

toluresemiconductorproductionandinnovationtotheirshores.In2022,theU.S.government

steppeduptomeetthischallenge,enacting

thelandmarkCHIPSandScienceActtoprovide

neededsemiconductorresearchinvestmentsandmanufacturingincentives.andreinforceAmerica’seconomy,nationalsecurity,andsupplychains.

SincetheCHIPSActwasintroduced,companiesfromaroundtheworldhaverespondedenthusiastically,

announcingdozensofnewsemiconductorecosystemprojectsintheU.S.totalingwellover$200billioninprivateinvestments.Theseprojectswillcreatetensofthousandsofdirectjobsinthesemiconductor

ecosystemandwillsupporthundredsofthousands

ofadditionaljobsthroughouttheU.S.economy.

ImplementationoftheCHIPSActhasbegunin

earnestin2023,andSIAseekstoplayaconstructiveroletoensurethenewlawreturnsmaximumbenefitsforAmerica’seconomy,nationalsecurity,andsupplychainresilience.

Althoughthefutureholdstremendouspromiseforthesemiconductorindustry,italsopresentsarangeofchallenges.U.S.-Chinatensionscontinuetoimpacttheglobalsupplychain,forexample,spurringnew

governmentcontrolsonsalesofchipstoChina,theworld’slargestsemiconductormarket.Andother

significantpolicychallengesremain,includingtheneedtoenactpoliciestoreinforceU.S.leadershipinsemiconductordesign,strengthentheU.S.

semiconductorworkforcebyreformingAmerica’shigh-skilledimmigrationandSTEMeducation

systems,andpromotefreetradeandaccesstoglobalmarkets.Inaddition,whiletheglobalchipshortagehaseased,macroeconomicheadwindsandmarketcyclicalityhavecausedashort-termdownturninsales,whichisprojectedtolinger

throughouttheyear.

Despitethesechallenges,thelong-termoutlookforthisfoundationalindustryremainsstrong.That’s

becausemovingforward,theworldwillneedmore

andbettersemiconductorstopowereverythingfromappliancesandairlinerstoautonomouscarsand

artificialintelligence.Forsocietytoadvance,sotoomustchiptechnology.

In2023,witheffectivegovernmentpoliciesand

continuedhardworkandingenuityinourindustry,thesemiconductorsectorwillcontinuetogrow,

innovate,andbuildabrighterfuturefortheworld.

2|SEMICONDUCTORINDUSTRYASSOCIATION

|3

2023

OFTHEU.S.SEMICONDUCTORINDUSTRY

CHIPS

IMPLEMENTATION

EnactmentoftheCHIPSandScienceActinAugust2022wasanhistoric

steptowardreinvigoratingsemiconductorproductionandinnovationintheU.S.Thisyear,implementationofthenewlawhasbeguninearnest,and

theU.S.DepartmentofCommercehasmadegreatstridesinthisprocess.

TheCHIPSProgramOffice(CPO)releaseditsfirstNoticeofFunding

Opportunity(NOFO)inMarch,providingsemiconductorcompanieswiththeinformationneededtosubmitapplicationstoreceiveCHIPSincentivesto

constructorexpandcommercialfabricationfacilities,includingforleading-edgesemiconductors,current-generationandmaturenodes,andback-endmanufacturingprocesses.TheCPOreleasedasecondfundingopportunity

forprojectsover$300millioninvolvingthemanufacturingofsemiconductormanufacturingequipmentandmaterialsinJune.Afundingopportunityforsupplychainprojectsbelow$300millionisexpectedinthefall.AfinalNOFOforprojectsinvolvingR&Dfacilitieswillbereleasedinthefall.

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|3

CHIPSINVESTMENTS

TheCommerceDepartmentannouncedthatasofMay2023,ithadreceivedover400statementsofinterest(SOIs)forCHIPSprojects,reflectingtheexpansiveinterestintheCHIPSincentivesprogramacrossthewholesupplychain.SincetheintroductionoftheCHIPSActin2020,dozensofprojectsacross20stateshavebeenannounced,resultinginwellover$200billionofinvestment.Theseprojectswillcreatetensofthousands

ofnew,high-qualityjobsintheU.S.semiconductorecosystemalone,aswellashundredsofthousandsofsupportedjobsthroughoutthebroaderU.S.economy.Astheapplicationprocessproceeds,thenumberofannouncedprojectsisexpectedtogrow,supportingthesemiconductorecosystemnationwide.

U.S.SEMICONDUCTORECOSYSTEM

SemiconductorsEquipment

Materials

UniversityR&DPartner

4|SEMICONDUCTORINDUSTRYASSOCIATION

CHIPSIMPLEMENTATION

THECHIPSACTINACTION

TheCommerceDepartmenthasstartedissuingthekeyguidancedocumentsthatwillshapetheprogram.CommerceissuedaproposedruleforimplementationoftheCHIPS“guardrails,”whichrestrictcertain

expansionsofsemiconductormanufacturingincountriesofconcernandengagementincertainjointresearchandtechnologylicensingeffortswithentitiesofconcern.TheCommerceDepartmentalso

releasedanenvironmentalquestionnaire,whereapplicantswillprovidetheCPOwithinformationregardingtheenvironmentalimpactsoftheproposedproject,whichwilldeterminethelevelofnecessaryfederal

environmentalreview.ApplicantswillalsobeexpectedtoprovideCommercewithfinancialmodelsthatdemonstratethecommercialviabilityoftheprojectthroughoutthelifeofthefacility.

ToensurethegoalsoftheCHIPSActarerealized,applicantsarecraftingcomprehensiveworkforce

developmentplanstoensurethesenewandexpandedfacilitieshavethetalentneededtosucceed.Stateandlocalpartners,includinguniversitiesandcommunitycolleges,areengagingwithapplicantstosupportprojectsintheirrespectiveregions.

SIAsupportscontinuedefficient,effective,andtransparentimplementationoftheCHIPSincentives

program,andlooksforwardtofurthercollaborationwiththeCommerceDepartmenttoensurethesuccessoftheCHIPSAct.

THECHIPSACTINACTION

SemiconductorsupplychainmanufacturinginvestmentsannouncedfromMay2020toJune2023

Semiconductors

●Equipment●Materials

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|5

CHIPSIMPLEMENTATION

INVESTMENTTAXCREDIT

TheCHIPSActestablisheda25%advanced

manufacturinginvestmenttaxcredit,tobe

implementedbytheU.S.DepartmentofTreasury

andsetforthinsection48DoftheInternalRevenue

Code.CoupledwiththeCHIPSgrants,these

incentiveswilllowerthecostgapbetweeninvestingintheU.S.andinvestingabroad,whilegeneratinggreaterbenefitstotheU.S.economy,national

security,supplychain,andtechnologyleadership.

Toimplementtheadvancedmanufacturing

investmenttaxcredit,theInternalRevenueService(IRS)andtheTreasuryDepartmentissueda

proposedrulemakingsettingforththeparametersforclaimingthecredit,includingprovisionsto

recapturethecreditifcompaniesmakesignificantinvestmentsorexpansionsofmanufacturing

facilitiesinChina.Theregulationsareexpectedtobefinalizedlaterthisyear.

6|SEMICONDUCTORINDUSTRYASSOCIATION

CHIPSIMPLEMENTATION

STRENGTHENINGTHEU.S.

SEMICONDUCTORWORKFORCE

TheU.S.economyfacesasignificantshortageofskilledworkers,whichposeschallengesto

U.S.economicgrowth,technologyleadership,

andtonationalsecurity.Thisshortageimpacts

thesemiconductorindustryandalltechnology

reliantindustries,includingkeytechnologiesof

thefuture–cleanenergy,medicaltechnology,

artificialintelligence,cybersecurity,next-generationcommunications,aerospace,automotive,and

advancedmanufacturing.Addressingthisskilledworkforcechallengemustbecomeanational

priority.SemiconductorIndustryAssociation(SIA)commissionedareportfromOxfordEconomics,aleading,independenteconomicadvisoryfirm,toinvestigatetheskilledworkforcechallengesfacingtheU.S.semiconductorindustryinthecontextofeconomy-widechallenges.

ThereportprojectstheU.S.chipindustry’s

workforcewillgrowbynearly115,000jobsby

2030,fromapproximately345,000jobstoday

toapproximately460,000jobsbytheendofthedecade,representing33%growth.Thereport

estimatesthatroughly67,000riskgoingunfilledatcurrentdegreecompletionrates,or58%of

projectednewjobs.These67,000unfilledjobsalsorepresentapproximately80%oftheprojectnewjobsintechnicalfields(technicians,engineering,

andcomputerscience).Ofthistotalworkforce

shortage,weestimategapsof26,400technicians,27,300engineers,and13,400computerscientistsby2030.Amongengineers,9,900areatthebachelor’slevel(35%),12,300areatthemaster’slevel(47%),and5,100areatthePhDlevel(18%).

Addressingtheshortageoftrainedandeducatedworkers–boththroughoutthebroadereconomyandinthesemiconductorindustryinparticular

–shouldbeanationalpriority.Atstakeisour

continuedeconomicandtechnologyleadership,ourglobalcompetitiveness,andournationalsecurity.Thereportrecommends:

1.Strengtheningsupportforregionalpartnershipsandprogramsaimedatgrowingthepipeline

forskilledtechniciansforsemiconductormanufacturingandotheradvanced

manufacturingsectors.

2.GrowingthedomesticSTEMpipelinefor

engineersandcomputerscientistsvitaltothesemiconductorindustryandothersectorsthatarecriticaltothefutureeconomy.

3.Retainingandattractingmoreinternational

engineeringstudentswithintheU.S.economy.

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|7

CHIPSIMPLEMENTATION

THENATIONALSEMICONDUCTORTECHNOLOGYCENTER

AcorecomponentoftheR&Dinvestmentsmade

bytheCHIPSandScienceActistheNational

SemiconductorTechnologyCenter(NSTC).The

NSTCwasauthorizedinthe2021NationalDefenseAuthorizationAct(NDAA)asapublic-private

consortiumestablishedjointlybytheSecretariesofDefenseandCommercewiththegoalofconductingadvancedsemiconductormanufacturing,design,

andpackagingresearchandprototyping.Additionalclarificationwasgrantedregardingthestructure

andtechnicalgoalsoftheNSTCinApril2023inawhitepaperreleasedbytheNationalInstituteofStandardsandTechnology.

AlthoughthefullscopeandstructureoftheNSTCwillbedeterminedlaterin2023,theCommerce

whitepapersetsforththeoveralldirectionof

theNSTC.TheNSTCconsortiumwillberunbya

new,independent,non-profitentitywhichwillbe

governedbyaBoardofTrusteeswhowillselect

andempoweraCEO.TheBoardofTrusteeswillbedeterminedbyanindependentselectioncommittee.TheNSTCwillalsoconveneatechnicaladvisory

boardfromindustry,academia,andgovernmenttodeterminethetechnologyagenda.Therewillbeauniquelyidentifiedheadquarterswhichwillserveasaprominentgatheringplacefortheoveralleffort

andwillservefunctionsofexecutiveleadership,

governmentrelations,andfinancialandlegal

operationsalongsideageographicallydistributednetworkofresearchandengineeringcapabilitiesatconnectedtechnicalcenters.

OPERATINGSTRUCTURE

MemberAdvisors

General

Technical

Workforce

aD

aD

NSTCConsortium

NSTCNonprofitOperatorBoardofTrustees&CEO

CHIPSR&DOffice

Funding,oversight,support

HeadquartersAdministrationResearch

WorkforcePrograms

VentureFund

MemberServicesUSGRelations

Convenings

Examples:Prototyping

facility,affiliateduniversitylabs,specializedequipmentaccess,etc.

TechnicalCenters

Advanced

Affiliatedfacility

Affiliatedfacility

Affiliatedfacility

packagingfacility

(incoordination

withNAPMP)

Source:CHIPSResearchand

DevelopmentOffice,AVision

andStrategyfortheNational

SemiconductorTechnologyCenter.April25,2023

Thesetechnicalcenterswillcollectivelyprovideaccesstoabaselineofprototypingandscalingcapabilities.Keyareasoffocuswillinclude:

leadingedge,trailingedge,andlegacyCMOSmanufacturing;highqualityprocessingof

novelmaterials;powerelectronicsmaterialsandmanufacturing;RF,analog,andmixed

signalmanufacturing;photonicsmaterialsand

manufacturing;micro-electromechanicalsystems;bioelectronics;anddesigntooldevelopment.The

NSTCwillalsoseektoofferacloud-baseddesign

enablementgatewaytoserveasafocalpointfor

fablessR&Dneeds.Furtherdecisionsregardingthestructure,geographicdistribution,andtechnical

focuswillbedeterminedthroughout2023and2024asNSTCleadershipisidentifiedandempowered.

8|SEMICONDUCTORINDUSTRYASSOCIATION

WORKFORCEANDMANUFACTURINGINDUSTRIALBASE

HavingacompetitivedomesticworkforceandmanufacturingcapabilitiesarecriticaltoAmerica’sleadinsemiconductors.Inaddition,astrongdomesticsemiconductorindustryisessentialtotheU.S.economy.Thesemiconductorindustryhasa

considerableeconomicfootprintintheU.S.Roughly345,000peopleworkinthe

industry,designing,manufacturing,testing,andconductingR&Donsemiconductors

throughout49states.Over300downstreameconomicsectorsaccountingforover26millionU.S.workersareconsumersofandarethereforeenabledbysemiconductors

fortheirsectors.

ThepositiveimpactofthesemiconductorindustryontheAmericanworkforce.

TheU.S.semiconductorindustryisessentialto

theU.S.economy,providinginputstonearlyevery

industryintheU.S.stimulatingjobs,andpaying

incometoworkers.Intotal,theU.S.semiconductorindustrysupportedover2.3millionU.S.jobsin2022.

Theindustrydirectlyemploysmorethan345,000

domesticworkersinR&D,design,andmanufacturing

activities,amongothers.Inaddition,foreachU.S.

workerdirectlyemployedbythesemiconductor

industry,anadditional5.7jobsaresupportedinthewiderU.S.economy,eitherinthesupplychainsof

thesemiconductorindustryorthroughthewage

spendingofthoseemployedbythefirmsthemselvesoftheirsupplychains.

EDA9,000

Devicemfg.206,000

Design100,000

Machinerymfg.30,000

345,000totaljobs

050,000100,000150,000200,000250,000300,000350,000

Employment

Source:CES,QCEW,OxfordEconomics

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|9

TheU.S.semiconductorindustryaccountsforoveraquarterofamillion

directU.S.jobsandnearly2millionadditionalindirectandinducedU.S.jobs.

345,000

...that’snearly

2,000,000

ADDITIONAL

Americanjobs

directjobsintheU.S.semiconductorindustry

ONE

U.S.semiconductor

jobsupports

5.7

jobsinotherpartsin

theU.S.economy...

10|SEMICONDUCTORINDUSTRYASSOCIATION

GOVERNMENTSRACETO

DEVELOPCHIPINCENTIVES

Supplychainresilienceremainsthetoppriorityfortheglobalsemiconductorindustry.Globalgovernmentscontinuetotakeproactivestepstobuilddomesticchipecosystemsandincreasemarketcompetitiveness.GovernmentsinAsia,Europe,andtheAmericasarecontinuingtoadvancetheirownversionsoftheCHIPSandScienceAct,creating

ambitiouspackagesofsubsidiesandtaxincentivesforsemiconductorR&Dand

manufacturing.Coordinatingwithgovernmentefforts,companieshaverespondedwithlarge-scaleinvestmentsinresearchandworkforcedevelopment.

TheEuropeanUnion:InApril2023,theEuropean

Commissionpassedthe“EUChipsAct,”aplanto

doublethecontinent’sshareinglobalchipproductionby2030throughmobilizing$47billioninpublicandprivateinvestment.Theplanwasexpandedfrom

itsoriginaltargetofadvancedchipmanufacturingtechnologytoincludetheentirevaluechain,

includingolderchipsandR&Dfacilities.

China:Semiconductorsplayacriticalroleinthe

Chinesegovernment’sagendatodevelopits

domesticintegratedcircuit(IC)industry.Aspart

ofitsefforts,theChinesegovernmentplacednew

incometaxexemptionsforadvancedtechnology

processnodes,establishedimportdutyexemptionsforICmanufacturers,andresumedoperationsofthe“BigFund,”China’s$50billion-plusstateinvestmentfundforchips.ChinaalsoestablishedanewNationalScience&TechnologyCommissionledbythePartytocoordinateitseffortsintheindustry.

Japan:InDecember2022,theJapanesegovernmentannounced$500millionininitialfundingforRapidus,followedbyanadditionalr$2.3billionallocation

inApril2023Rapidusisastate-organizedjoint

chipventurewitheightdomesticpartnersthat

aimstoachievecommercialproductionof2nm

chipsby2027.InFebruary2023,theJapanese

governmentapproveda$2.8billionsupplementto

theannualbudgettosubsidizeprivateinvestmentsinchipmakingequipment,rawmaterials,powerchips,andmicrocontrollers.

SouthKorea:InMarch2023,theKoreangovernmentpassedthe“K-ChipsAct,”providing15%taxcredits

forlargecorporationsand25%forsmallandmediumenterprisesinkeynationalstrategicindustries,

includingsemiconductors.InApril2023,theMinistryofTrade,Industry,andEnterpriseannounced

plansfortheIndustrialTransformationSuper

Project,whichwillallocate70%ofitsR&Dbudget–approximately$4.7billion–tocoreindustrialsectorslikesemiconductors.

Taiwan:InJanuary2023,theTaiwanesegovernmentpassedamendmentstotheStatuteforIndustrial

Innovation,dubbedthe“TaiwanChipsAct.”The

legislationwilloffer25%taxreductionsforR&Dand5%fornewequipmentpurchases.

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|11

GOVERNMENTSRACETO

DEVELOPCHIPINCENTIVES

India:InSeptember2022,theIndiangovernmentrevampedtheir$10billionProductionLinked

Incentive(PLI)schemetoprovideupto50%co-

fundingforprojectcostsofbuildingsemiconductorfabsanddisplayfabs.

SoutheastAsia:ThegovernmentsofMalaysia,thePhilippines,Singapore,Vietnam,andThailandhaveintroducedincentivepackagestoattractforeign

semiconductorcompanyinvestments.

Overthepastyear,SIAstaffhavemadeseveral

internationaltripstolearnmoreaboutthese

programsanddiscussdeepeninginvestmentties.InAugust2022,SIAledadelegationofmembercompanyexecutivestoparticipateinaconferenceinMexicoCitytopromotethegrowthofbilateralsupplychains.InJanuary2023,SIAtraveled

toSoutheastAsia,visitingSingapore,Vietnam,

Thailand,thePhilippines,andMalysia.SIAhas

visitedIndiaseveraltimesoverthepastyearto

encourageIndia’sexpandingroleintheglobal

semiconductorvaluechainandsupporttheU.S.-

IndiainitiativeonCriticalandEmergingTechnology

(iCET).SIAteammembershavealsomadeproductivetripstoEuropeandTaiwan.

Thescaleofglobalincentivespackagesrepresentsthestrategicsignificanceofsemiconductorsin

nationalandeconomicsecuritynarratives.Healthycompetitioncaninnovatetheindustryanddiversifythesupplychaintobecomemoreresilientto

exteriorshocksandreducemarketvulnerabilities.Governmentsaroundtheworld,however,shouldbeexchanginginformationontheirprograms

tostrengthentheirchipindustriestopromoteefficienciesandavoidredundancies.

12|SEMICONDUCTORINDUSTRYASSOCIATION

GOVERNMENTSRACETODEVELOPCHIPINCENTIVES

NORTHAMERICAN

SEMICONDUCTORCORRIDOR

TheNorthAmericanSemiconductorCorridor

(NASC)ispartofamajorefforttorebalanceand

rebuildsemiconductorsupplychainsinthewesternhemisphere.Coretothisisthe$52billionCHIPSAct,whichhasalreadyspurredmorethan$200billion

innewinvestmentcommitments.TheUnitedStates,however,cannotdothisonourown,andweneedtoworkcloselywithpartnersandalliestostrengthenglobalsemiconductorsupply-chainresiliency.The

NASCwaslaunchedatthelastNorthAmerica

Leaders’SummitonJanuary10,2023.Oneofthe

keydriversbehindthelaunchofNorthAmerican

SemiconductorCorridorwastheCOVID-19inducedglobalsemiconductorshortage,whilenoweasing,

hitanumberofindustrieshard.Bybuildingupthe

semiconductorindustrywithinNorthAmerica,the

regioncanimprovetheresilienceofitstechnologysupplychainsbyhavingagreatershareofthevalue-chainlocatedwithintheregion.

Eachcountrybringsadvantagesandstrengthstothepartnership.ThehopeoftheNASCistocoordinateeffortsacrosstheregion,especiallyintheareaof

workforcetraininganddevelopment,establishinglinkagesforresearchcenters,coordinating

governmentincentivesforthesemiconductor

industry,andpromotingenvironmentalprotectionsintheareaofcriticalmineralsnecessaryforthe

manufactureofsemiconductors.

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|13

GOVERNMENTSRACETO

DEVELOPCHIPINCENTIVES

GLOBALSEMICONDUCTORMARKETSANDINTERNATIONALPARTNERSHIPS

TheImportanceofGlobalMarketsandInternationalCooperation

Thesemiconductorindustryisoneofthemost

globallyintegratedindustries,spanningdozensof

nationswiththousandsofsuppliers.SIAandits

membersarecommittedtorebuildingAmerican

supplychains,furtherpromotingmoreaccessto

globalmarkets,andfacilitatingincreasedglobaltradethroughdeeperinternationalcollaborationwithall

keypartnersandnations.SIAiscurrentlyleadingeffortstopromoteglobalindustrycooperation

andexpandglobalmarketsthroughtheWorld

SemiconductorCouncil(WSC)andtheWorldTradeOrganization(WTO).

WorldSemiconductorCouncil(WSC)

Establishedin1996,theWorldSemiconductor

Council(WSC)isaforumthatcomprisesthe

semiconductorindustriesofChina,ChineseTaipei,theEU,Japan,Korea,andtheU.S.,todiscuss

sharedindustryandgovernmentinitiativesand

policiestoensureourindustryremainshealthy.

Fewindustrieshavesuchabody,andfromday

one,theWSChasbeenashiningexampleofour

industry’scommitmenttointernationalcooperationandpoliciesthatfosterfairnessandopenness

inthesemiconductorindustry.Forexample,the

WSChassuccessfullypromotedatariff-freeglobalenvironmentforthetradeofsemiconductor

products,includingaddingMulti-Componentand

Multi-ChipandMulti-ComponentPackages(MCOs

andMCPs)totheWTO’sInformationTechnology

Agreement.Mostrecently,thecooperationamong

WSCmemberswascriticaltokeepingsemiconductoroperationsupandrunningduringCOVIDforced

closures.ThistypeofstrongrelationshipsandtrustbuiltthroughtheWSCisessentialinensuringourglobalindustrycontinuetoprosper.

InformationTechnologyAgreement

SIA,togetherwithmorethan40otherglobal

associationsfromaroundtheworld,continues

tocallfortheWTOtoexpandtheInformation

TechnologyAgreement(ITA)again.TheITAwas

originallylaunchedbytheWTOin1997toeliminatetariffsonabroadswathoftechproductsfromcellphonestocomputers.WhileITA-2(theprevious

roundofproductexpansion)capturedanimpressive$1.3trillionintechtradein2015,notasingle

additionalproducthasbeenaddedtotheagreementintheensuingeightyears,eventhoughthetech

sectorisburstingwithinnovationanddemandfor

digitaltechnologiesisgrowingexponentially.The

globalindustrymustworktogethertopressfor

anotherproductexpansiontotheWTO’sITA.This

ismoreimportantthanever,astariffelimination

willmakeaffordableandinnovativeproductsmoreaccessibleintheglobalmarket,includingthosethatareessentialtodealwithclimatechange,facilitate

remoteworkandlearning,andsaveandextendlives.

14|SEMICONDUCTORINDUSTRYASSOCIATION

GEOPOLITICALTENSIONS&THESEMICONDUCTORINDUSTRY

U.S.andChinaarekeyplayersinthesemiconductorglobalsupplychainthatdrive

industryinnovationandmarketexpansion.Chinaisthesinglelargestmarketforsemiconductorsaccountingfor36%ofsalesforU.S.companies.RisingtensionsinU.S.-Chinarelationsposebothshort-termandlong-termriskstosupply

chainresilience,marketaccess,andultimatelythecompetitivenessoftheU.S.semiconductorindustrialbase.

Bothcountrieshaveannouncedunprecedented

investmentsandpoliciestogrowtheirdomestic

semiconductorecosystemsandensureeconomic

andnationalsecurity.Semiconductorshaveplayedacentralroleinbilateraltensions,andgiventherecenteconomicandgeopoliticalchallenges,havebecomethesubjectofvariousrestrictivepoliciesthathave

impededtheabilityofU.S.companiestocompeteonalevelplayingfieldintheChinamarket.

Attheendoftheday,astrongsemiconductor

industryisgroundedinavirtuousinnovationcycle

thatreliesonaccesstoglobalmarketsthatcan

supportthescaleofR&Dinvestments.Without

accesstotheseglobalmarkets,U.S.companies

losethescalenecessarytofinancebothcapital

expansionsandresearchanddevelopmenthereintheUnitedStates.Atthesametime,theindustry

understandstheneedforanarrowlytailoredand

multilateralapproachtotraderestrictionsthatcanaddressthediscretenationalsecurityconcernsandsupplychainvulnerabilities,whileatthesametimeensuringcommercialcompetitivenessoftheU.S.

semiconductorindustry.

2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|15

THEGLOBAL

SEMICONDUCTORINDUSTRY

Overthepastthreedecades,thesemiconductorindustryhasexperiencedrapidgrowthanddeliveredenormouseconomicimpact.Chipperformanceandcost

improvementsmadepossibletheevolutionfrommainframestoPCsinthe1990s,

theWebandonlineservicesinthe2000s,andthesmartphonerevolutioninthe

2010s.Thesechip-enabledinnovati