Industry will need to invest about $3 trillion over the next decade in R&D and capital spending globally across the value chain “to meet the increasing demand for semiconductors” that's causing severe shortages across multiple industries, concluded a new Semiconductor Industry Association report prepared with Boston Consulting Group and released Thursday. “Industry participants and governments must collaborate to continue facilitating worldwide access to markets, technologies, capital, and talent, and make the supply chain more resilient.” Government action, in the form of financial incentives and subsidies, “is needed to address vulnerabilities in the global semiconductor supply chain and ensure its long-term strength and resilience,” it said.
Commerce Department Secretary Gina Raimonndo said she had a “productive” meeting with the Semiconductor Industry Association last week and agreed that the U.S. should push for “strong investments” in domestic semiconductor manufacturing and innovation. “Semiconductors are America’s fourth largest export, and critical to our economic competitiveness and national security,” Raimondo said in a March 19 statement, adding that the meeting with SIA’s board of directors is the beginning of an “ongoing dialogue” between Commerce and industry leaders. “[O]ver the years we have underinvested in production and hurt our innovative edge, while other countries have learned from our example and increased their investments in the industry,” Raimondo said. “As Secretary of Commerce, combatting the semiconductor shortage and investing in American manufacturing of semiconductor technology is going to be a priority of mine.”
January semiconductor sales increased 13.2% globally from a year earlier to $40 billion, and were up 1% sequentially from December, reported the Semiconductor Industry Association Monday. “Global semiconductor production is on the rise to meet increasing demand and ease the ongoing chip shortage affecting the auto sector and others, and annual sales are projected to increase in 2021,” said SIA CEO John Neuffer. Year-on-year sales in the Americas were up 15.4% in January, second only to Asia Pacific (up 16%), said SIA. Month-on-month sales were down 3% in the Americas and 1% in Japan but up by single digits in all other regions, it said.
January semiconductor sales increased 13.2% globally from a year earlier to $40 billion, and were up 1% sequentially from December, reported the Semiconductor Industry Association Monday. “Global semiconductor production is on the rise to meet increasing demand and ease the ongoing chip shortage affecting the auto sector and others, and annual sales are projected to increase in 2021,” said SIA CEO John Neuffer. Year-on-year sales in the Americas were up 15.4% in January, second only to Asia Pacific (up 16%), said SIA. Month-on-month sales were down 3% in the Americas and 1% in Japan but up by single digits in all other regions, it said.
The wireless industry seems "unwilling to accept" the FCC's repeated conclusion that fixed satellite service earth stations can share spectrum with upper microwave flexible-use service (UMFUS), such as the proposed FSS allocation in the 51.4-52.4 GHz band, the Satellite Industry Association said in RM-11871 Wednesday. It replied to CTIA's opposition to SIA's spectrum allocation petition (see 2102090050). Existing restrictions on placing FSS gateway earth stations in spectrum shared with UMFUS shows that CTIA's claim the satellite industry wants unrestricted FSS deployments in the 51.4-52.4 GHz band is groundless, SIA said. FSS operators "urgently" need that millimeter-wave spectrum for more capacity to support the growing demand for broadband satellite services, it said. CTIA didn't comment. Amazon's Kuiper said the spectrum will help fix a V-band FSS uplink/downlink "imbalance," with 4.5 GHz available for FSS downlinks in the 37.5-42 GHz band but only 4 GHz in the 47.2-50.2 and 50.4-51.4 GHz bands for uplinks.
Senate Majority Leader Chuck Schumer, D-N.Y., said he directed lawmakers this week to begin crafting legislation to strengthen the U.S. semiconductor industry to out-compete China. The legislation will include a bipartisan bill introduced by Schumer and other lawmakers last year that would increase U.S. investment in technology, research and high-tech manufacturing (see 2006010011), Schumer said, adding that the legislation will also include other semiconductor industry initiatives. Schumer said he plans to call for a vote on the legislation this spring. “[W]e need to get a bill like this to the president's desk quickly to protect America's long-term economic and national security,” Schumer said Feb. 23. The Semiconductor Industry Association applauded Schumer’s comments and said investing in U.S. innovation is “key” to out-competing China (see 2102180062). “We urge the Biden administration and Congress to invest boldly in domestic semiconductor manufacturing and research,” SIA President John Neuffer said.
Senate Majority Leader Chuck Schumer, D-N.Y., said he directed lawmakers this week to begin crafting legislation to strengthen the U.S. semiconductor industry to out-compete China. The legislation will include a bipartisan bill introduced by Schumer and other lawmakers last year that would increase U.S. investment in technology, research and high-tech manufacturing (see 2006010011), Schumer said, adding that the legislation will also include other semiconductor industry initiatives. Schumer said he plans to call for a vote on the legislation this spring. “[W]e need to get a bill like this to the president's desk quickly to protect America's long-term economic and national security,” Schumer said Feb. 23. The Semiconductor Industry Association applauded Schumer’s comments and said investing in U.S. innovation is “key” to out-competing China (see 2102180062). “We urge the Biden administration and Congress to invest boldly in domestic semiconductor manufacturing and research,” SIA President John Neuffer said.
Trade rules should “continue to evolve” under the Biden administration and new World Trade Organization leadership, blogged Semiconductor Industry Association Director-Global Policy Devi Keller Tuesday. U.S.-China trade tensions during the Trump administration “put into sharp relief the reality that we need stronger disciplines to tackle challenges related to state subsidies and state-owned enterprises,” she said. Cybersecurity barriers to trade, forced technology transfer and intellectual property theft are “in great need of attention at the WTO and elsewhere,” she said. Washington policymakers have the opportunity “to leverage trade policy to tackle large-scale global challenges,” like bridging the digital divide, said Keller.
Trade rules should “continue to evolve” under the Biden administration and new World Trade Organization leadership, blogged Semiconductor Industry Association Director-Global Policy Devi Keller Tuesday. U.S.-China trade tensions during the Trump administration “put into sharp relief the reality that we need stronger disciplines to tackle challenges related to state subsidies and state-owned enterprises,” she said. Cybersecurity barriers to trade, forced technology transfer and intellectual property theft are “in great need of attention at the WTO and elsewhere,” she said. Washington policymakers have the opportunity “to leverage trade policy to tackle large-scale global challenges,” like bridging the digital divide, said Keller.
Global trade rules “need to continue to evolve” under the Biden administration and new leadership at the World Trade Organization, blogged Semiconductor Industry Association Director-Global Policy Devi Keller Tuesday. U.S.-China trade tensions during the Trump administration “put into sharp relief the reality that we need stronger disciplines to tackle challenges related to state subsidies and state-owned enterprises,” she said. Cybersecurity barriers to trade, forced technology transfer and intellectual property theft are “other areas in great need of attention at the WTO and elsewhere,” she said. Washington policymakers also have the opportunity “to leverage trade policy to tackle large-scale global challenges,” like COVID-19, climate change and bridging the digital divide, said Keller. The pandemic “accentuated the importance of technology products to our societies,” she said. Tech devices “have kept people healthy, employed, and connected during this crisis,” she said. “Semiconductor innovation is the foundational technology for all these transformational products.”