Physics Colloquium: Promote and Protect: The U.S. Government’s National Security Strategy for Semiconductor Supply Chains
Dr. Igor Mikolic-Torreira, Georgetown University Center for Security and Emerging Technology
Abstract: The U.S. government has embarked on an ambitious effort to mitigate risks in the manufacturing of advanced semiconductors while attempting to slow China’s AI-drive military modernization. To reduce the concentration of advanced fabrication in East Asia and spur innovation at home, Congress passed the CHIPS Act, which appropriates funding for new R&D activities as well as incentives to re-shore parts of the semiconductor supply chain to the United States. At the same time, to slow the development and use of machine learning models for China’s military modernization, the U.S. government is attempting to deny China exports of advanced datacenter chips as well as the capability to manufacture advanced chips at scale. CSET researchers will lay out the objectives and details of each policy effort, as well as discuss several of the key outstanding questions that may determine the success or failure of these initiatives.