2026年度美国半导体行业现状报告 2026 State of the us semiconductor Industry Report

STATEOFTHEU.S.SEMICONDUCTORINDUSTRY

2026SEMICONDUCTORINDUSTRY1

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY2

·TABLEOFCONTENTS·

5SECTION1:THEGLOBALSEMICONDUCTORMARKET

6GLOBALSEMICONDUCTORSALES

7U.S.MARKETSHARE

8DEMANDDRIVERS

9AIISBUILTONSEMICONDUCTORS

10SECTION2:THEU.S.SEMICONDUCTORECOSYSTEM

12NEWSEMICONDUCTORINVESTMENTSINAMERICA

13AMERICANSEMICONDUCTORRESEARCH

16THEDOMESTICSEMICONDUCTORWORKFORCE

17SECTION3:THESEMICONDUCTORSUPPLYCHAIN

18THESEMICONDUCTORTRADE-CRITICALTOU.S.

TECHNOLOGYLEADERSHIP

20SUPPLYCHAINCHALLENGES

21POLICYPRIORITIES

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY3

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY4

INTRODUCTION

SemiconductorsarethenervecenterofourdigitalworldandthefoundationoftheAIrevolution.

In2026,chiptechnologyisprogressingat

abreathtakingpace,propelledbycutting-

edgesemiconductorresearch,design,and

manufacturing.Thetransistorsembeddedinmodernsemiconductorsareso

tinythatthousandswouldfitacrossthe

widthofasinglehumanhair.Astechnologycontinuestoadvance,semiconductorsaredeliveringgreaterefficiencyand

performanceacrosstheeconomyand

unleashinginnovationsthatwilldefine

America’seconomicstrength,national

security,andglobalcompetitivenessinthedecadesahead.

Demandforsemiconductorshasincreasedsharplyoverthelastcoupleyears,with

globalchipsalesprojectedtoexceed$1.5trillionthisyearforthefirsttimeever.

Semiconductorsaretheenablingtechnologyforartificialintelligence(AI),whichis

reshapingoureconomyandsociety,makingentireindustriesmoreproductiveand

innovative,anddrivingmajorscientific

breakthroughs.Thefullrangeof

semiconductortechnologiesenableAI—fromadvancedlogictomemorytoanalog/

foundationalchips.AsingleAIserverrackcontainsover4,500packagedchips,

accountingfor95%ofitsvalue.Asinglehyperscaledatacenterhouses5,000ormoreservers,contributingtohistoric

demandforsemiconductortechnologies.

BeyondAI,chipspowerarangeofotherenduses,includingcommunications,

transportation,consumerelectronics,industrialapplications,andothers.

Giventhegrowthofthesemiconductor

industry—anditsstrategicimportance

tobotheconomicsecurityandnational

security—policymakersshouldadvance

initiativestocementAmericanleadership

inchiptechnology.Promotingsmarttax,

research,workforce,trade,andnational

securitypolicieswillbevitaltostrengtheningU.S.semiconductorcapabilities,reinforcingoursupplychains,andenablingthenext

generationoftechnologicalbreakthroughs.

Thisreportprovidesasnapshotofthe

semiconductorindustrylandscapein2026:

theprogressunderway,thechallengesthatlieahead,andtheimperativeofsustainingU.S.leadershipinthisfoundational

technology.

SECTION1

THEGLOBALSEMICONDUCTOR

MARKET

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY5

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY6

SECTION1:THEGLOBALSEMICONDUCTORMARKET

GLOBALSEMICONDUCTORSALES

Globalsemiconductorsalesreached

$795.6billionin2025,farexceedinginitialforecastsandsettingarecordforthe

industry.TheWorldSemiconductorTrade

Statistics(WSTS)organizationprojects

worldwidesemiconductorindustrysaleswillincreasedramaticallyto$1.5trillionin2026,markingthefirsttimeindustrysalesexceed$1trillionandrepresentinggrowthof90%from2025.

ChipsenablingAIandotheradvanced

applicationswereanoverwhelmingdemand

driverforsemiconductorsalesin2025,atrendexpectedtocontinueinthecomingyears.

Salesoflogicchipstotaled$299.5billion

in2025,increasingby38.8%year-on-year,

makingitthelargestsemiconductorproductcategorybysales.Memoryproductswere

secondinsalesat$230.0billionin2025,a

39.0%salesincreaseover2024.Foundationalchipsalesremainconstrained,withsales

down5.2%in2025comparedtotheir

highestrevenuetotalin2022.Foundationalchipsalesvolume,however,increased

modestlyat6.3%in2025comparedto2024.

Regionally,annualsalesin2025wereupin

AsiaPacific/AllOthers(45.4%),theAmericas(31.4%),China(17.9%),andEurope(6.7%),

butweredowninJapan(-4.3%).

GLOBALSEMICONDUCTORSALES,2001-2025

$1.6T

$1.2T

USD

$800B

$400B

$0

'26Projected,$1.5T

'25,$796B

2001200320052007200920112013201520172019202120232025

Source:WSTS,Bluebook

SECTION1:THEGLOBALSEMICONDUCTORMARKET

U.S.MARKETSHARE

Sincethelate1990s,U.S.-headquartered

companieshavemaintainedthetoppositioninglobalchipsales.TheU.S.industryreachedsalesof$425billionin2025,representing

53.4%oftotalglobalsalesandthehighestU.S.marketsharesince1984.

U.S.companiescontinuetocompeteatthehighestlevelacrossthefullinnovationstack,

includingR&D,chipdesign,andadvancedmanufacturing.Thisleadershipdrivesavirtuouscycleofinnovation:globalsalessuccessenablesrobustreinvestmentin

R&D,fuelingnext-generationtechnologicalbreakthroughs,inturndrivingcontinuedU.S.semiconductorleadership.

GLOBALMARKETSHAREBYCOMPANYHQ,2025

6%

Americas

6%

Korea

7%

EU

Japan

7%

Taiwan

53%

China

21%

Source:WSTS,Gartner,Omdia,andSIAestimates

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY7

SECTION1:THEGLOBALSEMICONDUCTORMARKET

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY8

DEMANDDRIVERS

Innovationinthesemiconductorindustry

enablesthetransformativetechnologies

ofthefuture.Inturn,demandfor

innovativenewtechnologies—AI,5G/6G

communications,quantumcomputing,

industrialautomation,robotics,healthcare

devices,advanceddefensesystems,and

manymore—drivesevengreaterdemandforchiptechnologies.

Semiconductorsalesboomedin2025duetoAIinfrastructurebuildoutandothercomputeend-uses,suchaspersonalcomputersand

workstations.End-usesharebyrevenuegrewbymorethan10%forcomputersandAI

applications,signalingstronggrowthforthefuture.

AccordingtoarecentSIA-Deloittereport,tomeetglobaldemandfornewAIapplications,

governmentandindustrywillinvesta

cumulativetotalofover$4trillioninnewdatacenterinfrastructurethrough2028,ofwhichupto$2.8trillionwillbespentonsemiconductors.Inaddition,annualrevenueforsemiconductorsdeployedinAIdatacenterscouldreachover

$1.2trillionin2028,anearlytenfoldincreaseoverfouryears.

Evenassemiconductorsalesfor

communications,auto,consumerelectronics,

industrialapplications,andgovernmentend

usesgrewinvaluein2025,eachaccountedforasmallershareofoverallsemiconductorsalesduetotheexplosivegrowthinsemiconductor

demandfromAI.

TOTALGLOBALDEMANDSHAREBYENDUSE,2024-2025

PC/Computers/AI

35%

45.5%

Communications

33%

28.7%

Automotive

13%

10.9%

ConsumerElectronics

20242025

Source:WSTS,End-UseSurvey,variousyears

10%

7%

IndustrialApplications

8%

7%

Government

1%

0.9%

SECTION1:THEGLOBALSEMICONDUCTORMARKET

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY9

AIISBUILTONSEMICONDUCTORS

Withoutsemiconductors,therewouldbenoAI.Today’sAIsystemsarebuiltondecadesof

innovationacrosstheentiresemiconductorecosystem.Aschiptechnologiescontinueto

advance,AIwillbecomemorecapable,energy-efficient,andcosteffective.StrongerAI,in

turn,willhelpimprovechipdesign,optimizemanufacturing,anddriveevenmoredemandforthebroadrangeofsemiconductorsthatenableAI.

ChipsprovidethebasehardwarelayerunderpinningmodernAIsystemsandcompriseasignificantportionoftheoverallvalueinamodernAIserver.AccordingtoarecentSIA-Deloittereport,withinamoderndatacenterasingleAIserverrackcontainsover4,500packagedchipsencompassingthefullrangeofchiptechnologies,including:

•Advancedlogicchips,suchasAIaccelerators,application-specificintegratedcircuits(ASICs),field-programmablegatearrays(FPGAs),centralprocessingunits(CPUs),dataprocessingunits(DPUs),andnetworkingchips;

•Memory,suchashigh-bandwidthmemory(HBM),dynamicandstaticrandom-accessmemory(DRAMandSRAM),andnon-volatileflashmemory(NAND);and

•Analog/foundationalchips,suchaspowerchips,transceivers,controllers,andsensorsthatenableefficientenergydeliveryandseamlessinterconnectionwithinAIserversandacrosssystems.

Semiconductorsaccountformorethan95%ofaleadingAIserverrack’scontentvalueandmorethan50%ofthetotalcapitalexpendituresrequiredforbuildingandoperatinganAIdatacenter.AsAIcontinuestoscale,theabilitytosecure,design,andintegratethe

semiconductorcomponentsthatcompriseAIinfrastructurewillbejustascriticalasthecomputeitself.

TopromotecontinuedAmericanleadershipinsemiconductorandAItechnologies,

policymakersshouldadoptpro-investment,pro-innovation,andpro-tradepoliciestostrengthensemiconductorresearch,design,andmanufacturing.

SEMICONDUCTORSUNDERPINAI

Chipsrepresent95%ofanAIserverrack'svalueand50-70%oftotal

capitalexpenditures(CapEx)foranAIdatacenter,depending

onthedatacenter'sspecialization

Source:SIA/Deloitte

SECTION2

THEU.S.

SEMICONDUCTORECOSYSTEM

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202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY11

SECTION2:THEU.S.SEMICONDUCTORECOSYSTEM

TheU.S.semiconductorindustryisoneoftheworld’smostadvanced

manufacturingandR&Dsectors.TheU.S.SemiconductorEcosystem

Mapbelowdemonstratesthebreadthoftheindustry,showcasingcurrentU.S.locationsforsemiconductorR&D,intellectualpropertyandchip

designsoftwareproviders,chipdesign,semiconductorfabrication,andmanufacturingbysuppliersofsemiconductormanufacturingequipmentandmaterials.

U.S.SEMICONDUCTORECOSYSTEMMAP,2025

●SemiconductorR&D,

Design,andManufacturing

●EquipmentManufacturing

●MaterialsProduction

UniversityR&DPartner

Source:SIA,U.S.SemiconductorEcosystemMap

Thesemiconductorecosystemis

pervasiveinAmericaandcanbefoundinthevastmajorityofU.S.states.From

early-stageresearchanddesignto

manufacturing,equipment,andmaterials,eachpartofthevaluechainplaysacriticalroleinensuringtheU.S.candevelop,

produce,anddeliverthesemiconductorsnecessarytomeetgrowingdownstreamcustomerdemand.

MaintainingandgrowingthisecosysteminAmerica—whilealsoworkingtostrengthencomplementarysupplychainsinalliedandpartnercountries—isessentialtosustainingU.S.technologyleadership,strengthening

supplychainresilience,andsupportingeconomicandnationalsecurity.

SECTION2:THEU.S.SEMICONDUCTORECOSYSTEM

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY12

NEWSEMICONDUCTOR

INVESTMENTSINAMERICA

SEMICONDUCTORSUPPLYCHAININVESTMENTANNOUNCEMENTS,2020-2025

WaferFabrication

●Equipment●Materials

●R&DFacility●ChipDesign

Source:SIA,America'sChipResurgencePackaging

TheSemiconductorInvestmentMapaboveshowstherecentgrowthoftheAmericansemiconductorecosystem,highlightingmorethan$770billioninannouncedinvestmentsacross160projectsin30statessince2020.

Ascompaniesexpandsemiconductor

productionandrelatedsupplychain

capacitiesintheUnitedStates,thegrowingvolumeofchipsproduceddomestically

strengthensAmerica’seconomy,enhancingsupplychainresilienceandreinforcing

nationalsecurity.AstrongerchipsindustryintheU.S.supportshigh-payingjobs,

drivesinvestmentacrossthebroader

technologyandmanufacturingecosystem,andhelpsensurereliableaccesstothe

semiconductorsthatpowereverything

fromconsumerelectronicsandautomobilestoAIsystemsandcriticalinfrastructure.A

strongerdomesticsemiconductorbasealsomitigatesvulnerabilitiesfromsupplychain

disruptionsandgeopoliticaluncertainty,whilecomplementingtheindustry’sglobally

interconnectedsupplychains.

Together,thesecompanyinvestmentswill

helpensuretheUnitedStatesremainsa

globalleaderinsemiconductorinnovationandadvancedmanufacturingfordecadestocome.

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY13

AMERICANSEMICONDUCTORRESEARCH

Thesemiconductorindustryisoneofthemostresearch-intensivesectorsintheworld.Americansemiconductorcompaniesspent

$76.8billiononR&Din2025,upfrom$69.6billionin2024andrepresentinga10.3%increaseinR&Dspend.

Oneoftheindustry’slargestdemanddrivers—chipsforAIdatacenters—requiresgreaterperformanceforaccelerators,moretightly

integratedlogicandmemorychipsthrough

advancedpackaging,andmorerobustenergyefficiencysolutions."AIattheedge,"whichinvolvesrunningmachinelearning

andAIalgorithmsdirectlyonlocalhardwaredevices,isalsoarapidlygrowingindustry

segment.AIattheedgerequiresan

assortmentoflow-powerand

communicationschipstomeetaseeminglyendlessvarietyofusecases,likefitness

trackers,smarthomesystems,autonomousanddriverassistedsystems(ADAS),and

more.

Thisyear,theCommerceDepartment’sCHIPSR&DOfficeissuedaBroadAgency

Announcement(BAA)thattargetsambitious,large-scalecommercialresearchprojects

tosupportdevelopmentofworld-leadingcomputecapabilitiesacrosstheindustryforcompaniesoperatingintheU.S.to

enablecompaniestoleapaheadofglobalcompetitionandsecureenduringmarketleadershipfortheU.S.

Asdemandfornewandexistingindustry

segmentsgrows,R&Dwillbeincreasingly

criticalforcompaniestokeeppacewith

innovationandmaintaintheircompetitiveness.Infact,theindustryfordecadeshad

maintainedaroughlytwo-yearcadencefor

itsproductcycles,butcompaniesarenow

deliveringinnovationsfasterthanevertomeetcustomerdemands.

R&DEXPENDITURES,U.S.-HEADQUARTEREDCOMPANIES,2001-2025

80

70

USD(billions)

60

50

40

30

20

10

0

'25,$76.8billion

‘01‘02‘03‘04‘05‘06‘07‘08‘09‘10‘11‘12‘13‘14‘15‘16‘17‘18‘19‘20‘21‘22‘23‘24‘25

Source:SIA,2026Factbook

SECTION2:THEU.S.SEMICONDUCTORECOSYSTEM

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY14

AlthoughtheU.S.wasonceanunchallengedhubofinnovationinthegloballandscape,governmentsaroundtheworldaredeployinganaggressivesuiteofpoliciestoactivatepublicandprivateresources.

Forexample,recentdatafromthe

OrganisationforEconomicCo-operationandDevelopment(OECD)ongrossdomestic

expenditureonR&Dshowscombined

Chinesetotalindustryandgovernmentspend

onR&DnowoutpacesU.S.investments,

particularlyinlater-stagedevelopment

work.ItisessentialtheU.S.redoubleits

effortstore-assertitsroleastheleaderinadvancedtechnologydevelopment.

TOTALR&DSPENDBYCOUNTRY

900.000

800.000

700.000

USD(billions)

600.000

500.000

400.000

300.000

200.000

100.000

0

‘15‘16‘17‘18‘19‘20‘21‘22‘23‘24

UnitedStatesChinaJapan●KoreaTaiwan

Source:OrganisationforEconomicCo-operationandDevelopment(OECD),OECDDataExplorer,July10,2026

SECTION2:THEU.S.SEMICONDUCTORECOSYSTEM

Ascompaniescontinuetodrivecutting-edgeinnovationsandbuildthe

technologiesofthefuture,itisvitaltheyhavereliableaccesstotop-tiertalent,

strongintellectualpropertyprotection,

favorabletaxstructurestofacilitate

innovation,andarobuststreamofbasic

scienceprogramstoexpandtheindustry’sinnovationpipeline.

R&DEXPENDITURESASAPERCENTAGEOFSALES

R&DbyIndustry

Pharmaceuticals&Biotechnology

18.5%

Software&ComputerServices

13.2%

Semiconductors

12.7%

SemiconductorManufacturingEquipment

11.2%

ConsumerElectronics

5.8%

MobileTelecom

4.0%

SemiconductorR&DbyEconomy

U.S.

15.0%

Europe*

14.6%

SouthKorea

10.6%

China

10.0%

Japan

8.5%

Taiwan

8.1%

Source:EUCommission,EUIndustrialR&DInvestmentScoreboard2025,December22,2025;SIAanalysis

*TheEUScoreboard'sdefinitionofEuropeexcludesSwitzerland&theUK

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY15

SECTION2:THEU.S.SEMICONDUCTORECOSYSTEM

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY1

THEDOMESTIC

SEMICONDUCTORWORKFORCE

ONE

U.S.semiconductor

jobsupports

5.7

jobsinotherparts

intheU.S.economy...

TheU.S.semiconductorindustryaccountsforabout342,000directjobsandnearly2millionadditionalindirectandinducedU.S.jobs.

...THAT’SNEARLY

2,000,000

ADDITIONAL

AMERICANJOBS

AskilleddomesticworkforceisvitaltomaintainingU.S.leadershipinsemiconductors.

Today,thechipindustrydirectlyemploys

around342,000peopleacrosschipdesign,

electronicdesignautomation(EDA),

semiconductorfabrication,andequipment

production.Beyondthat,semiconductors

powermorethan300downstreamindustries.AccordingtoanalysisbytheCommerce

Department’sBureauofIndustryandSecurity(BIS),averagesalariesinthesemiconductorindustryareover30%higherthanaverage

salariesforsimilarjobsinotherfields.

AsAmerica’ssemiconductorecosystem

continuestoexpand,anincreasingnumber

ofqualifiedworkersareneededtomaintain

America’sglobalcompetitiveness.According

toa2024SIA-OxfordEconomicsstudy,the

UnitedStatesfacesasignificantshortageof

technicians,computerscientists,andengineers.Thereportfindsaprojectedshortfallof67,000oftheseworkersinthesemiconductorindustryby2030andagapof1.4millionsuchworkers

throughoutthebroaderU.S.economy.

Theavailabilityofworkerswiththenecessaryskillsisapreconditionforthesuccessofthedomesticsemiconductorindustry,andactiontoexpandthetalentpipelineisnecessaryforthecontinuedsuccessofthedomestic

semiconductorindustry.Toaddressthistalentchallenge,governmentandindustryshould

worktogethertobuildonourindustry’s

longstandingworkforcedevelopmentefforts,accelerateandexpandthepipelineofSTEMgraduatesinAmerica,andadvancetargetedimmigrationreformsthatenablethe

semiconductorindustrytoattractandretaintalent.

AcompetitivedomesticworkforceandresilientmanufacturingcapabilitiesarecriticaltoU.S.semiconductorsleadership.

SECTION3

THESEMICONDUCTOR

SUPPLYCHAIN

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY16

SECTION3:THESEMICONDUCTORSUPPLYCHAIN

THEU.S.SEMICONDUCTORTRADE

TheU.S.semiconductorindustry’ssuccessisreliantoninternationalsales.In2025,over70%ofU.S.-headquarteredsemiconductorcompanies’revenuecamefrominternationalsales,whileover85%ofallsemiconductorssoldwereshippedoutsidetheUnited

States.Asthedomesticchipmanufacturingbuildoutcontinues,itiscriticaltoensure

semiconductorproductioninAmerica

iscost-effectivesoU.S.companiescan

competeandandwininglobalmarkets.TheUnitedStatesmustpursuetrade

negotiationsandothereconomicmeasuresandinitiativesthatboostdownstream

demandandincreasethemarketbaseforU.S.chipsaroundtheworld.

U.S.TRADESURPLUSINSEMICONDUCTORS,1997-2025

BASEDONHARMONIZEDSCHEDULEHEADINGS8541(EXCLUDINGSOLARPRODUCTS)AND8542

$25

$20

USD(billions)

$15

$10

$5

$0

'25,$9.93billion

19971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025

Source:USITC,DataWeb,accessedonMarch4,2025.

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY1

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY1

SECTION3:THESEMICONDUCTORSUPPLYCHAIN

In2025,U.S.semiconductorexportstotaled$57.8billion,ranking

sixthamongU.S.exportcategoriesbehindaircraft,refinedoil,crudeoil,non-ferrousmetals,andnaturalgas.TheU.S.semiconductorindustrymaintainsaatradesurpluswithmostofourtradingpartners,includingChina.

Lookingahead,U.S.semiconductorcompaniesarepositionedforstronggrowth,supported

byexpandingdomesticcapacityand

significantdomesticinvestmentacrossthesemiconductorecosystem.

AschipfirmscontinuetoinvestintheUnitedStates,governmentpoliciesthatfacilitate

salestoforeignmarketswillbecritical.

U.S.SEMICONDUCTOREXPORTS

BASEDONTOTALEXPORTSUSINGNAICSNATIONALINDUSTRYCODES

Aircraft

$152.8B

Non-FerrousMetal

$89.4B

RefinedOil

$115.2B

NaturalGas

$82.5B

CrudeOil

$99.7B

Semiconductors

$57.8B

Source:USITC,ImportsbyNAICSCommodityCode,AccesedFeb26,2026.

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY90

SECTION3:THESEMICONDUCTORSUPPLYCHAIN

SUPPLYCHAINCHALLENGES

Semiconductorsupplychainsaregloballyintertwinedandcomplex.

RecentdisruptionstokeyupstreaminputshavecreatedchallengesforthesemiconductorindustryintheU.S.andglobally.

Inrecentyears,theglobalsupplychain

supportingthesemiconductorindustryhasfacedanumberofdisruptionsduetonaturaldisasters,regionalconflicts,supplyand

demandimbalances,aswellastrade

restrictionsoncriticalmaterialsandinputs.AsU.S.companiesinvestinnewdomesticsemiconductormanufacturingcapacity,

supplydisruptionsforcriticalupstream

inputsmayimpedetheseeffortsanddelayprojecttimelines.

Forexample,disruptionsintheStraitof

HormuzareconstrainingsupplyforNaphtha,animportantsourceforhigh-purity

chemicalsinsemiconductormanufacturing,andhelium,whichisusedinthelithographyprocess.

Likewise,ChinaIsrestrictionsontheexportsofcriticalminerals,suchasgallium,

germanium,indiumphosphide,andarangeof

rareearthelementsandmagnetsare

impactingchipmanufacturersaroundthe

world.Inaddition,acceleratingdemand

forecastshavecreatedsupply/demand

imbalancesandledtounanticipated

shortagesinupstreaminputsand

manufacturingequipment.Similarly,

foundationalchipovercapacityinChinais

distortingthemarketanddepressingprices.

Tomeetthechallengesoftodayand

tomorrow,itiscrucialfortheU.S.governmentandsemiconductorindustrytoinvestinsupplychainresilience.Acombinationofstrategies—suchasinvestinginnewsourcesofsupplyforcriticalinputsathomeandinfriendly

countries,stockpiling,andincreasingR&D

fundingformaterialsscienceandrecyclingtechnologies—areneededtosecureand

diversifythecriticalupstreaminputstheU.S.semiconductorecosystemdependson.

202STATEOFTHEU.S.SEMICONDUCTORINDUSTRY21

POLICYPRIORITIES

SEMICONDUCTORMANUFACTURINGINCENTIVES

&R&DINVESTMENTS:

AdvanceincentivesforU.S.chipmakingandinvestmentsinAmericaninnovationsotheindustrycanremaingloballycompetitive

TAX:

EnsuretheU.S.remainsacompetitivetaxdestinationtoinvest

insemiconductorresearch,design,andmanufacturing

RESEARCH:

SupportexistingR&DinitiativesandgrowfederalinvestmentinsemiconductorresearchandbasicresearchacrossthephysicalsciencestoenableU.S