How to Fight and Win the Semiconductor War

About the author: Thomas Sonderman is president and CEO of SkyWater (ticker: SKYT), a U.S.-based semiconductor foundry.

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Asia is winning the war for semiconductor production. The idea of a “war” is dramatic, but the urgency of the moment cannot be overstated.

The microelectronics industry underpins nearly every segment of the U.S. economy: healthcare, automotive, communications, industrial manufacturing, consumer electronics, and many others. The current chip shortage has put a spotlight on supply-chain vulnerabilities in the U.S. and forced many companies to reconsider their business strategies. Inability to meet demand for chips is playing a role in surging inflation. The White House has warned that national security is at risk if we cannot reinvigorate domestic manufacturing.

The microelectronics industry underpins nearly every segment of the U.S. economy: healthcare, automotive, communications, industrial manufacturing, consumer electronics, and many others. The current chip shortage has put a spotlight on supply-chain vulnerabilities in the U.S. and forced many companies to reconsider their business strategies. Inability to meet demand for chips is playing a role in surging inflation. The White House has warned that national security is at risk if we cannot reinvigorate domestic manufacturing.

 

 

Read the full article on Barrons.com.

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