The White House plans to hold a summit with the semiconductor industry today, April 12, to address the global semiconductor shortage and other supply chain issues. The meeting will include representatives from 20 major companies, including carmakers General Motors and Ford, chip companies GlobalFoundries and Taiwan Semiconductor Manufacturing Company, and several major technology companies, including Alphabet, Dell Technologies and Intel, the White House said April 9. White House National Security Adviser Jake Sullivan, National Economic Council Director Brian Deese and Commerce Department Secretary Gina Raimondo also will participate.
Intel “generally” opposes the U.S. imposing “unilateral export controls” on foreign tech companies suspected of threatening U.S. national security, Tom Quillin, senior director-security and trust policy, told a virtual forum convened April 8 by the Commerce Department’s Bureau of Industry and Security to identify risks in the semiconductor supply chain (see 2103290003). BIS said it will use feedback from the forum, plus comments received in its notice of inquiry (see 2104060045), to help shape recommendations to the White House on President Joe Biden’s Feb. 24 executive order to relieve supply chain bottlenecks (see 2103110047 and 2102240068).
Commerce Secretary Gina Raimondo suggested her agency has no plans to remove Huawei from the Entity List and said she will aggressively use trade tools to compete with China. But she also said she will prioritize efforts to invest in U.S. technology industries over imposing more export restrictions. “My broad view is what we do on offense is more important than what we do on defense,” Raimondo told reporters April 7. “To compete in the long run with China, we need to rebuild America in all of the ways we're talking about.”
Lam Research Corp. added a semiconductor industry official and a former Bureau of Industry and Security official to its government affairs team, according to Rich Ashooh, the company's vice president of global government affairs. Lam hired Chantal Lakatos de Alcantara, BIS’s former director of nonproliferation policy, who will serve as its senior director for regulatory affairs, Ashooh said in an April 5 LinkedIn post. The company also hired Taylor Sholler, a former government affairs director with Applied Materials, who will serve as Lam’s senior director for legislative affairs. Ashooh left his senior role at BIS last year (see 2007210016).
The Commerce Department should be careful not to place unilateral export restrictions on semiconductors and should invest heavily in domestic chip innovation, technology companies told the agency in comments due this week. But at least one think tank urged Commerce to pursue more strict controls and argued that decoupling from China along the semiconductor supply chain is inevitable.
The Bureau of Industry and Security's decision to eliminate reporting requirements for encryption items (see 2103260019) should substantially ease reporting burdens for certain companies, law firms said. Although the changes will affect a narrow set of exports, they’re expected to provide significant relief for companies that ship mass market encryption items or publish source code software online, the firms said.
The U.S. and Japan plan to set up a working group on securing supply chains for strategic technologies, including semiconductors, Nikkei Asia said in a report April 1. The two sides will likely agree to terms on the project -- including cooperation on research and development and production of strategic technology components -- when Japanese Prime Minister Yoshihide Suga and President Joe Biden meet in Washington later this month, the report said. Both countries hope to address a global shortage of semiconductors and want to create a system where production doesn’t rely on specific regions that may present geopolitical risks, such as Taiwan and China, the report in Nikkei Asia said. The working group will reportedly include representatives from Japan’s trade and national security agencies and the U.S. National Security Council and the Commerce Department.
A Japanese trade official said Japan's subsidies to diversify and reshore supply chains have already spurred plans for domestic factories for semiconductors, battery components for electric vehicles, aircraft engine parts, household disinfectants, medicines, protective gowns and chemicals.
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The Bureau of Industry and Security will hold a virtual forum April 8 to present ways the agency can help boost the competitiveness and capacity of the U.S. semiconductor industry, BIS said in a notice released March 26. The agency earlier this month requested written comments on semiconductor supply chain issues (see 2103110047) but said the forum will give commenters a chance to provide “oral remarks.” Comments will help inform the Commerce Department’s report to the White House as part of a February executive order to address supply chain shortages of semiconductor chips (see 2102240068), BIS said. Officials from BIS and other agencies will participate in the 2 p.m. to 5 p.m. EDT forum. Registration closes 5 p.m. April 1.