Semiconductor Supply Challenges: How Did We Get Here, and What's Next?

Key Points

  • Policy development in global trade is now a vital area of interest

  • There are costly barriers to entry in building new fabrication facilities, but public-private sector cooperation could help

  • It's a fundamental principle in supply chain risk management: you cannot allow yourself to become overly dependent on one supplier or region



Global semiconductor supply chain constraints are widespread and are profoundly impacting businesses across many industries. Recovery will be complicated as production cycles are lengthy, and the materials used for semiconductor manufacturing, assembly and packaging are scarce. Lack of access to certain materials like rare minerals can create another bottleneck in the process to bring semiconductors to market.

Policy development in the area of global trade, which may have seemed far flung previously, is now critical in the semiconductor sector as well as the overall ICT supply.

The event includes Susan Johnson, Executive VP for Supply Chain at AT&T, a fireside chat with Bruce Stokes, Non-Resident Transatlantic Fellow, The German Marshall Fund of the United States and Peter Harrell, Senior Director for International Economics and Competitiveness, White House National Security Council.

Also featured is a panel discussion moderated by Politico's Steven Overly with Intel's Tom Quillin, Senator Cornyn's legislative director, and the National Association of Manufacturers.