September 28, 2023

The Case for an Alliance of Semiconductor Producing Nations

Coordinating with allies and partners is a critical pillar of the United States’ semiconductor strategy. To date, the United States has engaged with allies and partners through a constellation of bilateral and plurilateral coalitions, including Chip 4, the Quad, the U.S.-India initiative on Critical and Emerging Technology (iCET), the Indo-Pacific Economic Framework, and the EU-U.S. Trade and Technology Council, among others. While a piecemeal approach works for some technologies, this approach does not work for technologies with a global supply chain, such as semiconductors. The United States needs to reboot its strategy and form an alliance of semiconductor-producing nations to foster geographic diversification of the necessary supply chains.

Revising the United States’ current approach is imperative given the global nature of the semiconductor supply chain.

The United States’ current two-pronged approach suffers from the Goldilocks problem. On one hand, the existing bilateral and plurilateral coalitions have too few countries in the room and lack visibility into segments of the value chain and the activities of key semiconductor producing nations. On the other hand, current multilateral dialogues have too many countries with a seat at the table. Broad-based initiatives – such as through the OSCE and WTO – make consensus impossible, as different stakeholders have different goals. The United States needs to strike a balance and find the middle ground in its approach, and an alliance of semiconductor-producing nations would do just that.

Read the full article from The Diplomat.

  • Commentary
    • Sharper
    • April 17, 2024
    Sharper: NATO 75

    From July 9–11, NATO leaders from across the Atlantic will gather in Washington, DC for the 2024 NATO Summit, which marks the 75th anniversary of the alliance. This meeting wi...

    By Anna Pederson, Anna Avanesyan & Charles Horn

  • Podcast
    • April 12, 2024
    Interpreting the Recent Turkish Elections with Asli Aydintaşbaş and Steven Cook

    Just under a year ago, Turkish President Erdogan won another five years in power in the Turkish presidential election. Last week, however, local election results in Turkey del...

    By Andrea Kendall-Taylor, Jim Townsend, Aslı Aydıntaşbaş & Steven A. Cook

  • Podcast
    • April 5, 2024
    Macron’s Change in Tune and the War in Ukraine

    Since the Russian invasion of Ukraine in February 2022, there has been a notable evolution in France’s approach toward Moscow. In the initial months following the invasion, Fr...

    By Andrea Kendall-Taylor, Jim Townsend, Tara Varma & Bruno Tertrais

  • Video
    • April 3, 2024
    NATO discusses plans for Europe without the U.S. or Putin

    "The concern, is can we strengthen ourselves so that should the Russians win in Ukraine and that is something that might happen, Ukraine is fighting hard, but should that happ...

    By Jim Townsend

View All Reports View All Articles & Multimedia