26 May 2022

A lesson from the Ukraine war: Secure our semiconductor supply chains

There are many lessons emerging from Russia’s invasion of Ukraine, and others yet to be discerned. One insight that the war has reinforced concerns the tremendous strategic value of semiconductors. These tiny silicon chips offer a huge warfighting advantage for the Ukrainians — but also should remind the United States

Read More
13 May 2022

The Current State of the U.S. Semiconductor Industry Shows Signs of Strategic Strength

In March, we extended our tracking of minerals for semiconductor production to the annual Unites States Geological Survey (USGS) 2022 List of Critical Minerals, which includes minerals like Palladium, C4F6, Helium, and Scandium – all of which are used in semiconductor production and or the manufacturing of sensors and memory. In April, we provided a general update on the global chip supply chain disruption. We now widen the lens further to garner broad industry insights from the annual Semiconductor Industry Association’s (SIA) 2021 State of the U.S. Semiconductor Industry and  SIA 2022 Factbook.

Read More
03 Dec 2021

Commerce Secretary Raimondo Urges Passage of CHIPs Act, Praises Samsung $17B Fab and Updates on Agency’s Chip Policy

Gina M. Raimondo, U.S. Department of Commerce Secretary, recently urged Congress to pass the CHIPs Act, which she argues will enhance U.S. competitiveness, strengthen national defense and create high wage, high skilled jobs. A recent presentation in Detroit by the Commerce Secretary, “Investing in American Manufacturing and Closing the Innovation Divide,” was designed for auto industry executives hit hard by the semiconductor shortage that is only getting worse. Recent policies are further positive signs that the chip shortage and the need to strategically increase domestic chip production are being taken seriously by the Commerce Secretary and her org chart at the agency.

Read More
08 Nov 2021

Russians and Chinese using human targeting – amongst other tools- to achieve security advantage in key emerging technologies by 2030

In late October, The National Counterintelligence and Security Center (NCSC) issued a report warning of China’s goal to achieve a technological advantage over the U.S. in certain key emerging technologies. Beijing’s long-term goal is a strategic advantage over the U.S. and its security interests by 2030 in areas such as biotechnology, genomic technology, artificial intelligence, and semiconductors. Russia is making strides in this direction as well, but is constrained by resources and has not made the level of commitment as the Chinese. Human targeting is highlighted as a tool used prolifically by the Chinese.

Read More
28 Oct 2021

October 2021 OODA Network Member Meeting: Generating insights into a VUCA world

Are we living in a super-VUCA world (Volatile, Uncertain, Complex, Ambiguous). To help members optimize opportunities and reduce risk in this VUCA world, OODA hosts a monthly video call to discuss items of common interest to our membership. These highly collaborative sessions are always a great way for our members to meet and interact with each other while talking about topics like global risks, emerging technologies, cybersecurity, and current or future events impacting their organizations. We also use these sessions to help better focus our research and reporting on member needs.

Read More
07 Oct 2021

China’s Formal Bid for Global Dominance of the Semiconductor Supply Chain

What is the future of the Global Semiconductor Supply Chain?

According to the Congressional Research Service (CRS), China has a strategic framework for building a competitive advantage in the semiconductor industry. Implementation measures have also been announced by the Chines government that “encourage U.S. and foreign semiconductor companies to transfer certain technology, intellectual property (IP), talent, and research and development (R&D) to operations in China.”

What does this mean? And what are the implications for your business or organization?

Read More
28 Sep 2021

From Semiconductor Supply Chains to Dirty Bombs: Summary of the September 2021 OODA Network Member Meeting

The September monthly meeting covered a range of issues, from planning for an upcoming OODA Network wargame exercise to a recent cyber vulnerability and mitigation, future research on CISA and critical infrastructure, and recent events in France surrounding the discovery of IEDs with uranium traces.

Read More
23 Jul 2021

Intel CEO Says Chip Shortage Could Stretch Into 2023

Intel CEO, Pat Gelsinger, says the semiconductor shortage could stretch into 2023, as chip supply disruptions are hitting companies and consumers globally. The shortage has caused rising prices for some consumer gadgets and harmed the auto industry immensely with production delays. Volkswagen warned the global shortage could worsen in the

Read More
22 Jun 2021

GlobalFoundries plans $4B Singapore plant to meet chip demand

GlobalFoundries has reportedly begun construction on a $4 billion facility that will manufacture semiconductors. The facility is located in Singapore and aims to meet the growing chip demand. The company states that its long-term customer agreements have already been formed in key market segments such as 5G and automotive. The

Read More