【英文】振兴美国半导体生态系统报告（33页）

英文研究报告 2022年11月10日 07:52 管理员

Recommendation 1: The Secretary of Commerce should establish NSTC as an independent legal entity in public-private partnership by the end of 2023. The Secretary of Commerce should select a Board of Directors, and that Board should oversee both the NSTC and the NAPMP to ensure synergy and alignment in the investments. The Board members should include broad representation from government, industry, and academia. The NSTC is the largest undertaking of its kind in U.S. semiconductor history. The only similar venture, SEMATECH, a public-private partnership formed in 1987 between U.S. semiconductor firms and the Defense Advanced Research Projects Agency (DARPA), began on a much smaller scale with a $500 million initial investment.27 Successful execution of the NSTC will require the right structure, governance, and guiding principles. PCAST recommends that the NSTC should be established as a public-private partnership to foster participation, collaboration, and innovation across the entire U.S. semiconductor ecosystem. The Department of Commerce should encourage broad academic, industry, and government participation in the NSTC. Industry participation should span all aspects of the semiconductor ecosystem including materials and equipment suppliers, electronic design automation companies, fabless design companies, integrated device manufacturers, foundries, and system companies.

Federal government participation should include agencies with deep domain expertise in semiconductors, for example the National Science Foundation (NSF) and DARPA, among others. The Secretary of Commerce should merge the governance of the NSTC and the NAPMP to increase the synergy of investment and reduce the potential for duplication of infrastructure. The Board of Directors overseeing both initiatives should be comprised of members from the U.S. semiconductor industry along with representation from academia and the U.S. government. The Board should select an independent NSTC chief executive officer (CEO) and create a Technology Advisory Council to guide the research agenda. The NAPMP can be managed as a distinct entity within the NSTC with its own budget while contributing to and participating in the larger NSTC research agenda. Figure 1 illustrates a proposed NSTC governance and operating model. The NSTC should collaborate, where possible, with similar organizations outside the United States (e.g., Europe’s Interuniversity Microelectronics Centre and semiconductor companies from allied countries) to leverage resources, existing infrastructure, and capabilities. Such engagements should reflect principles of reciprocity, research security, and alignment to shared values. However, due to the strategic nature of this effort from a global competition and national security standpoint, no foreign entities should be members of the Board of Directors or the Technology Advisory Council.