Memo to the President on Microelectronics
Securing America's Technological Advantage in Next-Generation Microelectronics
I'm Ylli Bajraktari, CEO of the Special Competitive Studies Project. In today’s episode of the #MemosToThePresident series, I sat down with the newest member of our team, Senior Director for Economy, Martijn Rasser, and Associate Director for Economy, Brady Helwig, to highlight our newest memo on Semiconductors. This episode not only emphasizes the key objectives of the memo, but also provides an insightful preview of tomorrow’s AI+Compute & Connectivity Summit.
I hope you enjoy the conversation!
Tomorrow’s AI+Compute & Connectivity Summit!
As we look ahead to our upcoming AI+Compute & Connectivity Summit, this memo sets the stage for the critical discussions we’ll have on how to position America at the forefront of the next technological revolution. We are excited to announce two Members of Congress joining us in tomorrow’s agenda:
Sen. Mark Warner (VA), Vice Chair of the Senate Select Committee on Intelligence
Sen. Ted Cruz (TX), Chairman of the Senate Committee on Commerce, Science, and Transportation
While the United States has successfully attracted significant manufacturing investments in semiconductors, more targeted actions are needed to secure America's technological edge. In this Memo to the President, we unpack three strategic initiatives to complement manufacturing expansion with moonshots in next-generation microelectronics technologies, powering future defense platforms and large-scale AI systems.
Achieve Massive Increases in AI Energy Efficiency: Ensure the United States wins the race to build post-Moore’s Law hardware to power large-scale AI systems.
Expand Opportunities for Chip Startups: Prioritize disruptive innovation by creating a “atoms-to-architectures pipeline” to take breakthroughs to market.
Defend Positional Advantages: Protect U.S. firms from China’s predatory economic practices and mitigate security threats during chip design, fabrication, and packaging.
These strategic initiatives will require sustained commitment and coordination across government, industry, and academia, but they are essential to maintaining U.S. technological leadership in an increasingly competitive global landscape.