New Survey:  Semiconductor Market Hampered by Demand/Supply Mismatch, Lack of Manufacturing Capacity

The U.S. Department of Commerce (DoC) released the results of a request for information (RFI) seeking data on the state of the semiconductor supply chain.

The DoC confirmed that there is a significant, persistent mismatch in supply and demand for chips, and survey respondents did not see the problem going away in the next six months. Median demand for the chips highlighted by the buyers who responded to the RFI was as much as 17% higher in 2021 than in 2019, and buyers aren’t seeing commensurate increases in the supply they receive.

The main bottleneck identified is the need for additional manufacturing or fab capacity. In addition, companies identified material and assembly, test, and packaging capacity as bottlenecks.

The RFI received more than 150 responses, including from nearly every major semiconductor producer and from companies in multiple consuming industries.

Other findings include:

  • The median inventory of semiconductor products highlighted by buyers has fallen from 40 days in 2019 to less than 5 days in 2021 (see Figure 2). These inventories are even smaller in key industries.
  • The RFI allowed us to pinpoint specific nodes where the supply and demand mismatch is most acute, and we will target our efforts moving forward on collaborating with industry to resolve bottlenecks in these nodes.
  • The primary bottleneck across the board appears to be wafer production capacity, which requires a longer-term solution.

DoC urged passage of semiconductor legislation pending in Congress — the United States Innovation and Competition Act (USICA) including $52 billion in funding to support domestic chip manufacturing.  That legislation remains stalled due to disagreements between the House and the Senate as well as a slowdown in annual appropriations across all agencies.

Webinar: IBM’s Discovery Accelerator Partnerships

On December 9, 2021 at 1:00 EST, the National Academy of Sciences, Engineering and Medicine – Government-University-Industry Research Roundtable will convene a webinar to discuss the strategic goals and impact of IBM’s Discovery Accelerator Partnerships. Within the last year, IBM announced two significant partnerships that will deploy emerging technologies and advanced capabilities aimed at driving scientific discovery – the first, a ten-year partnership with Cleveland Clinic focused on discoveries in life sciences and healthcare; and the second, a five-year partnership with the United Kingdom’s Science and Technology Facilities Council, based at the Hartree National Center for Digital Innovation, which will drive innovations in life sciences, new materials development, environmental sustainability, and advanced manufacturing.

During this webinar, IBM officials discuss the Discovery Accelerator approach to partnership, collaborative and interdisciplinary research, and the application of emerging computing technologies to supercharge the pace of scientific discovery.

Click here to register

Communicating the Value and Impact of Technology Transfer

The Technology Transfer Society, DC Chapter will be holding an online presentation on how to better communicate the value and impact of technology transfer. A recent article in Issues in Science & Technology entitled Settling for Second Place? by former Lockheed Martin CEO Norm Augustine and former NSF Directorate Dr. Neal Lane sounded the alarm that America’s world leadership in science and technology is being challenged like never before.

While many focus on basic and applied research investments, technology transfer and commercialization activities — bridging the technology ‘valley of death’ from scientific discovery to commercial product — have become pivotal to capturing the value of R&D at universities, national laboratories and industry labs. Unfortunately, tech transfer efforts are often misunderstood and poorly resourced at many major S&T institutions. The presentation will address how to better communicate the value of these functions to key decisionmakers to help them better understand the growing value of technology transfer beyond patent licensing.

Tech Transfer Presentation: The Maryland Industrial Partnerships Program

Washington Area Chapter of the Technology Transfer Society (T2SDC) will be hosting an online presentation on the Maryland Industrial Partnerships Program on Wednesday, October 20, 2021 from Noon to 1 p.m..

The Maryland Industrial Partnerships (MIPS) program leverages the resources of the University System of Maryland (USM) to help create new products and services that feed the growth of Maryland businesses. Since the program’s inception in 1987, MIPS–enabled products have generated sales of $42 billion.

MIPS provides funding, matched by participating companies, for university-based research projects that help the companies develop new products. The program is administered at the flagship campus at the University of Maryland, College Park, and works throughout the 12 member institutions of the University System of Maryland, plus Morgan State University and St. Mary’s College. In these academic-industrial, public-private partnerships, MIPS connects the resources of the Maryland public universities to businesses from all parts of Maryland.

Presenting will be Joseph Naft, Director of the Maryland Industrial Partnerships (MIPS) program of the University of Maryland (UMD).

To register, please go use the following link.