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Samer Bahou

On April 8-9, 2025, bees on cherry blossoms lining the streets of Washington D.C. were not the only things buzzing. The word “tariffs” floated in the air from TVs and conversations throughout Capitol Hill, as people eagerly awaited the implementation and response to United States President Donald Trump’s latest round of far-reaching trade policy. This was the backdrop for this year’s SEMI Washington Fly-In, hosted annually by the SEMI North America Advisory Board (NAAB), which gathered representatives from member companies to meet with government officials and advocate for policy changes vital to the semiconductor industry’s continued growth and innovation.SEMI executives and more than 50 representatives from member companies across the end-to-end semiconductor supply chain participated in the Fly-In. SEMI President and CEO Ajit Manocha, SEMI Americas President Joe Stockunas, and SEMI Vice President of Global Advocacy and Public Policy John Cooney met with Trump administration officials from the Department of Commerce. Reflecting the global reach of SEMI, Manocha traveled from Washington to Brussels for meetings with the European Commission. On April 8, Stockunas presided over a NAAB meeting, followed by a dinner and prep session for meetings with Congressional members and their staff the following day. Building on the priorities outlined in the briefing book prepared by Cooney’s Advocacy team in Washington, participants discussed priority messages to convey tailored to the specific officials.Focus topics included:Tariffs and Trade – Address the buzz of the day’s news cycle by spotlighting the challenges of multiple layers of tariffs facing U.S. operations due to the industry’s global supply chain.Export Control Policy – Revise export control rules to be narrow and focused with increased transparency to minimize uncertainty for companies contributing to the world’s most complex manufacturing processes.Tax Policy and Investment Incentives – Extend tax credits set to expire and expand them to include semiconductor material suppliers and packaging facilities to bolster the full semiconductor ecosystem.CHIPS Act Implementation – Streamline implementation and ensure that the full intended scope of the CHIPS Act is maintained to meet the goals of the bipartisan legislation.Workforce Development and Immigration – Highlight the need for multi-layered programs – from education to apprenticeships through career development – required to provide the skilled workforce that will underpin domestic industry expansion.Energy and Environment – Showcase the need for strong R D programs, industry-led standards, and permitting reforms to help the semiconductor industry address booming energy requirements to power Artificial Intelligence and meet the resource needs of the growing domestic chipmaking ecosystem.PFAS Regulation and R D Needs – Prioritize regulatory actions that take a risk-based approach to PFAS and other chemicals critical to semiconductor manufacturing, as well as R D to improve environmental controls and identify potential alternative substances.SEMI organized four groups by U.S. region – East, Midwest/South, Southwest and West – comprised of representatives from member companies with operations in the respective states of the Senate and House of Representative offices scheduled for meetings at Capitol Hill. On April 9, the groups met with Members of Congress and their staff from 20 of the nation’s states, including Arizona, Arkansas, California, Colorado, Delaware, Idaho, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Oregon, Texas, Utah, Virgina, Washington and West Virginia. The groups shared powerful perspectives, data and anecdotes on the impact of policies on their companies’ operations. While the groups for the SEMI Washington Fly-In included representatives from companies that are fierce business rivals, the focus of the discussions successfully presented a unified industry voice highlighting shared challenges, policy recommendations, and request for support – in true SEMI “Stronger Together” spirit.News of a 90-day pause on most tariffs broke while the groups were conducting their meetings. The intense difficulties of tracking changes on tariffs and other policies permeated throughout the conversations on the impact on business decision-making. While influencing policy changes will not occur instantaneously, the SEMI Washington Fly-In bolstered the SEMI Global Advocacy team’s ongoing efforts to educate officials on the nuances and critical importance of the complete semiconductor supply chain. Additionally, the discussions emphasized the policy modifications that will have the greatest impact in helping the industry continue its lasting legacy of innovation that improves the quality of life for people in the U.S. and around the world.On April 11, the Customs and Border Patrol issued an addendum to the tariff exemption list that did not result in a complete exemption for the semiconductor supply chain. President Trump posted afterward on social media: "We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations."Traditionally, such investigations have been conducted over a prolonged period of time for the government to collect data directly from companies and solicit feedback from industry. If past precedent remains, this will represent the first formal opportunity for industry to engage on the Administration's tariffs. The President has stated that his plans for tariffs on semiconductors will be unveiled this week.Visit SEMI Global Advocacy to learn more about public policy efforts and developments, and SEMI Workforce Development for more information on efforts to address the microelectronics industry’s talent needs.Samer Bahou is Director of Marketing Communications at SEMI.
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As more than 400 speakers took the stages at SEMICON West 2024, sustainability and workforce development stood out as two major focus areas. The second day of this year’s CEO Summit keynote program, themed Seizing the Global Opportunities and Challenges Ahead, featured sessions on both topics. One of the first sessions of the day was the Chief Sustainability Officer (CSO) panel discussion, titled Bracing for the Evolving Global Risk for the Semiconductor Ecosystem, moderated by Vice President of SEMI Global Sustainability Programs, Dr. Mousumi Bhat. Later that morning, Shari Liss, Vice President of SEMI Global Workforce Development Programs and Executive Director of the SEMI Foundation, moderated a fireside chat, Advocating for Real Change: Why Inclusion and Belonging Need to be Everyone’s Concern, with Sandra Mahadwar from KLA Corporation. Bhat and Liss were later interviewed for a podcast by Francoise von Trapp of 3D InCites to share additional insights on sustainability and workforce development, respectively. Bhat was also joined by Paul Kelly, COO of the New York Center for Research, Economic Advancement, Technology, Engineering, and Science (NY CREATES). Creating a More Sustainable Semiconductor Industry During their interview, both Bhat and Kelly emphasized that the industry will need to reduce its use of per and polyfluoroalkyl substances (PFAS) to sustainably innovate at today’s nanometer pace. For this reason, Kelly highlighted the importance of learning to balance current production demands with the health of climate.To achieve this balance, they discussed the efforts of the Semiconductor Climate Consortium (SCC). Much of the SCC’s efforts, they said, will focus on driving the industry toward net zero emissions. SEMI and NY CREATES announced a memorandum of understanding (MOU) at SEMICON West 2024 to promote sustainable practices within the industry, with a focus on PFAS reduction. Kelly pointed to the ability of SCC members to test new materials, gases, and chemicals at NY CREATES’ R D facilities in upstate New York to work toward replacing PFAS with more sustainable alternatives. Bhat also shared that this collaboration helps facilitate prototyping, experimentation, and tests and measurements for newer, more sustainable substances.Dr. Mousumi Bhat of SEMI and Dave Anderson of NY CREATES celebrate their organizations’ sustainability MOU at SEMICON West 2024.“The thought leadership comes from the Consortium, and the support on infrastructure comes from NY CREATES,” said Bhat. “This should become a blueprint to solve some of the challenging problems that we have in our industry.” When it comes to reducing emissions, Bhat mentioned two key objectives. The first, she said, is access to clean energy, and the second is the reduction of greenhouse gases. Bhat cited these as the issues that will take the longest for the industry to solve and pointed to the importance of industry collaboration and partnerships to support the needed experimentation. But while partnerships will bring the industry closer to net zero, both Bhat and Kelly cautioned that it won’t be reached overnight. “Much more needs to be done in the industry to reach that net zero goal,” said Kelly. “New chip technologies, new chemicals, and new processes are very much large leaps to achieving that. But right now, even some of the most advanced will only reduce [emissions] by 70%.” To help bridge this gap, Bhat encouraged others to join and participate in the SCC. “Rather than everybody doing a one-to-one experimentation in their own space and spending those resources, I would like to invite anyone that's not part of the climate consortium,” she said. “And [I invite] those that are part of the climate consortium to engage more actively, so that we are all accelerating the journey toward net zero.” Addressing the Talent Shortage This year’s SEMICON West also featured five keynote sessions dedicated to workforce development, as well as a Workforce Development Pavilion that included several talks around diversity, equity, inclusion, and belonging (DEIB). With the estimated one million jobs the industry will need to fill by 2030, Liss shared that every role is needed – from entry level all the way to Ph.D. researchers. “We need to try and bring in as many people as we can over the next few years,” said Liss. “The talent shortage is a global issue, not just a U.S. one.” Shari Liss of SEMI moderated the fireside chat at SEMICON West 2024 with Sandra Mahadwar from KLA Corporation.To begin to close the talent gap, Liss stressed the importance of educating children about the semiconductor industry. “We are just invisible to kids,” she said. “In every part of the globe, they carry chips in their hands all day every day, and they don’t know. So to me, breaking that barrier and making sure kids know about our work as an industry is going to be so critical to making this successful.” Liss also highlighted differences in workforce development programs across the world, noting that what works in one region may not translate to another. For example, apprenticeships are widely embraced in Europe, she said, but they’re a fairly new practice in the U.S. Conversely, she shared that veteran-focused programs wouldn’t work for some regions, but they’re a “powerful win” in the U.S. Each SEMICON show across the world, she shared, includes similar workforce development and DEIB programming, in addition to targeted sessions for students and HR professionals. Companies can interview for open positions at SEMICON shows as well. To learn more about SEMI’s workforce development initiatives and programming, visit semi foundation.org, or check out this overview of DEIB content at SEMICON West 2024. Samer Bahou is director of Marketing Communications at SEMI.
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With technological advancements driving our digital era, the demand for semiconductors is skyrocketing. The chip industry is projected to reach unprecedented heights of around $1 trillion in annual revenue by 2030. However, amid this remarkable growth, a daunting challenge looms: the shortage of skilled workers for semiconductor design and manufacturing. As the industry strives to keep up with the escalating demand, the scarcity of qualified personnel has emerged as a critical obstacle. To help the industry overcome this and other key issues, SEMICON West 2023 will explore Building a Path Forward to its future in the event’s inaugural CEO Summit keynote program. A recent SEMI announcement provides an overview of the keynotes and programs at the July 11-13 exhibition and conference at the Moscone Center in San Francisco. The event on July 13 will kick off with Path for Talent session keynotes focused on cultivating a strong talent pipeline, creating a diverse and inclusive industry, and building a career in microelectronics. Tom Sonderman, President and CEO of SkyWater Technology, will present the Path for Talent keynote titled Building the Future: Workforce Development in the Semiconductor Manufacturing Industry. In a podcast with Francoise von Trapp of 3D InCites, Sonderman previews his presentation, highlighting the talent challenges facing the U.S. semiconductor industry and potential solutions. He also shares a glimpse of some of the SkyWater recruitment and training programs designed to fill critical roles from fab technicians to lead engineers. The interview with Sonderman is part of the SEMICON West Podcast Series in the runup to and at the event. It follows the opening SEMICON West preview episode with SEMI Americas President Joe Stockunas in which he highlights a slew of new features that span keynote and conference programming, networking opportunities and even dining options. The CEO Summit keynote program features two additional critical industry topics each of the first two days of the event: Path to $1T – Tuesday, July 11 Luminaries will share insights on the chip industry’s progress towards $1 trillion in annual revenue including the importance of CHIPS Act funding. New semiconductor technology advances and growth segments that promise to boost the global supply chain’s financial performance will also be hot focus topics. Path to Net Zero – Wednesday, July 12 CEOs will share sustainability strategies and insights on the U.S. microelectronics industry’s position on international sustainability and climate agreements and legislation. SEMI offers a comprehensive workforce development program to aid the chip industry in narrowing the talent gap and promoting diversity, equity and inclusion. The program will be on display at the SEMICON West Workforce Development Pavilion hosted by the SEMI Foundation. The pavilion will offer new strategies for recruiters, students and job seekers and spotlight why microelectronics is a smart career choice. Discussions on building a diverse and inclusive workforce, and an interactive day with high school students to help spark their interest in microelectronics careers will be key features of the program. Registration for SEMICON West 2023 is open. Samer Bahou is director of Marketing Communications at SEMI.
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