【埃森哲】2024半导体制造全球思维本土布局-半导体回岸生产的领先实践英文版_29页_18mb

Summary of Semiconductor Manufacturing: Think Globally, Build Locally

Core Content

This report discusses the growing trend of onshoring and friendshoring semiconductor manufacturing, driven by the need to stabilize supply chains, enhance national security, and prepare for the anticipated rebound in chip demand. It outlines four key steps that companies can take to accelerate successful fab build and operations.

Main Points

• Global Shift in Semiconductor Manufacturing: The semiconductor industry is experiencing a significant shift toward onshoring and friendshoring, with governments and companies investing heavily in domestic manufacturing to reduce reliance on a few global locations.

• Investment Trends: There are over 60 announced new or expanded semiconductor facilities globally, with 11 in the U.S. These projects represent massive capital expenditures and are expected to be operational within the next three years. The U.S. government has committed $52 billion, while global investments are nearly $500 billion.

• Challenges in Onshoring: Companies face numerous challenges, including talent shortages, regulatory hurdles, and the need to adapt to evolving government funding requirements. The U.S. has more restrictive regulations compared to Asia, which could create a cost disadvantage.

• Four Steps for Success: Accenture identifies four key strategies to navigate the current landscape:

  1. Create an internal capability to engage in public-private partnerships (PPP).
  2. Rethink talent strategies.
  3. Become radically proactive about security and emerging technologies.
  4. Re-assess ROI expectations.

Key Information

1. Create an Internal Capability to Engage in PPPs

• Proactive Engagement: Companies must be proactive in engaging with local and federal government officials to ensure compliance with regulations and to understand funding requirements.
• Prepare Processes and Policies: Establish processes and policies in advance to manage the grant application and approval process efficiently.
• Stakeholder Roles: Clearly define roles and responsibilities for stakeholders and beneficiaries, and promote ecosystem partnerships to enhance collaboration and innovation.
• Leverage Existing Infrastructure: Utilize existing R&D efforts and infrastructure, such as those from NASA and NIST, to foster innovation and improve collaboration.

2. Rethink Talent Strategies

• Talent Shortage: The semiconductor industry faces a significant talent shortage, with only 34% of workers confident their skills will be relevant in 3-5 years.
• Diverse Talent Pool: Companies are expanding their talent strategies to include high school graduates, apprentices, and non-STEM graduates with proper training.
• Formal Outreach Programs: Develop formal outreach programs to attract a diverse workforce from urban to rural areas, and across different backgrounds and disciplines.
• Intel Example: Intel has invested in higher education institutions to train the future workforce and has partnered with universities to provide hands-on experience in clean-room environments.

3. Become Radically Proactive About Security and Emerging Technologies

• Security Importance: Security, especially data security and supply chain protection, is a top priority. It involves securing intellectual property, manufacturing processes, and software systems.
• Emerging Technologies: The adoption of AI, machine learning, and the metaverse is transforming semiconductor manufacturing. These technologies improve efficiency, reduce costs, and enable remote operations.
• Remote Operations: Companies like Intel are using remote operations centers to monitor and manage fab operations, which increases operational efficiency and reduces quality risks.
• Security Practices: Demonstrating strong security practices is essential, and companies are using virtual environments to plan and simulate operations, reducing planning errors and improving transparency.

4. Re-Assess ROI Expectations

• Long-Term Value: Projects require a shift in mindset from short-term cost considerations to long-term value creation.
• Real-Time Monitoring: Companies must monitor developments in real-time and act accordingly to optimize profitability and reduce investment risks.
• Holistic Value Assessment: A holistic approach to value assessment helps shareholders understand the complexity of operations and how today's expenses contribute to future value.
• Strategic Collaboration: Non-binding deals and strategic collaboration with local partners can add transparency and predictability to the supply chain.

Industry Examples

• Texas Institute for Electronics (TIE): A PPP led by the University of Texas at Austin, focusing on advanced packaging and workforce development. It has received $440M in state funding for fab construction.
• GlobalFoundries: Offers returnships for experienced women and veterans and has a Manufacturing Technician Apprenticeship Program to build a workforce pipeline.
• Intel's Silicon Heartland Initiative: Includes investments in higher education and partnerships with universities to train the future workforce in Ohio.
• General Motors and GlobalFoundries: A strategic partnership to establish dedicated semiconductor production capacity in the U.S., enhancing supply predictability and quality.

Conclusion

The semiconductor industry is undergoing a significant transformation as companies and governments invest in onshoring and friendshoring. This shift presents high stakes and high potential, requiring companies to adopt new strategies and practices to navigate the complex landscape and ensure long-term success.