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  "documentTitle": "2021 Air Street Capital The State of AI Report 2021",
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  "notes": "The chart shows the decline of US semiconductor manufacturing share from 1990 to 2020, with projections to 2030.",
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      "text": "The US has taken the view that its eroding share of global semiconductor manufacturing capacity from 37% in 1990 to 12% today is no longer acceptable.",
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      "text": "East Asia is home to three-quarters of global chip capacity. Share of global semiconductor manufacturing capacity, by location (%)",
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      "text": "75% of the world’s semiconductors and key material suppliers (silicon wafers, photoresist, specialty chemicals) - are manufactured in China and East Asia despite eight of the 15 largest semiconductor firms in the world being in the US.\nIn June 2021, the US Senate passed the US Innovation and Competition Act, which includes $52B in federal investments for the domestic semiconductor R&D and manufacturing provisions in the CHIPS for America Act.\nMembers of the Semiconductors in America Coalition include Intel, Nvidia, Qualcomm, Amazon Web Services, Apple, AT&T, Google, Microsoft and Verizon.",
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      "text": "Global semiconductor manufacturing capacity share: 12%",
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      "text": "In 2019, our Report noted that “China is (slowly) ramping up on its semiconductor trade deficit.” In 2020, China imported $350B worth of chips, an increase of 14.6% vs. 2019, notably from US manufacturers. However, as the US-China trade war has dramatically escalated in the last 12 months, the US has taken the view that its eroding share of global semiconductor manufacturing capacity from 37% in 1990 to 12% today is no longer acceptable.",
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      "text": "Sources: Semiconductor Industry Association, Boston Consulting Group © FT",
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      "kind": "title",
      "text": "$52B CHIPS for America Act gains support from Semiconductors in America Coalition",
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