Lt Gen Norman R. Seip Advocates for Allied Semiconductor Supply Chains to Bolster U.S. Security
Lt Gen Norman R. Seip, USAF (Ret.), President of the American Security Project, recently published an op-ed in the Washington Examiner emphasizing the critical need for the United States to leverage its allies in establishing secure semiconductor supply chains. General Seip argued that while increasing domestic semiconductor capacity is essential, the U.S. also requires immediate access to safe, affordable, and secure supply chains through its allies. He highlighted that the U.S. possesses a network of capable allies, such as Japan and South Korea, with whom it shares economic interests, military collaboration, and strategic trust—a distinct advantage over China. General Seip pointed to a major manufacturing crisis in DRAM production, where demand for AI datacenter construction is outpacing supply, leading to projected quadrupling of prices by the end of the year compared to 2024. He asserted that U.S. security demands making it easier to procure from allies while simultaneously building domestic productio...