[Congressional Record Volume 167, Number 88 (Thursday, May 20, 2021)]
[Senate]
[Pages S3314-S3316]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
S. 1260
Mr. CORNYN. Mr. President, in my lifetime, China has gone from a poor
and isolated country to now accounting for nearly 20 percent of global
gross domestic product. There is no doubt that the ingenuity of the
Chinese people has contributed to this success, but we know the driving
force behind this dramatic rise is the aggressiveness of the Chinese
Communist Party. Its aims can be summed up with four R's: resist,
reduce, replace, and reorder.
China resists American economic influence by manipulating American
businesses and industries and stealing intellectual property. It
reduces internal dissent and free expression of ideas through mass
surveillance and censorship of its own people, and it seeks to exert
its power and influence in the United States. The Chinese Communist
Party intends to replace America as the world's technology leader
through the Made in China 2025 initiative, which seeks to achieve
Chinese dominance in high-tech manufacturing. Finally, it hopes to
reorder international norms and institutions around itself. That is
their vision. That is their strategy. That is their plan.
Now, the Chinese Communist Party's ruling strategy can best be
described as ``win at all costs.'' In other words, they do not play by
the same rules we do. And make no mistake, these ambitions paint an
alarming picture for the United States and our allies.
Former Attorney General Bill Barr said last year: ``It is clear that
the PRC,'' or People's Republic of China, ``seeks not merely to join
the ranks of other advanced industrial economies, but to replace them
altogether.''
In everything from electric cars to advanced robotics, to artificial
intelligence, China aspires to lead global
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production and to dominate global production, and they are throwing
serious money into the effort to get China there. China is expected to
spend $1.4 trillion by 2025 covering investments in everything from 5G
to artificial intelligence.
This is not the time for the United States to be complacent, to sit
back and watch the Chinese Communist Party pursue tech domination. By
the time it has made significant progress, we would be too late. We
need to take action now to ensure that our economy and our military can
continue to outcompete China, and that is precisely what we can achieve
through the Endless Frontier Act.
As Leader McConnell said, a robust amendment process will be critical
to this piece of legislation. As I was discussing with Senator Schumer
this morning, for most Members, this 1,500-page substitute bill landed
on their desks just a little bit earlier this week, so it is going to
take a little time for us to understand and to digest the complexity
and the ambitions, really, I should say, of this bill.
In the coming days, I hope the Senate will vote on amendments from
Members on both sides that will strengthen this legislation and ensure
that it addresses the broad range of strategic threats we are facing.
One of the most urgent priorities is to secure the supply chains of
our most important products. We really learned that from the pandemic.
When the COVID-19 virus hit, starting in China and then spreading
around the world, we learned that China made most of the personal
protective equipment in the world, and thus we were competing with
China and other parts of the world to get access to the personal
protective equipment that our first responders, our frontline
healthcare workers, and others needed in order to be safe. That was one
of the first signs that our supply chains may be vulnerable.
But before any piece of technology becomes usable for its audience,
it includes parts and pieces and materials that literally come from
around the world. This was the theory of globalization: Go wherever
this product can be produced the least expensively. But we didn't count
on pandemics. We didn't count on natural disasters. We didn't count on
the potential for military conflict to jeopardize the availability of
these essential products. Regardless of where a product is finally
assembled and packaged, each of those individual pieces is key to
protecting the supply chains of our most valuable assets.
Right now, supply chains for everything from cars and cell phones to
missile defense, to communication systems are at risk because of one
tiny piece of technology called a semiconductor or a microelectric
chip. It goes by numerous names.
I have shown a floor chart previously, and I will probably bring it
out again sometime here before we are through, but the fact is, the
United States relies heavily on other countries for these essential
advanced semiconductors.
Nearly 90 percent of those chips are made by companies in Southeast
Asia, including Taiwan. As a matter of fact, Taiwan alone produces 63
percent of the world's advanced semiconductors, and we depend on that
sole source for these most advanced microchips. One company, Taiwan
Semiconductor, accounted for more than half of the total foundry
revenues last year, and, as I said, companies in Taiwan control 63
percent of the market.
If for any reason that supply chain was cut off, it would lead to
very, very serious economic and security consequences across our entire
economy. In recent months, we have gotten a glimpse of what this might
look like, particularly when it comes to our car manufacturing
capacity.
At the beginning of the pandemic, automaker suppliers predicted a
drop in car sales, and so they canceled their orders for semiconductor
chips. Semiconductor manufacturers replaced the auto chip capacity with
other in-demand products, like chips for personal computers that kept
kids learning while they were at home or chips that went into
ventilators to keep COVID-19 patients alive. But American consumers
kept buying cars at prepandemic rates, and the carmakers needed to make
up for the chip to meet that demand. Unfortunately, restoring the
production of auto chips is not a quick or easy process. There is a
long lead time, in fact, to manufacturing a single chip, which can take
up to 6 months.
Although chipmakers are filling auto chip orders, we are still likely
to face a shortage that may last throughout the summer. In response,
some automakers have removed certain technology and extra features,
like GPS, from vehicles in order to reduce the number of chips they
need. Others have cut production across the board and laid off some of
their workforce. But as bad as that may sound, it could be much, much
worse.
The squeeze we are feeling now is more or less the result of a
backlog, and we have every expectation that in a few months, things
will return to normal. But what if, instead of a decrease in supply due
to increased demand, the supply was cut off entirely? This is not some
fictional doomsday scenario; it is a real possibility. Our dependence
on other countries for these chips could leave us in a very vulnerable
position if access were suddenly cut off or restricted.
Unlike the supply chain shortages we experienced at the start of the
pandemic for things like PPE, hand sanitizer, and the like, there is no
quick fix here. In order to build a single chip, you need very
expensive and highly advanced equipment. You need the skilled
workforce. And, as I said before, you need quite a bit of time because
it can take months to build a single chip, and that is assuming you
have the facility and all the equipment ready to go.
A couple of weeks ago, I met with executives in Dallas who represent
a full range of businesses and industries impacted by the current chip
shortage. An executive at Qorvo talked about how the process of
building a new chip fabrication facility isn't just expensive; it is
time-consuming. It can take years to receive all of the high-
functioning equipment necessary to build advanced microchips. Building
a foundry is a huge undertaking that requires a massive investment. A
single foundry where these advanced semiconductors are built can cost
upwards of $10 to $20 billion--$10 to $20 billion. Indeed, that is the
reason why we are so reliant on Taiwan, because it is a low-cost
provider. Again, we made the mistake of thinking that cost was the only
thing that mattered, as opposed to dependability of our supply chain.
So there is a clear need to bolster our domestic semiconductor
manufacturing.
The United States is not the only country that sees the handwriting
on the wall. Other parts of the world, from South Korea to China
itself, to the European Union, are investing billions of dollars in new
manufacturing capacity. Right now, as I speak, there is one
semiconductor foundry being planned for Arizona by Taiwan
Semiconductor. China is building 17 while we are just getting started
to build 1.
As I said, the European Union is investing huge amounts of money,
about $35 billion; South Korea is investing $65 billion; and China is
investing a whopping $150 billion in semiconductor manufacturing. Other
countries around the world recognize the risks to their economy and
their national security given the current semiconductor manufacturing
landscape.
Our competitors are pouring tens of billions of dollars into boosting
their supplies, and the United States needs to do likewise, which is
why Senator Warner, the Senator from Virginia, and I introduced CHIPS
for America Act last year. The premise of this legislation is
straightforward: to create a Federal incentive program to encourage
chip manufacturing here in the U.S. of A. Rather than rely on
manufacturers in Taiwan or China or compete against other countries for
the limited supply of chips worldwide, let's bolster the supply of
American-made semiconductors. This way, we can secure our most critical
supply chains, create thousands of well-paying American jobs, and boost
our global competitiveness by supplying made-in-America chips to our
friends and allies around the world.
We weren't alone in thinking this is a good idea. In fact, when we
considered the authorization for this CHIPS for America Act in the
Defense authorization bill last December, it passed with a vote of 96
to 4. So it is clear that the entire Senate understands the
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gravity of this issue and its importance. That authorization became law
in January, and now we have the job of fully funding these programs so
they can actually get to work turning over dirt and getting these
foundries off the ground.
The strong support for this legislation on a bipartisan basis shows
that this is a priority for a majority of the Members of this body.
There is no reason these funding programs shouldn't be bipartisan too.
We are already seeing divisions about provisions related to the
payment of a prevailing wage, so-called Davis-Bacon provisions, which
is, frankly, dividing us, which is a moot issue given the current wages
of U.S. semiconductor manufacturing companies. It is a nonissue for
them. Yet some of our Democratic colleagues decided to insert this
divisive issue in this underlying Endless Frontier bill.
We should not allow unnecessary or purely political provisions to
weaken our strong support to our consensus commitment to deal with
these vulnerable supply chains. I am committed to securing funding to
bolster our domestic semiconductor manufacturing, and there have been a
lot of conversations about the most effective way to do so. But let me
be clear. The Davis-Bacon provisions inserted into the committee markup
in the Endless Frontier bill is jeopardizing this funding.
I hope our friends on the other side of the aisle will work with us
in good faith to come up with a compromise that allows this funding to
pass with broad bipartisan support, just like the CHIPS for America
Act. There is a clear and present need and, I might say, a clear and
present danger to the United States.
We need to bolster our domestic semiconductor manufacturing and
secure one of our most vulnerable supply chains. As I said, this is a
matter of both our economic and national security and something far too
important to fall prey to partisan jockeying.
I yield the floor.
I suggest the absence of a quorum.
The PRESIDING OFFICER. The clerk will call the roll.
The senior assistant legislative clerk proceeded to call the roll.
Ms. CORTEZ MASTO. Mr. President, I ask unanimous consent that the
order for the quorum call be rescinded.
The PRESIDING OFFICER. Without objection, it is so ordered.
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