[Congressional Record Volume 168, Number 22 (Thursday, February 3, 2022)]
[Senate]
[Pages S512-S514]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
CHIPS for America Act
Mr. CORNYN. Madam President, in the summer of 2020, the senior
Senator from Virginia, Senator Warner, and I introduced the CHIPS for
America Act to reshore semiconductor manufacturing here in the United
States.
I didn't know much about semiconductors when we got started, but I
have learned a lot, and what I have learned is that this is an
essential commodity that we have over time offshored to places like
Asia that we need to reshore or bring back to America for our economy
and for national security.
Currently, 90 percent of the semiconductors in the world are
manufactured in Asia. Sixty-three percent of the semiconductors in the
world come from one place: Taiwan. If COVID has taught us one thing, it
has taught us how vulnerable our supply chains can be. And the truth
is, semiconductors have become so critical to our way of life, to our
economy, and to our national security, to everything we do, that if
that supply were blocked for some reason--either as a result of another
pandemic or a natural disaster or, Heaven forbid, a military conflict--
it would be devastating to the United States and our economy and our
national security.
That is why, when our bill was introduced as an amendment to the
Defense authorization bill, it passed 96 to 4. Clearly, we had strong,
bipartisan support here in the Senate. It took less than 7 months from
the time we introduced the bill until it became law, and then 6 months
later, the Senate passed the U.S. Innovation and Competition Act, with
$52 billion in funding for the CHIPS Program.
Had this legislation been introduced years ago, before the pandemic,
I don't think it would have received either such quick action or such
broad bipartisan support. That is not because this type of investment
wasn't needed. There is clear data that showed a concerning trend in
U.S. chip manufacturing.
We saw big investments made by other countries in their own
capabilities and a business model primarily by Taiwan Semiconductor
Manufacturing Company, which I visited along with colleagues in Taipei
just a few months ago, where their business model is to manufacture
chips made and designed--I should say designed by companies that need
those semiconductors. But rather than build their own manufacturing
capability, their own foundry, they outsourced that to Taiwan
Semiconductor. So Taiwan and particularly Taiwan Semiconductor have
become the focal point for the production of semiconductors around the
world.
Well, there was general agreement that something should be done
before COVID-19, but it certainly wasn't at the top of everyone's
priority list. But, as I said, when the pandemic hit, the vulnerability
of our supply chains for everything from PPE--personal protective
equipment--to semiconductors became apparent.
Well, how has that affected everyday Texans, folks from Nevada or
Colorado? Well, we found out that an absence or a lack of
semiconductors meant empty car lots. You couldn't buy a new car. You
couldn't get a computer, perhaps for your child to be able to study
virtually during a quarantine period or during a period of virtual
learning at schools across the country.
We saw higher prices adding to the problem with inflation. Suddenly,
those concerning data points turned into real-world problems. Consumers
who never even dreamed or thought about a semiconductor before found
themselves impacted by this global shortage. The new car they had been
saving up for wasn't available. The Christmas gift they planned to
order for their children was out of stock.
While the lack of consumer products is a big problem, it pales in
comparison to the security risk created by the chip shortage. Simply
put, semiconductors are vital to our critical infrastructure. Our grid
keeps on the lights and makes it possible to heat our buildings during
the cold of winter. They run our cell towers that enable us to talk on
our cell phones or download data and do
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searches on the web. They are critical to our energy grid, our water
treatment plants, and our agricultural sector. Semiconductor chips make
it all possible.
As I said, our national defense also depends on semiconductors. When
we send our troops on any mission by air, sea, land, or cyber space,
they need the best equipment available, and usually what that means is
the most advanced technology available. Advanced fighters, quantum
computing, missile defense--all rely on semiconductors.
I asked my staff to research back when Israel was using the Iron Dome
missile defense system to knock rockets out of the sky that were
destined to hit population centers in Israel. I said: Find out for me
how many semiconductors are in each one of those missile defense
interceptors. They came back with a figure of 750 chips in each one of
those missile defense interceptors.
So it is not hard to imagine we would be in big trouble if a lack of
supply crippled any of these functions, and unfortunately, it is a real
possibility. Over the years, domestic chip production has steadily
dropped as other countries have upped their manufacturing capabilities.
As I said, 90 percent of that manufacturing is now in Asia.
We had the idea--and it is not a crazy idea--that if somebody could
make things cheaper overseas, then that is the most efficient way for
that product to be made, but we didn't calculate these supply chain
problems which COVID-19 exposed.
But we know, as I said, that if there were another pandemic or let's
say a natural disaster or a military conflict, the People's Republic of
China has made no secret about its plan to unify with Taiwan. President
Xi has explicitly said invasion of Taiwan will happen, and he has asked
that his military be ready by the year 2027. But we don't actually know
what his timetable may be, and if China follows through on its threats
to invade Taiwan and interrupts that supply chain of critical
semiconductors, it would be dramatically bad for the United States and
the world. Our national security and critical infrastructure could be
hobbled by a single decision made by the President of the People's
Republic of China.
I was reminded of Jimmy Carter's 1980 speech at the State of the
Union when he spoke about instability in the Persian Gulf and Soviet
threats to the movement of Middle East oil through the Strait of
Hormuz. President Carter said at the time--when we were so dependent on
imported oil from the Middle East--he said any attempt to gain control
of the Persian Gulf and to block the Strait of Hormuz would be
``regarded as an assault on the vital interests of the United States of
America.''
You could say the same about a blockade that prevented us from
getting semiconductors from Asia. Just as the Soviets could have
blocked the Strait of Hormuz and choked off the global supply, the
People's Republic of China could seize Taiwan's supply of chips and its
manufacturing facilities and hold the rest of the world at risk. The
United States and our allies would be left fighting for the crumbs,
what was left over.
Our country isn't the only one, fortunately, that spotted this
blinking red light. Other countries are pouring tens of billions of
dollars into new semiconductor foundries. The European Union is now
investing up to $35 billion. South Korea is investing $65 billion. The
People's Republic of China is reportedly investing $150 billion in
semiconductor manufacturing.
The United States cannot be left behind, and we can't drag our feet.
Unlike PPE--personal protective equipment--or hand sanitizer shortages,
this one cannot be solved quickly. Companies that make other
technologies can't just adjust to the lack of semiconductors. In order
to build a single chip, you need very expensive, highly advanced
equipment, you need very skilled workers, and you need a lot of time.
It can take literally months to build a single chip, and that is
assuming you have the facilities and the expertise to do so.
So it is not hyperbole to say that there are life-or-death
consequences to a reliable semiconductor supply chain, which is why
this has been such a high-priority item on a bipartisan basis here in
the Senate.
The U.S. Innovation and Competition Act included $52 billion to fund
this program and ensure that, once again, we could maintain a strong
supply of advanced semiconductors. That legislation, which included an
emergency appropriation, passed by a vote of 68 to 32, which is pretty
impressive these days with the polarization that we are all dealing
with--a strong, bipartisan vote.
Unfortunately, the momentum that bill had ended when it got to the
House of Representatives. The Speaker of the House had other
priorities, and months and months went by. Our House colleagues said
they wanted to pass their own version of this legislation, and they
have every right to do so, but time is not on our side, and they need
to act quickly. Every day that goes by is a day that China inches ahead
of the United States and that we fall further behind.
We need to get this funding out the door and to begin that
construction of these fabs, which take a considerable amount of time to
build, underway as soon as we can.
In a year's time, Senator Warner and I introduced the CHIPS Act, it
became law, and the Senate funded the program we created. We are not
ordinarily known for our speed, and the quick timeline is indicative of
how urgent this problem really is.
I don't have any excuse for the House's failure to address this issue
for 7 months, but now it sounds like they are beginning to think about
addressing it.
Well, I can understand why the process would take so long if the
House was actually engaged in a bipartisan negotiation, but,
unfortunately, it looks like they are going to pass a partisan bill
with no Republican support because they were not included in the
discussions. The Democratic committee chairmen refused to consult with
the Republican ranking members, and it looks like they are going to
produce a partisan bill.
Well, that bill I do not believe would pass the U.S. Senate. The
House bill contains $8 billion for an unaccountable U.N. climate slush
fund, which has provided more than $100 million for the People's
Republic of China.
What we are talking about--what we should be talking about--is
countering threats from China, not helping China.
The partisan bill from the House has also added provisions related to
immigration, from creating new types of visas to removing green card
caps. Immigration is an important issue. We ought to be talking about
it. We ought to be doing something about it, but not on a partisan
basis.
These changes should not be tacked on to this legislation at the last
hour. They need to be debated and marked up by the appropriate
committees and given the sort of careful consideration that they
deserve.
The House bill also includes additional handouts to favorite
political constituencies, from massive slush funds to burdensome new
labor requirements. Organized labor would be the big winner in the
House bill, but not rank-and-file Americans.
It is not just what is in this bill that is a problem. I am talking
about the House bill, now. It is what was left out. The bill's trade
title is completely inadequate. It extends and expands trade adjustment
assistance, but it completely excludes trade promotion authority. We
know that trade promotion authority is critical to negotiating strong
trade agreements without lengthy delays.
So I regret and I am very disappointed that the House has wasted
available time, particularly when this vulnerability to the
semiconductor supply chain is so grave and so urgent.
We have a responsibility to secure our most critical supply chains
while creating thousands of high-paying American jobs and boosting our
global competitiveness. So I hope that once the House does pass a bill
that we quickly form a formal conference committee in order to make the
final product look a whole lot like the Senate bill that we passed with
strong bipartisan majorities.
Let me just comment in closing that I am a big fan of the Wall Street
Journal. I read it or, at least, parts of it every day. But I was
concerned that a treatment of this legislation in the
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Wall Street Journal editorial yesterday--actually, it was this
morning--either was unclear or provided misinformation about the
importance of these semiconductors.
The title of the editorial was ``The Be More Like China Act.'' And
suffice it to say, they were not fans of either the House or the Senate
bill.
But they made this statement. They said: ``[T]he Pentagon is already
providing incentives to make advanced chips in the United States, and
[Taiwan Semiconductor] is building a $12 billion plant in Arizona.''
To the second issue, the reason why Taiwan Semiconductor
Manufacturing Company is building a fab in Arizona is in the
expectation that the Senate will pass this $52 billion incentive
program, and through the Department of Commerce, grants will be made
which will level the playing field. When it comes to the cost of
building these fabs in the United States, it costs roughly 30 percent
more to build a manufacturing facility, a fab, in the United States
than it does in Asia, which is the reason why they are mainly there.
But I think what the Wall Street Journal was talking about was
something very different than what we are trying to do here with
reshoring manufacturing of semiconductors.
The Wall Street Journal, I believe, is talking about the Department
of Defense's zero-trust semiconductor purchasing model. In other words,
we needed a trusted foundry to build semiconductors for our most
important weapon systems and aircraft, like the F-35, and so this is
not a manufacturing facility that will supply the semiconductors that
are needed by our growing economy and for national security. This is a
very narrow, targeted program at the Department of Defense, and, like I
said, the Department of Defense's secure foundry or trusted supplier
program is not a substitute for what we are trying to do here.
Finally, let me say that there is broad bipartisan agreement about
how important it is that we get this CHIPS Act passed.
Secretary Raimondo, the Secretary of Commerce, whom I have come to
know and come to work with and respect, said to CNBC yesterday: ``The
U.S. is dangerously dependent on Taiwan's semiconductor manufacturing,
which is in a fragile situation, which I have tried to describe.''
I agree with Secretary Raimondo. This is something that the President
wants done. This is something the Senate has spoken to and passed on a
broad bipartisan basis, and this is something that we need to do
without further delay.
So I hope the House will pass the bill if for no other reason than to
give us a bill that we can conference the Senate bill with. But in the
end, the Senate bill needs to be the template for what is ultimately
done by the conference committee and what is ultimately passed by the
U.S. Congress.
The PRESIDING OFFICER. The Senator from Colorado.
Mr. BENNET. Madam President, first I would like to congratulate the
senior Senator from Texas for his leadership on this incredibly
important issue with Senator Warner, the senior Senator from Virginia.
It really is important that we get this passed. Our national security
depends on it. I think the American economy depends on it.
The Senator mentioned that there was a time in our country's history
not long ago--I am going to use my words, not his, but I will
paraphrase it--where I think we thought that making things as cheaply
as possible was the same thing as making things as efficiently as
possible. And I would argue that we privileged the people in our
economy who wanted to make stuff as cheaply as possible in China when
there are a lot of really other important values at work, including our
national security, the supply chains that we rely on, making sure that
communities in our country have jobs and wages being created.
I think we have an incredible opportunity as a nation to come
together and build an economy that, when it grows, grows for everybody
once again. And in my mind, that is what this bill represents.
So I just want to say to the Senator from Texas how grateful I am for
his leadership, and I hope that it won't be long before we pass it.