Emerging Resilience in the Semiconductor Supply Chain

Date: June 6, 2024
Time: 2-3pm ET

Governments and companies across the semiconductor supply chain are taking concerted action to increase resilience. The U.S. CHIPS Act, signed into law in August 2022, committed $39 billion in grant incentives and a 25% investment tax credit (ITC) for semiconductor manufacturing. The European Union (EU) unveiled the European Chips Act, Mainland China initiated the third phase of its Integrated Circuit (IC) Industry Investment Fund, and various other incentive programs emerged or expanded in Taiwan, South Korea, Japan, India, and other countries. In parallel, companies have made significant investments, in both established and new regions. The Boston Consulting Group and SIA recently released a report titled “Emerging Resilience in the Semiconductor Supply Chain” that detailed how these public and private investments are diversifying the supply chain,  the areas of the supply chain that still face risk, and the need for continued government action to help sustain resiliency.

Join the lead authors from the BCG/SIA report and staff from the CHIPS Program Office to discuss the changing landscape of the semiconductor supply chain. Panelists include David Isaacs, Vice President of Government Affairs at SIA; Ramiro Palma, Managing Director and Partner at BCG; and Dan Kim, Chief Economist and Director of Strategic Planning and Industry Analysis at the Department of Commerce CHIPS Program Office. The session will be moderated by Robert Casanova, Director of Industry Statistics and Economic Policy at SIA.


BCG Briefing of Emerging Resilience in the Semiconductor Supply Chain Report
Ramiro Palma, BCG

SIA Summary Slides for Emerging Resilience in the Semiconductor Supply Chain Report
David Isaacs, SIA



June 6, 2024




David Isaacs
Vice President of Government Affairs

David Isaacs is vice president of government affairs at SIA, where he is responsible for all aspects of the association’s work related to government policy and advocacy before the U.S. Congress, the Executive Branch, and international organizations.

Before joining SIA, David was senior vice president, government relations of Solazyme Inc., a leading renewable energy startup based in South San Francisco, California. In that capacity he was responsible for securing government support to advance Solazyme’s commercialization and research objectives. He previously served as director, government affairs for Hewlett-Packard Company, where he led the D.C. office and directed a global team on HP’s technology, environmental, energy policy, and other priority policy matters. He was an associate at the law firm of Beveridge & Diamond, P.C. in Washington, D.C., and started his career as a law clerk at the U.S. Court of Appeals for the Ninth Circuit in San Francisco.

David is a graduate of Tufts University, and received a law degree at Columbia University. He lives with his family in Washington, D.C. He is admitted to the bar in New York and the District of Columbia.


Ramiro Palma
Managing Director and Partner

Ramiro Palma is an MDP and core member of BCG’s Technology, Media, and Telecom practice in Austin, TX. Ramiro has been with BCG since 2013 and has extensive experience in semiconductors, network equipment, and telecom including: End-to-end cost optimization for an analog semiconductor company; Assessment of market dynamics in the semiconductor supply chain including chemicals, gases, substrates, and module components; Development of a digital production planning tool to maximize asset productivity at a North American IDM; Optimization of design decisions impacting yield for a global provider of advanced digital semiconductors; Development of 5G value proposition and market positioning for fixed wireless access of a consumer electronics manufacturer; and Due diligence of various technology companies for PE investors.

Prior to BCG, Ramiro was a founder of the Jon Brumley Texas Venture Labs, a startup accelerator that facilitated >$300M in equity funding for Texas startups, conducted technical and market research as well as deal-sourcing for two venture capital firms, and submitted seven patent disclosures on algorithms for as a medical device engineer. Ramiro received his PhD in Chemical Engineering, with a focus in systems engineering, control and optimization, from The University of Texas at Austin, where he was an NSF Fellow. Ramiro also holds a BSChE with high honors in Chemical Engineering and a BS with highest honors in Chemistry from the University of Florida.


Dan Kim
Chief Economist and Director of Strategic Planning and Industry Analysis
Department of Commerce CHIPS Program Office

Dan Kim joins the CHIPS Program Office as the chief economist and director of strategic planning and industry analysis. Kim has unique expertise on economic competitiveness and national security matters related to the semiconductor industry, having served in senior roles in the U.S. government and executive positions in industry. At the United States International Trade Commission, Kim served as the senior international economist and semiconductor industry analyst, leading investigations for the Executive Office of the President and various congressional committees on economic competitiveness issues. In industry, Kim was director of economic strategy for Qualcomm, and most recently, vice president and chief economist for SK Hynix, leading the company’s economic and growth strategy team. Kim holds a bachelor’s degree from Brigham Young University, and a master’s degree, doctoral degree, and post-doctorate from the University of Cambridge (Pembroke College), as a Jack Kent Cooke Foundation Graduate Scholar. Kim is a first-generation immigrant from South Korea.


Moderated by:

Robert Casanova
Director, Industry Statistics and Economic Policy
Semiconductor Industry Association

Robert Casanova is the Director of Industry Statistics and Economic Policy at the Semiconductor Industry Association (SIA), where he directs SIA’s statistics, data analysis, and industry research. Prior to joining SIA, Robert was an Industry Analyst and commodities expert at the U.S. International Trade Commission where he was responsible for research and market analysis of the semiconductor, robotics, and AI industries. Robert also worked on the staff of Senator Richard Blumenthal (D-CT), where he handled the Senator’s International Trade, Small Business, and Indian Affairs legislative portfolio. Robert received a M.A. in International Economics from Johns Hopkins School of Advanced International Studies (SAIS).