Strategic industries
We develop semiconductor, aerospace, and dual-use projects on American soil.
Semiconductors, computing, aerospace, and dual-use systems sit at the intersection of economic and national security, so capacity lost abroad is a risk to both.
By the numbers
America designs the chips; it stopped making most of them.
The U.S. share of global chip fabrication fell for three decades; CHIPS Act awards are the attempt to reverse it.
Source: Semiconductor Industry Association / BCG.
Projected growth in U.S. semiconductor capacity, 2022–2032 — the fastest in the world.
SIA / BCG, 2024
Share vs. output
Capacity share fell. Output kept climbing.
Global fab-capacity share and domestic output tell opposite stories: even as America’s slice of world capacity shrank, the volume of chips actually produced on U.S. soil rose by more than a third in five years.
Source: Federal Reserve Board, G.17 Industrial Production, retrieved via FRED (series IPG3344S).
Common questions
Nearly every industry runs on chips made elsewhere.
Technologies with both commercial and defense applications — semiconductors, aerospace systems, advanced computing — where domestic capacity serves economic and national-security ends at once.
Chips underpin nearly every modern industry and defense system, yet advanced production is highly concentrated abroad. Rebuilding domestic capacity reduces a dependence that reaches across the whole economy.
Applied America develops and coordinates projects with the relevant partners and requirements, respecting the sensitivities of dual-use and defense-adjacent work. It convenes and structures rather than taking on roles that belong to government or contractors.
Technology and aerospace firms, research institutions, workforce partners, states and regions, and sponsors — coordinated because these capabilities depend on suppliers, talent, and facilities that no single actor holds.
With a semiconductor, computing, aerospace, or dual-use opportunity brought forward for review, then developed as a project that strengthens domestic capacity in that technology.
The capital intensity of these facilities, specialized workforce needs, supply-chain readiness, and any applicable requirements. Capacity in advanced technology is built over long horizons, and development is paced accordingly.
Continued reliance on concentrated foreign production leaves both the economy and national security exposed to disruption. Developing domestic capacity narrows that exposure, though it demands long-term investment and coordination.
Developing a strategic-technology project?
Bring us a semiconductor, computing, aerospace, or dual-use opportunity to develop.