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Chip Risk Monitor White Paper

Catalyzing Renewal of the US Semiconductor Ecosystem

 Horizon Advisory’s Chip Risk Monitor has published a new White Paper detailing a plan for action for US semiconductor reindustrialization. The analysis starts from the national security imperative of domestic production to frame a demand-driven approach to catalyzing semiconductor manufacturing. The White Paper offers a framework for scoping and implementing tariff and “chip-for-chip” exemptions to deliver a revitalized domestic semiconductor industry.

For national security, we must manufacture our own chips domestically
— Howard Lutnick, Secretary of Commerce, September 2025
We must be able to build the chips and semiconductors that we need right here, in American factories.
— President Donald J. Trump, March 2025