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Report
National Action Plans

National Action Plan for U.S. Leadership in Advanced Compute & Microelectronics

This action plan argues for U.S. leadership in post-Moore’s Law compute through moonshots, stronger microelectronics R&D institutions, enabling technologies, secure allied supply chains, and talent policy.

Authors
PJ Maykish, Liza Tobin, David Lin, Abigail Kukura
Published
November 2023
Length
55 pages
Reading time
40 min read
Key Findings
  • The report argues that Moore’s Law scaling has slowed and may reach its limits within 15 years, creating risks for AI, biotechnology, materials science, the economy, and national defense.
  • SCSP’s central policy is to chart a post-Moore’s Law future through compute moonshots and an atoms-to-architectures pipeline for novel materials, devices, and integration.
  • The launch agenda proposes hybrid computing, a one million qubit fault-tolerant quantum computer by 2028, large compute energy-efficiency gains, and U.S. leadership in superconductor electronics.
  • The plan says the NSTC should have the mandate and structure to execute DARPA-like national programs, support disruptive investment, and provide incubator-style commercialization help.
  • The report calls for fully funding authorized microelectronics and compute research, sustaining CHIPS R&D programs beyond 2027, and using tax policy to attract industry R&D spending.
Overview

The report presents SCSP’s National Action Plan for U.S. leadership in advanced compute and microelectronics, focusing on national-security advantage through 2030 and beyond rather than fabrication incentives or export controls. It argues that Moore’s Law scaling is slowing, compute demand is rising across AI, high-performance computing, 6G, IoT, electrification, and autonomy, and U.S. leadership is challenged by concentrated production, high R&D costs, hardware-security risks, and China’s sustained industrial push. Drawing on expertise from academia, the private sector, and government, the plan organizes its recommendations into six lines of effort: launch national compute moonshots; organize the microelectronics innovation ecosystem around a stronger NSTC; expand public and private R&D; scale enabling technologies such as AI-powered design, digital twins, advanced packaging, and next-generation lithography; assure secure microelectronics through allied collaboration and standards; and cultivate, attract, and retain talent. Principal proposals include hybrid computing, a one million qubit fault-tolerant quantum computer by 2028, major energy-efficiency gains, U.S. leadership in superconductor electronics, sustained CHIPS R&D funding, hardware bills of materials, and high-skill immigration reforms. The policy relevance is a detailed agenda for Congress and executive agencies to coordinate long-term technological competitiveness.

Supplying ever-increasing compute demand will require revolutionary, not evolutionary, advances in post-Moore’s Law paradigms.

SCSP
Recommendations
  1. Integrate Multiple Forms of Advanced Compute via Hybrid Computing. Create hybrid computing architectures that are seamlessly interoperable, addressing the complexity of extreme heterogeneous computing environments.
  2. Create a One Million Qubit Fault-Tolerant Quantum Computer by 2028. The U.S. government should support a renewed National Quantum Initiative.
  3. Improve Compute Energy Efficiency by 1,000x to 1,000,000x. Launch a national moonshot program led jointly by the DOE’s Advanced Manufacturing office and Office of Science.
  4. Lead in Superconductor Electronics. Position the United States to lead the scaling of superconductor electronics by 2030, with a long-term goal of using these circuits at large scale.
From the report
Documents
Publication

Published by the Special Competitive Studies Project. Co-publishers and external authors, where they exist, are credited in the byline above.

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