Semiconductor Supply Chain Risk Research & Analysis

The contract seeks research and analysis on how a crisis in the Taiwan Strait could disrupt Australia’s access to semiconductors, with a focus on identifying vulnerabilities in the global supply chain and evaluating the downstream implications for Australia’s defense and national security capabilities. The study must map critical dependencies, assess potential bottlenecks, and quantify risks to Australia’s ability to maintain and upgrade defense systems reliant on advanced microelectronics, particularly in the event of supply interruptions from key manufacturing regions. It will include scenario-based modeling, stakeholder interviews, and threat assessment frameworks to produce actionable intelligence on resilience gaps. The work is classified as a subcontract under NAICS code 541690 and is being managed by the US Embassy Canberra under the Department of State, with performance required in Canberra, Australia. Proposals must be submitted by September 8, 2026, and the research is intended to inform both U.S. and Australian strategic planning around critical technology security. The analysis will prioritize real-world operational impacts, including military readiness, industrial base continuity, and intergovernmental coordination, with an emphasis on practical recommendations for mitigating exposure to geopolitical disruptions.