[Domains]/[D_13]

Semiconductors & Microelectronics.

Where industrial policy, advanced manufacturing, and national security converge — and where capital decisions play out over decades.

MRBF engages on semiconductors as a long-cycle industrial and policy challenge. Our focus is on governments designing sovereign capability, downstream users assessing supply exposure, and ventures or programs operating at the specialty and packaging layers where realistic capability can be built.

[01_Context]

Where the work sits.

  • 01Governments designing sovereign or allied semiconductor capability programs.
  • 02Industrial and defence buyers assessing supply chain exposure and substitution.
  • 03Specialty fabs, packaging, and equipment providers planning capability uplift.
  • 04Investors evaluating microelectronics ventures and program participation.
[02_Tailored_Services]
S_01

Sovereign capability program design

Architecture of national or allied semiconductor programs — capability targets, funding mix, partnership model, and realistic delivery pathway.

S_02

Supply chain exposure analysis

Structured analysis of microelectronics dependencies in critical sectors — concentration, substitution feasibility, and prioritised resilience actions.

S_03

Specialty & packaging strategy

Where credible capability can be built — specialty processes, advanced packaging, and supporting equipment and materials ecosystems.

S_04

Industrial policy advisory

Support to government on incentives, screening, talent, and procurement settings that determine whether a program actually attracts investment.

S_05

Program & investor diligence

Independent diligence on program participants, ventures, and partnership structures — technical, commercial, and geopolitical exposure.

S_06

Capability & workforce planning

Translation of capability targets into workforce, training, and R&D infrastructure requirements over realistic timeframes.

[03_Case_Highlights]

Illustrative scenarios drawn from the kind of problems MRBF is equipped to engage on in this domain. Anonymised by design — specific principals and outcomes are confirmed in scoping and governed by confidentiality.

C_01Government

Sovereign microelectronics program review.

Independent review of program design, capability targets, and partnership architecture against realistic global supply dynamics.

Illustrative · scoped under confidentiality

C_02Industrial

Supply exposure mapping for a critical-system manufacturer.

Mapped microelectronics dependencies across a complex BOM, identifying concentration risks and prioritised substitution pathways.

Illustrative · scoped under confidentiality

C_03Investor

Diligence on a specialty packaging venture.

Technical and commercial diligence on capability claims, customer pipeline, and the policy environment shaping the addressable market.

Illustrative · scoped under confidentiality

[04_Questions_We_Engage]

The questions we are built for.

  • Q_01Where can sovereign or allied capability realistically be built — and at what scale?
  • Q_02What is our true exposure to concentrated microelectronics supply?
  • Q_03Is this program's design likely to attract the investment it assumes?
  • Q_04Which specialty and packaging niches are genuinely defensible for us?
  • Q_05What workforce and infrastructure does this capability target actually require?
[05_Engage]

Bring a semiconductors & microelectronics question into scoping.

Engagements begin with a scoping conversation. We confirm the problem, the senior practitioners or specialists who would deliver, and whether MRBF is the right counterpart before any work starts.

Treated as confidential. No third-party sharing.