One year after CSET first published an analysis of China’s progress in the global semiconductor manufacturing equipment market, we provide a new analysis based on updated 2025 data. We find that Chinese toolmakers continue to steadily gain market share in fabrication tools, particularly in ion implanters, deposition, and etch and clean tools. Lithography remains one of China’s weakest fabrication segments. At the same time, China lost some market share in all major assembly, test, and packaging tool categories. Read More

CSET’s Kathleen Curlee and Sam Bresnick shared their expert analysis in an op-ed published by Nikkei Asia. The article argues that China’s progress in reusable rocket technology could lower the cost of deploying massive satellite constellations, strengthening its ability to compete with U.S. companies in the global satellite communications market. Read More

CSET’s Jessica Ji shared her expert insight in an article published by Vox. The article examines growing concerns about catastrophic AI risks and the challenges of creating effective government oversight as AI systems become more capable and potentially harder to control. Read More

CSET’s Sam Bresnick spoke with Sky News about China’s growing investment in humanoid robots and what it could mean for the future of warfare. The conversation explored China’s manufacturing advantage, its use of robotics to signal military strength, and whether humanoid robots could appear on the battlefield within the next five to ten years. Read More

Sophie Mayo, Emelia Probasco, and Lauren Kahn shared their expert analysis in an op-ed published by the Australian Strategic Policy Institute’s The Strategist. In their piece, they examine how NATO’s Indo-Pacific Four (IP4) partners, Australia, Japan, South Korea, and New Zealand, can learn from the NATO’s rapid adoption of AI-enabled decision-support systems for military decision-making and coalition operations. Read More

CSET’s Emelia Probasco shared her expert insight in an op-ed published by Foreign Affairs. In her piece, she examines how the U.S. military’s growing use of AI could affect military decision-making and human judgment, particularly as the Pentagon works to integrate increasingly capable AI systems into operations and training. Read More

CSET’s Kathleen Curlee shared her expert insight in an article published by The New York Times. The article examines how Chinese aerospace companies are making progress toward reusable rockets, potentially lowering launch costs and helping China compete with U.S. companies like SpaceX in the global space market. Read More

CSET’s Helen Toner shared her expert insight in an interview with The New York Times. The conversation examines recent incidents involving AI systems hacking, deceiving humans, and coordinating with other AI agents, as well as concerns about the ability of companies to safely monitor and control increasingly capable AI models. Read More

CSET’s Sam Bresnick shared his expert insight in an article published by Reuters. The article examines how President Trump’s crypto-backed World Liberty Financial is collaborating with WorldClaw, an AI platform offering models from Chinese companies that the U.S. government has flagged for national security and intellectual property concerns Read More

CSET’s Steph Batalis shared her expert insight in an article published by The Washington Post. The article examines how AI-generated viruses could support new approaches to vaccine development and treatments for antibiotic-resistant bacteria, while raising concerns about the potential misuse of AI to design dangerous human pathogens. Read More