CSET’s Jacob Feldgoise, Kyle Miller, and Hanna Dohmen dove deep into investigating how location verification methods can—and cannot—improve enforcement of export controls on powerful AI chips, culminating in their report. I sat down with Jacob to learn more about the issue, their findings, and what those findings mean for mitigating AI chip smuggling.

In an accompanying report, we found that two methods are best for verifying the location of AI chips: ping-based location verification (PLV) and physical inspections. This piece compares these two methods through a cost-benefit analysis and shows that PLV is the more cost-effective approach. We conclude that the most effective location verification approach would likely involve a PLV system that is supplemented by small numbers of physical inspections.

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.

CSET’s Jacob Feldgoise shared his expert analysis in an article published by Bloomberg. The article examines how staffing shortages, licensing bottlenecks, and shifting policy direction at the Commerce Department’s Bureau of Industry and Security could slow U.S. efforts to expand global AI chip exports.

CSET’s Jacob Feldgoise shared his expert insight in an article published by CBS News. The article examines how the Iran war is disrupting global supplies of helium and aluminum, with potential knock-on effects for semiconductors, medical equipment, and consumer goods.

A CSET explainer was highlighted in an article published by Bloomberg. The article discusses new bipartisan legislation that would restrict U.S. companies, including Nvidia, from exporting advanced AI chips to China, reinforcing existing controls and shaping the future of U.S. technology policy.

A CSET report and data snapshot was highlighted in an article published by Rest of World. The article explores China’s growing efforts to build a self-sufficient semiconductor industry amid tightening U.S. export restrictions.

Hannah Dohmen was featured in an article published by the South China Morning Post, which covered testimony before the US-China Economic and Security Review Commission (USCC).

A CSET data snapshot was highlighted in a New York Times article discussing the challenges faced by the U.S. government in enforcing technology export controls aimed at preventing advanced chip technology from reaching Chinese firms like Huawei, which is under U.S. sanctions.

In his op-ed on The Diplomat, Jacob Feldgoise discusses the geopolitical significance of chips and the U.S. CHIPS and Science Act.