Tag Archive: Semiconductors

The hottest new AI company is…Google?

CNN
| November 29, 2025

CSET’s Jacob Feldgoise shared his expert analysis in an article published by CNN. The article discusses the differences between Google’s custom Tensor chips and Nvidia’s GPUs, and how these distinctions shape the AI hardware landscape.

CSET’s Hanna Dohmen shared her expert analysis in an article published by CNBC. The article discusses how China continues to advance in artificial intelligence despite U.S. restrictions on access to Nvidia’s most advanced chips.

CSET’s Jacob Feldgoise shared his expert analysis in a segment published by NPR’s All Things Considered. The segment discusses the U.S. government’s 10% stake in Intel, framing the move as part of broader efforts to reduce reliance on foreign chipmakers and secure U.S. leadership in advanced semiconductor manufacturing.

Jacob Feldgoise and Hanna Dohmen shared their expert insights in an article published by Bloomberg. The article discusses China’s ongoing struggle to develop advanced semiconductor lithography systems—technology crucial to its ambitions for technological self-sufficiency amid its trade and tech rivalry with the United States.

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.

In a segment in the Lawfare Marketplace Morning Report, Jacob Feldgoise provides his expert analysis on the escalating trade tensions between the U.S. and China.

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.

A CSET Data Snapshot was cited in an article published by The Wall Street Journal. The piece discusses Huawei's advancements in developing a new AI chip, the Ascend 910C, which positions the company to challenge U.S. tech giant Nvidia in the Chinese market.

The Limits of the China Chip Ban

Foreign Affairs
| July 24, 2024

In their Foreign Affairs article, Hanna Dohmen, Jacob Feldgoise, and Charles Kupchan discuss the Biden administration's 2022 export controls on advanced semiconductors aimed at preventing China from enhancing its AI and military capabilities.

The Nvidia Chips Inside Powerful AI Supercomputers

The Wall Street Journal
| March 6, 2024

In an article published by the Wall Street Journal, which centers on Nvidia's pivotal role and success in the artificial intelligence (AI) sector, CSET's Hanna Dohmen shares her expertise on graphics processing units (GPUs).