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.

CSET’s Hanna Dohmen shared her expert insight in an article published by The Wall Street Journal. The article examines the United States’ reliance on foreign-made memory chips and how proposed tariffs could complicate efforts to expand domestic semiconductor production as AI demand drives prices higher.

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 insight in an article published by The Wall Street Journal. The article explores the U.S. government’s increasingly active role in supporting domestic semiconductor manufacturing and examines Intel’s efforts to reestablish itself as a leading American chipmaker amid growing competition.

CSET’s Sam Bresnick shared his expert insight in an article published by CNBC. The article examines U.S. AI restrictions and China’s rapid progress in closing the gap with leading American models.

CSET’s Sam Bresnick shared his expert perspective in an op-ed published by Perry World House. In his piece, he argues that relaxing U.S. restrictions on advanced AI semiconductor exports to China would undermine long-term U.S. technological advantage.

Many countries view artificial intelligence (AI) as critical to economic competitiveness and national security. As a result, sovereign AI—the idea that national governments should develop, control, and govern AI in order to boost economic growth, guarantee security, and ensure strategic autonomy—has become a key strategic consideration in the global AI buildout.

CSET’s Hanna Dohmen shared her insight in an article published by The Washington Post. The article examines new bipartisan legislation in the House Foreign Affairs Committee that would expand U.S. export controls on semiconductor manufacturing equipment and push allied countries to align more closely with Washington’s chip restrictions in the competition with China.

CSET’s Jacob Feldoise shared his expert perspective in an article published by the Associated Press. The article examines how Iran’s attacks on Qatar’s natural gas facilities could disrupt global helium supply, which is crucial for industries such as semiconductor manufacturing, medical imaging, and space exploration.