CSET Events

Rewiring the Chip Landscape

Trends and Challenges in Chipmaking Equipment

On July 16, CSET hosted a webinar with a breakdown of CSET's latest data and analysis on the global semiconductor manufacturing equipment market.

CSET recently launched an update to our Supply Chain Explorer and a report assessing China’s growing market share in chipmaking tools.

Over the past five years, Washington has aimed to prevent China’s indigenous development of AI by applying export controls to AI chips and the equipment used to make them. China has historically lacked the capabilities to make chipmaking equipment and has been heavily dependent on foreign suppliers—particularly those in the United States. However, supported by state-backed funding and incentivized by U.S. and allied restrictions, Chinese companies have started to gain ground.

On July 16, CSET hosted industry experts and former government officials for an in-depth discussion on the implications of these recent market trends, including for national security policy as well as U.S. firms’ long-term competitiveness in the chip equipment market. Be sure to register to hear valuable insights on what China’s progress means and how U.S. policymakers might respond.

Final Recording

Participants

Dan Kim is a globally recognized expert and experienced leader in semiconductor markets and policy. Throughout his career, Kim has served in executive roles at semiconductor companies such as SK hynix and Qualcomm and as a senior official with the United States Government across four presidential administrations. Prior to joining TechInsights, he was chief economist and director of strategic planning and economic security at the U.S. Department of Commerce for its CHIPS for America program. While there, he set the strategic vision and implemented the $39 billion incentives program, which has since attracted more than $450 billion in capital investments.

Jacob Feldgoise is a Senior Data Research Analyst at Georgetown’s Center for Security and Emerging Technology (CSET). His work explores U.S.-China technology competition, China’s foreign influence, and emerging technologies talent flows. Previously, Jacob was a James C. Gaither Junior Fellow at the Carnegie Endowment for International Peace. He has worked for the U.S. House of Representatives and the Massachusetts Attorney General’s Office. He also studied Mandarin in Shanghai on a Boren Scholarship. Jacob holds a B.S. in Policy and Management with an additional major in Science, Technology, and Public Policy and a minor in Chinese Studies from Carnegie Mellon University.

Mario R. Palacios is Senior Director of Government Affairs and Head of International Trade Policy for Applied Materials. He is responsible for Applied Material’s policy and advocacy related to worldwide supply chain, international trade, market access, and national security. In this role, Mario is also responsible for coordinating global advocacy efforts focused on reducing policy and regulatory barriers that may impact Applied Material’s global supply chain. Prior to his current role, Mario served as Senior Managing Director, International Trade and Technology Policy at Intel Corporation. In this capacity, he was responsible for leading Intel’s global government advocacy efforts in areas of national security, supply chain resilience, and global trade in support of Intel’s international network of research and development, manufacturing, and sales locations.  Mario graduated from the University of Southern California, with a bachelor’s degree in economics and international relations. He also earned a master’s degree in international economic policy from Columbia University in the City of New York. Mario is a Licensed Customs Broker in the United States.  

Saif M. Khan is a Distinguished Fellow at the Institute for Progress and a Senior Advisor to the U.S. House Select Committee on the CCP. Saif served as Counselor for Critical and Emerging Technologies to Commerce Secretary Gina Raimondo, and as principal advisor and coordinator on AI policy. Saif also served in the White House as Director for Technology and National Security at the National Security Council, focusing on semiconductor, AI, and quantum information technology policy. Saif was also a Visiting Professor of the Practice at the University of Maryland Applied Research Lab for Intelligence and Security (ARLIS) and a Research Fellow at Georgetown University’s Center for Security and Emerging Technology (CSET). Saif has testified multiple times before Congress on AI, semiconductors, and China policy. Saif also has experience as an IP lawyer in the technology industry.

Hanna Dohmen is a Senior Research Analyst at Georgetown’s Center for Security and Emerging Technology (CSET), where she focuses on U.S. national competitiveness in emerging technologies and U.S.-China technology competition. She conducts research on economic statecraft, the semiconductor supply chain, China’s S&T ecosystem, and U.S. innovation policies. Previously, Hanna worked as a consultant advising multinational private sector clients on geopolitical, regulatory, and reputational risks. Hanna holds a BS in Regional and Comparative Studies of Europe and Asia from Georgetown University. Starting in August 2024, Hanna will be pursuing a J.D. from Georgetown University Law Center.