CSET Non-Resident Senior Fellow Kevin Wolf testified before the House Foreign Affairs Oversight and Accountability Subcommittee regarding U.S. export control policy and his recommendations going forward.

CSET Non-Resident Senior Fellow Kevin Wolf testified before the United Kingdom Parliament on export controls and Russia.

U.S. federal policymakers have recently gained the authority to block government agencies and private organizations from using foreign technologies that pose national security risks. But securing U.S. networks will require them to wield those powers effectively and better coordinate supply chain security efforts across all levels of government. The authors provide an overview of federal- and state-level procurement bans and recommend ways to build stronger defense against foreign technology threats.

Geopolitical tensions between the United States and China have sparked an ongoing dialogue in Washington about the phenomenon of “decoupling”—the use of public policy tools to separate the multifaceted economic ties that connect the two powers. This issue brief provides a historical lens on the efficacy of one specific aspect of this broader decoupling phenomenon: using export controls and related trade policies to prevent a rival from acquiring the equipment and know-how to catch up to the United States in cutting-edge, strategically important technologies.

As an integral player in advanced semiconductor supply chains, the United States enjoys advantages over China in producing and accessing chips for artificial intelligence and other leading-edge computing technologies. However, a lack of domestic production capacity threatens U.S. semiconductor access. The United States can strengthen its advantages by working with allies and partners to prevent China from producing leading-edge chips and by reshoring its own domestic chipmaking capacity.

The semiconductor industry and the U.S. government are engaged in ambitious plans to expand domestic semiconductor manufacturing capacity. Previous CSET research has found that the CHIPS for America Act incentives, if carefully targeted and augmented by adequate regulatory and workforce support, could reverse the observable decline in U.S. semiconductor manufacturing capacity since 1990. This paper argues that targeted investment incentives to increase U.S.-based advanced packaging capacity are also important for innovation, supply chain security, and ongoing semiconductor industry leadership.

China’s "Science and Technology Daily," a state-run newspaper, published a revealing series of articles in 2018 on 35 different Chinese technological import dependencies. The articles, accessible here in English for the first time, express concern that strategic Chinese industries are vulnerable to any disruption to their supply of specific U.S., Japanese, and European “chokepoint” technologies. This issue brief summarizes the article series and analyzes the Chinese perspective on these import dependencies and their causes.

Offshoring the production of semiconductor manufacturing equipment would remove an important source of leverage over China and make the United States more dependent on other countries for some of the most important inputs to semiconductor manufacturing. This brief explores the factors driving U.S. SME firms to offshore production and what can be done to slow or reverse offshoring.

Data Snapshots are informative descriptions and quick analyses that dig into CSET’s unique data resources. This is the fourth in a series of Snapshots exploring CSET’s Private-sector AI-Related Activity Tracker (PARAT). Check in every two weeks to see our newest Snapshot, and explore PARAT, which collects data related to companies’ AI research and development to inform analysis of the global AI sector.

CSET submitted this comment to the Department of Commerce to inform incentives, infrastructure, and research and development needed to support a strong domestic semiconductor industry.