This research documents the supply chains for national security relevant technologies such as cutting-edge semiconductors to understand how the United States can maintain secure access to these technologies, and identify policy options for this country and its allies to preserve a generational lead over peer competitors. It assesses the implications of, and recommends policy actions related to, de-coupling and re-shoring of such supply chains.

Formal Response

CSET’s Recommendations for an AI Action Plan

March 14, 2025

In response to the Office of Science and Technology Policy's request for input on an AI Action Plan, CSET provides key recommendations for advancing AI research, ensuring U.S. competitiveness, and maximizing benefits while mitigating risks. Our response highlights policies to strengthen the AI workforce, secure technology from illicit transfers, and...

Reports

Tracing the Emergence of Extreme Ultraviolet Lithography

John VerWey

| July 2024

Extreme ultraviolet (EUV) lithography is the most important technology to have emerged out of the semiconductor industry in recent years. This report presents a case study of its development from the 1980s to the present. Using bibliometric data, this report details the evolution of the research community responsible for its...

Reports

Through a Glass, Darkly: Mapping Emerging Technologies and Their Supply Chains

John VerWey

| August 2023

Identifying emerging technologies is critical to governments, the private sector, and researchers, but these groups lack a shared analytical approach when it comes to assessing the trajectories of new technologies. To better calibrate efforts to protect and promote emerging technologies, supply chain security research provides a mature, relevant analytical framework.

CSET’s Must Read Research: A Primer

Tessa Baker

| December 18, 2023

This guide provides a run-down of CSET’s research since 2019 for first-time visitors and long-term fans alike. Quickly get up to speed on our “must-read” research and learn about how we organize our work.

Blumenthal and Hawley’s U.S. AI Act Framework: CSET’s Perspective and Contributions

Tessa Baker

| September 19, 2023

On September 8, 2023, Senators Richard Blumenthal (D-CT) and Josh Hawley (R-MO) released their Bipartisan Framework on AI Legislation. The framework includes many ideas and recommendations that CSET research has highlighted over the past four years. This blog post highlights some of the most relevant reports and CSET’s perspective on...

John VerWey

Non-Resident Research Fellow

Will Hunt

Commerce Department Fellow

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.

CSET’s Helen Toner shared her expert insights in an article published by Foreign Policy. The article explores the impact of renewed U.S. export restrictions on Nvidia and the broader implications for U.S.-China competition in artificial intelligence (AI). Nvidia announced it expects a $5.5 billion financial hit due to new licensing requirements for selling its H20 chips to China.

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.

WIRED published an article citing a CSET report authored by John VerWey. The article delves into the increasing water demand in the semiconductor industry as the US aims to enhance chip production. This surge in demand is due to the substantial water usage required for cleaning silicon wafers during the manufacturing process in semiconductor factories.

A policy brief by CSET’s Will Hunt was referenced in an article published by The Financial Times discussing Intel's decision to ignore a new chip-making technology nearly a decade ago and how it has put it and the US behind in the global semiconductor manufacturing race.

The Wall Street Journal referred to a policy brief by CSET's Will Hunt, which analyzes how incentives from the CHIPS Act should be allocated among various types of chips. The article talks about the $53 billion CHIPS Act program, which aims to revive the domestic semiconductor industry by offering subsidies for manufacturing incentives and research and development.