Hardware and compute

Since 1990, the U.S. share of global semiconductor manufacturing capacity has declined while the shares of China, South Korea, and Taiwan have increased. If carefully targeted, CHIPS for America Act incentives could reverse this trend for the types of chips that matter most to U.S. national security. In this policy brief, the author assesses how CHIPS Act incentives should be distributed across different types of chips.

As U.S. officials reportedly weigh instituting export controls targeting Russian industry, CSET Research Analyst Will Hunt discusses the implications of potential curbs on semiconductor exports on Russia's strategic technology ambitions.

AI and Compute

Andrew Lohn Micah Musser
| January 2022

Between 2012 and 2018, the amount of computing power used by record-breaking artificial intelligence models doubled every 3.4 months. Even with money pouring into the AI field, this trendline is unsustainable. Because of cost, hardware availability and engineering difficulties, the next decade of AI can't rely exclusively on applying more and more computing power to drive further progress.

Stanford HAI Director of Policy Russell Wald, CSET Senior Fellow Andrew Lohn and Stanford HAI Postdoctoral Fellow Jeff Ding discussed how a National Research Cloud will impact U.S. national security.

Specifying Objectives is Key to AI Safety

EE Times
| December 1, 2021

A new CSET report by Tim Rudner and Helen Toner introduces specification in machine learning as a key element in greater AI safety.

No Permits, No Fabs

October 2021

Congress has advanced legislation to appropriate $52 billion in funding for the CHIPS for America Act, which aims to increase semiconductor manufacturing and supply chain resilience in the United States. But more can be done to improve the resiliency of U.S. access to microelectronics beyond manufacturing incentives. This report outlines infrastructure investments and regulatory reforms that could make the United States a more attractive place to build new chipmaking capacity and ensure continued U.S. access to key inputs for semiconductor manufacturing.

Forbes highlights CSET's report, "China's Progress in Semiconductor Manufacturing Equipment," in a discussion of U.S. leverage over the semiconductor supply chain.

CSET's Will Hunt spoke with Ars Technica over the continuous demand for semiconductors and supply chain disruptions.

Does AI Present a New Attack Surface for Adversaries?

Air Force Magazine
| September 29, 2021

CSET's machine learning primer "Hacking AI" illustrates how hackers can access AI systems and argues for policymakers to build a robust and transparent AI for military systems.

CSET Legislation Tracker

Daniel Hague Jennifer Melot
| September 2021

The CSET Legislation Tracker serves as a resource to identify and monitor U.S. federal legislation related to emerging technology and national security, with a particular focus on measures relevant to CSET’s key areas of inquiry such as research security, S&T development, and funding for hardware design and manufacturing capabilities. The tracker includes identifying information for each piece of legislation, links to related CSET analyses, and access to associated congressional hearings, among other items.