Supply Chain

Chipmaker faces heightened scrutiny over China exports

Supply Chain Daily
| September 8, 2022

In an interview with Supply Chain Daily, Research Analyst Karson Elmgren discussed how the United States can protect its interests in the global chip supply chain after placing restrictions on chipmakers Nvidia and AMD for selling chips to China.

A CSET report found that 97 AI chips in China's military purchase records were manufactured by U.S. based firms.

In Part II of her OODA Loop interview, Senior Advisor Melissa Flagg discussed operational capabilities required to provide true foundational leadership in the semiconductor industry of the future, the talent pipeline challenge, and scenario planning after the passage of the CHIPS and Science Act.

CSET's Senior Advisor Melissa Flagg discussed the policy, procurement, and contract management implications of the CHIPS and Science Act after its passage into law.

NPR spoke with Research Analyst Will Hunt about the semiconductor industry and how the new CHIPS Act could ease supply constraints.

BGI Shakes Up Sequencing

The Wire China

CSET's Anna Puglisi expresses her concerns over Chinese genome sequencing company BGI Group entering the U.S. sequencing market.

Funding from the CHIPS and Science Act is expected to build new semiconductor manufacturing plants, but to staff new fabs, Research Analyst Will Hunt estimates a need for more than 3,000 high-tech workers.

Congress, China, and the Plan to Compete

The Wire China
| August 7, 2022

A key provision in the final CHIPS and Science Act that was dropped would have made high-skilled immigration to work in the U.S. easier. A CSET study estimated new semiconductor manufacturing plants may require 3,500 foreign-born high-skilled workers.

According to a CSET report, China's weaknesses in semiconductor manufacturing can be exploited through the use of export and investment controls.

The United States is expected to coordinate with other major chip-making countries that are allies to avoid a subsidy competition to land chip-factory investments according to CSET's Will Hunt.