Supply Chain

The U.S. semiconductor supply chain’s resilience will meaningfully increase only if current efforts to re-shore fabrication (that is, to situate more facilities that make its key parts in the United States) are met with commensurate efforts to re-shore upstream material production along with downstream assembly, test, and packaging (ATP) of finished microelectronics.

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

Inside the transatlantic tensions over chips

National Journal
| December 7, 2022

U.S. export controls that restrict access to semiconductor tools mean China will have a hard time building new chip fabs according to CSET's Jacob Feldgoise.

Banned in D.C.

Jack Corrigan Sergio Fontanez Michael Kratsios
| October 2022

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.

China is moving closer to its aim of being a world leader in artificial intelligence by 2030, according to a CSET report due to semiconductors made by American companies.

A CSET report finds that 30,000 high-tech workers would be needed to staff the construction of new semiconductor manufacturing plants.

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.