Supply Chains

In a segment in the Lawfare Marketplace Morning Report, Jacob Feldgoise provides his expert analysis on the escalating trade tensions between the U.S. and China.

Jacob Feldgoise provided his expertise in an article published by the Associated Press. The article discusses the growing demand for AI inference chips, which are specialized computer chips designed to handle the day-to-day tasks of AI systems, such as generating responses or processing data after training.

A CSET data snapshot was highlighted in a New York Times article discussing the challenges faced by the U.S. government in enforcing technology export controls aimed at preventing advanced chip technology from reaching Chinese firms like Huawei, which is under U.S. sanctions.

A CSET Data Snapshot was cited in an article published by The Wall Street Journal. The piece discusses Huawei's advancements in developing a new AI chip, the Ascend 910C, which positions the company to challenge U.S. tech giant Nvidia in the Chinese market.

The US CHIPS Act, 2 Years Later

The Diplomat
| August 01, 2024

In his op-ed on The Diplomat, Jacob Feldgoise discusses the geopolitical significance of chips and the U.S. CHIPS and Science Act.

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 development and the many scientific breakthroughs made on EUVs over a decades-long path to commercialization. The paper concludes with lessons learned for policymakers interested in protecting and promoting the next generation of emerging technologies.

The Limits of the China Chip Ban

Foreign Affairs
| July 24, 2024

In their Foreign Affairs article, Hanna Dohmen, Jacob Feldgoise, and Charles Kupchan discuss the Biden administration's 2022 export controls on advanced semiconductors aimed at preventing China from enhancing its AI and military capabilities.

How Nvidia became an AI giant

Associated Press
| June 20, 2024

“AI Chips: What They Are and Why They Matter,“ a report by CSET, was referenced in the Associated Press. The article explores the tremendous rise of Nvidia. Nvidia's graphics processing unit (GPU), initially designed for gaming, is now essential for AI applications like ChatGPT and Google’s Gemini. This has positioned Nvidia as a leader in AI hardware, driving innovations across industries.

“AI Chips: What They Are and Why They Matter,“ a report by CSET, was referenced in a Business Insider article. The article explores the urgent need in the US for more workers skilled in building AI chips. It highlights a significant decline in the American semiconductor workforce over the past two decades.

Chips with Everything

BBC Radio 4
| February 22, 2024

In a BBC Radio 4's "The Rise and Rise of the Microchip" episode that revolves around the intricate domain of the microchip industry, CSET's Hanna Dohmen provided her expert insights.