Supply Chains

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 op-ed, 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.

The race to secure semiconductor supply chains

BBC World Service
| January 11, 2024

In a BBC World Service's Business Daily episode that revolves around the challenges faced by the semiconductor industry, CSET's Hanna Dohmen provided her expert insights.

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.