Supply Chains

CSET’s Jacob Feldgoise shared his expert insight in an article published by The Wall Street Journal. The article explores the U.S. government’s increasingly active role in supporting domestic semiconductor manufacturing and examines Intel’s efforts to reestablish itself as a leading American chipmaker amid growing competition.

When cheap AI becomes a secret weapon

Politico
| June 30, 2026

CSET’s Sam Bresnick shared his expert insight in a newsletter segment published by Politico. The article examines the evolving U.S.–China AI competition, focusing on how cost-efficient Chinese AI models are beginning to gain traction globally and what that could mean for the long-term balance of technological and economic power in artificial intelligence.

CSET’s Sam Bresnick shared his expert insight in an article published by CNBC. The article examines U.S. AI restrictions and China’s rapid progress in closing the gap with leading American models.

CSET’s Sam Bresnick shared his expert perspective in an op-ed published by Perry World House. In his piece, he argues that relaxing U.S. restrictions on advanced AI semiconductor exports to China would undermine long-term U.S. technological advantage.

Securing the Future of Trusted Semiconductor Supply Chains

Sam Bresnick and Hanna Dohmen
| April 2026

Many countries view artificial intelligence (AI) as critical to economic competitiveness and national security. As a result, sovereign AI—the idea that national governments should develop, control, and govern AI in order to boost economic growth, guarantee security, and ensure strategic autonomy—has become a key strategic consideration in the global AI buildout.

CSET’s Jacob Feldgoise shared his expert analysis in an article published by Bloomberg. The article examines how staffing shortages, licensing bottlenecks, and shifting policy direction at the Commerce Department’s Bureau of Industry and Security could slow U.S. efforts to expand global AI chip exports.

CSET’s Hanna Dohmen shared her insight in an article published by The Washington Post. The article examines new bipartisan legislation in the House Foreign Affairs Committee that would expand U.S. export controls on semiconductor manufacturing equipment and push allied countries to align more closely with Washington’s chip restrictions in the competition with China.

CSET’s Jacob Feldgoise shared his expert insight in an article published by CBS News. The article examines how the Iran war is disrupting global supplies of helium and aluminum, with potential knock-on effects for semiconductors, medical equipment, and consumer goods.

CSET’s Jacob Feldoise shared his expert perspective in an article published by the Associated Press. The article examines how Iran’s attacks on Qatar’s natural gas facilities could disrupt global helium supply, which is crucial for industries such as semiconductor manufacturing, medical imaging, and space exploration.

CSET’s Jacob Feldgoise shared his expert perspective in an article published by The Washington Post’s WP Intelligence. The article looks at how AI inference is driving huge demand for computing power and what that means for U.S. export rules and national security.