Supply Chains

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.

Physical AI

John VerWey
| February 2026

This paper examines the convergence of artificial intelligence and robotics, analyzing the emerging field of Physical AI. It provides a detailed overview of the supply chain challenges, competitive dynamics, and policy considerations that define this potentially transformative emerging technology.

CSET’s Sam Bresnick shared his expert perspective in an article published by WIRED. The article explores the U.S. reversal on AI chip export controls, Nvidia CEO Jensen Huang’s lobbying efforts, and how renewed sales of advanced chips to China could shape both U.S. and Chinese semiconductor strategies.

Taiwan’s Flagship Chip Maker Charts a Future Beyond Taiwan

The Wall Street Journal
| January 16, 2026

CSET’s Sam Bresnick shared his expert perspective in an article published by The Wall Street Journal. The article examines how TSMC’s expanding global footprint, especially its growing U.S. chip investments, is reshaping strategic thinking about Taiwan’s semiconductor industry and challenging the idea that its chips alone serve as a “Silicon Shield” against Chinese aggression.

Cole McFaul shared his expert analysis in an article published by BBC News. The article discusses President Donald Trump’s decision to allow Nvidia and other U.S. chipmakers to sell their H200 AI chips to approved customers in China, a move that partially reverses earlier restrictions and has significant implications for U.S.-China technology competition.

A CSET explainer was highlighted in an article published by Bloomberg. The article discusses new bipartisan legislation that would restrict U.S. companies, including Nvidia, from exporting advanced AI chips to China, reinforcing existing controls and shaping the future of U.S. technology policy.