Supply Chains

CSET’s Helen Toner shared her expert insights in an article published by Foreign Policy. The article explores the impact of renewed U.S. export restrictions on Nvidia and the broader implications for U.S.-China competition in artificial intelligence (AI). Nvidia announced it expects a $5.5 billion financial hit due to new licensing requirements for selling its H20 chips to China.

A CSET report and data snapshot was highlighted in an article published by Rest of World. The article explores China’s growing efforts to build a self-sufficient semiconductor industry amid tightening U.S. export restrictions.

In response to the Office of Science and Technology Policy's request for input on an AI Action Plan, CSET provides key recommendations for advancing AI research, ensuring U.S. competitiveness, and maximizing benefits while mitigating risks. Our response highlights policies to strengthen the AI workforce, secure technology from illicit transfers, and foster an open and competitive AI ecosystem.

Hannah Dohmen was featured in an article published by the South China Morning Post, which covered testimony before the US-China Economic and Security Review Commission (USCC).

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.