Supply Chains

CSET Research Analyst Will Hunt testified before the Strategic Technologies and Advanced Research (STAR) Subcommittee on "Microelectronics: Levers for Promoting Security and Innovation." He offered recommendations to advance the U.S.' semiconductor industry.

CSET submitted this comment to the Commerce Department’s Bureau of Industry and Security on how to address concerns about the security of semiconductor supply chains in regions where natural disasters, geopolitical events or other factors might cause serious disruptions.

China’s Progress in Semiconductor Manufacturing Equipment

Will Hunt, Saif M. Khan, and Dahlia Peterson
| March 2021

To reduce its dependence on the United States and its allies for semiconductors, China is building domestic semiconductor manufacturing facilities by importing U.S., Japanese, and Dutch semiconductor manufacturing equipment. In the longer term, it also hopes to indigenize this equipment to replace imports. U.S. and allied policy responses to China’s efforts will significantly affect its prospects for success in this challenging task.

CSET Research Fellow Saif M. Khan testified before the Senate Foreign Relations Committee for its hearing, "Advancing Effective U.S. Policy for Strategic Competition with China in the Twenty-First Century." Khan spoke to the importance of U.S. leadership in semiconductor and artificial intelligence technology.

Securing Semiconductor Supply Chains

Saif M. Khan
| January 2021

The countries with the greatest capacity to develop, produce and acquire state-of-the-art semiconductor chips hold key advantages in the development of emerging technologies. At present, the United States and its allies possess significant leverage over core segments of the supply chain used to produce these chips. This policy brief outlines actions the United States and its allies can take to secure that advantage in the long term and use it to promote the beneficial use of emerging technologies, such as artificial intelligence.

The Semiconductor Supply Chain

Saif M. Khan
| January 2021

Semiconductors are a key component in fueling scientific progress, promoting economic advancement, and ensuring national security. This issue brief summarizes each component of the semiconductor supply chain and where the United States and its allies possess the greatest leverage. A related policy brief, “Securing Semiconductor Supply Chains,” recommends policy actions to ensure the United States maintains this leverage and uses it to promote the beneficial use of emerging technologies, such as artificial intelligence.

The United States has long used export controls to prevent the proliferation of advanced semiconductors and the inputs necessary to produce them. With Beijing building up its own chipmaking industry, the United States has begun tightening restrictions on exports of semiconductor manufacturing equipment to China. This brief provides an overview of U.S. semiconductor export control policies and analyzes the impacts of those policies on U.S.-China trade.

Multilateral Controls on Hardware Chokepoints

Carrick Flynn and Saif M. Khan
| September 2020

Protecting international security and human rights by using multilateral controls on semiconductor manufacturing equipment and advanced chips

America’s Supply Chain Needs High-Skilled Migrants

The Wall Street Journal
| May 28, 2020

American chip companies depend on foreign graduates and workers, write Remco Zwetsloot and Will Hunt. New large-scale immigration restrictions, if successful, will hamstring efforts to bring home advanced semiconductor manufacturing.

China seeks to develop an indigenous semiconductor industry. It is in the strategic interest of the United States and democratic friends for China to remain reliant on them for state-of-the-art computer chips, especially as Beijing invests heavily in advanced chips.