Supply Chains

A Domestic Agenda for the House Select China Committee

The Wall Street Journal
| February 27, 2023

The Wall Street Journal published an opinion article citing two reports: No Permits, No Fabs by CSET's John VerWay and Sustaining and Growing the U.S. Semiconductor Advantage: A Primer by CSET's Owen J. Daniels and Will Hunt.

CSET Non-Resident Fellow John VerWey discussed ways to maximize CHIPS and Science Act investments to secure the U.S. semiconductor supply chain.

Chips Act Will Test Whether U.S. Can Reverse Semiconductor Exodus

The Wall Street Journal
| February 22, 2023

The Wall Street Journal referred to a policy brief by CSET's Will Hunt, which analyzes how incentives from the CHIPS Act should be allocated among various types of chips. The article talks about the $53 billion CHIPS Act program, which aims to revive the domestic semiconductor industry by offering subsidies for manufacturing incentives and research and development.

China’s Tech Money Is Now Radioactive

Foreign Policy
| February 2, 2023

A report by CSET's Emily S. Weinstein and Ngor Luong, was cited in an article published by Foreign Policy. This report focuses on the American investors who are primarily involved in investing in Chinese artificial intelligence companies.

The U.S. semiconductor supply chain’s resilience will meaningfully increase only if current efforts to re-shore fabrication (that is, to situate more facilities that make its key parts in the United States) are met with commensurate efforts to re-shore upstream material production along with downstream assembly, test, and packaging (ATP) of finished microelectronics.

Inside the transatlantic tensions over chips

National Journal
| December 7, 2022

U.S. export controls that restrict access to semiconductor tools mean China will have a hard time building new chip fabs according to CSET's Jacob Feldgoise.

China is moving closer to its aim of being a world leader in artificial intelligence by 2030, according to a CSET report due to semiconductors made by American companies.

A CSET report finds that 30,000 high-tech workers would be needed to staff the construction of new semiconductor manufacturing plants.

Chipmaker faces heightened scrutiny over China exports

Supply Chain Daily
| September 8, 2022

In an interview with Supply Chain Daily, Research Analyst Karson Elmgren discussed how the United States can protect its interests in the global chip supply chain after placing restrictions on chipmakers Nvidia and AMD for selling chips to China.

A CSET report found that 97 AI chips in China's military purchase records were manufactured by U.S. based firms.