Supply Chains

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.

In Part II of her OODA Loop interview, Senior Advisor Melissa Flagg discussed operational capabilities required to provide true foundational leadership in the semiconductor industry of the future, the talent pipeline challenge, and scenario planning after the passage of the CHIPS and Science Act.

CSET's Senior Advisor Melissa Flagg discussed the policy, procurement, and contract management implications of the CHIPS and Science Act after its passage into law.

NPR spoke with Research Analyst Will Hunt about the semiconductor industry and how the new CHIPS Act could ease supply constraints.