Advanced chips, the equipment that produces them, and the export controls reshaping the industry.
Chips have become the new oil. The contest for silicon supply chain security spans advanced chips, the equipment and materials that produce them, and the export controls and industrial policy reshaping the global industry.
Publications
China’s Challenge to American AI Leadership
This congressional testimony before the U.S. Senate Foreign Relations Subcommittee on East Asia, the Pacific, and International Cybersecurity Policy examines China’s challenge to American leadership in artificial intelligence. It outlines the strategic, industrial, and policy choices facing the United States in the U.S.–China AI competition.
DeepSeek: A Deep Dive
This congressional testimony before the U.S. House Committee on Science, Space, and Technology examines DeepSeek’s release and what it reveals about the U.S.–China AI race. It analyzes DeepSeek’s actual hardware footprint and the implications for U.S. semiconductor export-control policy.
Understanding U.S. Allies’ Current Legal Authority to Implement AI and Semiconductor Export Controls
This report examines the legal tools and policy frameworks shaping U.S. allies’ export controls on AI and semiconductor technologies. It analyzes the challenges of aligning allied authorities with U.S. national-security requirements and the gaps that remain in multilateral coverage.
In the News
- Jul 27, 2026Decision Tree Research CEO Gregory Allen on cybersecurity risks following the OpenAI hack
- Jul 27, 2026AI companies spend record sums on Washington lobbying
- Jul 23, 2026Why does Samsung trade at a discount to U.S. chipmakers?
Also in the topic guides: AI and Defense Tech. Or browse the full archive.
Where strategic technologies meet geopolitics. Timely, evidence-based analysis of the big policy debates in AI, semiconductors, and defense tech.
Decision Tree, the newsletter from Gregory C. Allen.