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.
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.