Semiconductors are the foundation of the modern economy and of military power, and the contest to design, manufacture, and secure semiconductors defines the US-China semiconductor competition. Export controls, subsidies, and the drive to reshore fabrication have turned chips into one of the most consequential arenas of technology policy. This hub follows the semiconductor race: the role of critical inputs such as gallium and other semiconductor minerals in chip production, the US-China semiconductor competition over advanced nodes, the exposure of concentrated supply in Taiwan, and the AI chips and advanced chips driving demand. Demand for AI chips is now the engine of the industry, and control over AI chips has become a central goal of export controls. Fellows and analysts assess the vulnerabilities in chip supply chains and the effectiveness of export controls on semiconductors. Explore expert analysis and commentary on semiconductors and the competition at the heart of economic security.
Semiconductors
Instead of subsidizing foundries, Washington aims to bolster a broad compute stack.
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September 8, 2026
US Chips Policy Gains In Intelligence
Instead of subsidizing foundries, Washington aims to bolster a broad compute stack.
August 31, 2026
Southeast Asia Shows Surprising Semiconductor Strengths
Malaysia, the Philippines, and Singapore dominate chip packaging, underlining the impossibility of a go-it-alone semiconductor strategy.
August 24, 2026
Unbreakable Shield: Why Taiwan’s Chip Expertise Cannot Be Cloned
Taiwan is building semiconductor plants in the US, Japan, and Europe. But this diversification will not break global dependence on the island.
June 10, 2026
Europe Pursues New AI Chip Dream
Europe wants to build a state-backed cutting-edge semiconductor fab. It risks boomeranging.
May 21, 2026
Western Chips Power Russia’s War
Russian drones pounding Ukraine depend on Western chips. Sanctions leak.
May 14, 2026
Will the AI Boom Upend the Chip Industry?
Newcomers are entering the semiconductor market, but NVIDIA remains dominant.
May 1, 2026
“Messy” US Chip Fab Outperforms Japan’s Textbook Model
How did the high costs, culture clash, and myriad regulations in Arizona win out over Japanese discipline, captive customers, and state-led coordination?
April 28, 2026
AI Transforms the Chip Industry
The old semiconductor licensing model no longer suffices to power AI’s ferocious appetite.
March 26, 2026
Strange Chip Cousins: Vietnam and Ireland
No one country can control the entire semiconductor industry. Even minnows such as Vietnam and Ireland play a crucial role.