Updates

Recently, the conversation around semiconductor policy has focused on export controls and tariffs. However, blocking access to chips and critical inputs alone will not allow the United States to secure ongoing leadership in advanced semiconductors. To create a long-term advantage, the United States should: 1.

The tariff regime instituted by the Trump administration will prompt businesses, governments, and investors across frontier AI hardware and software supply chains to carefully reconsider their strategies and which entities they choose to partner with.

With uncertainty comes opportunity. Decades-old geopolitical alliances are shifting. New investment partnerships are forming while old trade corridors are breaking down. Nations are evaluating their core competencies and where to invest further, while carefully blocking their rivals' access to vital resources and information.