Semiconductors

Chips Act Lore + a Department of Competitiveness

How things get done in DC

May 14 •

Jordan Schneider

and

China’s SME Industrial Policy in 5 Charts

How much is Beijing spending?

May 7 •

Arrian Ebrahimi

and

Can Huawei Take On Nvidia's CUDA?

The true US v China AI battle

May 5 •

Trump's Semis Trade Policy

+ We're at ICLR!

Apr 22 •

Jordan Schneider

and

Dylan Breaks Huawei and Tariffs Right

SemiAnalysis saves the day

Apr 21 •

Jordan Schneider

,

, and

Doug O'Laughlin

Mapping China's HBM Advances

CXMT Now Just 3-4 Years Behind

Apr 17 •

and

Ban the H20: Competing in the Inference Age

How inference scaling should change US AI strategy

Mar 7

China’s Weird Chip Surplus, Explained

How China has both compute overcapacity and shortage

Feb 4 •

,

, and

Jordan Schneider

DeepSeek: What the Headlines Miss

Posting will continue until the takes improve

Jan 26 •

Jordan Schneider

MORE Export Controls: Foundry, DRAM, and Reflections on Biden

They called him “Sleepy Joe.” They said he couldn’t get anything done.

Jan 16 •

Jordan Schneider

and

EMERGENCY EDITION: AI Diffusion Export Controls

Can Biden Secure the AGI?

Jan 15 •

and

Jordan Schneider

AI Geopolitics in the Age of Test-Time Compute w Chris Miller + Lennart Heim

o3, Deepseek, Manhattan Projects and stealing superintelligence

Jan 6 •

Jordan Schneider

and

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