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Chips Act Lore + a Department of Competitiveness
How things get done in DC
May 14
•
Jordan Schneider
and
Lily Ottinger
18
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Chips Act Lore + a Department of Competitiveness
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1
China’s SME Industrial Policy in 5 Charts
How much is Beijing spending?
May 7
•
Arrian Ebrahimi
and
Lily Ottinger
24
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China’s SME Industrial Policy in 5 Charts
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2
Can Huawei Take On Nvidia's CUDA?
The true US v China AI battle
May 5
•
Lily Ottinger
54
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Can Huawei Take On Nvidia's CUDA?
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6
Trump's Semis Trade Policy
+ We're at ICLR!
Apr 22
•
Jordan Schneider
and
Lily Ottinger
20
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Trump's Semis Trade Policy
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Dylan Breaks Huawei and Tariffs Right
SemiAnalysis saves the day
Apr 21
•
Jordan Schneider
,
Dylan Patel
, and
Doug O'Laughlin
29
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Dylan Breaks Huawei and Tariffs Right
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Mapping China's HBM Advances
CXMT Now Just 3-4 Years Behind
Apr 17
•
Ray Wang
and
Lily Ottinger
34
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Mapping China's HBM Advances
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3
Ban the H20: Competing in the Inference Age
How inference scaling should change US AI strategy
Mar 7
37
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Ban the H20: Competing in the Inference Age
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7
China’s Weird Chip Surplus, Explained
How China has both compute overcapacity and shortage
Feb 4
•
Nicholas Welch
,
Lily Ottinger
, and
Jordan Schneider
54
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China’s Weird Chip Surplus, Explained
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1
DeepSeek: What the Headlines Miss
Posting will continue until the takes improve
Jan 26
•
Jordan Schneider
278
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DeepSeek: What the Headlines Miss
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16
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
Lily Ottinger
21
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MORE Export Controls: Foundry, DRAM, and Reflections on Biden
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3
EMERGENCY EDITION: AI Diffusion Export Controls
Can Biden Secure the AGI?
Jan 15
•
Lily Ottinger
and
Jordan Schneider
32
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EMERGENCY EDITION: AI Diffusion Export Controls
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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
Lily Ottinger
26
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AI Geopolitics in the Age of Test-Time Compute w Chris Miller + Lennart Heim
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1
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