Semiconductors

“Eastern Data, Western Compute” is Fake

China promised to move its data centers west. Now it’s backtracking.

Jul 10 • Irene Zhang and Nick Corvino

The Chemistry of Chips

The unseen infrastructure of chipmaking

Jul 8 • Jordan Schneider, Chris Miller, Aqib Zakaria, and Phoebe Chow

Will the MATCH Act Change Chip Controls?

Congress's Push to Take the Lead on China

Jun 17 • Aqib Zakaria

No Jensen, Not All Compute is Created Equal

Apr 28 • Aqib Zakaria and Nick Corvino

Notes on Jensen v Dwarkesh

MATCH Act, kobe energy, cyber as shiny object, Jensen's inner fire, lawyers v engineers

Apr 21 • Jordan Schneider

Fixing the GaN Problem

Another supply chain emergency on the horizon

Apr 20 • Aqib Zakaria

Should the US Buy from CXMT?

or is it exactly what America needs??

Apr 16 • Aqib Zakaria

How Much Compute Does China Have? A Demand-Side Analysis

Apr 8 • Nick Corvino

How Much Compute Does China Have?

Apr 7 • Aqib Zakaria

How Much AI Does $1 Get You in China vs America?

And Does the H200 Change Anything?

Feb 19 • Aqib Zakaria

How the US Won Back Chip Manufacturing

State capacity from scratch

Feb 17 • Jordan Schneider, Todd Fisher, Mike Schmidt, and Lily Ottinger

The Future of Economic Security with Dan Kim and Chris Miller

The CHIPS Act as case study

Jan 21 • Jordan Schneider and Phoebe Chow

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