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
The European Union’s push for technological sovereignty has moved from political ambition toward draft legislation. A CEPA virtual discussion convened policy experts and government officials to examine the European Technological Sovereignty Package proposed by the European Commission in June 2026. The conversation covered how the package defines sovereignty, the design of its flagship legislation for cloud […]
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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.
March 9, 2026
UK Semiconductors: Searching For the Next ARM
British-born ARM’s processor designs power more than 99% of the world’s smart phones. The success inspires UK innovators.
March 5, 2026
US Chips and China: A Confusing Cocktail
Washington is easing cutting-edge chip export licenses to China — though the Supreme Court now limits substituting tariffs.
February 18, 2026
Europe Doubles Down on Semiconductor Strengths
The US and Asia depend on Europe for key chipmaking technology.