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
Washington is easing cutting-edge chip export licenses to China — though the Supreme Court now limits substituting tariffs.
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February 9, 2026
US Export Controls Boomerang
American policy long has involved magical and wishful thinking, combined with hubris.
February 3, 2026
Korea Rivals Taiwan in Chip Prowess
Korea holds key positions in cutting-edge memory chips crucial for powering artificial intelligence, smartphones, and data centers.
December 15, 2025
Japanese Chips: A Model for Countering China
While Tokyo no longer dominates global chipmaking, it has forged a path to reduce dependence on China and make itself indispensable.
November 24, 2025
Nexperia: China Puts Dutch in Check
The Netherlands moved to place Chinese-owned Nexperia chipmaker under state supervision. China retaliated, and the Dutch backed down.
November 12, 2025
A Sleeping Semiconductor Giant Awakes: India
Billions of investments are pouring into the country, creating a chip manufacturing alternative for the US and Europe.
September 2, 2025
What the US-EU $40 Billion Chip Deal Means
The transatlantic trade deal promises $40 billion in European purchases of American artificial intelligence chips. Significant gaps remain.
July 17, 2025
Even “Fortress America” Needs Supply Lines
Globalization is dead. In its place, the Trump administration is trying to build Fortress America.
July 23, 2024
Belgium is not Just Chocolate and Beer – It’s Also Semiconductors
IMEC leads the world in chip research. While cutting ties with China, it can only thrive by working with democratic allies.
August 8, 2023
Gallium, Germanium, and China — The Minerals Inflaming the Global Chip War
China has fired a salvo in the tech tussle, limiting exports of two rare metals used in semiconductor manufacturing. Short-term damage is small, but the West must wake up.