by admin | Apr 23, 2025 | Chips & China, Essay, Policy and Strategy
BY ROB KNAKE With the news this week that the Trump Administration did not roll back but tightened restrictions on NVIDIA’s ability to export advanced chips to China, I would say that the China Hawks most definitely have the upper hand on the AI bulls. With...
by admin | Apr 3, 2025 | Chips & China, Essay, Policy and Strategy
By Michael Frank America’s contest with China over advanced technologies features a compelling irony: the more Washington tightens export controls and induces friction in supply chains, the more it eliminates the leverage it might brandish in a real...
by admin | Mar 31, 2025 | AI, Chips & China, Essay
BY ROBERT KNAKE This week, the New York Times put out a long news analysis on the hopes and dreams of AI companies for less regulation in the Trump administration. Yet, while the early signs may point in a pro-industry direction, don’t be surprised if the Trump...
by James Lewis | Mar 25, 2025 | Chips & China, Essay
Emerging Technologies and Military Utility March 2025 Advances in science and technology improve military power. Industrialization and mass production, followed by new modes of power generation and communications changed warfare in the 19th century. Steam...
by James Lewis | Mar 6, 2025 | Chips & China, Essay, Policy and Strategy, Tech Transfer
The Chip Illusion and Competition with China – “The more the United States abuses its position as the dominant player… the more those on the receiving end will try to find workarounds or alternatives.” Edward Fishman, America’s Economic Warfare Is Sowing Its Own...
by James Lewis | Mar 6, 2025 | AI, Chips & China, Essay, Tech Transfer
British historian Paul Kennedy wrote in “The Rise and Fall of the Great Powers” that great powers do not decline because they fail to recognize problems, but because they apply old solutions to new problems when those solutions are no longer effective....