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Semiconductors

Ban the H20: Competing in the Inference Age
How inference scaling should change US AI strategy
7
China’s Weird Chip Surplus, Explained
How China has both compute overcapacity and shortage
 • 
Nicholas Welch
, 
Lily Ottinger
, and 
Jordan Schneider
1
DeepSeek: What the Headlines Miss
Posting will continue until the takes improve
 • 
Jordan Schneider
16
MORE Export Controls: Foundry, DRAM, and Reflections on Biden
They called him “Sleepy Joe.” They said he couldn’t get anything done.
 • 
Jordan Schneider
 and 
Lily Ottinger
3
EMERGENCY EDITION: AI Diffusion Export Controls
Can Biden Secure the AGI?
 • 
Lily Ottinger
 and 
Jordan Schneider
AI Geopolitics in the Age of Test-Time Compute w Chris Miller + Lennart Heim
o3, Deepseek, Manhattan Projects and stealing superintelligence
 • 
Jordan Schneider
 and 
Lily Ottinger
1
Trump's Export Control Strategy
Pt 2 with SemiAnalysis and Greg Allen
 • 
Nicholas Welch
 and 
Jordan Schneider
6
Export Controls and HBM
Where does China go from here?
 • 
Jordan Schneider
Biden’s Final Export Control Salvo Misfires
Of scalpels and Swiss cheese. “The dumbest thing you could do is compromise and build your house in the middle of the street.”
 • 
Nicholas Welch
 and 
Jordan Schneider
4
How Taiwan Sees the Chip War
The Radiance of Chip Island, presented in English for the first time ever
 • 
Lily Ottinger
, 
Arrian Ebrahimi
, and 
Nicholas Welch
2
Legacy chip policy contest winners!
so much latent policy potential out there!
 • 
Jordan Schneider
Lithography — New Controls at the Tip of the Chip-War Spear
More export controls on ASML are coming. How will China respond?
 • 
Jordan Schneider
2
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