Semiconductor industry

August 27, 2026 | Susan Soh, Noah Munk

Taiwan’s Chip Smuggling Case Shows Promise for Allied Export Control Enforcement

In a world of globalized supply chains, enforcing export controls is also a globalized effort. On August 24, Taiwan charged nine individuals in a scheme to smuggle Super Micro servers containing Nvidia...

July 16, 2026 | Jack Burnham |

Even Limited Sales of High-End Chips to Chinese Buyers Pose a Serious Risk

China has a new opportunity to use American chips to achieve its artificial intelligence (AI) ambitions. On July 14, Jeffrey Kessler, the head of the Commerce Department’s Bureau of Industry and Security...

July 9, 2026 | Jack Burnham |

Beijing Grapples With Controlling Its Domestic AI Sector

China is increasingly concerned over what its AI investments have wrought. On July 7, Reuters reported that Beijing is considering placing export controls on Chinese AI models, mirroring a move by the...

June 8, 2026 | RADM (Ret.) Mark Montgomery |

Defending Taiwan

June 2, 2026 | Jack Burnham |

Commerce Department Admits Failure To Enforce AI Export Controls on China

The United States may have allowed American firms to sell an untold number of high-end chips to China for over a year.   On May 31, the Commerce Department issued guidance clarifying new enforcement...

May 18, 2026 | Craig Singleton |

Trump plays a dangerous game, bargaining with Taiwan’s defense

The president’s post-China-summit comments about arms for Taipei invite trouble.

May 15, 2026 | Jack Burnham |

U.S.-China Summit Underlines Stalemate Between Washington and Beijing

The United States and China remain stuck in a stalemate, but Beijing isn’t likely to be disappointed. President Trump and Chinese paramount leader Xi Jinping convened in Beijing on May 14 to 15 to...

May 15, 2026 | Josh Birenbaum, Daniel Swift

Trump and Xi talk Strait past each other at summit

Trump and Xi met face-to-face, but their minds are worlds apart. Both sides described this week’s summit as constructive and there were no major surprises, but based on initial readouts, the two leaders...

May 13, 2026 | RADM (Ret.) Mark Montgomery |

Taiwan is a ‘model ally,’ not trade bait

Trading the island’s security for rhetoric from Beijing would be a strategic blunder of historic proportions.

April 29, 2026 | Jack Burnham |

Commerce Department Seeks To Undercut Chinese AI Sector by Targeting Chipmakers

Washington is looking to choke off China’s advanced chip sector. As reported by Reuters on April 28, the Commerce Department sent letters to several major American chipmaking firms immediately banning...

April 20, 2026 | Jack Burnham, RADM (Ret.) Mark Montgomery

Federal Acquisition Regulation: Prohibition on Certain Semiconductor Products and Services

April 15, 2026 | Jack Burnham |

We’re only seeing the tip of the chip-smuggling iceberg

A string of federal indictments has exposed a pervasive shadow network of data centers and fake products spanning Southeast Asia. To secure national security, the U.S. must move enforcement from the airport gate to the factory floor.

April 3, 2026 | Jack Burnham |

Congress Targets Advanced Chip-Making Equipment To Stifle Chinese Progress in AI Race

Congress is seeking to lock China out of the global advanced chip-making market. Senators Pete Ricketts (R-NE) and Andy Kim (D-NJ), along with Representative Michael Baumgartner (R-WA), introduced a...

January 14, 2026 | Matt Pottinger |

Winning the AI Arms Race Against the Chinese Communist Party

February 16, 2024 | Andrew S. Erickson, Gabriel B. Collins, Matt Pottinger

The Taiwan Catastrophe

What America—and the World—Would Lose If China Took the Island

April 13, 2023 | Jon Pelson |

Why Taiwan’s tech sector is beyond Beijing’s reach

Excerpt The recent meeting between Taiwan’s President, Tsai Ing-wen, and House Speaker Kevin McCarthy (R-Calif.) brought predictable threats of “consequences” from Beijing, as China launched...