Semiconductors are a key component in fueling scientific progress, promoting economic advancement, and ensuring national security. This issue brief summarizes each component of the semiconductor supply chain and where the United States and its allies possess the greatest leverage. A related policy brief, “Securing Semiconductor Supply Chains,” recommends policy actions to ensure the United States maintains this leverage and uses it to promote the beneficial use of emerging technologies, such as artificial intelligence.

To reduce its dependence on the United States and its allies for semiconductors, China is building domestic semiconductor manufacturing facilities by importing U.S., Japanese, and Dutch semiconductor manufacturing equipment. In the longer term, it also hopes to indigenize this equipment to replace imports. U.S. and allied policy responses to China’s efforts will significantly affect its prospects for success in this challenging task.

China has built a surveillance state that has increasingly incorporated AI-enabled technologies. Their use during the COVID-19 pandemic has softened the image of China’s surveillance system, presenting unique challenges to preventing the spread of such technologies around the globe. This policy brief outlines core actions the United States and its allies can take to combat the spread of surveillance systems that threaten basic human rights.

Since the mid-2000s, China has consistently graduated more STEM PhDs than the United States, a key indicator of a country’s future competitiveness in STEM fields. This paper explores the data on STEM PhD graduation rates and projects their growth over the next five years, during which the gap between China and the United States is expected to increase significantly.

A globally competitive AI workforce hinges on the education, development, and sustainment of the best and brightest AI talent. This issue brief compares efforts to integrate AI education in China and the United States, and what advantages and disadvantages this entails. The authors consider key differences in system design and oversight, as well as strategic planning. They then explore implications for the U.S. national security community.