The surprise winner in the U.S.-China tech war? Vietnam’s chip industry
Vietnamese chip component suppliers are responding to growing market demands for products with no Chinese link, Lam Le, 28 July 2025
https://restofworld.org/2025/vietnam-chip-industry-us-china-trade-war
How China Is Girding for an AI Battle With the U.S.
As Washington tries to limit China’s progress, Beijing is spending more to build AI that doesn’t rely on U.S. technology
Raffaele Huang and Liza Lin, July 29, 2025 https://www.wsj.com/tech/ai/how-china-is-girding-for-an-ai-battle-with-the-u-s-5b23af51?mod=djem10point
China’s chipmakers are catching up to Nvidia and TSMC. Here’s how they compare ”
Kinling Lo, 28 April 2025
https://restofworld.org/2025/china-chipmakers-nvidia-tsmc-gap/
The Trump administration can avoid a strategic misstep in the AI global race
Brad Smith, Microsoft, Feb 27, 2025 |
https://blogs.microsoft.com/on-the-issues/2025/02/27/trump-administration-ai-global-race
America Last? Relegating U.S. national security to leading from behind.
Ken Glueck, Executive Vice President, Oracle—February 2025
The AI Diffusion Framework: Securing U.S. AI Leadership While Preempting Strategic Drift
Barath Harithas, CSIS, February 18, 2025
The new AI diffusion export control rule will undermine US AI leadership
John Villasenor, Brookings, January 23, 2025
The Final Countdown: Will Biden’s AI Diffusion Prevail?
Kayla Zipp, TecEx, January 15, 2025
With Its Latest Rule, the U.S. Tries to Govern AI’s Global Spread
Sam Winter-Levy, CEIP, January 13, 2025
https://carnegieendowment.org/emissary/2025/01/ai-new-rule-chips-exports-diffusion-framework?lang=en
NVIDIA Statement on the Biden Administration’s Misguided ‘AI Diffusion’ Rule
Ned Finkle, Nvidia, January 13, 2025
https://blogs.nvidia.com/blog/ai-policy
Export Controls on AI Chips: Biden’s Overreach Risks U.S. Leadership in Tech
By Stephen Ezell, ITIF, January 7, 2025https://itif.org/publications/2025/01/07/export-controls-on-ai-chips-bidens-overreach-risks-us-leadership-in-tech/