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Emily de La Bruyere

Chip War Weaknesses: The Problem with TSMC’s China Exposure

By Emily de La Bruyere and Nate Picarsic
January 15, 2025

Even as Washington pours tens of billions of dollars into domestic semiconductor production, even as Washington strives to build domestic industrial capacity, the US does so on a foundation that Beijing controls.

2025-01-15T11:25:46-05:00#China #CHIPS Act #semiconductors |
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The Risk of China’s Nitrocellulose Advantage – And What the US Defense Industrial Base Can Do About It

By Emily de La Bruyere and Nathan Picarsic
May 22, 2024

Protracted conflict, as seen in today’s kinetic battlefields, demands sustained munition production. The US defense industrial base – and its allied peers – need to demonstrate to those in Beijing, Tehran, and Moscow that the United States can compete in production and re-supply.

2024-05-22T10:39:31-04:00#ammunition #nitrocellulose #upstream |
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Cooperate or Compete? The Zero-Sum Game of AI Engagement with China

By Emily de La Bruyere and Nathan Picarsic
March 26, 2024

The United States and China have reportedly reached an agreement to extend the decades-long cooperative framework of the US-China Science and Technology Agreement. That recent move follows Biden [...]

2024-03-25T21:57:39-04:00#AI #international cooperation #US-China |
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COMAC Comes to Europe: strategic implications of the commercial aerospace battleground

By Emily de La Bruyere and Nate Picarsic
January 11, 2024

China co-opted and conquered foreign solar energy and high-speed rail players. Will incumbent aerospace giants fall for the same playbook and spell their own disruption? The question is an existential one, and Western incumbents' survival hinges on weaning off the Chinese market and ceasing cooperation with Chinese players.

2024-01-11T20:14:40-05:00#aerospace #C919 #China #COMAC |
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  • Starlink

The US national innovation base has critical weaknesses. Just look at Starlink.

By Emily de La Bruyere and Nathan Picarsic
September 1, 2023

To compete with China, the US needs a robust industrial and innovation base, able to withstand attacks on the battlefield and the factory floor. Real American dynamism – and real competitive advantage – stem from credible and sustainable power. Starlink's, and more broadly Elon Musk's, dependence on China underscore the vulnerabilities in current US national defense strategy.

2024-08-08T11:20:39-04:00#American dynamism #industrial strategy #Starlink |
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  • Ford CATL
  • youngkin china youngkin china

All Hat No CATL: Are State Leaders Wising up to China’s Industrial Threat?

By Emily de La Bruyere and Nathan Picarsic
March 2, 2023

Ford has announced that it will collaborate with a Chinese State-backed supplier in establishing a battery plant for electric vehicles in Michigan. This despite the fact that an EV battery plant dependent on Chinese technology runs contrary to ambitions to shore up dependence on Chinese players and increase sustainable American industrial capacity.

2023-03-04T16:10:26-05:00#China #EVs #US manufacturing |
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  • Dell China
  • Dell semiconductors Dell semiconductors

Why Dell Ditching Chinese Chips Is Great, but Not Enough

By Emily de La Bruyere and Nathan Picarsic
January 18, 2023

For decades, US companies have been swayed by the siren song of cheap production and rapid market growth in China. Dell, which announced at the start of this year that it intends to stop using semiconductors made in China by 2024, could be at the vanguard of reversing this trend. Or it could be putting a band-aid on a bullet hole.

2023-01-19T15:18:47-05:00
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  • US tech sector
  • China threat China threat

Hard Problems: The US Tech Sector Is Ignoring the China Threat

By Emily de La Bruyere and Nate Picarsic
September 16, 2022

It is time for the US tech sector to recognize the near and present national security threat China poses; to get on the right side of history. For the US to prevail against a centralized, Communist system, its tech sector will have to lead, proactively. Markets will reward this. The country needs it.

2022-09-16T09:51:24-04:00#China #US tech sector #US-China competition |
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  • Pelosi's Taiwan visit
  • CATL pausing US production CATL pausing US production

The Lesson of Pelosi’s Taiwan Visit: Win The Production Battle, Win the War

By Emily de La Bruyere and Nate Picarsic
August 23, 2022

Positioning for the industrial competition at hand will require the US national security community to recognize that today's geopolitical contest may not be fought with missiles. Except, that is, as it applies to where those missiles are made. This is a war to be won on the factory floor. And it started long before Pelosi’s Taiwan visit.

2022-08-25T14:34:25-04:00#CATL #economic coercion #Pelosi #Taiwan |
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  • Industrial Exposure to China
  • US industry US industry

The True Cost of China Exposure and What To Do About It

By Emily de La Bruyere and Nate Picarsic
August 6, 2022

US industry is seeing the accumulated debts of decades of offshoring – and decades of offshoring to geopolitical adversaries – reach maturity. It’s time to adopt a new model. Instead of optimizing for the lowest costs, the US needs to start optimizing for resilience

2023-01-05T16:45:43-05:00#China #effectiveness #globalization #industrial resilience |
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