Why Dell Ditching Chinese Chips Is Great, but Not EnoughJanuary 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.
The US and China Are in a Space Race: Who Is Counting Laps?November 3, 2022
As rhetoric around the US-China space race picks up, what does the competitive balance actually look like? The two country’s relative satellite capacity offers one angle in – and one where overall numbers tell only part of the story.
China’s COVID Antiviral Pill Shows That the US Is Running the Wrong RaceJuly 10, 2022
If the US is to have any hope of a productive economic future – and if the US is to compete effectively with China – it needs to shift from a focus on R&D to a focus on application and industrialization.
At a Time of Runaway Inflation, Tech Is an Ally Not a FoeJune 11, 2022
It’s time for Washington to start working with, not against, big tech; to start leveraging American industrial scale in order to fight inflation and for the global order.
Make the Right Choice for the US-China Tech CompetitionMay 26, 2022
US industry – powered by scale and global reach – fueled the country’s rise. The US needs that industrial strength now. But today, it will come from tech not from steel. And it will only come if that tech operates on big platforms.
In the Global Semiconductor Race, the US Should Remember to Tie Its ShoesMay 9, 2022
Washington needs to invest not only in next-generation technological advance, but also into semiconductor production itself, and the materials necessary for it. Such investments are critical for a robust industrial base. They would also be diplomatically advantageous.