Renewing American Innovation

Thoughtful, strategic analysis on the U.S. innovation ecosystem and technological competitiveness for national and economic security

RAI aims to advance policies and partnerships that strengthen national and economic security by driving rapid technological innovation. We seek to develop intellectual and strategic frameworks that help the United States and its allies manage economic dependencies, navigate geopolitical risks, and maintain leadership in critical and emerging technologies such as semiconductors, quantum technology, pharmaceuticals, and biotechnology. 

By working closely with the U.S. government, the private sector, academia, and international partners, we work to shape strategies that promote the commercialization of innovation, address workforce challenges, and build the capacity of governments to support effective industrial strategies.

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Photo: Владимир Тюрин/Adobe Stock

Photo: Владимир Тюрин/Adobe Stock

Moving the Texas Semiconductor Ecosystem to the Next Level

Texas is reaping the benefits of a wave of AI- and national security–driven capital investments. Scaling Texas’s semiconductor ecosystem will depend on converting these investments into advancements in areas critical to success, including infrastructure.

Report by Hideki Tomoshige and Bailey Crane — October 7, 2026

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Moving the Texas Semiconductor Ecosystem to the Next Level

Texas is reaping the benefits of a wave of AI- and national security–driven capital investments. Scaling Texas’s semiconductor ecosystem will depend on converting these investments into advancements in areas critical to success, including infrastructure.

Report by Hideki Tomoshige and Bailey Crane — October 7, 2026

Beyond the China IP Theft Narrative

While Chinese IP theft remains an important challenge, it is an insufficient framework for understanding modern China's relationship with IP.

Commentary by Chris Borges — September 24, 2026

Rethinking Export Controls as a Tool in Modern Technology Competition

Export controls can delay China’s technological progress, but they cannot secure lasting U.S. leadership. This report examines the limits and costs of semiconductor controls and argues for pairing targeted restrictions with sustained investment in U.S. innovation.

Report by Sujai Shivakumar, Thomas Howell, and Charles Wessner — September 21, 2026

Beyond the Memory Cycle: AI, HBM, and the New Semiconductor Shortage

AI-driven demand for high-bandwidth memory is reshaping the semiconductor memory market, creating shortages across industries and raising new questions about U.S. supply chain resilience, investment, and the risk of future overcapacity.

Report by Sujai Shivakumar, Charles Wessner, and Thomas Howell — September 17, 2026

Lessons from Covid-19 for Global Health Security

Health access is fundamentally a systems challenge that depends on the interaction between the innovation system, which generates new technologies through research and investment, and the delivery system, which manufactures, distributes, and administers medicines.

Report by Anne Pritchett, Alexander Kersten, and Shruti Sharma — August 27, 2026