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Tech Competition

Photo: JADE GAO/AFP/GETTY IMAGES

Photo: JADE GAO/AFP/GETTY IMAGES

Competing with China’s Public R&D Model: Lessons and Risks for U.S. Innovation Strategy

The United States now confronts the most serious challenge to its innovation leadership since World War II. Without decisive action, the erosion of U.S. leadership in research and technological development will carry lasting economic and strategic costs.

Commentary by Charles Wessner and Shruti Sharma — September 17, 2025

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Trump Strikes a Deal to Restore Rare Earths Access

President Trump announced an agreement with China to resume exports of rare earth minerals and magnets, following two months of supply disruptions to U.S. industry. China's chokehold on rare earth supply chains and resulting leverage necessitates investment into alternative supply.

Critical Questions by Gracelin Baskaran and Meredith Schwartz — June 11, 2025

Scale AI’s Alexandr Wang on Securing U.S. AI Leadership

CSIS welcomed Alexandr Wang, Founder and CEO of Scale AI, to discuss key issues shaping the future of AI policy, such as U.S.-China AI competition, international AI governance, and the new administration’s approach to AI innovation, regulation, and global standards.

Transcript — May 1, 2025

The Limits of Chip Export Controls in Meeting the China Challenge

Export controls alone cannot substitute for comprehensive industrial and research policy measures necessary to ensure U.S. leadership in semiconductor design, production, and infrastructure.

Commentary by Sujai Shivakumar, Charles Wessner, and Thomas Howell — April 14, 2025

DeepSeek: A Deep Dive

China’s DeepSeek AI tests U.S. chip controls, raising concerns over smuggled tech and growing self-reliance. Experts urge tougher enforcement to protect U.S. dominance.

Congressional Testimony by Gregory C. Allen — April 8, 2025

DeepSeek, Huawei, Export Controls, and the Future of the U.S.-China AI Race

In Gregory C. Allen’s latest report, he examines DeepSeek’s origins, achievements, and geopolitical impact, highlighting its implications for AI and semiconductor export controls. The report explores challenges for policymakers in the evolving U.S.-China tech race.

Report by Gregory C. Allen — March 7, 2025

Delving into the Dangers of DeepSeek

As President Trump reenvisions U.S. AI leadership, DeepSeek presents cyber risks that may affect the administration’s calculus of balancing innovation and security, as well as U.S. partners, allies, and the tech sector.

Commentary by Matt Pearl, Julia Brock, and Anoosh Kumar — February 24, 2025

How Spectrum Auction Delays Give China the Edge and Cost Us Jobs

Spectrum has been critical to economic and national security because it enables U.S. companies to innovate and the U.S. technology ecosystem to out-compete the PRC. Looking forward, wireless networks will be a critical determinant in the outcome of the global AI race.

Congressional Testimony by Matt Pearl — February 19, 2025

DeepSeek’s Latest Breakthrough Is Redefining AI Race

DeepSeek’s R1 breakthrough isn’t a one-off Sputnik moment. Instead, it signals a new era in the AI race—one defined by continuous innovation, a narrowing tech gap, and the transformative power of open-source collaboration in reshaping global competitiveness.

Commentary by Yasir Atalan — February 3, 2025

Mineral Demands for Resilient Semiconductor Supply Chains

CSIS Americas director Ryan C. Berg, Emiliano Polo Anaya, and Henry Ziemer survey potential risk vectors in the supply of critical minerals for semiconductor manufacturing and outline the potential for the Western Hemisphere to mitigate these challenges.

Brief by Ryan C. Berg, Henry Ziemer, and Emiliano Polo Anaya — May 15, 2024