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Mark Aslett
Dec 10, 20243 min read
The New Resource Battlefield: China's Rare Metal Ban and Its Implications for U.S. Defense
WSJ Article: China Hits Back at U.S. Chip Controls With Limits on Key Raw Materials As tensions between the U.S. and China escalate, the...
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Mark Aslett
Sep 13, 20244 min read
Intel’s Identity Crisis: A Pivotal Moment for the Silicon Valley Giant
Bloomberg Article: Intel Has Only Tough Options After Its Long and Stinging Fall From Grace The Struggles of a Once-Untouchable...
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Mark Aslett
Sep 9, 20243 min read
Breaking the Chains: Critical Metals, Semiconductors, and the U.S.-China Tech War
The FT Article: The battle to secure economically critical metals As the U.S. and China intensify their competition over semiconductor...
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Mark Aslett
Sep 6, 20243 min read
Intel’s Financial Struggles Could Derail Biden’s Semiconductor Strategy: Implications for National Security
Bloomberg Article: Intel’s Money Woes Throw Biden Team’s Chip Strategy Into Turmoil The Biden administration’s ambitious vision to...
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Mark Aslett
Sep 2, 20243 min read
A New Front in the Chip War: US Pressure, Japan's Dilemma, and China's Retaliatory Rare Earth Mineral Threats
Bloomberg Article: China Warns Japan of Retaliation for Possible New Chip Curbs The escalating technological cold war between the United...
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Mark Aslett
Aug 30, 20243 min read
The Netherlands' Restriction on ASML's China Operations: A Strategic Shift in Global Semiconductor Power Play
Bloomberg Article: T he Netherlands to Put More Curbs on ASML’s China Chip Business The Netherlands is poised to impose new limitations...
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Mark Aslett
Aug 30, 20242 min read
Chinese Export Controls: A New Front in the Global Tech War
FT Article: China’s export curbs on semiconductor materials stoke chip output fears With Beijing's recent restrictions on gallium and...
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Mark Aslett
Aug 28, 20242 min read
The Chip War: A New Front in the Battle for U.S. National Security
FT Podcast Transcript: Who is winning the chip wars? With Chris Miller The global semiconductor industry has evolved from a niche...
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Mark Aslett
Aug 8, 20243 min read
How China is Outsmarting American A.I. Bans: Smugglers, Front Companies, and the Battle for Tech Dominance
NY Times Article: With Smugglers and Front Companies, China Is Skirting American A.I. Bans Smuggling and Subterfuge: China’s Workaround...
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Mark Aslett
Jun 6, 20242 min read
The Great Semiconductor Shift: What's Ahead for the Future of Chips?
MIT Technology Review Article: What's Next in Chips As artificial intelligence continues to reshape industries, the semiconductor sector...
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Mark Aslett
May 30, 20242 min read
Japan's $67 Billion Chip Gambit: A Game Changer for US National Security?
Bloomberg Article: Japan Bets $67 Billion to Become a Global Chip Powerhouse Once Again In an ambitious move to reclaim its status as a...
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Mark Aslett
May 28, 20242 min read
Semiconductor Supremacy: The US-China Tech Tug-of-War and Its Ramifications for National Security
Bloomberg Article: Global Chips Battle Intensifies With $81 Billion Subsidy Surge A Global Race for Technological Prowess The global...
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Mark Aslett
May 23, 20242 min read
America's Strategic Mastery: Silicon Valley and the New Tech Frontier in National Defense
FT Article: The great American innovation engine is firing again Silicon Valley, long celebrated for its disruptive innovation far from...
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Mark Aslett
May 14, 20242 min read
The Semiconductor Showdown: Unveiling the Strategic Dimensions of U.S. National Security
Bloomberg Article: Why Making Computer Chips Has Become a New Global Arms Race The global semiconductor industry, pivotal in...
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Mark Aslett
Feb 19, 20242 min read
Unearthing Power: How Wyoming's Rare Earths Redefine U.S. Dominance and Sustainability in the Global Arena
WSJ Article: Wyoming Hits the Rare-Earth Mother Lode The discovery of 2.34 billion metric tons of rare-earth elements near Wheatland,...
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Mark Aslett
Feb 15, 20242 min read
Navigating the Semiconductor Maze: China's Quest for Technological Sovereignty and the Implications for US National Security
The Economist Article: China is quietly reducing its reliance on foreign chip technology In a world increasingly driven by technology,...
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Mark Aslett
Feb 9, 20242 min read
Breaking the Mold: How China's Chiplet Innovation Strategy Could Redefine Global Semiconductor Dynamics
Article MIT Technology Review: Why China is betting on Chiplets In the shadow of stringent US sanctions, the Chinese semiconductor...
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Mark Aslett
Jan 23, 20242 min read
Decoding the Microelectronics Maze: A Strategic Imperative for National Defense
The United States Department of Defense (DoD) faces a critical challenge in modernizing its military systems to meet evolving national...
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Mark Aslett
Dec 26, 20232 min read
The Hidden Costs of America's Race to Semiconductor Sovereignty: A National Security Dilemma
The semiconductor industry is, quite literally, the cornerstone of our modern world, deeply entrenched in everything from smartphones and...
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Mark Aslett
Dec 26, 20232 min read
The Dragon's Silicon AmbushChina's Semiconductor Surge and Its Threat to National Defense
The semiconductor industry is vital to our digital world, powering everything from smartphones to advanced defense systems. China's rapid...
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