Hanna Dohmen
@HannaDohmen
Senior Analyst @CSETGeorgetown & Nonresident Fellow @ACGlobalChina | JD Candidate @GeorgetownLaw | Interests: Economic Security, Tech comp. | Views my own
Huawei's latest AI chip—the Ascend 910B—is the closest challenger to NVIDIA's A100. @jacob_feldgoise and I dig into the technical specifications to provide new insights into HW's progress and limitations 1/ cset.georgetown.edu/publication/pu…
International students made up more than 40% of the 500k doctoral degrees awarded by U.S. universities between 2000 and 2019. And stay rates for foreign STEM PhDs are high — over 70% remain in the U.S. @jasonrileywsj cited a 2022 CSET report in his new piece for @WSJopinion.
From @WSJopinion: Donald Trump has made the Harvard man his whipping boy, and academia certainly had it coming, writes @jasonrileywsj. Still, what is the president’s objective? on.wsj.com/4kDJt1s
Important indicator for where U.S. export controls will go next: the AI Action Plan recommends new controls on *subsystems* of chipmaking tools. We talked about this in a CSET webinar last week 👇
Highlights: - Of the global top 10 semiconductor equipment makers, 2 are now Chinese - Chinese firms only have 4% of global market share for older gen lithography machines - SME industry is consolidating due to scale. But Chinese firms are not, due to state support like…
We had such a fun conversation yesterday about China's progress in chipmaking tools @CSETGeorgetown! Ft. the ever insightful @KhanSaifM (IFP), Dan Kim (TechInsights), Mario Palacios (Applied Materials), and @HannaDohmen. Recording available here: cset.georgetown.edu/event/rewiring…
We had such a fun conversation yesterday about China's progress in chipmaking tools @CSETGeorgetown! Ft. the ever insightful @KhanSaifM (IFP), Dan Kim (TechInsights), Mario Palacios (Applied Materials), and @HannaDohmen. Recording available here: cset.georgetown.edu/event/rewiring…
China faces significant challenges advancing its semiconductor lithography, a key hurdle for its drive toward technological self-sufficiency and superiority in the trade war with the US bloomberg.com/news/articles/…
China has made progress in many parts of the semiconductor supply chain over the last 5 years: CMP tools, etch & clean, deposition, advanced packaging, testing. But China remains far behind industry leaders in lithography equipment. Great new report: cset.georgetown.edu/article/inside…
So excited to share that today @CSETGeorgetown and @emergingtechobs are launching an ✨updated✨ version of our chip supply chain explorer! We've got: 👉 New data 👉 New features 👉 New analysis Links in thread
Big update of CSET's semiconductor supply chain explorer with 2024 data, out today! The headline: China is making steady progress in some stages of the supply chain, but still struggling in others, especially lithography—even older lithography, I was surprised to see. More…
So excited to share that today @CSETGeorgetown and @emergingtechobs are launching an ✨updated✨ version of our chip supply chain explorer! We've got: 👉 New data 👉 New features 👉 New analysis Links in thread
An essential resource just got better!
So excited to share that today @CSETGeorgetown and @emergingtechobs are launching an ✨updated✨ version of our chip supply chain explorer! We've got: 👉 New data 👉 New features 👉 New analysis Links in thread
Thank you @debbywuintaipei and @technology for covering our analysis of China's market share in chipmaking tools! bloomberg.com/news/articles/…
Join us on Wednesday (July 16) at 12pm ET when we'll discuss our findings and what China's progress means for the US and allies with a great lineup up experts! cset.georgetown.edu/event/rewiring…
Excited to share a few big updates! Today @CSETGeorgetown we launched a major update to our @emergingtechobs Chip Supply Chain Explorer and published a blog analyzing China's progress In chipmaking tools over the last 5 years!
Webinar Next Week 📺 It's a pivotal time for chips and chipmaking. On July 16, experts from @techinsightsinc, @Applied4Tech, @IFP, and CSET will survey the landscape. We'll also debut CSET's updated Supply Chain Explorer and our new report on China’s progress on chipmaking…
So excited to share that today @CSETGeorgetown and @emergingtechobs are launching an ✨updated✨ version of our chip supply chain explorer! We've got: 👉 New data 👉 New features 👉 New analysis Links in thread
Don’t miss this great group of panelists — we’ll be discussing China’s progress in chipmaking equipment and implications for the US.
Webinar Next Week 📺 It's a pivotal time for chips and chipmaking. On July 16, experts from @techinsightsinc, @Applied4Tech, @IFP, and CSET will survey the landscape. We'll also debut CSET's updated Supply Chain Explorer and our new report on China’s progress on chipmaking…
🚨 Brand new details on Huawei’s Ascend 910C chip and CloudMatrix384 system! A new paper from Huawei confirms what we suspected about the architecture, throughput, and HBM of the Ascend 910C NPU. More details: 🧵
The White House just paused ALL visa interviews for foreign students. A disaster for longterm US competitiveness in emerging techs. Five months in, and the damage is adding up. A detailed account of the disruptions to US science, by month. 🧵 /40
Apparently still needs to be said: If we're trying to compete with China in advanced tech, this is *insane*. Even if this specific pause doesn't last long, every anti-international-student policy deters more top talent from choosing the US in years to come. Irreversible damage.