Jacob Feldgoise
@jacob_feldgoise
Semiconductor supply chains, economic security, and AI workforce — Senior Data Research Analyst @CSETGeorgetown
🚨 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: 🧵
AI companies have made voluntary commitments, but they shouldn't tackle national security risks alone. @kendrea_beers outlines practical government measures to improve AI preparedness in the near term without waiting for comprehensive regulation: cset.georgetown.edu/article/beyond…
Very interesting new analysis from my colleague @KathleenCurlee
The U.S. commercial space industry was built on #NASA. Its funding, test sites, and early contracts enabled the commercial boom we see today. As threats to NASA grow, we need to remember how we got here. New brief with @CSETGeorgetown: 🧵
New MERICS report on China’s AI stack: merics.org/en/report/chin…
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…
ICYMI
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…
NEW: We’ve just published @CSIS analysis of China’s threats to gallium supply chains. Firms and governments are understandably focused on rare earths, but they’re ignoring and misunderstanding China’s chokehold on gallium, a critical mineral that is crucial to military tech.
A take worth reading on #scipol reform debate by @ISSUESinST's @LisaMargonelli Back to Vannevar Bush or to what's next in the Endless Frontier? issues.org/innovation-hid…
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…
Interesting article on FPGAs for edge AI flagged this morning by @emergingtechobs Scout: FPGA诞生40年：穿越周期，如何成为不可替代的边缘AI王者？ scout.eto.tech/?id=4559
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
"CSET researchers found Chinese firms “have made notable gains in equipment used in fabrication,” including achieving parity with Japan in one particular segment of that business. But chipmaking gear maker SMEE is still far behind advanced lithography...the critical chokepoint"
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
CSET researchers: China's SMEE has only a 4% market share in older-generation chip lithography, far below ASML and Nikon, a "chokepoint" for China's chip plans (@debbywuintaipei / Bloomberg) bloomberg.com/news/articles/… techmeme.com/250714/p12#a25…
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/…
.@nvidia I love your products. You're probably the most important company in the world. Just a quick question — When you say you're "partnering" with companies sanctioned for building supercomputers for the Chinese military, what exactly do you mean by that? 🧵
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
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!