From Posting to Policy: Saif Khan on DUV and the AI Balance

The Center for Technology and Statecraft aims to fill a critical research gap in the AI policy ecosystem by prioritizing empirically grounded, technical analysis over reactive commentary. A central focus involves understanding the physical AI supply chain, particularly the strategic importance of DUV immersion lithography as a primary choke point in U.S.-China competition. Projections indicate that restricting these tools could maintain a significant U.S. compute production lead into the mid-2030s. Beyond semiconductors, the research agenda expands into the intersection of AI and robotics, exploring how physical automation will reshape labor markets and social contracts. By fostering a "full-stack" research approach, the organization seeks to equip policymakers with the technical expertise necessary to navigate long-term AI transitions, moving beyond short-term political noise to address the structural shifts inherent in advanced AI development.