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On October 17, 2026, Saif Khan, a former official at the U.S. National Security Council and the Department of Commerce, founded a new think tank, the Center for Technology and Statecraft (CTS). An interview published by ChinaTalk the same day showed that in CTS's DUV report, Khan predicted that if exports of the relevant equipment were stopped now, by the mid-2030s China could produce about 100 times fewer AI chips than the United States, and he argued that DUV controls are the most critical lever for the United States to influence the AI balance of power. In the interview he also discussed how robotics will become the next frontier in U.S.-China AI competition, and how AI is changing policy research itself. At present, the center and the above judgments all come from the same report, with no other independent sources or subsequent developments.
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Why DUV Controls Hold Up: Saif Khan on the U.S.-China AI Chip RivalryDevelopments
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Oct 17
ChinaTalk
Why DUV Controls Hold Up: Saif Khan on the U.S.-China AI Chip Rivalry
Saif Khan, a former U.S. National Security Council and Commerce Department official, predicts in a new DUV report from the new think tank CTS that if exports of the relevant equipment stopped now, by the mid-2030s China could produce roughly 100 times fewer AI chips than the United States, making DUV controls the most critical lever for the United States to shape the AI balance of power. In a ChinaTalk interview, he also discussed how robotics will become the next frontier in U.S.-China AI competition, and how AI is changing policy research itself.