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Wire · operational-macro

Saif Khan: The Case for DUV Controls

Published

17 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at chinatalk.media →

◆ Verified

Fusion42 · 17 October 2026 · Fusion42 review

Saif Khan argues that controlling exports of Deep Ultraviolet (DUV) lithography tools is the most effective U.S. leverage point to maintain AI chip production superiority over China, projecting China could produce 100 times fewer AI chips by the mid-2030s if such controls remain in place. His new think tank, the Center for Technology and Statecraft, emphasizes forward-looking, supply chain grounded AI policy research to influence government regulation and balance in US-China AI competition.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

Controlling key chip-making tools is your biggest lever to limit China’s AI chip production. If you work in semiconductor supply chains or AI hardware, expect regulatory pressure to shape your market access over the next decade.

◆ Coverage

1 source · 17 Oct 2026

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◆ Topics

Semiconductorsexport-controlsai-chipsus-china-competitionduv-lithographypolicy-research