Commentary
Trump Has A Bold Vision for Artificial Intelligence. Tariffs Could Wreck It.
President Donald Trump’s push for an industrial revolution in AI is in significant tension with his plans for wide-ranging tariffs on semiconductors.
Ben Reynolds
Research Analyst
Ben Reynolds is a Research Analyst with Rhodium Group’s China Corporate Advisory team, specializing in US-China semiconductor competition and its impact on global electronics supply chains.
ChinaBefore joining Rhodium Group, Ben was an electronics industry consultant at Prismark Partners LLC, where he advised clients on emergent trends in the AI hardware supply chain, China’s domestic semiconductor development, and US/G7-China technology competition.
Ben holds an MA in China Studies and International Economics from the Johns Hopkins School of Advanced International Studies, a Chinese and American Studies certificate from the Hopkins-Nanjing Center, and a BA in International Affairs from Princeton University.
Research by Ben Reynolds
Note
Silent Saboteurs: Loaded Assumptions in US AI Policy
We break down the potential fault lines within the five core assumptions implicit in emerging US AI policy. This lets us stress test the US approach and anticipate what the next wave of AI competition will likely entail.
External research
Derisking Energizes China’s Greenfield Chipmaking Investments
Chinese companies are expanding again in Northern Europe and Southeast Asia through greenfield FDI, which may complicate US efforts to get Chinese entities out of supply chains and curb their access to advanced technologies.
Note
Slaying Self-Reliance: US Chip Controls in Biden’s Final Stretch
With its December 2 chip control rules, the US is deploying a powerful combination of long-arm measures and entity listings that center on China’s self-reliance nexus of Huawei and SMIC.