Semiconductors and Geopolitics

Stanford Emerging Technology Review Faculty Council Member Mark Horowitz and CFR’s technologist-in-residence Sebastian Elbaum discuss where chip manufacturing is heading, how hardware advances are powering the new artificial intelligence (AI) era, and what the United States should prioritize in order to sustain its leadership in this crucial domain.

Guest: Mark Horowitz, chair of the Electrical Engineering Department at Stanford University

Guest: Sebastian Elbaum, the Technologist in Residence at the Council on Foreign Relations

Host: Martin Giles, Managing Editor of the Stanford Emerging Technology Review

Read the 2025 Stanford Emerging Technology Review at https://setr.stanford.edu/