Craig Singleton

Craig Singleton, a senior director and fellow at the Foundation for Defense of Democracies, dives deep into the tech rivalry between the U.S. and China. He highlights China's strategic use of rare earth magnets and its implications for American manufacturing. Singleton critiques the profit-sharing deal involving NVIDIA's H20 chips, warning of potential risks. He details China's 'five-lever playbook' for dominating critical technologies like polysilicon and LiDAR, emphasizing the hidden threats to U.S. national security, including in biotech.

Craig Singleton, a Senior Fellow at the Foundation for Defense of Democracies, dives into the critical landscape of US-China tech competition. He highlights China's dominance in rare earth minerals as a significant vulnerability for the U.S. The discussion shifts to the risks of exporting advanced semiconductors, like Nvidia's H20, to China's military. Singleton also reviews how technologies such as LIDAR and display systems could create supply chain vulnerabilities, emphasizing the urgent need for strategic responses in this high-stakes rivalry.