Silverado’s Semiconductor and Semiconductor Manufacturing Equipment Portfolio

Silverado supports U.S. semiconductor competitiveness through policies that (1) bolster domestic fabrication and broader semiconductor manufacturing; (2) combat non-market and market distorting practices that create an unlevel playing field for competition; (3) protect U.S. technology and innovation from acquisition by adversaries; and (4) promote demand for and trade in U.S. products.

This is the landing page for Silverado's work to date on these issues, including Silverado’s reports and data dashboards on industry conditions, trade and investment, testimony and comments Silverado has provided to the U.S. Government to contribute to trade-related investigations, and media publications highlighting Silverado’s work.

Reports

Scaling Servers: Recent Trends in U.S. Production and Imports of Servers (June 2025)

This report assesses the current state of server supply to the U.S. market, including recent trends in production and imports, and U.S. server exports. It is part of a project on the U.S. information technology infrastructure equipment supply chain.

U.S. IT Infrastructure Equipment Supply Chains: Project Introduction (June 2025)

This report introduces Silverado’s research project on IT infrastructure, which examines the key equipment used in IT infrastructure, including the hardware and other equipment used in facilities such as data centers.

China Semiconductor Manufacturing Equipment Import Analysis: Spring 2025 (May 2025)

Silverado's Spring 2025 update on imports of semiconductor manufacturing equipment imports by China, which remained the largest global equipment importer in 2024.

Understanding Recent Trends in Global Semiconductor Trade (October 2024)

This report examines the state of global semiconductor trade in 2023 and the first half of 2024.

World on the Brink: How America Can Beat China in the Race for the Twenty-First Century (April 2024)

An essential read to understand the history, geopolitical, military, technological and economic implications and dynamics of Cold War II, the current geopolitical struggle between America and China, and what America's grand strategy for victory in this new conflict should look like.

Foundational Fabs: China's Use of Non-Market Policies to Expand its Role in the Semiconductor Supply Chain (October 2023)

This expansive analysis of China’s semiconductor policies finds nonmarket policies are a key driver of China’s industry growth, China’s industry is among the largest in the world, and China is a leading producer of foundational semiconductors. Additional key findings and supporting data are included. A webinar accompanying the release of the report is available here.

Russia Shifting Import Sources Amid U.S. and Allied Export Restrictions (January 2023)

This report includes a case study on the suppliers of semiconductors to Russia following the Russian invasion of Ukraine.

Comments and Testimony:

Silverado Oral Testimony Before the U.S.-China Economic and Security Review Commission: Dominance by Design: China Shock 2.0 and the Supply Chain Chokepoints Eroding U.S. Security (June 2025)

CEO Sarah Stewart testified before the U.S. – China Economic and Security Review Commission to explain the threat to U.S. national and economic security from foreign-made semiconductors, including foundational chips from China.

Silverado Comments on Section 232 National Security Investigation: Semiconductors (May 2025)

Silverado submitted comments on the investigation to determine the effects on national security of imports of semiconductors and semiconductor manufacturing equipment and their derivative products initiated under section 232.

Section 301 Investigation Testimonies

Silverado Oral Testimony on USTR's Initiation of Section 301 Investigation of China’s Acts, Policies, and Practices Related to Targeting of the Semiconductor Industry for Dominance (March 2025). CEO Sarah Stewart provided oral testimony on USTR's Initiation of Section 301 Investigation.
Silverado Written Testimony on USTR's Initiation of Section 301 Investigation of China's Acts, Policies, and Practices Related to Targeting of the Semiconductor Industry for Dominance (March 2025). Silverado submitted written testimony on USTR's Initiation of Section 301 Investigation.
Silverado Comments on USTR's Initiation of Section 301 Investigation of China’s Acts, Policies, and Practices Related to Targeting of the Semiconductor Industry for Dominance (March 2025).
Silverado Submits Comments to USTR on Section 301 Tariffs (July 2024). Silverado submitted comments in response to USTR's call for stakeholder input on its Initiation of Section 301 Investigation.

Silverado Submits Comments to USTR on Promoting Supply Chain Resilience (May 2024)

CEO Sarah Stewart testified at USTR’s Supply Chain Resilience virtual hearing on May 22, and Silverado submitted its comments to USTR on April 22, 2024. These comments recommend policies that fall into two categories– proactive engagement and strategic reaction and includes specific actions for USTR.

Silverado Comments on Supporting a Strong Domestic Semiconductor Industry (March 2022)

Silverado responds to Department of Commerce request for comments on Incentives, Infrastructure, and Research and Development needs to support a strong domestic semiconductor industry.

"How Congress Can Ensure CHIPS Act Funding Advances National Security Interests" (February 2022)

In an essay published in Lawfare, CEO Sarah Stewart and CNAS's Emily Kilcrease lay out policy measures that Congress could take to ensure that CHIPS Act funding advances the national security interests of the United States.

Ante Up: Going All In on the Global Chips Race: A conversation between Rep. Ro Khanna, Rep. Mike Gallagher, the Cyberspace Solarium Commission's Mark Montgomery, and Silverado's Dmitri Alperovitch and Sarah Stewart (December 2021)

A virtual discussion about the economic and national security considerations driving the U.S.'s strategy on semiconductors.

Data Dashboards and Infographics:

U.S. Server Manufacturing Plants (June 2025)

Silverado infographic displaying examples of current and planned server manufacturing plants in the United States.

U.S. Server Imports (June 2025)

Infographics indicating the value and origin of U.S. server imports.

U.S. Imports of Computer Parts (June 2025)

Infographics indicating the value and origin of U.S. computer part imports.

Russia Semiconductor Imports Dashboard: Pre- and Post-Invasion Trends (July 2024)

This data dashboard illustrates trends in Russia’s imports following Russia’s invasion of Ukraine.

Podcasts

All Things AI: An Interview With White House AI Guru Ben Buchanan (December 2023)

Dmitri Alperovitch comes to the White House to interview Dr. Ben Buchanan, the White House Special Advisor on AI.

How America Pulled the Plug on China’s Chips Sector (October 2022)

Dmitri Alperovitch and Silverado's Executive Director Sarah Stewart talk to Kevin Wolf, former Assistant Secretary of Commerce for Export Administration, about the latest export control measures announced by the Biden Administration.