Jeffrey D. Bean

IR, trade, tech, & security analyst with a twisted wrist shot. Analyze semiconductors & cyber geopolitics @ORFAmerica. Fmr: @CSIS @EastWestCenter RT ≠ endorse.

[Jeffrey D. Bean @BeanJD]

When the Chips Are Down: Policy Priorities for Sustaining U.S. Semiconductor Leadership | @WarOnTheRocks by me & @sjezell https://t.co/F1rTWEYsWw

[Jeffrey D. Bean @BeanJD]

TSMC Adds $100 Billion to Its U.S. Spending Plan https://t.co/AJQ1Lo6r9o

[Samir Saran @samirsaran]

Seeking a Trade Analyst at ORF America

Want to work with the fantastic ⁦@ORFAmerica⁩ team in #DC?

Read here and apply if you qualify 👇🏽

https://t.co/avcPsm25bz

[ORF America @ORFAmerica]

India’s #AIImpactSummit underscored its role in bridging technology producers and communities in the #GlobalSouth. But turning innovation into impact remains a challenge.

@BeanJD examines the opportunities for collaboration and barriers that will shape these efforts: https://t.co/Ok7h6aC1Rs

[Eliot Chen @eliotcxchen]

NEW: You may remember that on the same day last year Pres. Trump announced H200s could be sold to China, the DOJ announced it had broken up a chip smuggling ring.

I dug into the court docs that detail how the U.S. smugglers did it, and have identified the🇨🇳buyer:

[Scott Kennedy @KennedyCSIS]

My thoughts on the tech competition with China, which is central to the new @CSISEST report, "Tech Edge: A Living Playbook for America’s Technology Long Game"

https://t.co/upVcs3gfp2 via @YouTube

[Under Secretary of State Jacob S. Helberg @UnderSecE]

The U.S. and India signed a bilateral Joint Statement on AI Opportunity supporting:

✅ A Pro-Innovation Approach to AI:

“Both sides pledge to adopt and mainstream regulatory regimes that advance technological innovation and promote investment. They aim to champion a pro-growth regulatory environment that fosters AI innovation and empowers builders, coders, creators, startups, and the platforms that enable them, in both countries to test, deploy, and scale rapidly to build secure and trusted AI ecosystems.”

https://t.co/NxFgQqlGLD

[Director Michael Kratsios @mkratsios47]

The future of AI is agentic, and America is leading the way to make it secure and interoperable.

A new AI Agent Standards Initiative is launching this week @NIST to drive industry-led standards and open protocols that build trust and advance innovation. https://t.co/bS5oqvU8iu

[Jeffrey D. Bean @BeanJD]

Congress Revisits Export Curbs After Trump’s H200 Approval
| @business by Maggie Eastland https://t.co/oXSWQNOQRJ House Republicans are calling for congressional oversight of AI chip exports as the Trump admin moves to approve licenses for Nvidia to sell H200 to China.

[Jeffrey D. Bean @BeanJD]

Germany Attributes 2024 Cyber-attack on Air Traffic Control & disinformation to Russia https://t.co/naTM9pWN4v | @BBCWorld Good to a see a credible, measured public attribution against Russia’s GRU for this attack on CI. Ideally see more of this going forward in cyber diplomacy.

[Roman Sheremeta 🇺🇸🇺🇦 @rshereme]

On this day, 31 years ago, Ukraine signed the Budapest Memorandum. Under this agreement, Ukraine relinquished the world’s third-largest nuclear arsenal in exchange for security assurances from the United States, the United Kingdom, and russia.

Before the Memorandum was signed, renowned political scientist and international relations scholar John Mearsheimer warned that Ukraine should keep its nuclear weapons. He argued that this was the most effective way to prevent a future russian-Ukrainian war, describing such a war as a potential “catastrophe” that could lead to repeated conquest of Ukraine and “undermine peace across all of Europe.”

Despite these warnings, Ukraine was pressured by the US into signing the Budapest Memorandum and dismantling its nuclear arsenal. As part of the agreement, Ukraine destroyed its fleet of long-range strategic bombers and transferred more than 1,000 cruise missiles. The United States even assisted in destroying Ukraine’s bomber fleet.

In return, Ukraine received “security assurances” from the US, the UK, and russia.

Russia, of course, has brutally violated these assurances along with dozens of other treaties. In fact, the same missiles Ukraine surrendered to russia are now being used against Ukrainian cities.

And now, instead of honoring those commitments, the United States is pressuring Ukraine to surrender its own land to the aggressor — offering another set of “assurances” that will collapse the moment they are tested.

Budapest was a historic mistake. Repeating it today would not bring peace — it would pave the road to the next, even bloodier war.

[ORF America @ORFAmerica]

As India gears up to host the #AIImpactSummit in February, its approach to #AI is slowly but surely taking shape.

@d_jaishankar outlines India’s #AI strategy and its implications for U.S.-India #tech relations: https://t.co/u7yFe53i8V

[Ely Ratner @elyratner]

In today’s @washingtonpost, Randy Schriver and I argue that Taiwan is acting with greater seriousness and focus than ever before. And that America should stand with it. https://t.co/yRfBDvTKIR

[Jack Adamović Davies @jackoozell]

There's a lot of pressure on the Hun dynasty to shut down Cambodia's booming cyber scam industry. But in my latest for @ForeignPolicy I ask a question: Can the country's rotten status quo survive going cold turkey on fraud, and what happens if it can't?

https://t.co/HYqlQOJHc2

[Jeffrey D. Bean @BeanJD]

Micron to invest $9.6bn in Hiroshima plant to make HBM for GPUs | @NikkeiAsia by Ryo Mukano https://t.co/f1fKGrVATT

[Dave Brown @dave_brown24]

WSJ Editorial: Afghan refugees "shouldn’t be blamed for the violent act of one man. Collective punishment of all Afghans in the U.S. won’t make America safer and it might embitter more against the United States"
https://t.co/pv7MmUgKVl

[Silverado Policy Accelerator @SilveradoPolicy]

China has not exported rare earth compounds or metals in tariff lines fully covered by export controls to the United States since April 2025. While attention has focused on magnets, compounds and metals are also critical for U.S. industries. See Silverado’s new infographic 👇

[Foreign Affairs @ForeignAffairs]

“The United States needs secure supply chains, and for that it needs to encourage cross-border manufacturing with countries it can count on, not blanket tariffs that drive domestic prices up and foreign partners away,” argues @shannonkoneil.
https://t.co/cFd9HsELC9

[Foreign Affairs @ForeignAffairs]

In Trump’s second term, “having lost its leading Trump whisperer in Shinzo Abe, Asia seems somewhat at sea in its relationship with the United States,” writes Michael Green.
https://t.co/Y9kBG9m2gJ