Jonathan Hillman, Senior Fellow for Geoeconomics at the Council on Foreign Relations, joins KEI for a wide-ranging conversation on the frontlines of U.S.-China economic competition. Hillman examines where China is pulling ahead—particularly in quantum communications and data centers — and what that means for the future of AI and technological leadership. He breaks down the opportunities and risks for allies like South Korea across critical technology areas, including AI, quantum computing, and advanced biotech manufacturing, explaining why Korea's semiconductor ecosystem is uniquely positioned to play a decisive role. The conversation also explores the enormous potential for U.S.-Korea private sector investment, how to mobilize that capital effectively, and the evolution of economic security tools like export controls and their continued relevance in 2026. Hillman also weighs in on the challenges and advantages of supply chain reshoring and offers his read on what may unfold at a potential U.S.-China summit this year.

You can find the full report here: https://www.cfr.org/task-force-reports/us-economic-security !

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