#SeoulAISummitWatch
These organisations, in furtherance of safe and trustworthy AI, undertake to develop and deploy their frontier AI models and systems[footnote 1] responsibly, in accordance with the following voluntary commitments, and to demonstrate how they have achieved this
Frontier AI Safety Commitments, AI Seoul Summit 2024: agreed:
Amazon
Anthropic
Cohere
Google
G42
IBM
Inflection AI
Meta
Microsoft
Mistral AI
Naver
OpenAI
Samsung Electronics
Technology Innovation Institute
xAI
Inclusion of Chinese AI firm is important
Europe must reduce its dependency on the US and avoid getting dragged into a confrontation between China and the U.S. over Taiwan, French President Emmanuel Macron said in an interview on his plane back from a three-day state visit to China.
Leadership.
Buying the Heartland
In total, Chinese-owned land makes up less than 1 percent of all foreign owned land in the U.S. and 0.03 percent of all total U.S. farmland, according to the U.S. Department of Agriculture.
More like, buying fear...
Exclusive: Tech war: China’s top memory chip maker YMTC making progress in producing advanced 3D NAND products with locally sourced equipment: sources | South China Morning Post
Stiglitz: The underlying problem is that the US did not anticipate a rival such as China. Even without subsidies, China “could outcompete just because of the scale of their economy and the number of engineers they have.
Qualcomm To Lose Up To 60 Million Chipset Orders in 2024 Thanks To Huawei’s Kirin 9000S, Potential Profit Loss In The Billions
This is not at all clear...
The chip war is now a patriotic war for China
Washington may pretend denying the most advanced chips to China is all to do with the US’ national security. After all, it even rolls out the national security adviser to pontificate on the latest Mate 60 Pro. Imagine if Beijing
Stopping China’s growth cannot be a goal for the west
The fact that such a debate is taking place at all says something about the current confusion in western capitals...
Huawei, once almost crippled by US sanctions, made a dramatic comeback. With unprecedented state support, it's now leading China's efforts in chip independence via
@business
Excellent piece...Sanctions move China to replace chips supply chain
In an open free-trade economy, going it alone is so expensive that it does not make sense. But when confronted with ever-widening sanctions, it becomes a necessity.
Debunking China's overcapacity myth
Goldman: All the available evidence indicates that China’s remarkable export performance is driven by manufacturing productivity due to investment in robotics and AI applications.
The bizarre secret behind China's spy balloon
After the Navy raised the wreckage from the bottom of the Atlantic, technical experts discovered the balloon's sensors had never been activated while over the Continental United States.
Sources said that at this year's gathering, a group of retired party elders reprimanded the top leader in ways they had not until now. Xi later expressed his frustration to his closest aides, according to the information gathered.
How the Big Chip Makers Are Pushing Back on Biden’s China Agenda
They have challenged the White House’s national security wisdom in meetings with officials like Secretary of State Blinken and Commerce Secretary Raimondo, wooed think tanks and urged leaders across Washington to
A lot has been written recently about semiconductor supply chain diversification, the US CHIPS Act, the EU CHIPS Act, onshoring, friendshoring, the Chips 4 Alliance, and semiconductor industrial policies in Japan, South Korea, and Taiwan. A thread.
Part of Taiwan’s most advanced missile sent to mainland China for repairs
The Swiss manufacturer Leica has a repair facility in Shandong province and it was sent there after it was returned to the maker for repairs, Taiwan says
Huge....Huawei reclaims top spot in China’s smartphone sales ranking, its first time back since company was added to US blacklist | South China Morning Post
Exclusive: U.S. pushes Chinese owner of Grindr to divest the dating app
The Committee on Foreign Investment in the United States (CFIUS) has informed Kunlun that its ownership of West Hollywood, California-based Grindr constitutes a national security risk.
Chinese Premier Li Qiang took a test ride Wednesday as Indonesia finally completed a long-delayed high-speed rail line built with Chinese assistance.
Wait, Indonesia has high speed rail and the US does not?
Huawei CFO Meng Wanzhou’s bank fraud charges to be dismissed, ending fraught chapter in US-China tech war
With no information that Meng violated a deal struck with US prosecutors in 2021, US has moved to dismiss case as agreed
A lose lose case all around
Exclusive: Australia concludes China decoupling ‘impossible’ after carrying out series of classified studies
Separate administrations conducted investigations into the feasibility of ‘diversifying’ import-export relationship, all resolved such a decoupling would be unmanageable
The myth of Chinese overcapacity
Without a single Chinese electric vehicle (EV) sold in the US, Senator Sherrod Brown has already called for their ban, declaring, “Chinese electric vehicles are an existential threat to the American auto industry.”
The most important aspect of the 7 October export control package released by the US Commerce Department is arguably its unilateral nature, and the struggle to get other key players onboard, primarily the Netherlands and Japan, continues. A thread. 🧵
Chinese universities ranked ahead of Oxbridge, Caltech in quality research output by Nature Index
Rankings based on published scientific papers show Chinese institutions overtaking the US and other Western counterparts
Sun Yat-sen University overtakes Oxford with 22 per cent
Thailand, Indonesia emerge as bigger links in EV supply chain
Japanese parts makers see BYD and other Chinese automakers as potential customers. Toyota Motor and Honda Motor plan to make EVs in Thailand but likely will start at a small scale.
The country should “focus on the real economy” – meaning production and sale of physical goods and services – instead of areas such as finance and property that may lead to bubbles, Xi told a meeting of Central Financial and Economic Affairs Commission.
As China continue to come under pressure from US export controls, a fully alternative ecosystem with little or no-US controllable inputs is coming into focus, but many tech/ecosystem challenges remain to creating alternatives to key pieces such as core processor IP. A thread.🧵
Beijing says it now has capacity to build Taiwan high-speed rail link from Chinese mainland
Taipei has dismissed Beijing’s latest blueprint for boosting connectivity between the island and nearby province of Fujian as ‘wishful thinking’
But senior official from state planner
Countries push back against US’s anti-China tech policy
Officials at Global Tech Day summit say their countries will continue to build tech and trade ties with Beijing.
CEOs of Intel, Qualcomm, and Nvidia Corp. are planning to lobby against extending restrictions on the sale to China of certain chips and the equipment to manufacture the semiconductors that the Biden administration is set to roll out in the coming weeks,
Elon Musk and Jamie Dimon lead corporate charge to Beijing
In just two days this week, Musk had more top-level Chinese meetings than most Biden administration officials have had in months. (actually years, though that is about to change)
China dismisses rumors of a Blinken visit, calling for US sincerity rather than saying one thing but doing another Some serious shadowboxing going on here...
Exclusive: Trump launched CIA covert influence operation against China
Three former officials told Reuters that the CIA created a small team of operatives who used bogus internet identities to spread negative narratives about Xi Jinping’s government while leaking disparaging
The US is gripped by a debilitating Sinophobia, a pervasive fear that could result in misdiagnosing problems, with potentially devastating consequences...
Could? Clearly has already..
Brazilian president Luiz Inácio Lula da Silva will propose a “peace club” with China to mediate an end to the conflict in Ukraine when he travels to Beijing this week to meet President Xi Jinping.
Star mathematician Sun Song leaves US for China
After more than a decade of research and teaching in the United States, Chinese-born maths star Sun Song has joined a university in eastern China as a full-time professor.
US-China relations have entered a frightening new era
...relationship btwn US and China is likely to determine humanity’s fate in the 21st century....determine whether there will be peace, prosperity, protection of planetary environment, or the opposites
A roadmap for a US-China AI dialogue
Good discussion, but any attempts for government level dialogue will founder on the rocks of the GPU controls, particularly given comment last month by Secretary Raimondo that the goal is to prevent China from training frontier models.
Chinese investment is retreating from the West as hostility to Chinese capital has grown. Increasingly, Chinese companies are instead spending money on factories in Southeast Asia and mining and energy projects in Asia, the Middle East and South America.
The real reason the US wants to keep China down
Which of the following constitutes a threat to US national security: steel, social media, port cranes or self-driving cars? The answer is: all of them, according to Washington, if they are from China.
via
A recent Asia Nikkei thread on AI research touted China as “trouncing” the US in output and quality. What is going on here and is this an accurate way to look at the situation? A thread.
Joe Biden’s China strategy is not working
The consequences of this new thinking are now becoming clear. Unfortunately, it is bringing neither resilience nor security. Supply chains have become more tangled and opaque as they have adapted to new rules.
Tech war: China makes key progress in narrowing mobile memory chip gap with South Korea, US
CXMT said on Wednesday that it has produced China’s first lower power Double Data Rate 5 DRAM chip, used in mobile devices like smartphones.
Huawei aims to restart making cutting-edge mobile chips as early as this year, as US further restrict access to key tech for semis
@pstAsiatech
so what was point of billions in lost revenue for leading US tech firms? Crickets.
👇👇👇 No, no one in China wants global chaos, least of all Xi, and no, the best way to understand China is to interact regularly with people from all walks of like, not misinterpret Xi's speeches....
China is already waging a cold war on the US, says former top Trump China aide Matt Pottinger—and the US should try to win it. Our conversation from today's GPS:
Mueller: China doesn’t present the same kind of ideological challenge as the Soviet Union. China does not seem to have much in the way of territorial ambitions beyond reincorporating Taiwan at some point and settling disputes over parts of its border and over the seas around it.
#ChinaSMEWatch
AMEC Chairman Gerald Yin, who is known as the "father of China's semiconductor equipment," recently said that "80% of the semiconductor equipment imported by China can be replaced by Chinese equipment by the end of the year."
China’s curb on metal exports reverberates across chip sector
South Korea’s commerce ministry convened emergency meeting to discuss China’s decision to control exports of gallium + germanium, metals used in chips, EVs and a range of telecoms products.
China and Brazil agreed on Friday to set up a working group to pursue cooperation on semiconductors as the South American nation strengthens ties with Beijing in areas of sensitive technology.
China’s top overseas students face ‘glass ceiling’, hard choices amid fraught US ties
A growing number of PhD graduates from STEM studies are opting to return to China, despite fierce competition
Whoa...Chinese fintech giant Ant Group, Huawei to build HarmonyOS-based Alipay app amid growing adoption of home-grown operating system | South China Morning Post
Our new tour de horizon of AI in 2024 is now live! Great working with
@KevinAllison
and
@anarkaleep
AI Decrypted: A Guide for Navigating AI Developments in 2024 | Albright Stonebridge Group
The west is in the grip of a decoupling delusion
Anwar’s visit to Beijing could hardly have been more different. Here there was no talk of decoupling. Rather, Malaysia’s leader hailed China’s economic prowess and encouraged greater investment.
"The question Europeans need to answer … is it in our interest to accelerate [a crisis] on Taiwan? No. The worse thing would be to think that we Europeans must become followers on this topic and take our cue from the U.S. agenda and a Chinese overreaction."
ASML has just five customers for its existing EUV machines — TSMC in Taiwan, Samsung and SK Hynix in South Korea, and Intel and Micron in the US. All of them have ordered the latest model...
Huawei Leads Chinese Effort to Compete With Nvidia’s AI Chips
The Huawei-led consortium, backed by funding from the Chinese government, aims to produce high-bandwidth memory chips—a crucial component in advanced graphic processing units—by 2026
Thread: Chaos in China chip industry spreads, but is it overreaction?
There are indications that all US semiconductor manufacturing tool makers, incl Applied Materials, Lam Research, KLA Tencor are pulling US persons from many China fabs currently operating or under construction
Huawei’s Android and Linux alternatives get boost from Shenzhen as China continues to wean itself off foreign tech
Sanctioned-hit Huawei is getting more support from the Shenzhen government in an action plan that promotes the use of HarmonyOS and EulerOS
Much attention recently to dominance of Dutch giant ASML in advanced lithography + US efforts to restrict exports to China. But the real workhorse of industry is less advanced lithography, currently subject of trilateral negotiations on new controls. What is at stake? A thread.🧵
Huawei teases ‘disruptive’ products in 2024 after surprise launch of Mate 60 5G smartphone series
The Chinese tech giant will release ‘leading, innovative and disruptive’ products next year, says executive Richard Yu Chengdong
#MakingHuaweiGreatAgain
#MHGA
Administration offers contradictory explanations on GPU controls. A thread. 🧵
Raimondo: “it’s not realistic” to think U.S. can stop China’s technological development, but rather that the goal was “slowing them down.”
This sounds like a very broad agenda