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VOICE ARCHIVE

Julian Ku

@julianku
26 posts
2024-05-08
Feel like Commerce is playing whack a mole ("whack a chip"?)
2024-05-08 View on X
Financial Times

The US Commerce Department revokes some export licenses that let companies ship chips and other goods to Huawei; sources say the move affects Intel and Qualcomm

Move marks latest effort by Biden administration to target the country's tech sector  —  The Biden administration …

2023-10-18
⁦@FBIDirectorWray⁩ The FBI have, over the last several years, had about a 1,300 per cent increase in investigations that are, in one way or another, related to attempts to steal [IP] of the Chinese government, or some arm of the Chinese government". https://apple.news/...
2023-10-18 View on X
Reuters

In a rare joint statement, Five Eyes chiefs from the US, the UK, Canada, Australia, and New Zealand warn on China's IP “theft” and using AI to hack and spy

The Five Eyes countries' intelligence chiefs came together on Tuesday to accuse China of intellectual property theft …

2023-05-26
“American intelligence agencies and Microsoft detected what they feared was a more worrisome intruder: mysterious computer code appearing in telecommunications systems in Guam and elsewhere in the United States."" https://www.nytimes.com/...
2023-05-26 View on X
CNBC

Microsoft says Chinese state-sponsored hackers compromised “critical infrastructure organizations” across US industries, with a focus on gathering intelligence

aimed @ stopping relief of Taiwan in case of blockade or kinetic conflict...Biden Regime aware of this since February—same time as the airship incursion..... https://www.cnbc.com/....

2023-05-25
“American intelligence agencies and Microsoft detected what they feared was a more worrisome intruder: mysterious computer code appearing in telecommunications systems in Guam and elsewhere in the United States."" https://www.nytimes.com/...
2023-05-25 View on X
CNBC

Microsoft says Chinese state-sponsored hackers compromised “critical infrastructure organizations” across US industries, with a focus on gathering intelligence

- Chinese state-sponsored hackers have compromised “critical” cyber infrastructure in a variety of industries …

2023-04-16
I doubt this is constitutional under the dormant commerce clause and maybe also under the First Am? But this is complicated and there is no clear caselaw on this, AFAIK. https://twitter.com/...
2023-04-16 View on X
Wall Street Journal

Montana lawmakers approve a first-of-its-kind bill that bans TikTok and bars app stores from offering the app within the state, starting on January 1, 2024

Supporters of the first-of-its-kind-bill expect legal challenges if the governor signs the legislation

2023-03-16
Biden is back to the original Trump position on this. “But the demand for a sale — coupled with the White House's support for legislation that would allow it to ban TikTok in the United States — hardens the administration's approach.” https://www.nytimes.com/...
2023-03-16 View on X
Wall Street Journal

Sources: the Biden administration and CFIUS are demanding that TikTok's Chinese owners sell their stakes in the company or face a possible US ban of the app

TikTok says forced sale won't resolve national security issues; its CEO set to appear before Congress next week

2023-02-20
“But the [Chinese] govt has been the biggest barrier to A.I. — its obsession w/ censorship perhaps its heaviest club....a wide range of data is crucial to developing tech like ChatGPT, and that is increasingly harder to come by in a censored ..environment.” https://www.nytimes.com/...
2023-02-20 View on X
One Useful Thing

A Wharton School professor whose classes required using ChatGPT to write essays says students fact-checked and quickly understood AI's accuracy and bias issues

(Spoiler alert: it has been very successful, but there are some lessons to be learned)  —  I fully embraced AI for my classes … Tweets: @doakshannon , @emollick , @emollick , @tung...

“But the [Chinese] govt has been the biggest barrier to A.I. — its obsession w/ censorship perhaps its heaviest club....a wide range of data is crucial to developing tech like ChatGPT, and that is increasingly harder to come by in a censored ..environment.” https://www.nytimes.com/...
2023-02-20 View on X
New York Times

Experts say China is behind the US in AI tools like ChatGPT due to censorship, geopolitical tensions, and the government's growing control of the private sector

2023-02-19
“But the [Chinese] govt has been the biggest barrier to A.I. — its obsession w/ censorship perhaps its heaviest club....a wide range of data is crucial to developing tech like ChatGPT, and that is increasingly harder to come by in a censored ..environment.” https://www.nytimes.com/...
2023-02-19 View on X
New York Times

Experts say China is behind the US in AI tools like ChatGPT due to censorship, geopolitical tensions, and the government's growing control of the private sector

The state's hardening censorship and heavier hand have held back its tech industry; so has entrepreneurs' reluctance to invest for the long term.

2023-01-05
“The world's third-largest computer maker by shipments told suppliers late last year that it aims to “meaningfully lower” the amount of China-made chips it uses, ” https://asia.nikkei.com/...
2023-01-05 View on X
Nikkei Asia

Sources: Dell aims to stop using chips made in China by 2024 and tells suppliers to significantly reduce the number of all China-made components in its products

Cheng Ting-Fang / Nikkei Asia :

2022-12-13
I think this is actually a good thing for the US. China is going to have to make legal arguments in public and subject itself to WTO limits on its retaliation on the US. So much better than unstated sanctions and hostage diplomacy. https://twitter.com/...
2022-12-13 View on X
Reuters

China files a trade dispute at the WTO against the US over its chip export controls, arguing the curbs threaten the stability of global industrial supply chains

China has launched a trade dispute at the World Trade Organization against the United States over its chip export control measures, China's commerce ministry said.

2022-10-13
Sanctions bite. “The U.S. suppliers have paused support of already installed equipment at YMTC in recent days and temporarily halted installation of new tools, the people said. The suppliers are also temporarily pulling out their staff based at YMTC.” https://www.wsj.com/...
2022-10-13 View on X
Wall Street Journal

Sources: US chip equipment suppliers are pausing business activities and pulling out staff based at China's YMTC, following US curbs on China's chip sector

Tool makers are pulling out staff and pausing work as they assess the impact of Commerce Department restrictions on semiconductor exports to China

2022-10-12
“The changes include shifting more iPhone production to India, ...more MacBook production and assembly to Thailand. While these moves will take years..., Kuo says the US market could be entirely supplied by assembly non-China locations within 3-5 years:” https://9to5mac.com/...
2022-10-12 View on X
9to5Mac

Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China

Apple analyst Ming-Chi Kuo is out today with some new predictions on how Apple can continue to reduce its reliance on China.

2022-10-06
“Starting from October 3, 2022 (Beijing Time), more than 100 users reported that at least one of their TLS-based censorship circumvention servers had been blocked,” writes GFW Report, https://techcrunch.com/...
2022-10-06 View on X
TechCrunch

Two weeks ahead of China's 20th communist party congress, censors seem to be blocking TLS-based circumvention tools that locals use to bypass the Great Firewall

TechCrunch :

2022-08-24
Your new iPhone 14 - Made in India. “Apple and Foxconn ultimately determined a simultaneous start in India and China isn't realistic this year, although it remains a long-term goal, said the people.” https://www.bloomberg.com/...
2022-08-24 View on X
Bloomberg

Sources: Apple plans to begin manufacturing the iPhone 14 in India about two months after its release, shortening the production gap between India and China

Bloomberg :

2022-08-15
“While the app appeared to fade as a political flashpoint after Mr. Trump left office last year, lawmakers and government officials have privately grown frustrated over the Biden admin's lack of progress in policing TikTok and other Chinese apps..” https://www.nytimes.com/...
2022-08-15 View on X
New York Times

Ahead of the US midterms, a look at TikTok's ongoing struggles to contain misinformation during elections, such as in Australia, France, and Kenya this year

The fast-growing platform's poor track record during recent voting abroad does not bode well for elections in the U.S., researchers said.

“While the app appeared to fade as a political flashpoint after Mr. Trump left office last year, lawmakers and government officials have privately grown frustrated over the Biden admin's lack of progress in policing TikTok and other Chinese apps..” https://www.nytimes.com/...
2022-08-15 View on X
New York Times

A look at the growing bipartisan scrutiny of TikTok in the US; email: House officials told staff they did not recommend using the app, citing security concerns

David McCabe / New York Times :

2022-07-08
“Mr. Wray said the FBI is opening a new counterintelligence investigation into China roughly every 12 hours. Mr. McCallum said MI5 was running seven times as many investigations into suspicious Chinese activity now as it was in 2018.” https://twitter.com/...
2022-07-08 View on X
Wall Street Journal

The FBI and MI5 issue a rare joint statement warning tech companies of China's large-scale state-sponsored hacking and a global network of agents to steal IP

Hello, sorry I'm late. Christopher Wray / F.B.I. : Director's Remarks to Business Leaders in London Gordon Corera / BBC : China: MI5 and FBI heads warn of ‘immense’ threat MI5 : Jo...

2022-07-07
“Mr. Wray said the FBI is opening a new counterintelligence investigation into China roughly every 12 hours. Mr. McCallum said MI5 was running seven times as many investigations into suspicious Chinese activity now as it was in 2018.” https://twitter.com/...
2022-07-07 View on X
Wall Street Journal

The FBI and MI5 issue a rare joint statement warning tech companies of China's large-scale state-sponsored hacking and a global network of agents to steal IP

Officials say Beijing employs large-scale hacking and global network of agents to steal Western technology; U.S. also warns about efforts to influence policy-making

2022-05-22
India is the next China! (stmt from 2000, 2010 that might finally be true). “People who have spoken with Apple about its manufacturing plans said the company sees India as the closest thing to the next China, owing to its large population and low costs.” https://www.wsj.com/...
2022-05-22 View on X
Wall Street Journal

Sources: Apple told some suppliers that it wants to boost production outside China, with a focus on India and Vietnam, citing Beijing's strict anti-COVID policy

iPhone maker tells suppliers it wants to manufacture more in India and Southeast Asia  —  TOKYO—Apple Inc. AAPL 0.17%▲ …