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VOICE ARCHIVE

Scott Kennedy

@kennedycsis
20 posts
2023-04-11
“Content generated by generative artificial intelligence should embody core socialist values & must not contain any content that subverts state power, advocates the overthrow of the socialist system, incites splitting the country or undermines natl unity.” https://www.ft.com/...
2023-04-11 View on X
CNBC

Alibaba Cloud unveils its ChatGPT-style tool Tongyi Qianwen and plans to roll out the AI chatbot into all of its products starting with DingTalk and Tmall Genie

- Chinese tech giant Alibaba revealed its ChatGPT-style product Tongyi Qianwen at a Tuesday summit.

2022-01-18
“The probe into Alibaba's cloud business is being led by a small office within the Commerce Department known as the Office of Intelligence and Security.” https://www.reuters.com/...
2022-01-18 View on X
Reuters

Sources: the US government is reviewing Alibaba's cloud business to determine potential national security risks, including how it stores US clients' data

The Biden administration is reviewing e-commerce giant Alibaba's cloud business to determine whether it poses a risk to U.S. national security …

2022-01-06
The political logic pushing China's desire for tech self-sufficiency is actually killing the country's innovation ecosystem. GREAT piece by @LiYuan6. https://www.nytimes.com/...
2022-01-06 View on X
New York Times

The number of unemployed Chinese tech workers is growing amid fears that China's tech crackdown could kill the entrepreneurial drive that made it a tech power

Li Yuan / New York Times : Tweets: @nytimesbusiness , @ajitpai , @kennedycsis , @jorge_guajardo , @david_mulroney , @charlesmok , @liyuan6 , and @paratus2014 Tweets: @nytimesbusin...

2021-10-14
Chips industrial policy arms race is taking off. Congress's “big” support for the sector may end up appearing pedestrian or even small. US & others need to speed up consultations & coordination. https://twitter.com/...
2021-10-14 View on X
Nikkei Asia

TSMC says it will build its first plant in Japan, focusing on 22nm and 28nm chips, starting construction in 2022 and operations in 2024

Taiwan titan warns of softening smartphone and PC demand amid supply chain chaos  —  TAIPEI — Taiwan Semiconductor Manufacturing Co. …

2021-10-13
Chips industrial policy arms race is taking off. Congress's “big” support for the sector may end up appearing pedestrian or even small. US & others need to speed up consultations & coordination. https://twitter.com/...
2021-10-13 View on X
Nikkei Asia

Sources: TSMC and Sony are planning a semiconductor factory in Japan, opening in 2024 and costing ~$7B, half of which will come from the Japanese government

Toyota group parts maker Denso considers signing up  —  TOKYO — Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker …

2021-07-31
Wang Dan makes a strong argument that the extremely broad tech restrictions vs China ramped up under Trump may very well backfire, making China more self-reliant and advanced. https://www.foreignaffairs.com/ ... via @ForeignAffairs
2021-07-31 View on X
Foreign Affairs

How US sanctions forced Chinese companies to develop key tech themselves, aligning the companies' incentives with China's goal of economic self-sufficiency

In 2016, AlphaGo, a computer program developed by machine learning experts in London, beat the world's top players of the classical Chinese board game Go.

2021-05-20
Are China's leaders making the country's policy/political environment too toxic for corporate innovators? https://www.reuters.com/...
2021-05-20 View on X
Reuters

ByteDance co-founder Zhang Yiming says he's stepping down as CEO to “daydream about what may be possible”; co-founder and HR head Liang Rubo will become new CEO

(Reuters) -Zhang Yiming, co-founder of TikTok owner ByteDance, told employees of the Chinese technology giant … Source: ByteDance .

2021-03-26
Xiaomi's move seems a little whimsical: China has 120 other EV makers, very few of whom have ever made a profit, and Xiaomi itself has zero auto experience. Chasing subsidies? Good luck! https://www.reuters.com/...
2021-03-26 View on X
Reuters

Sources: Xiaomi is in talks with Great Wall Motors to manufacture EVs under its own brand, a partnership could be announced as early as next week

HONG KONG/BEIJING (Reuters) - China's Xiaomi Corp plans to make electric vehicles (EVs) using Great Wall Motor Co Ltd's factory …

2021-01-12
Contra the article's hyperbolic title, Taiwanese companies are NOT quitting China in droves, but are acting like their counterparts from the US, Japan and elsewhere: slowing new investment and diversifying. https://www.ft.com/... via @financialtimes
2021-01-12 View on X
Financial Times

Hundreds of thousands of Taiwanese companies, including contract electronics manufacturers, are moving away from China over trade tensions and rising costs

2020-12-25
The attack on Alibaba has a lot of similarities to the crackdown in Hong Kong: both had been building for a while, are meant to solidify the CCP's power, are justified by technical legal language, and will hurt China's economic vibrancy. https://www.bloomberg.com/...
2020-12-25 View on X
Financial Times

China's market regulator announces an antitrust investigation into Alibaba for alleged monopolistic practices, the first investigation of its kind in China

the man most closely identified w/ the meteoric rise of China Inc.—was advised by the government to stay in the country... https://www.bloomberg.com/... @luluyilun & @cocojournalis...

2020-12-24
The attack on Alibaba has a lot of similarities to the crackdown in Hong Kong: both had been building for a while, are meant to solidify the CCP's power, are justified by technical legal language, and will hurt China's economic vibrancy. https://www.bloomberg.com/...
2020-12-24 View on X
Financial Times

China's market regulator announces antitrust investigations into Alibaba, first of its kind for a Chinese internet company, for alleged monopolistic practices

Probe into China's biggest tech group is one of the first of its kind for country's internet sector

2020-05-31
Huawei's big stockpile of chips buys it some time, but as @pstAsiatech says, the need to continually upgrade and redesign chips to remain competitive means that Huawei is still vulnerable. https://asia.nikkei.com/...
2020-05-31 View on X
Nikkei Asian Review

Sources say Huawei has stockpiled up to two years' worth of crucial US chips, focusing on Intel CPUs, to shield its operations from US crackdowns

Stockpile aimed at shielding key businesses but long-term solution is elusive  —  TAIPEI — Huawei Technologies has stockpiled up to two years' worth …

2020-05-16
Wow! I guess there was no quid pro quo b/t having TSMC build a fab in Arizona and allowing them to continue to sell to Huawei. Not. US-China relations are going to get even bumpier quickly. https://www.cnbc.com/...
2020-05-16 View on X
Reuters

US bans sales to Huawei of semiconductors and semiconductor designs made abroad using certain US software and technology

WASHINGTON (Reuters) - The Trump administration on Friday moved to block shipments of semiconductors to Huawei Technologies from global chipmakers, in an action that could ramp up ...

2020-05-15
Wow! I guess there was no quid pro quo b/t having TSMC build a fab in Arizona and allowing them to continue to sell to Huawei. Not. US-China relations are going to get even bumpier quickly. https://www.cnbc.com/...
2020-05-15 View on X
Reuters

US bans sales to Huawei of semiconductors and semiconductor designs made abroad using certain US software and technology

WASHINGTON (Reuters) - The Trump administration on Friday moved to block shipments of semiconductors to Huawei Technologies from global chipmakers, in an action that could ramp up ...

2020-05-07
A positive development: The U.S. appears to realize that it can't complain about China shaping international high-tech standards while it won't even allow U.S. industry to participate. https://www.reuters.com/...
2020-05-07 View on X
Reuters

Sources: US Department of Commerce is close to signing off on a rule allowing US companies to work with Huawei on setting 5G network standards

(Reuters) - The U.S. Department of Commerce is close to signing off on a new rule that would allow U.S. companies to work with China's Huawei Technologies …

2020-04-11
To accept Chinese surveillance or not, that is the question organizers of the UN's 75th anniversary event have to answer. By contracting w/ Tencent to host the online mtg, they've essentially said “yes.” https://www.ft.com/... via @financialtimes
2020-04-11 View on X
Financial Times

Critics say UN is validating Chinese state surveillance by using Tencent Meeting to hold global discussions in celebration of UN's 75th anniversary

at some points unencrypted, and so visible to Tencent — through a country known for its invasive line on privacy.” https://www.ft.com/... #china Thorsten Benner / @thorstenbenner :...

2020-04-10
To accept Chinese surveillance or not, that is the question organizers of the UN's 75th anniversary event have to answer. By contracting w/ Tencent to host the online mtg, they've essentially said “yes.” https://www.ft.com/... via @financialtimes
2020-04-10 View on X
Financial Times

Critics say UN is validating Chinese state surveillance by using Tencent Meeting to hold global discussions in celebration of UN's 75th anniversary

The United Nations' decision to host global discussions via Chinese tech giant's video service has raised concerns over privacy Tweets: @kennedycsis , @lokmantsui , and @yuanfenyan...

2019-11-02
5G in China allows for distance surgery: “Two robots accurately planted 12 guide pins into the patients' spines...The signal transmission ran smoothly during the surgery without latency, despite the distance of over 1,000 miles.” https://www.washingtonpost.com/ ...
2019-11-02 View on X
Washington Post

China's three state-backed wireless carriers launch 5G in some cities, ahead of original 2020 date; China Mobile aims to bring 5G to 50+ cities by year's end

Washington Post :

2019-11-01
5G in China allows for distance surgery: “Two robots accurately planted 12 guide pins into the patients' spines...The signal transmission ran smoothly during the surgery without latency, despite the distance of over 1,000 miles.” https://www.washingtonpost.com/ ...
2019-11-01 View on X
Washington Post

China's three state-backed wireless carriers launch 5G in some cities, ahead of original 2020 date; China Mobile aims to bring 5G to 50+ cities by year's end

BEIJING — Chinese cellphone carriers will begin offering super-fast, next-generation 5G service on a commercial basis Friday …

2019-10-08
This action against 8 Chinese tech companies is the real tone setter for this week's trade talks, not US domestic politics: https://www.bloomberg.com/... via @technology
2019-10-08 View on X
Bloomberg

Trump admin blacklists eight Chinese tech companies, including video surveillance camera giants, implicated in human rights violations against Muslim minorities

- Move comes as U.S.-China high-level trade talks set to resume  — Action targets Chinese surveillance companies, public entities