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VOICE ARCHIVE

Sense Hofstede

@sensehofstede.nl
23 posts
2026-02-04
Nvidia H200 AI chip sales to China stalled by US security review - FT: ‘Some suppliers have since paused production of key H200 components as Washington and Beijing take their time to approve sales.’  —  ‘the state department was pushing for tougher restrictions’
2026-02-04 View on X
Financial Times

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval

The state department has pushed for close scrutiny before approving export licences  —  Michael Acton in San Francisco …

2026-01-21
The Chinese suppliers that could decide the drone war in Ukraine - FT: ‘Both Russia and Ukraine have moved to build up their own production capability, mostly utilising Chinese componentry.  As a result, their militaries now find themselves dependent on the same Chinese suppliers’
2026-01-21 View on X
Financial Times

How Ukraine and Russia rely on the same Chinese drone suppliers, whose tech is vital to the war; China has banned sensitive drone tech exports to both countries

As both sides scramble to source vital parts, some experts are convinced Russian buyers are being favoured by Beijing

2026-01-15
Exclusive: Beijing tells Chinese firms to stop using US and Israeli cybersecurity software, sources say - Reuters: ‘Chinese authorities expressed concern that the software could collect and transmit confidential information abroad, said the sources’
2026-01-15 View on X
Reuters

Sources: Chinese authorities told domestic companies to stop using cybersecurity software made by ~12 US and Israeli companies due to national security concerns

2026-01-14
Exclusive: Beijing tells Chinese firms to stop using US and Israeli cybersecurity software, sources say - Reuters: ‘Chinese authorities expressed concern that the software could collect and transmit confidential information abroad, said the sources’
2026-01-14 View on X
Reuters

Sources: Chinese authorities told domestic companies to stop using cybersecurity software made by ~12 US and Israeli companies due to national security concerns

Chinese authorities have told domestic companies to stop using cybersecurity software made by roughly a dozen firms from the U.S …

2025-12-19
China's semiconductor manufacturers boost AI chip output by upgrading older ASML DUV machines - FT: ‘According to those familiar with the techniques, Chinese fabs have obtained components on the secondary market.’
2025-12-19 View on X
Financial Times

Sources: China is retrofitting older models of ASML's DUV machines to produce advanced smartphone and AI chips, exposing cracks in US-led export controls

Eleanor Olcott / Financial Times :

China's semiconductor manufacturers boost AI chip output by upgrading older ASML DUV machines - FT: ‘According to those familiar with the techniques, Chinese fabs have obtained components on the secondary market.’
2025-12-19 View on X
Council on Foreign Relations

US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening

Executive Summary  —  On December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence …

2025-11-26
China leapfrogs US in global market for ‘open’ AI models - FT: 'China's push to release open models comes in stark contrast to the “closed” approach of most of the biggest US tech companies.'
2025-11-26 View on X
Financial Times

MIT and Hugging Face study: the share of downloads of Chinese-made open AI models rose to 17% in the past year, surpassing US developers' 15.8% share, a first

Beijing-backed technology gains ground as American giants hold fast to ‘closed’ AI strategies  —  China has overtaken the US …

2025-11-07
The Dutch government is prepared to drop ministerial control order targeting Nexperia if China allows exports of its chips - Bloomberg  —  [NB: The Instruction is separate from the more impactful court order, which is not mentioned in this article.  Does the Chinese side understand that fully?]
2025-11-07 View on X
Bloomberg

Sources: the Netherlands is prepared to drop the ministerial order that gave it control of Nexperia if China allows exports of its critical chips again

The Netherlands is prepared to suspend its powers over Chinese-owned chipmaker Nexperia in a move that would de-escalate a fight …

2025-10-13
Chinese propaganda/influence worker Wang Qichen has already translated the relevant documents Wingtech has put out: www.pekingnology.com/p/dutch- govt...
2025-10-13 View on X
Financial Times

The Dutch government takes control of Chinese-owned Dutch chipmaker Nexperia using its Goods Availability Act, a first, to safeguard chip supply for Europe

Move by The Hague escalates frictions between western countries and Beijing over access to high-end technology

2025-10-11
Bloomberg: 'ASML is preparing for disruptions, particularly due to a clause that requires foreign firms to seek China's approval for reexports of products containing its rare earths, said the person familiar with ASML, [...] noted that ASML is lobbying Dutch and US allies for alternatives.'
2025-10-11 View on X
CoinDesk

Crypto markets crashed after Trump threatened an extra 100% tariff on China, triggering $19.1B+ in liquidations, 10x+ the liquidations during the FTX crash

Trump's 100% tariff warning on China ignited a global sell-off that wiped out $16 billion in leveraged crypto longs and pushed Ethena's USDe to a rare sub-$1 print.

Bloomberg: 'ASML is preparing for disruptions, particularly due to a clause that requires foreign firms to seek China's approval for reexports of products containing its rare earths, said the person familiar with ASML, [...] noted that ASML is lobbying Dutch and US allies for alternatives.'
2025-10-11 View on X
Bloomberg

China's new export controls on rare earth minerals mean major semiconductor companies are bracing for disruptions due to higher costs and supply chain slowdowns

Bloomberg :

2025-10-10
China launches customs crackdown on Nvidia AI chips - FT: ‘stepped up the enforcement of its controls on chip imports’ ‘Teams of customs officers have been mobilised at major ports across the country in the past few weeks to carry out stringent checks on semiconductor shipments’
2025-10-10 View on X
Financial Times

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local companies not to buy Nvidia's products

Stringent border checks come after Beijing orders tech companies to stop ordering US processors

2025-10-08
Cheer up, or else: China's censors crack down on the haters and cynics - The New York Times: ‘As China struggles with economic discontent, internet censors are silencing those who voice doubts about work, marriage, or simply sigh too loudly online.’
2025-10-08 View on X
New York Times

China's Cyberspace Administration began a two-month campaign in late September to fight “excessively pessimistic sentiment” and defeatist ideas on social media

As China struggles with economic discontent, internet censors are silencing those who voice doubts about work, marriage, or simply sigh too loudly online.

2025-08-13
Exclusive: US embeds trackers in AI chip shipments to catch diversions to China, sources say - Reuters: ‘have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China’  —  ‘roughly the size of a smartphone.’
2025-08-13 View on X
Reuters

Sources: the US secretly embedded location trackers in select AI chip shipments, such as in Dell and Super Micro servers, to detect illegal diversions to China

U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk …

2025-08-05
The US is exploring ways to equip chips with better location-tracking capabilities, a senior official said, underscoring Washington's effort to curtail the flow of semiconductors made by the likes of Nvidia to China - Bloomberg
2025-08-05 View on X
Bloomberg

White House OSTP Director Michael Kratsios says the US is exploring software or physical ways to track the location of AI chips, as part of its AI Action Plan

The US is exploring ways to equip chips with better location-tracking capabilities, a senior official said …

The US is exploring ways to equip chips with better location-tracking capabilities, a senior official said, underscoring Washington's effort to curtail the flow of semiconductors made by the likes of Nvidia to China - Bloomberg
2025-08-05 View on X
Financial Times

Taiwanese prosecutors say two ex-TSMC employees and a third suspect were arrested for allegedly stealing proprietary tech; investigators searched Tokyo Electron

Taiwanese prosecutors probe ‘potential trade secret leaks’ in first case since key technologies added to national security legislation

2025-08-04
Microsoft used China-based engineers to support SharePoint product recently hacked by China - ProPublica: 'ProPublica revealed in a story published last month that Microsoft has for a decade relied on foreign workers—including those based in China—to maintain the Defense Department's cloud systems'
2025-08-04 View on X
ProPublica

Microsoft relied on China-based engineers to maintain SharePoint On-Premises, which Microsoft said in July was exploited by Chinese hackers to breach US systems

including those based in China—to maintain the Defense Department's cloud systems' Forums: r/cybersecurity : Microsoft Used China-Based Engineers to Support Product Recently Hacked...

2025-06-19
China made millions of drones.  Now it has to find uses for them - FT: ‘The Civil Aviation Administration of China expects the market size of the low-altitude economy, which includes other innovations such as flying cars, to grow fivefold to Rmb3.5tn ($490bn) by 2035.’
2025-06-19 View on X
Financial Times

A look at China's efforts to grow its “low-altitude economy”, or the airspace below 1,000 meters, by leveraging its domination in drone production and drone R&D

www.ft.com/content/65e4...  [image] Sense Hofstede / @sensehofstede.nl : China made millions of drones.  Now it has to find uses for them - FT: ‘The Civil Aviation Administration o...

2025-03-02
China tells its AI leaders to avoid US travel over security concerns - WSJ: 'People in the tech industry said there was no outright ban on travel but rather guidance from authorities in China's biggest technology hubs'
2025-03-02 View on X
Wall Street Journal

Sources: China instructs its top AI leaders to avoid visiting the US over fears they could divulge confidential info or be detained and used as bargaining chips

Beijing increasingly views cutting-edge technology through national-security lens, putting executives on tighter leash @Kubota_Yoko https://www.wsj.com/... https://www.wsj.com/... ...

2025-03-01
China tells its AI leaders to avoid US travel over security concerns - WSJ: 'People in the tech industry said there was no outright ban on travel but rather guidance from authorities in China's biggest technology hubs'
2025-03-01 View on X
Wall Street Journal

Sources: China is instructing its top AI leaders to avoid visiting the US over fears they could be detained as bargaining chips or divulge confidential info

Beijing increasingly views cutting-edge technology through national-security lens, putting executives on tighter leash