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☆ Banning TikTok would hit China’s tech ambitions and deepen the global digital divide
▼ + stars: | 2024-04-24 | by ( Laura He | ) edition.cnn.com time to read: +7 min

Not only would that deal another huge blow to China’s tech ambitions, it would further deepen the divide between two digital worlds centered around the rival economic superpowers. Congress on Tuesday approved legislation that could compel ByteDance to sell TikTok or face a national ban. That leaves few options for ByteDance to secure the future of TikTok in the US, its biggest market with 170 million users. “This includes everything from who owns and operates data centers, to space-based internet satellites, to undersea cables and, of course semiconductors.”In that sense, the TikTok ban has its silver lining for Beijing. Growing challenges for Chinese appsThe TikTok legislation was included in a wide-ranging foreign aid package meant to support Israel, Ukraine and Taiwan.

Persons: Hong Kong CNN —, ByteDance, Joe Biden, TikTok, “, ”, Alex Capri, Richard Windsor, Capri, Biden, Paul Triolo, ” Triolo, Wang Wenbin, CNN’s Marc Stewart, Triolo doesn’t, — CNN’s Wayne Chang, Marc Stewart Organizations: Hong Kong CNN, Foundation, National University of Singapore’s Business, YouTube, Google, Radio Free Mobile, TikTok, Technology, Albright, Commerce Department, Commerce, China’s, Foreign Ministry, Facebook, Apple Locations: China, Hong Kong, America, Beijing, Capri, “, Asia, Israel, Ukraine, Taiwan, Silicon Valley, American, Bytedance, “ Beijing

☆ U.S.-China ties: More tariffs are likely, analyst says
▼ + stars: | 2024-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S.-China ties: More tariffs are likely, analyst saysPaul Triolo, senior vice president for China and technology policy lead at Albright Stonebridge Group, discusses U.S.-China relations ahead of U.S. Treasury Secretary Janet Yellen's visit to China.

Persons: Paul Triolo, Janet Yellen's Organizations: U.S, Albright, Group, Treasury Locations: China, U.S

☆ In AI rivalry with the U.S., China is behind on a key asset: Its own OpenAI
▼ + stars: | 2024-03-31 | by ( Rebecca Fannin | ) www.cnbc.com time to read: +4 min

In China, which is angling to produce its own chips or get more from Nvidia, no dominant gen AI contender to OpenAI has emerged yet among dozens of Chinese tech titans and startups. Last year, funding of gen AI upstarts accounted for nearly half of $42.5 billion invested globally in artificial intelligence companies, according to CB Insights. "China is at a big disadvantage in building the foundation models for Gen AI," said Rui Ma, an AI investor and co-founder of investment syndicate and podcast TechBuzz China. China does have the tech talent to make a difference in the AI rivalry in the years ahead. Additionally, among top-tier AI researchers working at U.S. institutions, 38% have China as their country of origin, compared with 37% from the U.S.New Chinese gen AI market entries can also reach mass adoption quickly.

Persons: Ernie Bot, OpenAI, Paul Triolo, Jenny Xiao, Rui Ma, Triolo, Sora, Ma, Marco Polo, Baidu's, Ernie, Leong Organizations: Global, Trade, Hangzhou International, Nvidia, tech titans, titans Microsoft, Google, Amazon, U.S, Dentons Global Advisors, Leonis Capital, OpenAI, Paulson Institute, U.S ., Samsung, Apple, Baidu Locations: Hangzhou, Zhejiang Province, China, Washington ,, Silicon, San Francisco, The U.S, U.S, OpenAI

☆ China is unlikely to approve ByteDance's divestiture of TikTok, analyst says
▼ + stars: | 2024-03-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina is unlikely to approve ByteDance's divestiture of TikTok, analyst saysThe Chinese government is likely to reject a "forced" divestiture of TikTok, said Paul Triolo, senior vice president for China and technology policy lead at Albright Stonebridge Group.

Persons: Paul Triolo Organizations: Albright, Group Locations: China

☆ The U.S. wants ByteDance to sell TikTok. China is almost certainly going to refuse
▼ + stars: | 2024-03-14 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +4 min

Visitors are visiting TikTok's stand at the Appliance & Electronics World Expo (AWE) in Shanghai, China, on April 27, 2023. CostFoto | Nurphoto | Getty ImagesThe U.S. could be about to force ByteDance, the Chinese tech giant that owns TikTok, to divest its U.S. business or effectively ban the app. But a sale looks unlikely — not least because China is expected to block it. Last year, the U.S. Committee on Foreign Investment in the United States (CFIUS) told ByteDance to divest TikTok or face a ban. TikTok algorithm at the centerWhat complicates a sale further is TikTok's algorithm.

Persons: ByteDance, Paul Triolo, Albright Stonebridge, CNBC's, Wang Wenbin, Shu Jueting, CFIUS, China's Shu, Triolo, Richard Windsor Organizations: Appliance, Electronics, Nurphoto, Senate, Washington, Lawmakers, Chinese Communist Party, TikTok's, China's Ministry of Foreign Affairs, NBC, U.S ., Foreign Investment, China's Ministry of Commerce, Radio Free Mobile, TikTok Locations: Shanghai, China, United States, TikTok, U.S, ByteDance, TikTok USA, USA

☆ China may be making more advanced chips despite U.S. sanctions — but it still faces big problems
▼ + stars: | 2024-02-12 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +3 min

In this article 981-HK Follow your favorite stocks CREATE FREE ACCOUNTA Chinese flag next to a printed circuit board with semiconductor chips. Florence Lo | ReutersChina's biggest chipmaker SMIC seems to have been manufacturing advanced chips in the last few months — defying U.S. sanctions designed to slow down Beijing's progress. But last week, the Financial Times reported that SMIC is setting up new production lines to make 5 nanometer chips for Huawei. So when the Huawei Mate 60 came out last year with a 7 nanometer chip, that raised a lot of eyebrows. One expert told CNBC at the time that SMIC is likely using older chipmaking tools to make more advanced chips.

Persons: Lo, SMIC, Paul Triolo, Albright Stonebridge Organizations: HK, Reuters China's, Huawei, Semiconductor Manufacturing, Co, Financial Times, China's, CNBC Locations: U.S

☆ Companies like Nvidia want clarity on U.S. chip export controls on China, advisory firm says
▼ + stars: | 2023-10-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies like Nvidia want clarity on U.S. chip export controls on China, advisory firm saysPaul Triolo, associate partner for China and technology policy lead at advisory firm Albright Stonebridge Group, says companies like Nvidia are "bearing the brunt" of the recent controls around graphics processing units.

Persons: Paul Triolo, Albright Organizations: Companies, Nvidia Locations: China

☆ China taking 'careful and measured' approach with metal curbs: advisory firm
▼ + stars: | 2023-07-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina taking 'a careful and measured' approach with metal curbs: advisory firmPaul Triolo of Albright Stonebridge Group said China's export curbs on chipmaking metals is a way of giving itself a "tool" to fight back against the U.S. and Europe which have blocked its access to advanced chip technology.

Persons: Paul Triolo Organizations: China, Albright, U.S Locations: Europe

☆ U.S.-China tech battle entering its 'primetime' — and generative A.I. could be the next frontier
▼ + stars: | 2023-06-23 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +5 min

AI, which is seen as a critical technology by both nations, will likely be dragged into the battle between the two sides. Washington's attention is now likely to turn to generative AI. Generative AI relates to applications such as ChatGPT which are able to generate content when prompted by users. Generative AI is based on so-called large language models, meaning it is trained on huge amount of language in order to be able to understand and respond to prompts from users. China's generative A.I.

Persons: Xi Jinping, Antony Blinken, Leah Millis, Abishur Prakash, Donald Trump, Paul Triolo, Albright Stonebridge, Biden, Triolo, China hasn't, Blinken, China's Xi Organizations: U.S, AFP, CNBC, Chips, Science, Nvidia, Microsoft, Baidu, Alibaba, Washington, Micron Locations: U.S, China, Washington, Toronto, Beijing

☆ EU takes on United States, Asia with chip subsidy plan
▼ + stars: | 2023-04-18 | by ( Foo Yun Chee | ) www.reuters.com time to read: +2 min

BRUSSELS, April 18 (Reuters) - The European Union on Tuesday agreed a 43 billion euro ($47 billion) plan for its semiconductor industry in an attempt to catch up with the United States and Asia and start a green industrial revolution. The EU Chips Act, proposed by the European Commission last year and confirmed by Internal Market Commissioner Thierry Breton, aims to double the bloc's share of global chip output to 20% by 2030 and follows the U.S. CHIPS for America Act. "We need chips to power digital and green transitions or healthcare systems," Commission Vice-President Margrethe Vestager said in a tweet. Since the announcement of its chips subsidies plan last year, the EU has already attracted more than 100 billion euros in public and private investments, an EU official said. While the Commission had originally proposed funding only cutting-edge chip plants, EU governments and lawmakers have widened the scope to cover the whole value chain, including older chips and research and design facilities.

☆ China's tech giants are launching ChatGPT clones — and Beijing is watching closely
▼ + stars: | 2023-02-14 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +2 min

But announcements from China's biggest firms have not said they are working on all-encompassing platforms like the U.S.' ChatGPT, a move which could worry Beijing which heavily censors internet content. Chinese authorities have heavy control over internet content, often blocking sites or censoring content that does not sit well with Beijing. ChatGPT is not officially blocked in China but OpenAI does not allow users in the country to sign up. The fact that ChatGPT will answer questions on sensitive topics in China is likely a concern to Beijing's authorities. "ChatGPT poses some unique challenges for Beijing.

☆ Huawei turns to patents for a lifeline — including those in the U.S.
▼ + stars: | 2023-02-06 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +7 min

In 2022, Huawei announced it signed more than 20 new or extended licensing agreements for its patents. But the sheer number of patents filed meant Huawei ranked fourth last year by the number of patent grants in the U.S., IFI said. For Huawei, licensing its patents to other companies has the potential to claw back a bit of that revenue. Huawei did not break down specific figures, and only said it met its intellectual property revenue expectations for 2021. "I don't think they had a choice in terms of sort of boosting their licensing revenue."

☆ Xi wanted China to be at the tech frontier. 5 years on, tensions with the U.S. have dented that goal
▼ + stars: | 2022-10-14 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +10 min

Major Chinese technology firms have been put on export blacklists since then. Looking ahead, the latest package of U.S. controls will make a huge dent in China's technology ambitions. Paul Triolo technology policy lead, Albright StonebridgeThings did not look as "bleak" for China's semiconductors in 2017 as they do now, Triolo said. China's tech crackdownA major hallmark of Xi's last five years is how he has transformed China into one of the strictest regulatory regimes globally for technology. China's technology giants are also posting their slowest growth in history, partly due to tighter regulations.

☆ The U.S. and its allies are joining forces on chips. That could stop China reaching the next level
▼ + stars: | 2022-09-22 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +9 min

Leading chipmaking nations including the U.S. are forming alliances, in part to secure their semiconductor supply chain and to stop China from reaching the cutting-edge of the industry, analysts told CNBC. But the semiconductor supply chain is complex — it includes areas ranging from design to packaging to manufacturing and the tools that are required to do that. "The other geopolitical significance is just related to Taiwan's central role in the semiconductor supply chain. Alliances being built that exclude ChinaBecause of the complexity of the chip supply chain, no country can go it alone. One is about bringing together countries, each with their "comparative advantages," to "string together alliances that can develop secure chips," Kotasthane said.

☆ China had a plan to dominate tech and become the world's most powerful country. It's all gone wrong.
▼ + stars: | 2022-09-08 | by ( Linette Lopez | ) www.businessinsider.com time to read: +15 min

Semiconductor chips are the tiny brains that power our technological world, from cars and cellphones to fighter jets and advanced missile systems. Right now China is awash in money for tech, but you need the right people and customers that trust you. Why China needs the chipsThe Chinese economy is big, but it isn't wealthy. In other words, China needs a more lucrative line of business the same way someone with credit-card debt needs a raise. The Made in China 2025 plan lays out a goal for domestically manufactured chips to meet 70% of China's semiconductor needs within three years.

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