Paul Triolo
Unflinching look @ nexus: tech/politics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead @ASG DGAGroup. CFR, @CSIS @ChatGPT
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#USChinaTechColdWar Some very interesting issues raised here. A short thread. 🧵 Jake Sullivan Hails Success in Curbing China’s Chip Ambitions - Bloomberg https://t.co/oLRtNfo71Z
@pstAsiatech responds.... A thread🧵 (1/7) Miller in fact gets it completely backwards on "decoupling on semiconductors. Semiconductors are different than other technologies China m...
NDRC/CAC/MIIT: Next steps for National Unified (Integrated) Computing Power Network: [Implementation Opinions on Deeply Implementing the "Eastern Data and Western Computing" Projec...
The Dutch have released their long-awaited rule that expands licensing requirements around a limited set of semiconductor equipment. Here is a quick thread explaining what this mea...
Much recent discussion of role of South Korean memory giants in “backfilling” for lost sales from Micron after CAC restrictions on firm’s products for domestic critical information...
Cao Zhennan, Deputy Director of National High-Performance Computer Engineering Technology Research Center on China’s massive National United Computing Power Network (NUCPN): NUCPN...
Industry speaking out on impact of export controls...A thread...🧵
This is very important piece. A short thread. 🧵 Japan’s proposed semiconductor export controls will cause unnecessary damage https://t.co/1w8PZYxZvk https://t.co/Ko8XEwoDHr
Japan finally released rules last week touted as aligning with US export controls released last year @ #October7Surprise. But Japanese rule did not mention China, and was far from...
Recent announcements from the Dutch government and tool giant ASML suggest some forward movement on a so-called “trilateral agreement” that would see some alignment from the Nether...
Excellent thread by @Gregory_C_Allen covering most key issues on trilateral export control negotiations. Only problem: January was just agreement "in principle" btwn Tokyo, The H...
China aims to launch nearly 13,000 satellites to ‘suppress’ Elon Musk’s Starlink, researchers say The satellite constellation is likely to be launched quickly to prevent SpaceX fr...