An anonymous reader quotes a report from The Register: Huawei plans to expand its native HarmonyOS smartphone platform worldwide, despite coming under US-led sanctions that have deprived it of access to key technologies. "We will work hard to build up the HarmonyOS app ecosystem in the China market first, then, from country to country, we will start gradually pushing it out to other parts of the world," Huawei's rotating chairman Erik Xu told attendees at its 21st Analyst Summit in Shenzhen last week. Part of this process will involve porting apps to HarmonyOS and encouraging other app developers to code for the platform.

"In the China market, Huawei smartphone users spend 99 percent of their time on about 5,000 apps. So we decided to spend 2024 porting these apps over to HarmonyOS first in our drive to truly unify the OS and the app ecosystem. We are also encouraging other apps to be ported over to HarmonyOS," Xu said. According to Huawei's rotating chairman, more than 4,000 of those apps are already in the process of being transferred, and the company is "communicating with developers" on the 1,000 or so apps that remain. "This is a massive undertaking, but we have broad support in the industry and from many app developers," he claimed. "Once we have these first 5,000 Android apps -- and thousands of other apps -- up and running on HarmonyOS, we will have a real HarmonyOS: a third mobile operating system for the world," Xu said. That number could reach up to 1 million apps in the future, he claimed. According to Counterpoint Research, HarmonyOS accounted for 4 percent of global market share in the fourth quarter of 2023, and exceeded 16 percent market share in China. That makes it the third largest mobile OS by handset sales, behind Android and iOS.

It remains to be seen whether there will be much of a market for HarmonyOS outside of China, given the current sanctions and sour US/EU-China relations.

A Shanghai flying taxi company says that China's "low altitude" industry is edging ahead of western rivals, thanks to more supportive regulators, technological breakthroughs and cut-throat competition in the Chinese logistics sector. From a report: The total market created by electric vertical take-off and landing, or eVTOL, aircraft is forecast to be worth $1.5tn a year by 2040 in a base-case assessment by Morgan Stanley analysts, with potential customers across airlines, logistics, emergency services, agriculture, tourism and security operations. China's AutoFlight Group won airworthiness certification from the Civil Aviation Administration of China in late March for the design and parts for its unmanned CarryAll aircraft -- a global first for an eVTOL weighing more than 1 tonne being cleared by regulators.

Kellen Xie, AutoFlight vice-president, said that while the company is also seeking similar approvals in Europe, the CAAC has been "quite supportive" of the new industry. "They work longer hours... they are determined to actually speed up the process of bringing this new technology into reality," he said. EVTOL aircraft take off vertically, like helicopters, but then transition into fixed-wing mode for travelling at higher speeds, offering faster and more efficient transport than ground-based options. Analysts point to a labyrinth of regulatory and safety hurdles, but supporters say the technology could fundamentally reshape how humans travel and freight is moved, in a level of disruption akin to the introduction of mass-market cars and commercial airlines. Most eVTOL aircraft are still in the testing stages and vary widely in terms of how fast and high they can fly and how much weight they can carry.

Remember when Apple filed a lawsuit against chip startup Rivos (saying that in one year Rivos hired more than 40 former Apple employees to work on competing system-on-a-chip technology)? Apple settled that suit in February.

And now Tuesday Rivos announced that it raised $250 million, according to Reuters, "in a funding round that will enable it to manufacture its first server chip geared for artificial intelligence," combining a CPU with an AI-accelerating component optimized for LLMs and data analytics. Nvidia gobbled up more than 80% market share of AI chips in 2023. But a host of startups and chip giants have started to launch competing products, such as Intel's Gaudi 3 and Meta's inference chip — both unveiled last week. Rivos is tight-lipped about the specifics of the product, but has disclosed that its plans include designing chips based on the RISC-V architecture, which is an open source alternative to the architectures made by Arm, Intel, and Advanced Micro Devices.. [U]sing the open source alternative means Rivos does not have to pay a license fee to Arm. "RISC-V doesn't have a (large) software ecosystem, so I decided to form a company and then build software-defined hardware — just like what CUDA did with Nvidia," said Lip-Bu Tan, founding managing partner at Walden Catalyst, one of Rivos' investors.
Meanwhile, there's a rumor that Allen Wu, former chief executive of Arm China, has founded a new company that will develop chips based on RISC-V. Tom's Hardware writes: Under the leadership of the controversial Allen Wu, Zhongzhi Chip is reportedly attracting a notable influx of talent, including numerous former employees of Arm, indicating the new company's serious ambitions in the chip sector... [T]he company's operational focus remains partially unclear, with speculation around whether it will primarily engage in its own R&D initiatives or represent Tenstorrent in China as its agent... which develops HPC CPUs and AI processors based on the RISC-V ISA... Based on the source report, Zhongzhi Chip is leveraging its connections and forming alliances with several other leading global RISC-V chip developers.

The Los Angeles Times reports that the U.S.-China rivalry "has a new flashpoint in the battle for technology supremacy: electric cars."

"So far, the U.S. is losing." Last year, China became the world's foremost auto exporter, according to the China Passenger Car Assn., surpassing Japan with more than 5 million sales overseas. New energy vehicles accounted for about 25% of those exports, and more than half of those were created by Chinese brands, a shift from the traditional assembly role China has played for foreign automakers. "The big growth has happened in the last three years," said Stephen Dyer, head of the Asia automotive and industrials unit at AlixPartners, a consulting firm. "With Chinese automakers making inroads for most of the market share, that's a huge challenge for foreign automakers." China's rapid expansion domestically and abroad has added fuel to a series of clashes between the U.S. and China over trade and advanced technology, as competition intensifies between the two superpowers...

One area in which Chinese automakers handily beat Western competitors is on price, thanks to government subsidies that supported the industry's initial rise as well as cheap access to critical minerals and components such as lithium-ion batteries, which account for about a third of the overall cost of production... In March, BYD cut the price of its cheapest EV model in China to less than $10,000. According to Kelley Blue Book, the average EV retail price is $55,343 in the U.S., compared with $48,247 across all vehicles... Though 27.5% tariffs have in effect locked Chinese EVs out of the U.S. market, the fear that the cheaper models could eventually undermine American automakers has started to spread. The Alliance of American Manufacturing warned in a February report that allowing Chinese EVs into the country would be an "extinction-level event" for the U.S. auto industry. The group also cited the risks of Chinese auto companies building facilities across the border in Mexico that could circumvent tariffs....

"When the global market is flooded by artificially cheap Chinese products, the viability of American and other foreign firms is put into question," [said America's Treasury Secretary in April]. The European Union has opened an investigation into government subsidies utilized by China's EV industry and whether such support violates international trade laws.

The U.S. House of Representatives just passed its long-delayed Ukraine aid bill. But along with it they also approved a bill banning TikTok "if its Chinese owner does not sell the video app," according to NPR: While lawmakers in the House advanced a similar bill last month, this effort is different for two reasons: It is attached to a sweeping foreign aid bill providing support for Ukraine and Israel. And it addresses concerns from some members of the Senate by extending the deadline for TikTok to find a buyer. President Biden supports the effort. That means TikTok being forced to sell, or face a possible ban, is on the fast-track to becoming law. It would mark the first time ever the U.S. government has passed a law that could shut down an entire social media platform, setting the stage for what is expected to be a protracted legal battle... TikTok says it has built a firewall between its headquarters in Los Angeles and its parent company in Beijing, but some reports indicate U.S. user data does still move between the two.

While there has been no evidence made public that Chinese government officials have accessed Americans' information through TikTok, the idea that China has the theoretical ability to weaponize an app used by half of America has been enough to set off an all-out crackdown. In Saturday's vote, 360 Representatives voted in favor of the sell-or-be-banned TikTok bill, while just 58 voted against it.

China ordered Apple to remove some of the world's most popular chat messaging apps from its app store in the country, the latest example of censorship demands on the iPhone seller in the company's second-biggest market. WSJ: Meta's WhatsApp and Threads as well as messaging platforms Signal, Telegram and Line were taken off the Chinese App Store Friday [non-paywalled link]. Apple said it was told to remove certain apps because of national security concerns, without specifying which. "We are obligated to follow the laws in the countries where we operate, even when we disagree," an Apple spokesperson said in a statement.

These messaging apps, which allow users to exchange messages and share files individually and in big groups, combined have more than three billion users globally. They can only be accessed in China through virtual private networks that take users outside China's Great Firewall, but are still commonly used. Beijing has often viewed such platforms with caution, concerned that these apps could be used by its citizens to spread negative content and organize demonstrations or social movements. Much of the news China censors at home often makes it beyond the Great Firewall through such channels.

An anonymous reader quotes a report from NPR: Major cities across China are sinking, putting a substantial portion of the country's rapidly urbanizing population in harm's way in the coming decades, according to a sweeping new analysis by Chinese scientists. Subsidence is the technical term for when land sinks relative to its surroundings, and it's a major threat for cities around the world. It accelerates local sea level rise from climate change, because the land is getting lower as the ocean gets higher. Urban subsidence can also affect inland cities by damaging buildings and roads, and causing drainage issues when water is trapped in sinking areas.

Out of 82 major Chinese cities, nearly half are measurably subsiding, according to the new study, which was published in the journal Science and conducted by more than 50 scientists at Chinese research institutes. The areas that are sinking are home to nearly one third of China's urban population. And the authors estimate that about a quarter of China's coastal land will be below sea level in the next hundred years, largely due to subsidence. That means tens of millions of people are already at risk, and that could grow to hundreds of millions if China's cities continue to both grow in population and subside at their current rate, and seas continue to rise. Oceans are rising steadily due to greenhouse gas emissions from burning oil, gas and coal.

This is the first time scientists have used satellite data to systematically measure how much cities are sinking across China. The study measured how much cities subsided between 2015 and 2022. Similar recent studies in Europe and the United States have also found significant subsidence in some cities, but didn't show the same widespread sinking that is present across China. "The places that really have high levels of subsidence are Asia," says Nicholls, who was one of the authors of a recent study that analyzed sinking cities across the U.S. Asia is at higher risk, he says, because many Asian cities are built on river deltas that are prone to sinking when you put heavy buildings on top and pump groundwater out from below. The places that are sinking most rapidly in the U.S., such as New Orleans, share that geology.

schwit1 shares a report from Reuters: Chinese government-linked hackers have burrowed into U.S. critical infrastructure and are waiting "for just the right moment to deal a devastating blow," FBI Director Christopher Wray said on Thursday. An ongoing Chinese hacking campaign known as Volt Typhoon has successfully gained access to numerous American companies in telecommunications, energy, water and other critical sectors, with 23 pipeline operators targeted, Wray said in a speech at Vanderbilt University.

China is developing the "ability to physically wreak havoc on our critical infrastructure at a time of its choosing," Wray said at the 2024 Vanderbilt Summit on Modern Conflict and Emerging Threats. "Its plan is to land low blows against civilian infrastructure to try to induce panic." Wray said it was difficult to determine the intent of this cyber pre-positioning which was aligned with China's broader intent to deter the U.S. from defending Taiwan. [...] Wray said China's hackers operated a series of botnets - constellations of compromised personal computers and servers around the globe - to conceal their malicious cyber activities. Private sector American technology and cybersecurity companies previously attributed Volt Typhoon to China, including reports by security researchers with Microsoft and Google. China's Embassy in Washington said in a statement: "Some in the US have been using origin-tracing of cyberattacks as a tool to hit and frame China, claiming the US to be the victim while it's the other way round, and politicizing cybersecurity issues."

Microsoft's Beijing-based research group published a new open source AI model on Tuesday, only to remove it from the internet hours later after the company realized that the model hadn't gone through adequate safety testing. From a report: The team that published the model, which is comprised of China-based researchers in Microsoft Research Asia, said in a tweet on Tuesday that they "accidentally missed" the safety testing step that Microsoft requires before models can be published.

Microsoft's AI policies require that before any AI models can be published, they must be approved by the company's Deployment Safety Board, which tests whether the models can carry out harmful tasks such as creating violent or disturbing content, according to an employee familiar with the process. In a now-deleted blog post, the researchers behind the model, dubbed WizardLM-2, said that it could carry out tasks like generating text, suggesting code, translating between different languages, or solving some math problems.

China's Baidu says its AI chatbot "Ernie Bot" has amassed more than 200 million users as it seeks to remain China's most popular ChatGPT-like chatbot amid increasingly fierce competition. From a report: The number of users has roughly doubled since the company's last update in December. The chatbot was released to the public eight months ago. Baidu CEO Robin Li also said Ernie Bot's API is being used 200 million times everyday, meaning the chatbot was requested by its user to conduct tasks that many times a day. The number of enterprise clients for the chatbot reached 85,000, Li said at a conference in Shenzhen.

Top takeaways from Stanford's new AI Index Report [PDF]:
1. AI beats humans on some tasks, but not on all. AI has surpassed human performance on several benchmarks, including some in image classification, visual reasoning, and English understanding. Yet it trails behind on more complex tasks like competition-level mathematics, visual commonsense reasoning and planning.
2. Industry continues to dominate frontier AI research. In 2023, industry produced 51 notable machine learning models, while academia contributed only 15. There were also 21 notable models resulting from industry-academia collaborations in 2023, a new high.
3. Frontier models get way more expensive. According to AI Index estimates, the training costs of state-of-the-art AI models have reached unprecedented levels. For example, OpenAI's GPT-4 used an estimated $78 million worth of compute to train, while Google's Gemini Ultra cost $191 million for compute.
4. The United States leads China, the EU, and the U.K. as the leading source of top AI models. In 2023, 61 notable AI models originated from U.S.-based institutions, far outpacing the European Union's 21 and China's 15.
5. Robust and standardized evaluations for LLM responsibility are seriously lacking. New research from the AI Index reveals a significant lack of standardization in responsible AI reporting. Leading developers, including OpenAI, Google, and Anthropic, primarily test their models against different responsible AI benchmarks. This practice complicates efforts to systematically compare the risks and limitations of top AI models.
6. Generative AI investment skyrockets. Despite a decline in overall AI private investment last year, funding for generative AI surged, nearly octupling from 2022 to reach $25.2 billion. Major players in the generative AI space, including OpenAI, Anthropic, Hugging Face, and Inflection, reported substantial fundraising rounds.
7. The data is in: AI makes workers more productive and leads to higher quality work. In 2023, several studies assessed AI's impact on labor, suggesting that AI enables workers to complete tasks more quickly and to improve the quality of their output. These studies also demonstrated AI's potential to bridge the skill gap between low- and high-skilled workers. Still, other studies caution that using AI without proper oversight can lead to diminished performance.
8. Scientific progress accelerates even further, thanks to AI. In 2022, AI began to advance scientific discovery. 2023, however, saw the launch of even more significant science-related AI applications -- from AlphaDev, which makes algorithmic sorting more efficient, to GNoME, which facilitates the process of materials discovery.
9. The number of AI regulations in the United States sharply increases. The number of AIrelated regulations in the U.S. has risen significantly in the past year and over the last five years. In 2023, there were 25 AI-related regulations, up from just one in 2016. Last year alone, the total number of AI-related regulations grew by 56.3%.
10. People across the globe are more cognizant of AI's potential impact -- and more nervous. A survey from Ipsos shows that, over the last year, the proportion of those who think AI will dramatically affect their lives in the next three to five years has increased from 60% to 66%. Moreover, 52% express nervousness toward AI products and services, marking a 13 percentage point rise from 2022. In America, Pew data suggests that 52% of Americans report feeling more concerned than excited about AI, rising from 37% in 2022.

The UK is starting to draft regulations to govern AI, focusing on the most powerful language models which underpin OpenAI's ChatGPT, Bloomberg News reported Monday, citing people familiar with the matter. From the report: Policy officials at the Department for Science, Innovation and Technology are in the early stages of devising legislation to limit potential harms caused by the emerging technology, according to the people, who asked not to be identified discussing undeveloped proposals. No bill is imminent, and the government is likely to wait until France hosts an AI conference either later this year or early next to launch a consultation on the topic, they said.

Prime Minister Rishi Sunak, who hosted the first world leaders' summit on AI last year and has repeatedly said countries shouldn't "rush to regulate" AI, risks losing ground to the US and European Union on imposing guardrails on the industry. The EU passed a sweeping law to regulate the technology earlier this year, companies in China need approvals before producing AI services and some US cities and states have passed laws limiting use of AI in specific areas.

Apple has lost its spot as the world's biggest mobile phone seller after a steep sales drop as South Korean rival Samsung retook the lead in the global market share. From a report: Samsung had been the biggest seller of mobile phones for 12 years until the end of 2023, when sales of Apple's iPhone models overtook it. Global smartphone shipments increased by 8% to 289.4m units during January-March, according to research firm IDC. Samsung won a 20.8% market share, beating Apple's 17.3% share, which has been dented by slowing sales in China.

IDC said that Apple shipped 50.1m iPhones in the first quarter, down from the 55.4m units it shipped in the same period last year. It was the biggest drop in iPhone sales since Covid-19 lockdowns caused global supply chain chaos in 2022. The drop in Apple sales, despite a growing global market, was partly ascribed to difficulties in China. Local rivals including Xiaomi and Huawei have put pressure on Apple and Samsung. At the same time, China's government has moved to ban devices made by foreign companies from workplaces.

The Associated Press reports: As their rivalry intensifies, U.S. and Chinese military planners are gearing up for a new kind of warfare in which squadrons of air and sea drones equipped with artificial intelligence work together like swarms of bees to overwhelm an enemy. The planners envision a scenario in which hundreds, even thousands of the machines engage in coordinated battle. A single controller might oversee dozens of drones. Some would scout, others attack. Some would be able to pivot to new objectives in the middle of a mission based on prior programming rather than a direct order.

The world's only AI superpowers are engaged in an arms race for swarming drones that is reminiscent of the Cold War, except drone technology will be far more difficult to contain than nuclear weapons. Because software drives the drones' swarming abilities, it could be relatively easy and cheap for rogue nations and militants to acquire their own fleets of killer robots. The Pentagon is pushing urgent development of inexpensive, expendable drones as a deterrent against China acting on its territorial claim on Taiwan. Washington says it has no choice but to keep pace with Beijing. Chinese officials say AI-enabled weapons are inevitable so they, too, must have them.

The unchecked spread of swarm technology "could lead to more instability and conflict around the world," said Margarita Konaev, an analyst with Georgetown University's Center for Security and Emerging Technology.
"A 2023 Georgetown study of AI-related military spending found that more than a third of known contracts issued by both U.S. and Chinese military services over eight months in 2020 were for intelligent uncrewed systems..." according to the article.

"Military analysts, drone makers and AI researchers don't expect fully capable, combat-ready swarms to be fielded for five years or so, though big breakthroughs could happen sooner."

Foreign Policy magazine visits a U.S. military training exercise that pitted Lt. Isaac McCurdy and his platoon of infantry troops against machines with camera lenses for eyes and sheet metal for skin: Driving on eight screeching wheels and carrying enough firepower on their truck beds to fill a small arms depot, a handful of U.S. Army robots stormed through the battlefield of the fictional city of Ujen. The robots shot up houses where the opposition force hid. Drones that had been loitering over the battlefield for hours hovered above McCurdy and his team and dropped "bombs" — foam footballs, in this case — right on top of them, a perfectly placed artillery shot. Robot dogs, with sensors for heads, searched houses to make sure they were clear.

"If you see the whites of someone's eyes or their sunglasses, [and] you shoot back at that, they're going to have a human response," McCurdy said. "If it's a robot pulling up, shooting something that's bigger than you can carry yourself, and it's not going to just die when you shoot a center mass, it's a very different feeling."

In the United States' next major war, the Army's brass is hoping that robots will be the ones taking the first punch, doing the dirty, dull, and dangerous jobs that killed hundreds — likely thousands — of the more than 7,000 U.S. service members who died during two decades of wars in the Middle East. The goal is to put a robot in the most dangerous spot on the battlefield instead of a 19-year-old private fresh out of basic training... [Several] Army leaders believe that almost every U.S. Army unit, down to the smallest foot patrols, will soon have drones in the sky to sense, protect, and attack. And it won't be long before the United States is deploying ground robots into battle in human-machine teams.
The robots haven't been tested with live ammunition yet — or in colder temperatures, the magazine notes. (And at one point in the exercise, "Army officials jammed themselves, and a swarm of drones dropped out of the sky.) But the U.S. Army is "considering a proposal to add a platoon of robots, the equivalent of 20 to 50 human soldiers, to its armored brigade combat team."

Six generals and several colonels watched the exercise, according to the article, which notes that the ultimate goal isn't to replace all human soldiers. "The point is to get the advantage before China or Russia do."

From the Washington Post: The U.S. government said Thursday that Russian government hackers who recently stole Microsoft corporate emails had obtained passwords and other secret material that might allow them to breach multiple U.S. agencies.

The Cybersecurity and Infrastructure Security Agency, an arm of the Department of Homeland Security, on Tuesday issued a rare binding directive to an undisclosed number of agencies requiring them to change any log-ins that were taken and investigate what else might be at risk. The directive was made public Thursday, after recipients had begun shoring up their defenses. The "successful compromise of Microsoft corporate email accounts and the exfiltration of correspondence between agencies and Microsoft presents a grave and unacceptable risk to agencies," CISA wrote. "This Emergency Directive requires agencies to analyze the content of exfiltrated emails, reset compromised credentials, and take additional steps to ensure authentication tools for privileged Microsoft Azure accounts are secure."
"CISA officials told reporters it is so far unclear whether the hackers, associated with Russian military intelligence agency SVR, had obtained anything from the exposed agencies," according to the article. And the article adds that CISA "did not spell out the extent of any risks to national interests."

But the agency's executive assistant director for cybersecurity did tell the newspaper that "the potential for exposure of federal authentication credentials...does pose an exigent risk to the federal enterprise, hence the need for this directive and the actions therein." Microsoft's Windows operating system, Outlook email and other software are used throughout the U.S. government, giving the Redmond, Washington-based company enormous responsibility for the cybersecurity of federal employees and their work. But the longtime relationship is showing increasing signs of strain.... [T]he breach is one of a few severe intrusions at the company that have exposed many others elsewhere to potential hacking. Another of those incidents — in which Chinese government hackers cracked security in Microsoft's cloud software offerings to steal email from State Department and Commerce Department officials — triggered a major federal review that last week called on the company to overhaul its culture, which the Cyber Safety Review Board cited as allowing a "cascade of avoidable errors."

An anonymous reader quotes a report from Ars Technica: Influential US Senator Sherrod Brown (D-Ohio) has called on U.S. President Joe Biden to ban electric vehicles from Chinese brands. Brown calls Chinese EVs "an existential threat" to the U.S. automotive industry and says that allowing imports of cheap EVs from Chinese brands "is inconsistent with a pro-worker industrial policy." Brown's letter to the president (PDF) is the most recent to sound alarms about the threat of heavily subsidized Chinese EVs moving into established markets. Brands like BYD and MG have been on sale in the European Union for some years now, and last October, the EU launched an anti-subsidy investigation into whether the Chinese government is giving Chinese brands an unfair advantage.

The EU probe won't wrap until November, but another report published this week found that government subsidies for green technology companies are prevalent in China. BYD, which now sells more EVs than Tesla, has benefited from almost $4 billion (3.7 billion euro) in direct help from the Chinese government in 2022, according to a study by the Kiel Institute. Last month, the EU even started paying extra attention to imports of Chinese EVs, issuing a threat of retroactive tariffs that could start being imposed this summer. Chinese EV imports to the EU have increased by 14 percent since the start of its investigation, but they have yet to really begin in the U.S., where there are a few barriers in their way. Chinese batteries make an EV ineligible for the IRS's clean vehicle tax credit, for one thing. And Chinese-made vehicles (like the Lincoln Nautilus, Buick Envision, and Polestar 2) are already subject to a 27.5 percent import tax.

But Chinese EVs are on sale in Mexico already, and that has American automakers worried. Last year, Ford CEO Jim Farley said he saw Chinese automakers "as the main competitors, not GM or Toyota." And in January, Tesla CEO Elon Musk said he believed that "if there are no trade barriers established, they will pretty much demolish most other car companies in the world." [...] It's not just the potential damage to the U.S. auto industry that has prompted this letter. Brown wrote that he is concerned about the risk of China having access to data collected by connected cars, "whether it be information about traffic patterns, critical infrastructure, or the lives of Americans," pointing out that "China does not allow American-made electric vehicles near their official buildings." At the end of February, the Commerce Department also warned of the security risk from Chinese-connected cars and revealed it has launched an investigation into the matter. "When the goal is to dominate a sector, tariffs are insufficient to stop their attack on American manufacturing," Brown wrote. "Instead, the Administration should act now to ban Chinese EVs before they destroy the potential for the U.S. EV market. For this reason, no solution should be left off the table, including the use of Section 421 (China Safeguard) of the Trade Act of 1974, or some other authority."

China's push to replace foreign technology is now focused on cutting American chip makers out of the country's telecoms systems. From a report: Officials earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core to their networks by 2027, a move that would hit American chip giants Intel and Advanced Micro Devices, people familiar with the matter said. The deadline given by China's Ministry of Industry and Information Technology aims to accelerate efforts by Beijing to halt the use of such core chips in its telecom infrastructure. The regulator ordered state-owned mobile operators to inspect their networks for the prevalence of non-Chinese semiconductors and draft timelines to replace them, the people said.

In the past, efforts to get the industry to wean itself off foreign semiconductors have been hindered by the lack of good domestically made chips. Chinese telecom carriers' procurements show they are switching more to domestic alternatives, a move made possible in part because local chips' quality has improved and their performance has become more stable, the people said. Such an effort will hit Intel and AMD the hardest, they said. The two chip makers have in recent years provided the bulk of the core processors used in networking equipment in China and the world.

China is rapidly advancing its space capabilities to challenge the United States' dominance in space, as evidenced by its significant increase in on-orbit intelligence and reconnaissance satellites and the development of sophisticated counterspace weapons. Space.com reports: "Frankly, China is moving at a breathtaking speed. Since 2018, China has more than tripled their on-orbit intelligence, surveillance and reconnaissance satellites," Gen. Stephen Whiting, commander of U.S. Space Command, said here on Tuesday, during a talk at the 39th Space Symposium. "And with these systems, they've built a kill web over the Pacific Ocean to find, fix, track and, yes, target United States and allied military capabilities," he added. And that's not all. China has also "built a range of counterspace weapons, from reversible jamming all the way up to kinetic hit-to-kill direct-ascent and co-orbital ASATs," Whiting said.

Indeed, China demonstrated direct-ascent ASAT, or anti-satellite, weapon technology back in January 2007, when it destroyed one of its defunct weather satellites with a missile. That test was widely decried as irresponsible, for it generated thousands of pieces of debris, many of which are still cluttering up Earth orbit. Such activities show that China is now treating space as a war-fighting domain, Whiting said. And so, he added, is Russia, which has also conducted ASAT tests recently, including a destructive one in November 2021. Russia has also been aggressively building out its orbital architecture; since 2018, the nation has more than doubled its total number of active satellites, according to Whiting. The U.S. government has taken notice of these trends.

"We are at a pivotal moment in history," Troy Meink, principal deputy director of the National Reconnaissance Office, which builds and operates the United States' fleet of spy satellites, said during a different talk on Tuesday here at the symposium. "For the first time in decades, U.S. leadership in space and space technology is being challenged," Meink added. "Our competitors are actively seeking ways to threaten our capabilities, and we see this every day." The U.S. must act if it wishes to beat back this challenge, Meink and Whiting stressed; it cannot rely on the inertia of past success to do the job. For example, Meink highlighted the need to innovate with the nation's reconnaissance satellites, to make them more numerous, more agile and more resilient. U.S. Under Secretary of Defense for Research and Engineering Heidi Shyu also emphasized the importance of increasing resilience, a goal that she said could be achieved by diversifying the nation's space capabilities. "We must assess ways to incorporate radiation-hardened electronics, novel orbits, varied communication pathways, advancements in propulsion technologies and increased cooperation with our allies," Shyu said in another talk on Tuesday at the symposium.

An anonymous reader shares a report: Last week South Korea's SK Hynix announced it would partner with Purdue University on a $3.9 billion semiconductor complex here, the largest single corporate investment in state history. Now comes the hard part. SK Hynix must not only build the fabrication plant, or fab, which will package high-bandwidth memory chips used in artificial intelligence, and a connected research-and-development center. It also has to staff them. "We need several hundred engineers to operate our advanced-packaging manufacturing fab -- in physics, chemistry, material science, electronics engineering," Kwak Noh-Jung, chief executive of SK Hynix, said in an interview following last week's announcement.

Staffing a fab is harder in the U.S. than in South Korea, where SK Hynix has contracts with local universities and its own in-house university. Nonetheless, Kwak said, "the final goal is very clear. We need to have very good engineers for our success in U.S." The U.S. is trying to do something unprecedented: reverse a shrinking share in a key manufacturing sector. Between 1990 and 2020, the U.S. share of world chip making shrank to 12% from 37%, while the combined share of Taiwan, South Korea and China grew to 58%. The federal CHIPS program has showered billions of dollars on Intel for fabs in several states, Taiwan Semiconductor Manufacturing Co.in Arizona and GlobalFoundries in New York and Vermont. SK Hynix hopes for support as well.

Subsidies alone won't guarantee a sustainable industry. Fabs need customers, a supply chain and, above all, a skilled, specialized workforce. From 2000 to 2017, U.S. employment in semiconductor manufacturing shrank to 181,000 from 287,000. It has since recovered to about 200,000. Why did the U.S. share of semiconductor production shrink? As in other industries, the U.S. became an expensive place to manufacture. Susan Houseman of the Upjohn Institute, who has studied outsourcing, said this wasn't "primarily a story about offshoring." U.S. companies still lead in chip design: Nvidia in artificial intelligence, Qualcomm in communications and Apple in smartphones. Over time they mostly contracted out fabrication of their chips to foundries such as TSMC who benefited from generous domestic subsidies. The theory behind CHIPS is that, by matching Asia's subsidies, the U.S. can again be competitive in chip making. Nonetheless, there is a chicken-egg problem. Fabs need a ready supply of skilled workers. But without fabs, America's best and brightest have little incentive to pursue careers in the sector.