Paul T
@pstasiatech.bsky.social
Unflinching unideological views from industry and personal experience on the nexus of technology, geopolitics, and US China relations and beyond. Focus on semiconductors, AI stack, AI governance, digital assets, and the meaning of life.
Pinned
Paul T
@pstasiatech.bsky.social
· Mar 3
During Open Source Week, China’s AI phenom DeepSeek did something unusual, releasing six separate posts/papers detailing key elements of its hardware and software optimizations. Here are a few observations on the releases.
Push to restore semiconductor manufacturing faces labor crisis: can US train enough workers
in time?
...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants
Talking about this for 3 years..
theconversation.com/the-push-to-...
in time?
...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants
Talking about this for 3 years..
theconversation.com/the-push-to-...
The push to restore semiconductor manufacturing faces a labor crisis − can the US train enough workers in time?
Bringing chip manufacturing back to America is a national security and economic priority, but a shortage of skilled workers threatens to derail the effort.
theconversation.com
March 17, 2025 at 3:43 PM
Push to restore semiconductor manufacturing faces labor crisis: can US train enough workers
in time?
...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants
Talking about this for 3 years..
theconversation.com/the-push-to-...
in time?
...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants
Talking about this for 3 years..
theconversation.com/the-push-to-...
ICYMI Trump wants TSMC to take over Intel's plants. Here’s what needs to happen instead | Fortune fortune.com/2025/02/26/t...
Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead
Intel’s design and manufacturing businesses are too important to be left to short-term dealmakers.
fortune.com
March 5, 2025 at 12:59 PM
ICYMI Trump wants TSMC to take over Intel's plants. Here’s what needs to happen instead | Fortune fortune.com/2025/02/26/t...
Big fines coming for US export violations, says ex-Commerce official, as China sales probed
Brilliant, fining companies for selling hard drives to China, whose idea was this?
www.reuters.com/markets/us/b...
Brilliant, fining companies for selling hard drives to China, whose idea was this?
www.reuters.com/markets/us/b...
Big fines coming for US export violations, says ex-Commerce official, as China sales probed
The U.S. Commerce Department is likely to impose hefty fines on companies in the coming months for illegally shipping technology to customers in countries like China, a top department official who left last month said on Thursday.
www.reuters.com
March 3, 2025 at 6:23 PM
Big fines coming for US export violations, says ex-Commerce official, as China sales probed
Brilliant, fining companies for selling hard drives to China, whose idea was this?
www.reuters.com/markets/us/b...
Brilliant, fining companies for selling hard drives to China, whose idea was this?
www.reuters.com/markets/us/b...
China's Honor to invest $10bn in AI over next 5 years - Nikkei Asia asia.nikkei.com/Business/Tec...
China's Honor to invest $10bn in AI over next 5 years
Company deepening partnerships with Qualcomm, Google to enable 'agentic' experiences
asia.nikkei.com
March 3, 2025 at 6:22 PM
China's Honor to invest $10bn in AI over next 5 years - Nikkei Asia asia.nikkei.com/Business/Tec...
China dominates the world in renewable energy, including solar and wind - The Washington Post www.washingtonpost.com/climate-solu...
How China came to dominate the world in renewable energy
China now eclipses every other country in the world — including the United States — in the green technologies of the future. Here’s how it achieved this lead.
www.washingtonpost.com
March 3, 2025 at 6:22 PM
China dominates the world in renewable energy, including solar and wind - The Washington Post www.washingtonpost.com/climate-solu...
During Open Source Week, China’s AI phenom DeepSeek did something unusual, releasing six separate posts/papers detailing key elements of its hardware and software optimizations. Here are a few observations on the releases.
March 3, 2025 at 2:56 PM
During Open Source Week, China’s AI phenom DeepSeek did something unusual, releasing six separate posts/papers detailing key elements of its hardware and software optimizations. Here are a few observations on the releases.
Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs?
Short answer: no. Long answer: no.....
www.scmp.com/economy/glob...
Short answer: no. Long answer: no.....
www.scmp.com/economy/glob...
Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs?
A US accord on critical minerals to broker an end to the Ukraine war could blunt Chinese export controls, analysts said, but not counteract them.
www.scmp.com
February 27, 2025 at 3:01 PM
Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs?
Short answer: no. Long answer: no.....
www.scmp.com/economy/glob...
Short answer: no. Long answer: no.....
www.scmp.com/economy/glob...
How Trump and Biden’s Focus on Minerals Became Core to U.S. Foreign Policy
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
Lots of focus/hand waving, but no serious long-term strategy. Also about the IP.
www.nytimes.com/2025/02/26/u...
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
Lots of focus/hand waving, but no serious long-term strategy. Also about the IP.
www.nytimes.com/2025/02/26/u...
How Trump and Biden Pursued Critical Minerals in Ukraine, Greenland and Other Countries
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
www.nytimes.com
February 27, 2025 at 2:48 PM
How Trump and Biden’s Focus on Minerals Became Core to U.S. Foreign Policy
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
Lots of focus/hand waving, but no serious long-term strategy. Also about the IP.
www.nytimes.com/2025/02/26/u...
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
Lots of focus/hand waving, but no serious long-term strategy. Also about the IP.
www.nytimes.com/2025/02/26/u...
The Trump administration can avoid a strategic misstep in the AI global race - Microsoft On the Issues
Some good points here, but real issue is this whole effort misguided?...
blogs.microsoft.com/on-the-issue...
Some good points here, but real issue is this whole effort misguided?...
blogs.microsoft.com/on-the-issue...
The Trump administration can avoid a strategic misstep in the AI global race
The AI diffusion rule is an opportunity for the Trump administration to cement U.S. AI leadership and economic growth opportunities.
blogs.microsoft.com
February 27, 2025 at 2:40 PM
The Trump administration can avoid a strategic misstep in the AI global race - Microsoft On the Issues
Some good points here, but real issue is this whole effort misguided?...
blogs.microsoft.com/on-the-issue...
Some good points here, but real issue is this whole effort misguided?...
blogs.microsoft.com/on-the-issue...
China’s Baiont Quant Says Funds Must Adopt AI to Survive After DeepSeek
One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek..
www.bloomberg.com/news/article...
One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek..
www.bloomberg.com/news/article...
China Quant Says Funds Must Adopt AI to Survive After DeepSeek
DeepSeek’s success is intensifying pressure on China’s quantitative hedge funds to embrace artificial intelligence or risk becoming obsolete, according to one of the most aggressive users of AI in the...
www.bloomberg.com
February 27, 2025 at 1:57 PM
China’s Baiont Quant Says Funds Must Adopt AI to Survive After DeepSeek
One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek..
www.bloomberg.com/news/article...
One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek..
www.bloomberg.com/news/article...
Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says - Nikkei Asia asia.nikkei.com/Business/Tec...
Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says
'Nearly every developer' learning from Chinese firm's R1 model, which will drive chip sales
asia.nikkei.com
February 27, 2025 at 1:55 PM
Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says - Nikkei Asia asia.nikkei.com/Business/Tec...
Why Arm’s CEO Sees Room for Nvidia Competitors — The Information
“You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said.
www.theinformation.com/articles/why...
“You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said.
www.theinformation.com/articles/why...
Why Arm’s CEO Sees Room for Nvidia Competitors
Cloud and chip executives have predicted for two years that Nvidia’s dominance in artificial intelligence server chips would crater, but that hasn’t come to pass. Yet Rene Haas, CEO of Arm Holdings, w...
www.theinformation.com
February 26, 2025 at 6:10 PM
Why Arm’s CEO Sees Room for Nvidia Competitors — The Information
“You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said.
www.theinformation.com/articles/why...
“You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said.
www.theinformation.com/articles/why...
ICYMI Big....Samsung strikes rare deal with China’s YMTC for NAND chip tech www.chosun.com/english/indu...
Samsung strikes rare deal with China’s YMTC for NAND chip tech
Samsung strikes rare deal with Chinas YMTC for NAND chip tech Cross-licensing deal reflects rising patent tensions in NAND market
www.chosun.com
February 26, 2025 at 6:06 PM
ICYMI Big....Samsung strikes rare deal with China’s YMTC for NAND chip tech www.chosun.com/english/indu...
Rooting against the only major global US EV company for dubious reasons may not be a winner....
February 26, 2025 at 5:43 PM
Rooting against the only major global US EV company for dubious reasons may not be a winner....
Great to be able to contribute to this....thanks @jessicacweiss.bsky.social for the chance to participate!!
Our inaugural report is live! acf.sais.jhu.edu/getting-chin... @jonasnahm.com @gwbstr.com @pstasiatech.bsky.social @himself.bsky.social @marygao1969.bsky.social @saranewland.bsky.social @apiavote.bsky.social
Tune in today: video.ibm.com/channel/BvDQ...
Full agenda: acf.sais.jhu.edu/getting-chin...
Tune in today: video.ibm.com/channel/BvDQ...
Full agenda: acf.sais.jhu.edu/getting-chin...
GETTING CHINA RIGHT AT HOME
Newly established institute at SAIS convenes its first gathering of experts.
acf.sais.jhu.edu
February 26, 2025 at 5:42 PM
Great to be able to contribute to this....thanks @jessicacweiss.bsky.social for the chance to participate!!
See article I co-authored with the amazing Alvin Graylin on US China AI competition and the major risks around it going forward. Clearly no winners hear, and everyone loses...
www.technologyreview.com/2025/01/21/1...
www.technologyreview.com/2025/01/21/1...
There can be no winners in a US-China AI arms race
AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits humanity.
www.technologyreview.com
January 28, 2025 at 6:04 PM
See article I co-authored with the amazing Alvin Graylin on US China AI competition and the major risks around it going forward. Clearly no winners hear, and everyone loses...
www.technologyreview.com/2025/01/21/1...
www.technologyreview.com/2025/01/21/1...
Please see new post on #DeepSeek phenomenon on my new Substack AI Decrypted...will do an update on this fast breaking story soon...
pstaidecrypted.substack.com/p/assessing-...
pstaidecrypted.substack.com/p/assessing-...
Assessing Reactions to Chinese AI Startup DeepSeek and the Firm's Advanced Open Source/Weight AI Models
Complex issues around access to training, inference hardware also put spotlight on hardware scaling and US export controls.
pstaidecrypted.substack.com
January 28, 2025 at 6:00 PM
Please see new post on #DeepSeek phenomenon on my new Substack AI Decrypted...will do an update on this fast breaking story soon...
pstaidecrypted.substack.com/p/assessing-...
pstaidecrypted.substack.com/p/assessing-...
#ChinaAIWatch China gains on U.S. in AI research, with Tsinghua University chasing Google asia.nikkei.com/Business/Tec... via
@NikkeiAsia
@NikkeiAsia
China gains on U.S. in AI research, with Tsinghua University chasing Google
Chinese institutions' profile has risen sharply since 2020, conference papers show
asia.nikkei.com
January 9, 2025 at 10:03 PM
#ChinaAIWatch China gains on U.S. in AI research, with Tsinghua University chasing Google asia.nikkei.com/Business/Tec... via
@NikkeiAsia
@NikkeiAsia
#ChinaAIWatch Former Google CEO Eric Schmidt cited advances from Alibaba, Tencent as evidence China was closing gap. “This is shocking to me....thought restrictions we placed on chips would keep them back.”
Me: Eric I am even more shocked you are shocked
time.com/7204164/chin...
Me: Eric I am even more shocked you are shocked
time.com/7204164/chin...
How China Is Advancing in AI Despite U.S. Chip Restrictions
AI advances by Chinese companies are raising the stakes in the global AI race.
time.com
January 9, 2025 at 10:01 PM
#ChinaAIWatch Former Google CEO Eric Schmidt cited advances from Alibaba, Tencent as evidence China was closing gap. “This is shocking to me....thought restrictions we placed on chips would keep them back.”
Me: Eric I am even more shocked you are shocked
time.com/7204164/chin...
Me: Eric I am even more shocked you are shocked
time.com/7204164/chin...
ICMYI Biden plan would encourage AI data centers on federal lands
Worried the United States could fall behind in artificial intelligence, the White House wants to accelerate advanced computing capacity.
wapo.st/4a7r0q5
Biden plan would encourage AI data centers on federal lands
Worries the U.S. will lose the AI arms race fuels an eleventh-hour Biden administration effort to allow massive data centers and power plants on public land.
wapo.st
January 9, 2025 at 10:00 PM
ICMYI Biden plan would encourage AI data centers on federal lands
Worried the United States could fall behind in artificial intelligence, the White House wants to accelerate advanced computing capacity.
wapo.st/4a7r0q5
Good thread!!!
Incoming CEA chair Miran's recently published a report on tariff incidence, claiming exporting countries bear most of the costs. 1/
www.hudsonbaycapital.com/documents/FG...
www.hudsonbaycapital.com/documents/FG...
www.hudsonbaycapital.com
January 9, 2025 at 9:58 PM
Good thread!!!
This....
Welcome to the Nippon steel world where everything is national security. Japan now contemplating blocking foreign takeover of 7/11 on national security grounds. We are doing this to ourselves.
www.reuters.com/markets/deal...
www.reuters.com/markets/deal...
Japan flags foreign takeover of 7-Eleven owner as a security issue
A potential foreign acquisition of Japanese retail giant Seven & i would be "heavily related" to national security, Japan's economy minister Ryosei Akazawa said on Wednesday.
www.reuters.com
January 9, 2025 at 9:58 PM
This....
See my thread on X on the new AI Diffusion rule that could come as soon as tomorrow: x.com/pstAsiatech/...
x.com
x.com
January 9, 2025 at 9:56 PM
See my thread on X on the new AI Diffusion rule that could come as soon as tomorrow: x.com/pstAsiatech/...