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VOICE ARCHIVE

Stephen Roach

@sroach_econ
7 posts
2023-09-04
Remind me of the point of US sanctions — to constrain or incentivize Chinese innovation? As China quickly closes the gap, the US resorts to the CHIPS Act and the failed industrial policies of the past. America's strategic quagmire. https://www.bloomberg.com/...
2023-09-04 View on X
Bloomberg

TechInsights teardown: Huawei's Mate 60 Pro uses a new Kirin 9000s chip that was fabricated in China by SMIC using a 7nm process, a blow to US sanctions

The company's Mate 60 Pro is powered by SMIC's 7nm chips, according to analysis that TechInsights conducted for Bloomberg News

2023-05-24
Nvidia's pushback against US tech sanctions on China. Underscores America's strategic disconnect: CHIPS Act boosts supply while tech war crushes Chinese demand. Actions have consequences. https://www.ft.com/...
2023-05-24 View on X
Financial Times

Nvidia CEO Jensen Huang says US chip export controls has put the US tech industry at risk of “enormous damage”, as Chinese firms start building their own chips

Jensen Huang tells lawmakers to be ‘thoughtful’ about imposing more export controls on Beijing

2023-01-30
Can a free society restrict social discourse under the guise of national security — especially if there is no credible evidence of compromised data? https://www.wsj.com/...
2023-01-30 View on X
Wall Street Journal

TikTok CEO Shou Zi Chew plans to testify before the House Energy and Commerce Committee on March 23, the first appearance by a TikTok CEO before Congress

Republicans are expected to use hearing to highlight security and privacy concerns over video app  —  TikTok Offers More Transparency to Win Over U.S. Regulators

Which is worse — China's state sponsored censorship or the surveillance capitalism of western democracies? Zuboff's provocative critique argues that big tech and democracy are ultimately incompatible. See “Accidental Conflict” Ch 8. https://www.ft.com/...
2023-01-30 View on X
Financial Times

An interview with Harvard Business School professor Shoshana Zuboff on her frustrations with fragmented efforts to restrain tech companies, privacy, and more

These are uncertain times for Silicon Valley.  Tech companies are firing staff who they hired in the pandemic. Tweets: @fatassinari , @sroach_econ , @patrickfrench , @henrymance , ...

Can a free society restrict social discourse under the guise of national security — especially if there is no credible evidence of compromised data? https://www.wsj.com/...
2023-01-30 View on X
Wall Street Journal

The US' Berman amendments, passed during the Cold War to protect the free flow of content between the US and hostile countries, may complicate a TikTok ban

One can think of many reasons to worry about TikTok … Rose Horowitch / NBC News : TikTok CEO to testify before Congress in March amid app security questions CNBC : Europe's crackdo...

2022-12-12
Overly-optimistic assessment of alternative supply line in US-led chip war. https://giftarticle.ft.com/...
2022-12-12 View on X
Financial Times

Sony AI CEO Hiroaki Kitano and NEC CEO Takayuki Morita say US sanctions may impact China's ability to procure chips but question their long-term effectiveness

2022-12-11
Overly-optimistic assessment of alternative supply line in US-led chip war. https://giftarticle.ft.com/...
2022-12-11 View on X
Financial Times

Sony's CTO and NEC's CEO say US chip export controls may temporarily impact China's ability to procure chips but question the sanctions' long-term effectiveness

Eri Sugiura / Financial Times : Tweets: @jtseo9 , @williamyang120 , @rnaudbertrand , @sroach_econ , and @sariarhohavren Tweets: @jtseo9 : In plain English, “shoveling shit against...