Carbon Chemist

Tag: US

  • Three takeaways about the state of Chinese tech in the US

    Three takeaways about the state of Chinese tech in the US

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    Catch up with China

    1. A batch of documents mistakenly unsealed by a Pennsylvania court reveals the origin story of TikTok’s parent company, ByteDance. Who knew it started out as a real estate venture? (New York Times $)

    2. Vladimir Potanin, Russia’s richest man, said he would move some of his copper smelting factories to China to reduce the impact of Western sanctions, which block Russian companies from using international payment systems. (Financial Times $)

    3. Chinese universities have found a way to circumvent the US export ban on high-end Nvidia chips: by buying resold server products made by Dell, Super Micro Computer, and Taiwan’s Gigabyte Technology. (Reuters $)

    4. TikTok is testing “TikTok Notes,” a rival product to Instagram, in Australia and Canada. (The Verge)

    5. Since there’s no route for personal bankruptcy in China, those who are unable to pay their debts are being penalized in novel ways: they can’t take high-speed trains, fly on planes, stay in nice hotels, or buy expensive insurance policies. (Wall Street Journal $)

    6. The hunt for the origins of covid-19 has stalled in China, as Chinese politicians worry about being blamed for the findings. (Associated Press)

    7. Because of pressure from the US government, Mexico will not hand out tax cuts and other incentives to Chinese EV companies. (Reuters $)

    Lost in translation

    Until last year, it was normal for Chinese hotels to require facial recognition to check guests in, but the city of Shanghai is now turning against the practice, according to the Chinese publication 21st Century Business Herald. The police bureau of Shanghai recently published a notice that says “scanning faces” is required only if guests don’t have any identity documents. Otherwise, they have the right to refuse it. Most hotel chains in Shanghai, and some in other cities, have updated their policies in response. 

    China has a national facial recognition database tied to the government ID system, and businesses such as hotels can access it to verify customers’ identities. However, Chinese people are increasingly pushing back on the necessity of facial recognition in scenarios like this, and questioning whether hotels are handling such sensitive biometric data properly. 

    One more thing

    The latest queer icon in Asia is Nymphia Wind, the drag persona of a 28-year-old Taiwanese-American named Leo Tsao, who just won the latest season of RuPaul’s Drag Race. Fully embracing the color yellow as part of her identity, Nymphia Wind is also called the “Banana Buddha” by her fans. She’s hosting shows in Taoist temples in Taiwan, attracting audiences old and young.

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  • This solar giant is moving manufacturing back to the US

    This solar giant is moving manufacturing back to the US

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    To understand the chances that the US will succeed, MIT Technology Review spoke to Shawn Qu. As the founder and chairman of Canadian Solar, one of the largest and longest-standing solar manufacturing companies in the world, Qu has observed cycle after cycle of changing demand for solar panels over the last 28 years. 

    CANADIAN SOLAR

    After decades of mostly manufacturing in Asia, Canadian Solar is pivoting back to the US because it sees a real chance for a solar industry revival, mostly thanks to the Inflation Reduction Act (IRA) passed in 2022. The incentives provided in the bill are just enough to offset the higher manufacturing costs in the US, Qu says. He believes that US solar manufacturing capacity could grow significantly in two to three years, if the industrial policy turns out to be stable enough to keep bringing companies in. 

    How tariffs forced manufacturing capacity to move out of China

    There are a few important steps to making a solar panel. First silicon is purified; then the resulting polysilicon is shaped and sliced into wafers. Wafers are treated with techniques like etching and coating to become solar cells, and eventually those cells are connected and assembled into solar modules.

    For the past decade, China has dominated almost all of these steps, for a few reasons: low labor costs, ample supply of proficient workers, and easy access to the necessary raw materials. All these factors make made-in-China solar modules extremely price-competitive. By the end of 2024, a US-made solar panel will still cost almost three times as much as one produced in China, according to researchers at BloombergNEF. 

    The question for the US, then, is how to compete. One tool the government has used since 2012 is tariffs. If a solar module containing cells made in China is imported to the US, it’s subject to as much as a 250% tariff. To avoid those tariffs, many companies, including Canadian Solar, have moved solar cell manufacturing and the downstream supply chain to Southeast Asia. Labor costs and the availability of labor forces are “the number one reason” for that move, Qu says.

    When Canadian Solar was founded in 2001, it made all its solar products in China. By early 2023, the company had factories in four countries: China, Thailand, Vietnam, and Canada. (Qu says it used to manufacture in Brazil and Taiwan too, but later scaled back production in response to contracting local demand.)

    But that equilibrium is changing again as further tariffs imposed by the US government aim to force supply chains to move out of China. Starting in June 2024, companies importing silicon wafers from China to make cells outside the country will also be subject to tariffs. The most likely solution for solar companies would be to “set up wafer capacity or set up partnerships with wafer makers in Southeast Asia,” says Jenny Chase, the lead solar analyst at BloombergNEF.

    Qu says he’s confident the company will meet the new requirements for tariff exemption after June. “They gave the industry about two years to adapt, so I believe most of the companies, at least the tier-one companies, will be able to adapt,” he says.

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  • Four things you need to know about China’s AI talent pool 

    Four things you need to know about China’s AI talent pool 

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    • Here’s an inside look into ASML’s factory and how it managed to dominate advanced chipmaking. (MIT Technology Review)

    2. Hong Kong passed a tough national security law that makes it more dangerous to protest Beijing’s rule. (BBC)

    3. A new bill in France suggests imposing hefty fines on Shein and similar ultrafast-fashion companies for their negative environmental impact—as much as $11 per item that they sell in France. (Nikkei Asia)

    4. Huawei filed a patent to make more advanced chips with a low-tech workaround. (Bloomberg $)

    • Meanwhile, a US official accused the Chinese chip foundry SMIC of breaking US law by making a chip for Huawei. (South China Morning Post $)

    5. Instead of the usual six and a half days a week, Tesla has instructed its Shanghai factory to reduce production to five days a week. The slowdown of EV sales in China could be the reason. (Bloomberg $)

    6. TikTok is still having plenty of troubles. A new political TV ad (paid for by a mysterious new nonprofit), playing in three US swing states, attacks Zhang Fuping, a ByteDance vice president that very few people have heard of. (Punchbowl News)

    • As TikTok still hasn’t reached a licensing deal with Universal Music Group, users have had to get creative to find alternative soundtracks for their videos. (Billboard)

    7. China launched a communications satellite that will help relay signals for missions to explore the dark side of the moon. (Reuters $)

    Lost in translation

    The most-hyped generative AI app in China these days is Kimi, according to the Chinese publication Sina Tech. Released by Moonshot AI, a Chinese “unicorn” startup, Kimi made headlines last week when it announced it had started supporting inputting text using over 2 million Chinese characters. (For comparison, OpenAI’s GPT-4 Turbo currently supports inputting 100,000 Chinese characters, while Claude3-200K supports about 160,000 characters.)

    While some of the app’s virality can be credited to a marketing push that intensified recently. Chinese users are now busy feeding popular and classic books to the model and testing how well it can understand the context. Feeling threatened, other Chinese AI apps owned by tech giants like Baidu and Alibaba have followed suit, announcing that they will soon support 5 million or even 10 million Chinese characters. But processing large amounts of text, while impressive, is very costly in the generative AI age—and some observers worry this isn’t the commercial direction that companies ought to head in.

    One more thing

    Fluffy pajamas, sweatpants, outdated attire: young Chinese people are dressing themselves in “gross outfits” to work—an intentional provocation to their bosses and an expression of silent resistance to the trend that glorifies career hustle. “I just don’t think it’s worth spending money to dress up for work, since I’m just sitting there,” one of them told the New York Times.

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