1/ In-depth: How the U.S-China tech war upended co-operation in a global 5G standards body.

The U.S. backed the ORAN Alliance to gain a foothold in the 5G equipment market. Little did they realise, 2 alliance members were on the Entity List. w/@stuwoo
2/ ORAN, or Open RAN, was founded in 2018 to develop tech specifications to make key pieces of telecom equipment more interoperable. Right now, equipment from different companies won’t work together—imagine if a Dell computer worked with only a Dell monitor and Dell printer.
3/ ORAN was seen as a way to potentially break up the oligopoly that currently dominates the telecom-hardware business: Huawei, Ericsson and Nokia. Because of its focus on software, it was seen as a way for the U.S. to gain a foothold in a market that it had no strong player in.
4/ Cooperation was ticking along. Until late August, when Nokia, a member and the 3rd-largest wireless equipment maker, sends the alliance a note that they are suspending work with ORAN. Two of ORAN's members are on a US Commerce export blacklist.
5/ Phytium and Kindroid, both chinese semiconductor manufacturers, were added in April and July this year to the Entity list that limits companies from exporting U.S.-origin technology to listed firms without a license. China Mobile was also a board member of ORAN's
6/ Nokia feared cooperation with them in O-RAN could lead to penalties by US officials
This is the latest iteration of how US-China rivalry threatens to disrupt existing models of global tech cooperation, and create bifurcated systems between the U.S., their allies & China
7/ Since then, a Dem. congresswoman (ex-CIA) introduced legislation ordering State & Commerce to investigate the role of Chinese companies in bodies like O-RAN, & to determine if firms that do business in the U.S. should be allowed to collaborate with them amendments-rules.house.gov/amendments/SPA…
8/ Cyberagencies in the UK, US and Europe are also closely watching the episode.
"“It’s a moment of bifurcation. It might no longer be possible to move forward as one global ecosystem,"
-- Hossein Moiin, who was Nokia’s chief technology officer until 2018

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More from @lizalinwsj

19 Jul
1/ In this "new" China, Didi's large stash of data is of more critical importance to national security than social media or e-commerce firms. @Kubota_Yoko and I looked into what they collect: (and got quite a surprise)
2/ First, personal information. I've looked at privacy and data collection policies of Tiktok/Douyin and Wechat. Didi's data collection trumps them all. Users of its car-hail service provide a mobile number... which in China is linked to your real name and ID. Still, to use
3/ To use other Didi svcs such as bike-sharing (青桔 is one of the biggest bike sharing firms) you have to share real name ID, and for car-pooling, facial data as well. Car-sharing users provide criminal records, drivers licenses. Didi has 377 mln annual active users in China.
Read 7 tweets

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