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Nov 23 • 4 tweets • 2 min read
#ChinAIWatch Partnering with Horizon will accelerate innovation in China: CARIAD said in October that it would form JV with Horizon Robotics, one of leading providers of computing solutions for smart vehicles in China, w/ CARIAD as majority shareholder.
globaltimes.cn/page/202211/12…
Through the cooperation, CARIAD will integrate the Chinese high-tech startup into the supply chain system of software and hardware solutions of Volkswagen Group.
Together CARIAD + Horizon Robotics plan to develop cutting-edge, highly optimized full stack ADAS/AD solutions for China to drive forward the integration of numerous functions on one chip, increasing the stability of the system while cutting costs and reducing energy consumption.
Chang Qing, CEO of CARIAD's China subsidiary, added that Volkswagen's production and integration advantages and Horizon's algorithm, software and chip capabilities can complement each other's development and innovation.
@pstAsiatech: Horizon using TSMC as manufacturing platform.

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More from @pstAsiatech

Paul Triolo Profile picture
Nov 24
#October7Surprise US exports controls specifically on advanced computing related semiconductors, graphical processing units (GPUs) in particular, are difficult to understand. A speculative thread. 🧵
Semiconductors that could fall w/in scope of new controls: GPUs, tensor processing units (TPUs), neural processors, in-memory + vision processors, text = adaptive processors, coprocessors/accelerators, field-programmable logic devices (FPLDs), and ASICs.
But how and who will decide which of these semiconductors, particularly in complex systems configurations now typical in the industry, meet the threshold for performances? Discussions with government industry officials suggest some major confusion here. Some thoughts follow.
Read 32 tweets
Paul Triolo Profile picture
Nov 22
The world’s largest carmakers are trying to water down a Biden administration effort to replace Chinese components with US ones in electric-vehicle manufacturing, as the industry grapples with dependence on battery materials processed overseas
ft.com/content/2bcb1c…
Ford, Stellantis and Volkswagen are among the carmakers asking regulators to establish a threshold allowing a small amount of Chinese content in batteries. Volkswagen suggested setting it at 10 per cent or less.
Ford said in July that CATL, the Chinese battery manufacturer, will supply batteries for the Mustang Mach-E car next year and for the F-150 Lightning truck in 2024. The two companies have signed a non-binding memo to explore further expanding the relationship.
Read 5 tweets
Paul Triolo Profile picture
Nov 22
Pundits, journalists, think tanks have spent years warning abt the dangers of academic collaboration with China. Their admonitions often include hand-wringing about Chinese students/scholars stealing US secrets/know-how, at times flirting w/ racist tropes. thewirechina.com/2022/11/20/our…
... The bipartisan rush to condemn perceived Chinese threats too often ignores the enormous benefits that American institutions of higher education glean from collaboration and cooperation with their Chinese counterparts.
Too often?
…we should not be in a competition with China to be more closed, to be quicker to censor. Instead, our focus should be on ensuring our higher education system remains the strongest and most open in the world...
Read 4 tweets
Paul Triolo Profile picture
Nov 19
US government policy pronouncements related to China and technology have ramped up over the past six months…it is important to understand their evolution, and implications for allies...a thread🧵
After a long wait for a new US China strategy, in a major speech in May 2022 Secretary of State Blinken put technology at the center of US China relations:
state.gov/the-administra…
Blinken on China: It’s home to some of the world’s largest tech companies and it seeks to dominate the technologies and industries of the future....in fields like artificial intelligence, biotechnology, quantum computing. These are areas that Beijing is determined to lead....
Read 28 tweets
Paul Triolo Profile picture
Nov 17
A lot has been written recently about semiconductor supply chain diversification, the US CHIPS Act, the EU CHIPS Act, onshoring, friendshoring, the Chips 4 Alliance, and semiconductor industrial policies in Japan, South Korea, and Taiwan. A thread.
High profile announcements like Apple’s sourcing US-made semiconductors from a new TSMC facility under construction in the sands of Arizona have fueled a lot of discussions around changing supply chains. bloomberg.com/news/articles/…
Some commentators correctly point out that the new onshoring effort in the US under the CHIPS Act that has driven TSMC to site a facility in Arizona, will not be able in the short-term to make much of a dent in Taiwan dominance of high-end manufacturing. bloomberg.com/opinion/articl…
Read 21 tweets
Paul Triolo Profile picture
Nov 15
#October7Surprise China’s domestic semiconductor manufacturing equipment (SME) industry is perhaps the most overlooked party to the October 7 export control package.
A Thread.
I wrote about the overall semiconductor industry in China, government strategies and policies, including the tool maker segment here: americanaffairsjournal.org/2021/02/the-fu…
As @JPKleinhans and @JohnLee laid out nicely in their piece here: thediplomat.com/2021/09/mappin… Chinese domestic tool makers are well behind global counterparts, which is not surprising given their late entry to the market, and innovative capacity of US, Dutch, and Japanese leaders.
Read 15 tweets

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