Paul Triolo Profile picture
Dec 20 6 tweets 2 min read
MIIT Notice on the "Data Security Management Measures in the Field of Industry and Information Technology (trial implementation)"
Sectoral clarification of Data Security Law #DSL application in industrial, ICT, and wireless sectors.
miit.gov.cn/jgsj/waj/wjfb/…
Cites prior art: Data Security Law, Cybersecurity Law, Personal Information Protection Law, National Security Law, Civil Code of the People's Republic of China.
Data processors in industry and information technology can be divided into industrial, telecommunications, and radio data processors. Data processing activities include but are not limited to data collection, storage, use, processing, transmission, provision, and disclosure.
According to degree of harm caused to national security, public interest, or legitimate rights/interests of individuals/organizations by tampering, destruction, leakage, illegal acquisition/use, data is divided into general data, important data, and core data.
重要数据和核心数据
Measures specify that when important or core data is provided to an outside party, both parties must sign a contract verifying that the receiver can appropriately protect the data. If core data is transferred, the provision of that data must be reported to the local MIIT branch.
Measures require that firms file important + core data catalogues with regulatory authorities, no timeline for this specified. Appears to be major compliance uncertainty--rules take effect on January 1, so not much time, assume some have prepared or there will be more time.

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More from @pstAsiatech

Dec 20
Big. Opinions of the Central Committee of the Communist Party of China and the State Council on Building a Basic Data System and Better Playing the Role of Data Elements
China now has 78 data exchanges nationwide.
gov.cn/zhengce/2022-1…
Highlights:
Insist on sharing to release value dividends, reasonably lower threshold for market entities to obtain data, enhance sharing/inclusiveness of data elements, encourage innovation, entrepreneurship and creation, strengthen anti-monopoly and anti-unfair competition.
Establish a trusted data circulation system to enhance the availability, credibility, circulation, and traceability of data. Realize the dynamic management of the whole process of data circulation, and activate the value of data in compliant circulation and use.
Read 6 tweets
Dec 20
The administration’s contradictory approach to TikTok--its embrace of app as a vital conduit to the public, and its fear of app as a potential tool of foreign influence--is perhaps a fitting response to the utterly unique problem that TikTok poses.
Indeed
nytimes.com/2022/12/20/mag…
Corporations and brands, from Goldfish crackers to Prada, have redirected billions of dollars worth of advertising to the platform in recognition of its all-encompassing reach, which can, at seemingly any moment, turn even a decades-old product into a must-have item.
Last year, TikTok had more site visits than Google, and more watch minutes in the United States than YouTube. Facebook took almost nine years to reach one billion users; TikTok did it in five.
Read 6 tweets
Dec 20
Blacklisted YMTC sees bumpy road ahead for 232-layer NAND mass production
Will dent YMTC's production yield improvement for 232-layer 3D NAND flash, block path to further upgrades in stacking tech....
digitimes.com/news/a20221219…
....and cripple its development of high-speed SSD transmission applications due to disruptions in the supply of key components
Taiwan's Phision Electronics and Silicon Motion could be unable to supply 7nm/2nm NAND controller chips to YMTC for SSD applications: will make it impossible for YMTC to deliver shipments for high-speed SSD, PCIe Gen 4 or 5 applications, losing its market competitiveness rapidly.
Read 5 tweets
Dec 18
The latest mid-December Commerce Department Entity List actions designating Chinese firms must be viewed in the context of the October 7 export control package. Some key companies are impacted, and full scope of controls better understood. The news is bad for China. A thread.🧵
In mid-December, Commerce Department added 36 new firms/orgs to the Entity List. The justifications ranged from unspecified support for military modernization, alleged support for organizations involved in human rights violations, and transfers to other firms on Entity List.
The new rules will be officially published in the Federal Register Monday December 19. A preview is available here. public-inspection.federalregister.gov/2022-27151.pdf
Read 36 tweets
Dec 17
Geopolitical rivalries distorting chip market: TSMC CEO
Yes, some of us have been saying this for some time...
Interesting that we have not heard this level of candor from industry trade groups..
asia.nikkei.com/Business/Tech/…
"Geopolitical confrontation has distorted entire market. Previously, you could sell product to the whole world. Now, some products are not allowed to be sold, some countries say that you are not allowed to enter, while some say you can only use certain [local] products."
"The situation has destroyed all the productivity and efficiency brought by globalization. Even if saying destroying is too strong, these barriers will seriously affect the benefits of a free economy like in the past. This is really bad."
Read 9 tweets
Dec 13
The question of how Beijing is reacting to the 7 October Surprise of export controls is now coming into focus, and it is as expected, not one thing, but multi-pronged. How effective will these responses be? A thread. 🧵
The impact of the controls is also a work in progress, and the “success” of the package will not be clear for some time. For more see: thechinaproject.com/2022/10/05/new…
The full impact of the controls will also depend on the degree of alignment that can be achieved with US allies on particularly the end use controls and US/domestic persons rules related to semiconductor manufacturing equipment.
Read 20 tweets

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