Paul Triolo Profile picture
Jan 16 4 tweets 1 min read
#ChinaAIWatch
China trounces U.S. in AI research output and quality - Nikkei Asia asia.nikkei.com/Business/China…
Tencent Holdings, Alibaba Group Holding and Huawei Technologies are among the top 10 companies producing AI research, according to the study. The Chinese contingent is steadily gaining representation in an area dominated by U.S. players.
For 2012, the U.S. led with 629 of these most-cited papers, with China in second place at 425. China later made dramatic progress and eventually overtook the U.S. in 2019. In 2021, China accounted for 7,401 of the most-cited papers, topping the American tally by 70% or so.
Japan has lost ground in the AI domain. The country was ninth in volume of research papers for 2021, sinking from sixth place for 2019. Japan was No. 18 in research quality for 2021. NTT, the top Japanese company for AI research, ranked 17th globally among companies.

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More from @pstAsiatech

Jan 4
Wei Shaojun knows the industry well.
Prediction: "The United States' containment China's semiconductor industry will gradually move towards a one-way "semi-decoupling".
Prediction: The new government will re-examine the development of semiconductors, formulate new development strategies and measures, and invest more resources. There is a high probability that it will adopt a different organizational form from the past.
Wei: "It is impossible for an industrial plan to remain unchanged for ten years, and it must be re-examined. In addition to some problems that have been exposed with the plan, adjustments in the middle are inevitable.
Read 7 tweets
Jan 3
Thread, Part 2: Overview of semiconductor industrial policy initiatives in the Japan, China, Taiwan, and India. 🧵
Japan: “Chips Act” focused on R&D, advanced node manufacturing: Japan in late 2021 passed its own version of a semiconductor industry investment strategy, authorized around $7 billion for the domestic industry.
Read 34 tweets
Jan 3
While governments in developed economies have long subsidized some level of advanced manufacturing such as semiconductors, over past two years, geopolitical pressures have forced governments to ramp up subsidies in major new ways. How will this impact the industry? A thread. 🧵
Government support has been a constant in the semiconductor industry, but for a considerable period before 2020, market forces + competition largely dominated, leading to regional specialization, optimized supply chains, and high levels of innovation. See: amazon.com/Chip-War-World…
There has been much debate over how subsidies work, what are good and bad subsidies, and which firms/subsectors have benefited more from government support. For a good look at the period 2014-2018, see this OECD study: oecd.org/officialdocume…
Read 29 tweets
Dec 26, 2022
Ultimately, Washington faces a strategic problem with a defense component, not a military problem with a military solution.
Yes.... foreignaffairs.com/china/taiwan-l…
The more the United States narrows its focus to military fixes, the greater the risk to its own interests, as well as to those of its allies and Taiwan itself.
US must also develop a more nuanced understanding of Beijing’s current calculus, one that moves beyond the simplistic and inaccurate speculation that Xi is accelerating plans to invade Taiwan.
Read 10 tweets
Dec 26, 2022
China has put in place a number of new laws over the past two years designed to provide tools to counter foreign sanctions and export controls. Beijing has also put in place elements of a new export control regime, which it could use in response to recent US measures. A thread.🧵
Prior to October 2020 release of the Export Control Law (ECL), effective Dec 1, 2021, China’s export controls were governed by series of laws, regulations, lists. ECL is an attempt to bring together a more coherent regime, but remains a work in progress. npc.gov.cn/npc/c30834/202…
Other relevant measures incl the Foreign Trade + Customs Laws, the Regulations on Arms Exports, Nuclear Exports, Nuclear Dual-Use Items and Related Technologies + Administrative Measures for the General Licensing for Export of Dual-Use Items/Technologies.
Read 21 tweets
Dec 20, 2022
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

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