Martijn Rasser
@MartijnRasser
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Senior Director for Economy @scsp_ai | Personal views
Joined December 2018
“If the Americans are to be overtaken, one thing must be done: surpass them in science and technology.”. - Wang Huning, America Against America (1991).
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1/ Bombshell reporting by Dutch newspaper @volkskrant on @Huawei in the Netherlands. In 2010, KPN commissioned a risk assessment on Huawei. The findings were so damning that KPN never made them public for fear that the company wouldn't survive.
Nieuw: KPN liet in 2010 onderzoek doen naar het gedrag van Huawei in het mobiele netwerk. De bevindingen waren zo ernstig dat werd gevreesd voor het voortbestaan van KPN Mobiel als de conclusies zouden uitlekken:.
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Stunning R&D funding numbers coming out of @WhiteHouse today. How will this have America compete?. NIH: -7%.DOE: -17%.NASA: -11%.ARPA-E: -173% (not a typo - agency is eliminated, plus $311 million must be returned to Treasury). 1/4.
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Wow. This is big. The installed base of DUV machines in China would become inoperable in short order. "The Netherlands plans to limit ASML Holding NV’s ability to repair and maintain its semiconductor equipment in China.".
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Chinese hacker group 'Chimera' broke into chip manufacturer NXP through employee accounts. the hackers made their way to the secure servers, looking for chip designs and other company secrets. They had 2.5 years of undetected and unfettered access. @nrc .
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2/ The report states that Huawei:. ➡️ Had unfettered access to KPN's network.➡️ Could eavesdrop on all conversations (including those of the PM).➡️ Knew which numbers were monitored by police and intelligence services.➡️ Accessed the network core from China. There's more. .
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China, in the past 48 hours:. - Sought to tie access to chips to action on climate change. - Joined Russia in blocking language condemning Russia’s invasion of Ukraine. - Tried to block US hosting of G20 in 2026. - Conducted dangerous Chinese Coast Guard activity in SCS.
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3/ Huawei also had full access to the personal info of KPN subsidiary Telfort's subscribers. Another investigation found that Huawei installed several ways to obtain this info and did so regularly. Huawei refused to close down these exfil pathways after being confronted by KPN.
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5/ The Volkskrant has been doing investigative reporting on this issue for some time. Kudos to them. @HuaweiFacts .
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Hard-hitting op-ed by @carriecordero and @gtconway3d . "For what truly matters is who knew what, and when — and what actions they took to protect the public in response. And there’s no legitimate reason to keep that a secret.".
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4/ One of the @volkskrant sources claims that KPN never conducted an investigation to determine what subscriber information was obtained by Huawei.
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US National Security Adviser Jake Sullivan said the US is preparing new sanctions on Chinese entities that support Russia’s war in Ukraine, and hinted that banks may be in the cross-hairs.
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Yes, that is 'billion' with a 'b'. "South Korea unveils plans by leading firms such as Samsung and SK Hynix to spend more than $470 billion establishing the world’s largest chipmaking cluster, joining a global race to safeguard domestic supply"
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6/ NEW: @Huawei still manages the core of KPN’s network according to company insiders, contradicting the company’s official statements. @huibmodderkolk.
KPN-bronnen spreken officiële reactie KPN tegen: Huawei doet nog steeds beheer van apparatuur in de kern van het mobiele netwerk.
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“Chip designer Nvidia Corp said on Wednesday that U.S. officials told it to stop exporting two top computing chips for artificial intelligence work to 🇨🇳, a move that could cripple Chinese firms' ability to carry out advanced work like image recognition.”
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Huge! US government scientists have achieved net energy gain in a fusion reaction for the second time.
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9/ Incredible how KPN swept these findings under rug. They acted out of pure self interest. No regard for their customers, their country, or the Netherlands' allies and partners.
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Huawei’s AI chip — the Ascend 910B — has a yield rate of only 20%, according to a report by market research firm TrendForce.
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10. Think of the damage: economic espionage, identifying and monitoring CCP critics and dissidents, insight into Dutch government deliberations, potential access to sensitive NATO infrastructure. .
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Amsterdam has pledged to remove cameras manufactured by Chinese companies across the city due to mounting concerns over the risk of spying and human rights violations.
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China has provided Russia with satellite imagery for military purposes, as well as microelectronics and machine tools for tanks. China’s support also includes optics, propellants to be used in missiles and increased space cooperation. via @bpolitics.
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11/ News outlets outside the Netherlands are starting to pick up this story. I shared some initial thoughts with @MORGANMEAKER @Telegraph .
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“What Samsung showed is that you don’t need to manufacture in China, and you don’t even need to rely on the Chinese consumer — as long as you’re prepared to diversify.”
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Overall federal spending on civilian basic research: -9%; defense: -6%. Government R&D spending spurs private-sector investments, and the U.S. government remains the largest funder of basic research, which is foundational to game-changing technological achievements 2/4.
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8/ Per @huibmodderkolk @volkskrant reporting, the Dutch intelligence agency AIVD warned KPN of the risks of dealing with Huawei. KPN proceeded anyway.
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My all-time favorite reply to one of my Tweets.
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“It was Xi, not Trump, who triggered the accelerating U.S.-China decoupling”
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NEW: @KyivIndependent reporting Kyiv is not/not encircled by Russian forces. Prior statement by Kyiv mayor was in error.
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Big!. TSMC has agreed to increase its U.S. investment by more than 60% to over $65 billion and produce the world’s most advanced 2-nanometer chips on American soil…also build a previously unannounced third chip plant…that will be operational by 2030.
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“It was bad—shockingly bad.”. Deep, persistent access to anything they could get their hands on: plans, capabilities, assessments of military shortcomings. Exclusive by @nakashimae
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12/ 👉 "Australian and British MPs who pressured Boris Johnson’s government to ban Huawei from the UK’s 5G network say they have been fully vindicated.".
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"America’s position as the global technology leader is under threat. U.S. expenditures on research and development have stagnated for decades as a share of gross domestic product (GDP)." . 4/4.
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“Your fingerprints can be recreated from the sounds made when you swipe on a touchscreen — Chinese and US researchers show new side channel can reproduce fingerprints to enable attacks”.
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NEW: A blueprint for Quad technology policy 🇦🇺 🇮🇳 🇯🇵 🇺🇸 .
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Exactly this. Hugely important 👇. “The US is pushing the Netherlands to ban ASML Holding NV from selling to China mainstream technology essential in making a large chunk of the world’s chips”
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Shares of revenue from China, 2021, %, for selected semiconductor companies. via @TheEconomist
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Secret international discussions have resulted in governments across the world imposing identical export controls on quantum computers, while refusing to disclose the scientific rationale behind the regulations.
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Japan should discuss a possible sharing of nuclear weapons similar to that of NATO members in the wake of the Russian invasion of Ukraine, former Prime Minister Shinzo Abe said via @bpolitics.
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I'm thrilled to take on this expanded role @CNASdc as Director of the Technology and National Security Program. Such a privilege to lead this amazing team.
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US intelligence officials gave an overview of foreign (i.e., Russia, China, Iran) election interference efforts today. Here are key points:.
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SK Hynix Inc. has opened an investigation into the use of its chips in the latest phone from Huawei Technologies Co., after a teardown of the device revealed its memory and flash storage inside.
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PM Kishida: "Japan will impose additional sanctions on Russia, including restrictions on chip exports. The Ukraine invasion by Russia is a serious issue affecting international order that includes not only Europe but also Asia."
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Keep an eye on this development. This semiconductor-focused effort is likely to serve as a proof of concept for a range of bilateral and plurilateral tech policy initiatives.
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The Indian government cybersecurity officials I had dinner with last night are bemused that Washington hasn’t yet taken decisive action on TikTok.
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Italy Intends to Exit China Belt and Road Pact as Relations Sour
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Astonishing. Germany ups reliance on Huawei for 5G. It will account for 59% of the radio access network, compared to 57% for 4G.
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Number of academic papers related to AI by country, 2015-2019.
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1/ A new Japanese industrial policy is taking shape. Semiconductors are a priority field. Tokyo is creating a New Energy and Industrial Technology Development Organization.
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Vietnam is jumping into semiconductors, with a target of training at least 50,000 chip engineers and designers by 2030. via @NikkeiAsia.
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'Diplomatic race' with Washington as Beijing seeks to create a parallel global network. China's undersea cable drive defies U.S. sanctions
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"Chinese companies are resorting to chips repurposed from standard PC gaming products to develop artificial intelligence tools. Thousands of Nvidia gaming graphics cards are being stripped of their core components in factories and workshops every month.".
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🚨 Goldman Sachs has used a fund set up with Chinese state money to buy a series of US and UK companies, including one with a cyber security business that provides services to the British government.
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Germany is nearing a decision to strip Chinese critical components from the nation’s 5G core network by 2026, with three of the four relevant ministries backing the measure. The digital ministry hasn’t signed off on it due to industry opposition.
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“One senior European official quipped that big German industry was “decoupling from the government” on China.”.
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Palantir and Anduril, two of the largest US defence technology companies, are in talks with about a dozen competitors to form a consortium that will jointly bid for US government work in an effort to disrupt the country’s oligopoly of “prime” contractors.
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President Biden will sign the CHIPS and Science Act tomorrow--a very important bill. Much ink has been spilled about the semiconductor aspects. There's so much more of consequence to the legislation, though. Here's what you need to know: 🧵
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The Biden administration is expected to announce a sweeping set of measures on Monday designed to further restrain China’s ability to develop advanced artificial intelligence, people familiar with the matter told WIRED.
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Your terrifying piece of info for today: Roughly one-third of adults under 30 regularly scroll TikTok for news, a 255% increase since 2020. Huge vector for disinformation.
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Excited to share that today is my first day @datenna, the world’s leading provider for economic and defense intelligence on China. I'll be managing director of the company's operations in the United States, based in Washington, D.C.
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The Biden administration will allow Kyiv limited use of ATACMS to strike enemy positions in Russia, according to senior U.S. officials.
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“France, Serbia, Hungary…For strategic and economic reasons, China badly wants to disrupt the unity of both Nato and the EU. Each of the three countries that Xi is visiting is seen as a potential lever to prise open the cracks in the west.”
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1/ Investigation shows at least 29 researchers from China's National University of Defense Technology conducted militarily-relevant research at Delft University of Technology, one of the world's top tech universities. Research topics included.
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“China is building a vast, AI-based intelligence platform dubbed "Supermind" to track millions of scientists and researchers around the world so it can hoover up breakthrough technologies for industry and the military.”.
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In 2019, Dutch intel agency AIVD found a Huawei back door with access to tcom firm KPN’s customer data. AIVD notified liaison partners, including in US. According to AIVD source: “the most demonstrable case of espionage by Huawei at the time.”.
De vondst van een toegangspad naar KPN-klantgegevens in 2019 was ‘de meest aantoonbare casus van spionage door Huawei op dat moment’, aldus AIVD-bron. De AIVD informeerde de belangrijkste partnerdiensten, zoals Britten en Amerikanen, en het kabinet.
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The hidden hand of the CCP: Of 650 Chinese investments in Europe since 2010, roughly 40% have high or moderate involvement by state-owned or state-controlled companies, according to @datenna research. 🧵.
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Google has ordered six to seven small modular nuclear reactors (SMRs) from Kairos Power, becoming the first tech company to commission new nuclear power plants to provide low-carbon electricity for its energy-hungry data centres.
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9/24: first-ever Quad Leaders Summit at the White House. Emerging tech and cyberspace partnership on the agenda.
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China accounts for only 15% of global consumption — less than its 18% share of world GDP and far below its 30% share of manufacturing. the gap between its exports and imports has more than doubled since 2019, climbing to almost $1T last year.
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Taiwan will “work with other advanced countries to form a science and technology protection network among democratic countries,” Chen Kwo-liang, director-general of the National Science and Technology Council told Nikkei Asia in an interview.
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And here’s the third big CHIPS announcement:. “The grant will help Samsung build two chip factories to mass produce 2-nanometer chips, an advanced packaging facility and a research and development fab, all in Taylor, Texas.”.
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🇩🇪Minister Wissing: banning generative AI not on the table. “[I]f all European countries react the way Italy did, we finally will not see any AI applications being developed in Europe. And then we would only have Chinese systems to address in the future.”
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“Washington wants Japan, South Korea and the Netherlands to use existing export controls more aggressively, including stopping engineers from their countries servicing chipmaking tools at advanced semiconductor fabs in China.” Another @Dimi scoop.
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Technology is at the center of the global strategic competition. Taiwan's semiconductor industry is ground zero. A @CNASdc war game explored how Taiwan could lose control over its chip sector to China. Here are the insights and implications: 🧵.
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Like a fried egg without the yolk: Indo-Pac countries frustrated by lack of US market access. Great Big Read by @Dimi.
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"U.S. Commerce Secretary Gina Raimondo is looking to open six to eight semiconductor chip factories in the U.S. within 18 months of the date that Biden signs the Innovation and Competition Act into law.".
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"Japan is redrawing its plan for transporting humanitarian aid supplies to displaced Ukrainians after India reportedly refused to let Self-Defense Forces aircraft land in the country."
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"Microsoft accidentally applied the blacklist it uses for the Chinese version of Bing to the entire world, providing an unintended glimpse of how it works with Beijing to give Chinese users a sanitized view of the internet.".via @BW.
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Canada Prepares Potential Tariffs on Chinese EVs After US and EU Moves
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Chinese and Russian forces are intruding further into Japan's territory than ever before, and DPRK missile test activity remains high. This excellent infographic captures the activity.
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“Chinese military bodies, state-run artificial intelligence research institutes and universities have over the past year purchased small batches of Nvidia semiconductors banned by the U.S. from export to China, a Reuters review of tender documents show.”
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There are limits to Xi's power. CCP elites and rank-and-file members oppose a new property-tax plan. Real estate accounts for as much as 80% of household wealth in China. @Lingling_Wei is on a tear as of late with her reporting. via @WSJ.
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Big development. TSMC has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a U.S. expansion project initially dogged by delays and worker strife.
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🚨 Awesome job alert! @CNASdc seeks a new Director for its Tech and National Security program. This is one of the best jobs in DC. I know firsthand, because I've had the privilege of serving in that position for the past two years.
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14/ Dutch broadcaster @AVROTROS news program @EenVandaag had a segment dissecting KPN's past security issues in the wake of the Huawei revelations. It's not a pretty picture.
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👀 This @margbrennan @CBSNews interview with Matt Pottinger is worth your while. Full transcript:
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On a train in northern Italy going 190mph. Comfortable, smooth, and convenient. 🇺🇸 needs this badly.
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"The US and Japan have outlined the most significant upgrade to their joint military alliance since 1960, warning that China’s aggressive posture posed the “greatest strategic challenge” in the Indo-Pacific region and beyond." via @ft.
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"Italy made an "improvised and atrocious" decision when it joined China's Belt and Road Initiative (BRI) four years ago as it did little to boost exports, Italian Defence Minister Guido Crosetto said in an interview published on Sunday.".
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🇳🇱 MoD @Defensie advised Dutch government in late 2020 to not allow the export of EUV lithography machines to China, according to a newly-declassified document. Interesting glimpse into internal gov't deliberations. My translation of key points in 🧵.
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