China

China's Biotech Advances Threaten US Dominance, Warns Congressional Report (msn.com) 93

China is moving fast to dominate biotechnology, and the U.S. risks falling behind permanently unless it takes action over the next three years, a congressional commission said. WSJ: Congress should invest at least $15 billion to support biotech research over the next five years and take other steps to bolster manufacturing in the U.S., while barring companies from working with Chinese biotech suppliers, the National Security Commission on Emerging Biotechnology said in a report Tuesday. To achieve its goals, the federal government and U.S.-based researchers will also need to work with allies and partners around the world.

"China is quickly ascending to biotechnology dominance, having made biotechnology a strategic priority for 20 years," the commission said. Without prompt action, the U.S. risks "falling behind, a setback from which we may never recover." The findings convey the depth of worry in Washington that China's rapid biotechnology advances jeopardize U.S. national security. Yet translating the concern into tangible actions could prove challenging.

[...] China plays a large role supplying drug ingredients and even some generic medicines to the U.S. For years, it produced copycat versions of drugs developed in the West. Recent years have seen it become a formidable hub of biotechnology innovation, after the Chinese government gave priority to the field as a critical sector in China's efforts to become a scientific superpower.

Data Storage

Micron To Impose Tariff-Related Surcharge on SSDs, Other Products (reuters.com) 159

Micron has informed US customers it will implement surcharges on memory modules and solid-state drives starting Wednesday to offset President Trump's new tariffs, according to Reuters. While semiconductors received exemptions in Trump's recent trade action, memory storage products didn't escape the new duties.

Micron, which manufactures primarily in Asian countries including China and Taiwan, had previously signaled during a March earnings call that tariff costs would be passed to customers.
IT

India's 'Frankenstein' Laptop Economy Thrives Against Planned Obsolescence (theverge.com) 41

In Delhi's Nehru Place and Mumbai's Lamington Road, technicians are creating functional laptops from salvaged parts of multiple discarded devices. These "Frankenstein" machines sell for approximately $110 USD -- a fraction of the $800 price tag for new models. Technicians extract usable components -- motherboards, capacitors, screens, and batteries -- from e-waste sourced locally and from countries like Dubai and China.

"Most people don't care about having the latest model; they just want something that works and won't break the bank," a technician told Verge. This repair ecosystem operates within a larger battle against tech giants pushing planned obsolescence through proprietary designs and restricted parts access. Many technicians source components from Seelampur, India's largest e-waste hub processing 30,000 tonnes daily, though workers there handle toxic materials with minimal protection. "India has always had a repair culture," says Satish Sinha of Toxics Link, "but companies are pushing planned obsolescence, making repairs harder and forcing people to buy new devices."
China

US's AI Lead Over China Rapidly Shrinking, Stanford Report Says (axios.com) 66

The U.S. is still the global leader in state-of-the-art AI, but China has closed the gap considerably, according to a new report from Stanford. Axios: Institutions based in the U.S. produced 40 AI models of note in 2024, compared with 15 from China and three from Europe, according to the eighth edition of Stanford's Artificial Intelligence Index, released on Monday.

However, the report found that Chinese models have rapidly caught up in quality, noting that Chinese models reached near parity on two key benchmarks after being behind leading U.S. models by double digit percentages a year earlier. Plus, it said, China is now leading the U.S. in AI publications and patents.

China

China Launches GPMI, a Powerful Alternative To HDMI and DisplayPort (tomshardware.com) 136

AmiMoJo writes: The Shenzhen 8K UHD Video Industry Cooperation Alliance, a group made up of more than 50 Chinese companies, just released a new wired media communication standard called the General Purpose Media Interface or GPMI. This standard was developed to support 8K and reduce the number of cables required to stream data and power from one device to another. According to HKEPC, the GPMI cable comes in two flavors -- a Type-B that seems to have a proprietary connector and a Type-C that is compatible with the USB-C standard.

Because 8K has four times the number of pixels of 4K and 16 times more pixels than 1080p resolution, it means that GPMI is built to carry a lot more data than other current standards. There are other variables that can impact required bandwidth, of course, such as color depth and refresh rate. The GPMI Type-C connector is set to have a maximum bandwidth of 96 Gbps and deliver 240 watts of power. This is more than double the 40 Gbps data limit of USB4 and Thunderbolt 4, allowing you to transmit more data on the cable. However, it has the same power limit as that of the latest USB Type-C connector using the Extended Power Range (EPR) standard. GPMI Type-B beats all other cables, though, with its maximum bandwidth of 192 Gbps and power delivery of up to 480 watts.

Apple

Apple Rushes Shipments From India To Dodge Tariffs (indiatimes.com) 88

Apple rushed five planeloads of iPhones from India to the U.S. in just three days to beat new tariffs imposed by the Trump administration, Times of India reported Monday, citing sources. The urgent shipments during the final week of March aimed to avoid the 10% reciprocal tariff that took effect on April 5.

The stockpiling will allow Apple to maintain current pricing temporarily. "The reserves that arrived at lower duty will temporarily insulate the company from the higher prices that it will need to pay for new shipments," the Indian daily cited a source as saying. The Trump administration also announced a 26% reciprocal tariff to be implemented on April 9, potentially accelerating Apple's manufacturing shift away from China. India offers a significant tariff advantage, with Indian exports facing a 26% tariff to the U.S. compared to 54% on Chinese goods.

Further reading: India's Economic Chess Against Twin US Economic Threats.
United States

Trump Opens Trade Talks Window While Threatening China With Steeper Tariffs 464

President Donald Trump signaled a potential diplomatic opening amid his aggressive tariff strategy on Monday, threatening China with an additional 50% tariff while simultaneously offering other nations a path to negotiate lower trade barriers.

The ultimatum to Beijing demands China withdraw a 34% increase by April 8, 2025, or face supplementary tariffs effective April 9, which would push total levies on Chinese goods to 104% or higher. Trump has already imposed a 20% tariff over fentanyl concerns and a 34% tariff related to trade issues. "Negotiations with other countries, which have requested meetings, will begin taking place immediately," Trump wrote on social media, marking a shift from the administration's previously unyielding stance.
Government

Trump Extends TikTok Deadline For the Second Time (cnbc.com) 74

For the second time, President Trump has extended the deadline for ByteDance to divest TikTok's U.S. operations by 75 days. The TikTok deal "requires more work to ensure all necessary approvals are signed," said Trump in a post on his Truth Social platform. The extension will "keep TikTok up and running for an additional 75 days."

"We hope to continue working in Good Faith with China, who I understand are not very happy about our Reciprocal Tariffs (Necessary for Fair and Balanced Trade between China and the U.S.A.!)," Trump added. CNBC reports: ByteDance has been in discussion with the U.S. government, the company told CNBC, adding that any agreement will be subject to approval under Chinese law. "An agreement has not been executed," a spokesperson for ByteDance said in a statement. "There are key matters to be resolved." Before Trump's decision, ByteDance faced an April 5 deadline to carry out a "qualified divestiture" of TikTok's U.S. business as required by a national security law signed by former President Joe Biden in April 2024.

ByteDance's original deadline to sell TikTok was on Jan. 19, but Trump signed an executive order when he took office the next day that gave the company 75 more days to make a deal. Although the law would penalize internet service providers and app store owners like Apple and Google for hosting and providing services to TikTok in the U.S., Trump's executive order instructed the attorney general to not enforce it.
"This proves that Tariffs are the most powerful Economic tool, and very important to our National Security!," Trump said in the Truth Social post. "We do not want TikTok to 'go dark.' We look forward to working with TikTok and China to close the Deal. Thank you for your attention to this matter!"
AI

AI Could Affect 40% of Jobs and Widen Inequality Between Nations, UN Warns (cnbc.com) 40

An anonymous reader shares a report: AI is projected to reach $4.8 trillion in market value by 2033, but the technology's benefits remain highly concentrated, according to the U.N. Trade and Development agency. In a report released on Thursday, UNCTAD said the AI market cap would roughly equate to the size of Germany's economy, with the technology offering productivity gains and driving digital transformation. However, the agency also raised concerns about automation and job displacement, warning that AI could affect 40% of jobs worldwide. On top of that, AI is not inherently inclusive, meaning the economic gains from the tech remain "highly concentrated," the report added.

"The benefits of AI-driven automation often favour capital over labour, which could widen inequality and reduce the competitive advantage of low-cost labour in developing economies," it said. The potential for AI to cause unemployment and inequality is a long-standing concern, with the IMF making similar warnings over a year ago. In January, The World Economic Forum released findings that as many as 41% of employers were planning on downsizing their staff in areas where AI could replicate them. However, the UNCTAD report also highlights inequalities between nations, with U.N. data showing that 40% of global corporate research and development spending in AI is concentrated among just 100 firms, mainly those in the U.S. and China.

China

China Imposes 34% Reciprocal Tariffs on Imports of US Goods (cnn.com) 296

China said Friday that it will impose reciprocal 34% tariffs on all imports from the United States from April 10, making good on a promise to strike back after US President Donald Trump escalated a global trade war. CNN: On Wednesday, Trump unveiled an additional 34% tariff on all Chinese goods imported into the US, in a move poised to cause a major reset of relations and worsen trade tensions between the world's two largest economies.

"This practice of the US is not in line with international trade rules, seriously undermines China's legitimate rights and interests, and is a typical unilateral bullying practice," China's State Council Tariff Commission said in a statement announcing its retaliatory tariffs. Since returning to power in January, Trump had already levied two tranches of 10% additional duties on all Chinese imports, which the White House said was necessary to stem the flow of illicit fentanyl from the country to the US. Combined with pre-existing tariffs, that means Chinese goods arriving in the US would be effectively subject to tariffs of well over 54%.

Power

Air Conditioning, Not Data Centers, Driving Global Energy Demand Growth (technologyreview.com) 68

Air conditioning will contribute more to rising global energy demand than data centers through 2030, according to an International Energy Agency. While attention has focused on computing power consumption, the IEA projects data centers will account for less than 10% of increased energy demand by 2030, significantly less than space cooling requirements. Global cooling degree days, a measure of air conditioning need, were 6% higher in 2024 than 2023 and 20% above the long-term average for the first two decades of the century.

China, India and the United States saw particularly sharp increases. Air conditioning represented 7% of global electricity consumption in 2022, with some U.S. regions reporting that cooling can comprise over 70% of residential energy use during peak periods. The number of air conditioning units worldwide could nearly triple from fewer than 2 billion in 2016 to approximately 6 billion by 2050, creating a growing challenge for power grids.
China

Five VPN Apps In the App Store Had Links To Chinese Military (9to5mac.com) 29

A joint investigation found that at least five popular VPN apps on the App Store and Google Play have ties to Qihoo 360, a Chinese company with military links. Apple has since removed two of the apps but has not confirmed the status of the remaining three, which 9to5Mac notes have "racked up more than a million downloads." The five apps in question are Turbo VPN, VPN Proxy Master, Thunder VPN, Snap VPN, and Signal Secure VPN (not associated with the Signal messaging app). The Financial Times reports: At least five free virtual private networks (VPNs) available through the US tech groups' app stores have links to Shanghai-listed Qihoo 360, according to a new report by research group Tech Transparency Project, as well as additional findings by the Financial Times. Qihoo, formally known as 360 Security Technology, was sanctioned by the US in 2020 for alleged Chinese military links. The US Department of Defense later added Qihoo to a list of Chinese military-affiliated companies [...] In recent recruitment listings, Guangzhou Lianchuang says its apps operate in more than 220 countries and that it has 10mn daily users. It is currently hiring for a position whose responsibilities include "monitoring and analyzing platform data." The right candidate will be "well-versed in American culture," the posting says.
United States

Cybersecurity Professor Faced China Funding Inquiry Before Disappearing (wired.com) 21

The FBI searched two homes of Indiana University Bloomington data privacy professor Xiaofeng Wang last week, following months of university inquiries into whether he received unreported research funding from China, WIRED reported Wednesday.

Wang, who leads the Center for Distributed Confidential Computing established with a $3 million National Science Foundation grant, was terminated on March 28 via email from the university provost. The university had contacted Wang in December regarding a 2017-2018 grant in China that listed him as a researcher, questioning whether he properly disclosed the funding to IU and in applications for U.S. federal research grants.

Jason Covert, Wang's attorney, said Wang and his wife Nianli Ma, whose employee profile was also removed, are "safe" and neither has been arrested. The couple's legal team has viewed a search warrant but received no affidavit establishing probable cause.
Transportation

Xiaomi EV Involved in First Fatal Autopilot Crash (yahoo.com) 63

An anonymous reader quotes a report from Reuters: China's Xiaomi said on Tuesday that it was actively cooperating with police after a fatal accident involving a SU7 electric vehicle on March 29 and that it had handed over driving and system data. The incident marks the first major accident involving the SU7 sedan, which Xiaomi launched in March last year and since December has outsold Tesla's Model 3 on a monthly basis. Xiaomi's shares, which had risen by 34.8% year to date, closed down 5.5% on Wednesday, underperforming a 0.2% gain in the Hang Seng Tech index. Xiaomi did not disclose the number of casualties but said initial information showed the car was in the Navigate on Autopilot intelligent-assisted driving mode before the accident and was moving at 116 kph (72 mph).

A driver inside the car took over and tried to slow it down but then collided with a cement pole at a speed of 97 kph, Xiaomi said. The accident in Tongling in the eastern Chinese province of Anhui killed the driver and two passengers, Chinese financial publication Caixin reported on Tuesday citing friends of the victims. In a rundown of the data submitted to local police posted on a Weibo account of the company, Xiaomi said NOA issued a risk warning of obstacles ahead and its subsequent immediate takeover only happened seconds before the collision. Local media reported that the car caught fire after the collision. Xiaomi did not mention the fire in the statement.
The report notes that the car was a "so-called standard version of the SU7, which has the less-advanced smart driving technology without LiDAR."
AI

Anthropic Announces Updates On Security Safeguards For Its AI Models (cnbc.com) 39

Anthropic announced updates to the "responsible scaling" policy for its AI, including defining which of its model safety levels are powerful enough to need additional security safeguards. In an earlier version of its responsible scaling policy, Anthropic said it will start sweeping physical offices for hidden devices as part of a ramped-up security effort as the AI race intensifies. From a report: The company, backed by Amazon and Google, published safety and security updates in a blog post on Monday, and said it also plans to establish an executive risk council and build an in-house security team. Anthropic closed its latest funding round earlier this month at a $61.5 billion valuation, which makes it one of the highest-valued AI startups.

In addition to high-growth startups, tech giants including Google, Amazon and Microsoft are racing to announce new products and features. Competition is also coming from China, a risk that became more evident earlier this year when DeepSeek's AI model went viral in the U.S. Anthropic said in the post that it will introduce "physical" safety processes, such as technical surveillance countermeasures -- or the process of finding and identifying surveillance devices that are used to spy on organizations. The sweeps will be conducted "using advanced detection equipment and techniques" and will look for "intruders."
CNBC corrected that story to note that it had written about previous security safeguards Anthropic shared in October 2024. On Monday, Anthropic defined model capabilities that would require additional deployment and security safeguards beyond AI Safety Level (ASL) 3.
China

Intel and Microsoft Staff Allegedly Lured To Work For Fake Chinese Company In Taiwan (theregister.com) 12

Taiwanese authorities have accused 11 Chinese companies, including SMIC, of secretly setting up disguised entities in Taiwan to illegally recruit tech talent from firms like Intel and Microsoft. The Register reports: One of those companies is apparently called Yunhe Zhiwang (Shanghai) Technology Co., Ltd and develops high-end network chips. The Bureau claims its chips are used in China's "Data East, Compute West" strategy that, as we reported when it was announced in 2022, calls for five million racks full of kit to be moved from China's big cities in the east to new datacenters located near renewable energy sources in country's west. Datacenters in China's east will be used for latency-sensitive applications, while heavy lifting takes place in the west. Staff from Intel and Microsoft were apparently lured to work for Yunhe Zhiwang, which disguised its true ownership by working through a Singaporean company.

The Investigation Bureau also alleged that China's largest chipmaker, Semiconductor Manufacturing International Corporation (SMIC), used a Samoan company to establish a presence in Taiwan and then hired local talent. That's a concerning scenario as SMIC is on the USA's "entity list" of organizations felt to represent a national security risk. The US gets tetchy when its friends and allies work with companies on the entity list.

A third Chinese entity, Shenzhen Tongrui Microelectronics Technology, disguised itself so well Taiwan's Ministry of Industry and Information Technology lauded it as an important innovator and growth company. As a result of the Bureau's work, prosecutors' offices in seven Taiwanese cities are now looking into 11 Chinese companies thought to have hidden their ties to Beijing.

China

Microsoft Shutters AI Lab in Shanghai, Signalling a Broader Pullback From China (scmp.com) 9

An anonymous reader shares a report: Microsoft has closed its IoT & AI Insider Lab in Shanghai's Zhangjiang hi-tech zone, marking the latest sign of the US tech giant's retreat from China amid rising geopolitical tensions.

The Shanghai lab, meant to help with domestic development of the Internet of Things (IoT) and artificial intelligence (AI) technologies, closed earlier this year, according to people who work in the Zhangjiang AI Island area. Opened in May 2019, Microsoft's IoT & AI Insider Lab was touted as a flagship collaboration between the global tech giant and Zhangjiang, the innovation hub of Shanghai's Pudong district, where numerous domestic and international semiconductor and AI companies have set up shop. The lab covered roughly 2,800 square meters (30,000 square feet).

Robotics

China is Already Testing AI-Powered Humanoid Robots in Factories (msn.com) 71

The U.S. and China "are racing to build a truly useful humanoid worker," the Wall Street Journal wrote Saturday, adding that "Whoever wins could gain a huge edge in countless industries."

"The time has come for robots," Nvidia's chief executive said at a conference in March, adding "This could very well be the largest industry of all." China's government has said it wants the country to be a world leader in humanoid robots by 2027. "Embodied" AI is listed as a priority of a new $138 billion state venture investment fund, encouraging private-sector investors and companies to pile into the business. It looks like the beginning of a familiar tale. Chinese companies make most of the world's EVs, ships and solar panels — in each case, propelled by government subsidies and friendly regulations. "They have more companies developing humanoids and more government support than anyone else. So, right now, they may have an edge," said Jeff Burnstein [president of the Association for Advancing Automation, a trade group in Ann Arbor, Michigan]....

Humanoid robots need three-dimensional data to understand physics, and much of it has to be created from scratch. That is where China has a distinct edge: The country is home to an immense number of factories where humanoid robots can absorb data about the world while performing tasks. "The reason why China is making rapid progress today is because we are combining it with actual applications and iterating and improving rapidly in real scenarios," said Cheng Yuhang, a sales director with Deep Robotics, one of China's robot startups. "This is something the U.S. can't match." UBTech, the startup that is training humanoid robots to sort and carry auto parts, has partnerships with top Chinese automakers including Geely... "A problem can be solved in a month in the lab, but it may only take days in a real environment," said a manager at UBTech...

With China's manufacturing prowess, a locally built robot could eventually cost less than half as much as one built elsewhere, said Ming Hsun Lee, a Bank of America analyst. He said he based his estimates on China's electric-vehicle industry, which has grown rapidly to account for roughly 70% of global EV production. "I think humanoid robots will be another EV industry for China," he said. The UBTech robot system, called Walker S, currently costs hundreds of thousands of dollars including software, according to people close to the company. UBTech plans to deliver 500 to 1,000 of its Walker S robots to clients this year, including the Apple supplier Foxconn. It hopes to increase deliveries to more than 10,000 in 2027.

Few companies outside China have started selling AI-powered humanoid robots. Industry insiders expect the competition to play out over decades, as the robots tackle more-complicated environments, such as private homes.

The article notes "several" U.S. humanoid robot producers, including the startup Figure. And robots from Amazon's Agility Robotics have been tested in Amazon warehouses since 2023. "The U.S. still has advantages in semiconductors, software and some precision components," the article points out.

But "Some lawmakers have urged the White House to ban Chinese humanoids from the U.S. and further restrict Chinese robot makers' access to American technology, citing national-security concerns..."
China

As NASA Faces Cuts, China Reveals Ambitious Plans For Planetary Exploration (arstechnica.com) 52

As NASA faces potential budget cuts, China is unveiling an ambitious series of deep space missions -- including Mars sample returns, outer planet exploration, and a future Mars base. While some of China's plans are aspirational, their track record of successful missions lends credibility to their expanding role in space. Ars Technica reports: China created a new entity called the "Deep Space Exploration Laboratory" three years ago to strengthen the country's approach to exploring the Solar System. Located in eastern China, not far from Shanghai, the new laboratory represented a partnership between China's national space agency and a local public college, the University of Science and Technology of China.

Not much is known outside of China about the laboratory, but it has recently revealed some very ambitious plans to explore the Solar System, including the outer planets. This week, as part of a presentation, Chinese officials shared some public dates about future missions. Space journalist Andrew Jones, who tracks China's space program, shared some images with a few details. Among the planned missions are:

- 2028: Tianwen-3 mission to collect samples of Martian soil and rocks and return them to Earth
- 2029: Tianwen-4 mission to explore Jupiter and its moon Callisto
- 2030: Development of a large, ground-based habitat to simulate long-duration human spaceflight
- 2033: Mission to Venus that will return samples of its atmosphere to Earth
- 2038: Establishment of an autonomous Mars research station to study in-situ resource utilization
- 2039: Mission to Triton, Neptune's largest moon, with a subsurface explorer for its ocean

Robotics

US Robotics Companies Push For National Strategy To Compete With China (apnews.com) 50

U.S. robotics companies, including Tesla and Boston Dynamics, are urging lawmakers to establish a national robotics strategy to keep pace with China's aggressive investment in AI-driven robotics. The Associated Press reports: Jeff Cardenas, co-founder and CEO of humanoid startup Apptronik, of Austin, Texas, pointed out to lawmakers that it was American carmaker General Motors that deployed the first industrial robot at a New Jersey assembly plant in 1961. But the U.S. then ceded its early lead to Japan, which remains a powerhouse of industrial robotics, along with Europe. The next robotics race will be powered by artificial intelligence and will be "anybody's to win," Cardenas said in an interview after the closed-door meeting. "I think the U.S. has a great chance of winning. We're leading in AI, and I think we're building some of the best robots in the world. But we need a national strategy if we're going to continue to build and stay ahead."

The Association for Advancing Automation said a national strategy would help U.S. companies scale production and drive the adoption of robots as the "physical manifestation" of AI. The group made it clear that China and several other countries already have a plan in place. Without that leadership, "the U.S. will not only lose the robotics race but also the AI race," the association said in a statement. The group also suggested tax incentives to help drive adoption, along with federally-funded training programs and funding for both academic research and commercial innovation. A new federal robotics office, the association argued, is necessary partly because of "the increasing global competition in the space" as well as the "growing sophistication" of the technology.

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