“On Monday, @SenatorBanks, an Indiana Republican, and @SenatorAndyKim, a New Jersey Democrat, sent a letter to BIS chief Jeffrey Kessler asking the BIS to directly address the issue of subsidiaries of Chinese firms ordering custom chips.”
https://t.co/FyzlqUYopQ
I've come across posts like this many, many times – praising China's safety while denouncing democracies that spend too much time debating "freedoms."
I get it. I don't want to live somewhere I have to watch my surroundings constantly.
But safety isn't the price you pay for freedom. Taiwan, Japan, and Korea are among the safest places. You can walk the streets at 2 a.m without a second thought, and none of them required a surveillance state to get there. Culture, state capacity, and enforcement all shape this, no single model owns it.
China's version comes down to a tyrannical policing and surveillance apparatus that makes the personal cost of committing even petty crime extraordinarily high. But that same apparatus is also the one that disappears the lawyer, the journalist, the dissident.
Europe may have a problem, but China is not the answer to it. Hinting that the problem is having too much “freedom debate” is such a bad take.
If the designations are truly inaccurate or outside the letter of the law, the companies can seek to have them overturned in US courts. Something tells me they aren't going anywhere.
Interesting and obviously bad-faith designation of Baidu, Alibaba, etc. as military companies for being “indirectly affiliated” with SASAC (owner of SOEs) and “affiliated” with MIIT (the science and technology regulator)
Interesting and obviously bad-faith designation of Baidu, Alibaba, etc. as military companies for being “indirectly affiliated” with SASAC (owner of SOEs) and “affiliated” with MIIT (the science and technology regulator)
Counterpoint:
Xi Jinping (2012): “We differ completely from Western countries in social system, ideology & other aspects. This determines that our struggle and contest with Western countries is irreconcilable and therefore inevitably long-term, complex, and sometimes very acute”
@vshih2 Is there a method for members of the public to access conference papers such as this? Curious what their case selection and evidence strategy was.
I always find myself circling back to Carma Hinton's documentary as a way to remember both the enormity of the tragedy itself, and those who were left in its wake. Long Bow Film Group recently released the full English version for free on Youtube. https://t.co/Cjx3mIqgmb
@dennisw5 Sounds amazing. Wish there was an institutional actor willing to truly take up the mantle of FBIS and China News Analysis, rather than satisficing.
INVESTIGATION: A whistleblower has leaked Stanford's private foreign-funding records to the Review, revealing millions in funding from Chinese state-linked entities and CCP donors.
"Japan finalised its contribution of personnel to the command in Germany responsible for NATO’s Security Assistance and Training for Ukraine... reflects the close linkage between Euro-Atlantic security and security in the Indo-Pacific region."
https://t.co/2XtSwylixJ
NEW: BIS just issued guidance stating that licenses are required for advanced AI chip exports to China-headquartered firms located outside of China (e.g. a Tencent subsidy in Malaysia). The reason they had to issue this statement is BIS’ non-enforcement of certain export controls have (potentially inadvertently) have allowed Chinese companies to both buy Nvidia Blackwell chips and make AI chips at TSMC, all legally and without a license. This is a HUGE problem.
Since May 2025, BIS has publicly stated that it is not enforcing certain license requirements related to AI chip shipments, and as a result, apparently Chinese companies’ overseas subsidiaries (e.g., Tencent Malaysia) have been able to legally buy Nvidia Blackwell chips without an export license - even though this had been restricted since 2023. Chinese companies have been buying these chips, very likely at scale. And because BIS has not updated export control regulations to clearly state what it IS enforcing, all of this was legal.
It actually gets worse. BIS’ non-enforcement announcement in May 2025 extends to existing US restrictions that prevent TSMC from making AI chips for Chinese companies. US export control regulations require TSMC to do enhanced due diligence on any orders that could be an AI chip, to make sure it isn’t illegally being made for a Chinese company (directly or indirectly). But these regulations require a license requirement to be in effect to work. And those license requirements largely were not being enforced.
This clarification does make clear that Blackwell shipments to China-headquartered companies outside of China are now illegal again—which is good, although obviously we have to see how many shipments have already gone to assess how much damage was done. BIS’ statement acknowledges these shipments have been happening when it says companies who bought chips under this loophole don’t have to stop using them.
HOWEVER, this statement does NOT say that BIS will enforce the parts of US regulations requiring TSMC to do enhanced due diligence on AI chip orders. This is a massive loophole that still needs to be closed. If Chinese companies can make chips at TSMC (including by using third-country cutouts to receive the chips), there is no point to restricting China’s access to AI chips or advanced chip-making tools.
Ultimately, BIS desperately needs to issue a regulation that clarifies what US export control policy for AI chips is. The reason this happened is because BIS said it is not enforcing existing regulations, but didn’t make clear what specific provisions its non-enforcement applied to, and didn’t update regulations to align with what it IS enforcing - which created massive loopholes, some of which still persist.
“The technology tells a more constrained story: China innovating impressively within a walled garden it can't yet climb out of, while everyone else uses the same stacking on increasingly better logic wafers.” Jimmy Goodrich on the Huawei announcement 👇 https://t.co/c2Ml0fttwL
New opportunity in Newport!
Apply for @ChinaMaritime Studies Institute (#CMSI) Assistant/Associate Professor position @NavalWarCollege safely before 11:59 PM (EST) on 12 June 2026!
Email complete application package to <[email protected]> (must reference VA#NWC-26-06).
@USAJOBS: https://t.co/1X8c7g48in
➡️ Complete info here: https://t.co/YvPhtB0sfc
The High Energy Missile tech demonstrator:
https://t.co/9tLJTrLE3p
23 kg, accelerates to Mach 7 in 0.4s (thanks to a 249s Isp 700 bar motor) before releasing a 1.2m long APFSDS dart that's guided by control flaps to hit tanks up to 5 km away, penetrating 1000 mm RHAe of armor.
"Bankrolling Beijing: US banks raised billions for a Chinese military company" a report by the Select Committee on the Strategic Competition between the United States and the Chinese Communist Party
https://t.co/e5KShN4kMJ