Paul Triolo

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Paul Triolo

Paul Triolo

@pstAsiatech

Unflinching look @ nexus: tech/geopolitics. Digital Econ, Semis, AI, Greentech, Partner, China/Tech Policy Lead DGA ASG, ASPI CCA. Substack: AI Decrypted

Washington, DC Katılım Mayıs 2016
1.2K Takip Edilen32.6K Takipçiler
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Paul Triolo
Paul Triolo@pstAsiatech·
Proponents of the Chips Security Act continue to use some of the same tired arguments, w/o examining assumptions on which they are based, in terms of ease of implementation, what problem bill is intended to solve, etc. A short thread.🧵 x.com/RyanFedasiuk/s…
Ryan Fedasiuk@RyanFedasiuk

This week, the House Foreign Affairs Committee will mark up one of the most important bills of 2026: The Chip Security Act. After more than a year in the making, we stand on the cusp of revolutionizing 🇺🇸's approach to export control — to PROMOTE U.S. AI. Here's how: 🧵 1/

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Paul Triolo
Paul Triolo@pstAsiatech·
The Cost of the A.I. Boom: A Trade Deficit the President Detests A recent surge of A.I.-related imports has become an impediment to the smaller trade deficit President Trump wants. nytimes.com/2026/03/18/bus… via @NYTimes
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Paul Triolo
Paul Triolo@pstAsiatech·
It’s not clear how the Trump administration came to the $1 trillion total, and it seems unclear how such a sum would actually materialize. Total foreign direct investment globally last year was $1.6 trillion, according to United Nations statistics.
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Paul Triolo
Paul Triolo@pstAsiatech·
Mr. Helberg said on Monday that, in light of the threats to the global economy from the war in Iran, the administration was expanding the effort to include energy security. He described the investor consortium as a “coalition of sovereign wealth funds and institutional investors joining forces around a single strategic imperative.” He said the goal was to ensure “that the minerals, ports, corridors, factories and energy assets powering global semiconductor and technology supply chain stay in trusted hands.”
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Paul Triolo
Paul Triolo@pstAsiatech·
This...
Dan Nystedt@dnystedt

Tesla’s TeraFab has launched a talent war in Taiwan via job postings seeking senior chip experts (Process Integration Engineers) with over 10-years of experience, media report, adding its 2nm fab plan aims directly at TSMC. Chip engineers are already in short supply in Taiwan – like nearly everything chip related – and industry insiders worry the ‘Musk Halo Effect’ will draw local talent. More: Deep expertise in FinFET, GAA, BSPDN, and across all stages of chip building: FEOL, MOL and BEOL. $TSLA $TSM $UMC $ASX #semiconductors #semiconductor money.udn.com/money/story/56…

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Paul Triolo
Paul Triolo@pstAsiatech·
@RyanFedasiuk Correct, but industry has to worry about directionality, i.e., what is not in the text, but which the text could lay the groundwork for...this is what risk assessment is all about, reading between the lines....
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Ryan Fedasiuk
Ryan Fedasiuk@RyanFedasiuk·
It's a good thing courts don't rule on what bills "sound like," but what's actually in the text! Like I say in the thread, the Chip Security Act specifically prohibits mechanisms that hinder chip performance—including kill switches and geofencing. Under the CSA, companies would report to BIS only if they find credible evidence of diversion. There is no real-time info sharing with any government entity. In fact, the legislation *specifically requires* that the @CommerceGov study and consider the *exact costs* Paul is talking about before even thinking of expanding chip verification mechanisms.
Ryan Fedasiuk tweet media
Paul Triolo@pstAsiatech

The second mistake is that some advocates blur location verification into a broader agenda that starts to sound like remote control, kill switches, or workload surveillance. Nvidia publicly warned against “backdoors” and “kill switches,” saying they would be a gift to hackers; that language is self-serving, but it is not wholly made up.

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Paul Triolo
Paul Triolo@pstAsiatech·
As OpenClaw sparks security fears, China vows new AI safeguards – what are they? Tackling challenges will require coordinated action from providers, end users and regulators, official says sc.mp/pi13u?utm_sour… via @scmpnews
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Paul Triolo
Paul Triolo@pstAsiatech·
White eagles and Persian cats: Chinese AI satire of US war on Iran goes viral China’s state broadcaster shares wuxia-style animation based on the conflict, triggering a wave of user-made spin-offs sc.mp/tp86z?utm_sour… via @scmpnews
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Paul Triolo
Paul Triolo@pstAsiatech·
Alibaba unveils AI agent platform to automate global e-commerce for small businesses The agents work as ‘virtual employees’ to tackle various tasks, including market analysis, design, sourcing and inventory monitoring sc.mp/oqoq9?utm_sour… via @scmpnews
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Paul Triolo
Paul Triolo@pstAsiatech·
👇👇👇
Select Committee on China@ChinaSelect

TOMORROW | Chairman @RepMoolenaar will join an important conversation @HillValleyForum on how China is leveraging AI for economic and military power, and what the U.S. must do to compete, secure its technological edge, and build a coordinated, democratic AI strategy through innovation, partnerships, and safeguards. The conversation will be moderated by @CGarrett_15, and panelists include @OpenAI's @bradlightcap and @RepJoshG. Watch here: youtube.com/watch?v=lSGssd…

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Paul Triolo
Paul Triolo@pstAsiatech·
In that world, the right question is not whether tracking is “common sense,” but whether the U.S. can design a narrow, auditable, minimally invasive verification regime that targets diversion without turning American chips into politically toxic instruments of extraterritorial surveillance. That is a much harder problem than the bill’s champions usually admit.... End Thread.
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Paul Triolo
Paul Triolo@pstAsiatech·
...bottom line is that proponents are most persuasive when they frame the bill as a post-license assurance tool and least persuasive when they claim it is just effortless “common sense.” They are also wrong when they pretend the Act cleanly complements current policy without acknowledging that Trump’s H200 approvals have already shifted the policy baseline from blanket denial toward selective commercialization.
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Paul Triolo
Paul Triolo@pstAsiatech·
Proponents of the Chips Security Act continue to use some of the same tired arguments, w/o examining assumptions on which they are based, in terms of ease of implementation, what problem bill is intended to solve, etc. A short thread.🧵 x.com/RyanFedasiuk/s…
Ryan Fedasiuk@RyanFedasiuk

This week, the House Foreign Affairs Committee will mark up one of the most important bills of 2026: The Chip Security Act. After more than a year in the making, we stand on the cusp of revolutionizing 🇺🇸's approach to export control — to PROMOTE U.S. AI. Here's how: 🧵 1/

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Keşfet

@nytimes @RyanFedasiuk @CommerceGov @SCMPNews @elonmusk @BarackObama @taylorswift13 @cristiano