china

Do these Buddhist gods hint at the purpose of China’s super-secret satellites?

china, launch, long march 3b, long march 3c, long march rocket, military space, Science, Space / 9u50fv / May 17, 2025

Mission patches are a decades-old tradition in spaceflight. They can range from the figurative to the abstract, prompting valuable insights or feeding confusion. Some are just plain weird.

Ars published a story a few months ago on spaceflight patches from NASA, SpaceX, Russia, and the NRO, the US government’s spy satellite agency, which is responsible for some of the most head-scratching mission logos.

Until recently, China’s entries in the realm of spaceflight patches often lacked the originality found in patches from the West. For example, a series of patches for China’s human spaceflight missions used a formulaic design with a circular shape and a mix of red and blue. The patch for China’s most recent Shenzhou crew to the country’s Tiangong space station last month finally broke the mold with a triangular shape after China’s human spaceflight agency put the patch up for a public vote.

But there’s a fascinating set of new patches Chinese officials released for a series of launches with top secret satellites over the last two months. These four patches depict Buddhist gods with a sense of artistry and sharp colors that stand apart from China’s previous spaceflight emblems, and perhaps—or perhaps not—they can tell us something about the nature of the missions they represent.

Guardians of the Dharma

The four patches show the Four Heavenly Kings, protector deities in Buddhism who guard against evil forces in the four cardinal directions, according to the Kyoto National Museum. The gods also shield the Dharma, the teachings of the Buddha, from external threats.

These gods have different names, but in China, they are known as Duōwén, Zēngzhǎng, Chíguó, and Guăngmù. Duōwén is the commander and the guardian of the north, the “one who listens to many teachings,” who is often depicted with an umbrella. Zēngzhǎng, guardian of the south, is a god of growth shown carrying a sword. The protector of the east is Chíguó, defender of the nation, who holds a stringed musical instrument. And guarding the west is Guăngmù, an all-seeing god usually depicted with a serpent.

Do these Buddhist gods hint at the purpose of China’s super-secret satellites? Read More »

Renewable power reversing China’s emissions growth

carbon emissions, china, climate change, Energy, renewable energy, Science, solar, Wind / Shannon Garcia / May 15, 2025

China has been installing renewable energy at a spectacular rate, and now has more renewable capacity than the next 13 countries combined, and four times that of its closest competitor, the US. Yet, so far at least, that hasn’t been enough to offset the rise of fossil fuel use in that country. But a new analysis by the NGO Carbon Brief suggests things may be changing, as China’s emissions have now dropped over the past year, showing a one percent decline compared to the previous March. The decline is largely being led by the power sector, where growth in renewables has surged above rising demand.

This isn’t the first time that China’s emissions have gone down over the course of a year, but in all previous cases the cause was primarily economic—driven by things like the COVID pandemic or the 2008 housing crisis. The latest shift, however, was driven largely by the country’s energy sector, which saw a two percent decline in emissions over the past year.

Image of a graph, showing a general rise with small periods of decline. A slight decline has occurred over the last year. — China’s emissions have shown a slight decline over the last year, despite economic growth and rising demand for electricity. Credit: Carbon Brief

Carbon Brief put the report together using data from several official government sources, including the National Bureau of Statistics of China, National Energy Administration of China, and the China Electricity Council. Projections for future growth come from the China Wind Energy Association and the China Photovoltaic Industry Association.

The data indicate that the most recent monthly peak in emissions was March of 2024. Since then, total emissions have gone down by one percent—a change the report notes is small enough that it could easily reverse should conditions change. The report highlights, however, that the impact of renewables appears to be accelerating. The growth of clean power in the first quarter of 2025 was enough to drive a 1.6 percent drop compared to the same quarter a year before, outpacing the overall average of a one percent decline.

Renewable power reversing China’s emissions growth Read More »

Rocket Report: The pitfalls of rideshare; China launches next Tiangong crew

Arianespace, astra, blue origin, china, human spaceflight, launch, NASA, rocket report, Science, Space, spacex, united launch alliance / Shannon Garcia / April 25, 2025

This week, engineers ground-tested upgrades for Blue Origin’s New Glenn and Europe’s Ariane 6.

A Long March 2F carrier rocket, carrying the Shenzhou 20 spacecraft and a crew of three astronauts, lifts off from the Jiuquan Satellite Launch Center in northwest China on April 24, 2025. Credit: Photo by Pedro Pardo/AFP via Getty Images

Welcome to Edition 7.41 of the Rocket Report! NASA and its contractors at Kennedy Space Center in Florida continue building a new mobile launch tower for the Space Launch System Block 1B rocket, a taller, upgraded version of the SLS rocket being used for the agency’s initial Artemis lunar missions. Workers stacked another segment of the tower a couple of weeks ago, and the structure is inching closer to its full height of 355 feet (108 meters). But this is just the start. Once the tower is fully assembled, it must be outfitted with miles of cabling, tubing, and piping and then be tested before it can support an SLS launch campaign. Last year, NASA’s inspector general projected the tower won’t be ready for a launch until the spring of 2029, and its costs could reach $2.7 billion. The good news, if you can call it that, is that there probably won’t be an SLS Block 1B rocket that needs to use it in 2029, whether it’s due to delays or cancellation.

As always, we welcome reader submissions. If you don’t want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets, as well as a quick look ahead at the next three launches on the calendar.

Fresh details on Astra’s strategic pivot. Astra, the once high-flying rocket startup that crashed back to Earth with investors before going private last year, has unveiled new details about its $44 million contract with the Department of Defense, Space News reports. The DOD contract announced last year supports the development of Rocket 4, a two-stage, mobile launch vehicle with ambitions to deliver cargo across the globe in under an hour. While Astra’s ill-fated Rocket 3 focused on launching small satellites into low-Earth orbit, Astra wants to make Rocket 4 a military utility vehicle. Rocket 4 will still be able to loft conventional satellites, but Astra’s most lucrative contract for the new launch vehicle involves using the rocket for precise point-to-point delivery of up to 1,300 pounds (590 kilograms) of supplies from orbit via specialized reentry vehicles. The military has shown interest in developing a rocket-based rapid global cargo delivery system for several years, and it has a contract with SpaceX to study how the much larger Starship rocket could do a similar job.

Back from the brink… The Alameda, California-based company, which was delisted from Nasdaq in June 2024 after its shares collapsed, is now targeting the first test flight of Rocket 4 in 2026. Astra’s arrangement with the Defense Innovation Unit includes two milestones: one suborbital (point-to-point) and the other orbital, with the option to launch from a location outside the United States, as Astra is developing a mobile launcher. Chris Kemp, Astra’s co-founder and CEO, told Space News the orbital launch will likely originate from Australia. Astra’s first launches with the new-retired Rocket 3 vehicle were based in Alaska and Florida.

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The Army has a catchy name for its newest weapon. The Long Range Hypersonic Weapon has a new name: Dark Eagle. The US Army announced the popular name for the service’s quick strike missile this week. “Part of the name pays tribute to the eagle—a master hunter known for its speed, stealth and agility—due to the LRHW’s combination of velocity, accuracy, maneuverability, survivability and versatility,” the Army said in a press release. “In addition, the bald eagle—our national bird—represents independence, strength, and freedom.” The Dark Eagle is designed to strike targets with little or no warning via a hypersonic glide vehicle capable of maneuvering in the upper atmosphere after an initial launch with a conventional missile. The hypersonic weapon’s ability to overcome an adversary’s air and missile defenses is embodied in the word “dark” in Dark Eagle, the Army said.

Flying again soon… The Army tested the hypersonic weapon’s “all-up round” during a missile launch from Cape Canaveral, Florida, in December. The test was delayed more than a year due to unspecified issues. The Army appears to be preparing for another Dark Eagle test from Florida’s Space Coast as soon as Friday, according to airspace and maritime warning notices in the Atlantic Ocean. (submitted by EllPeaTea)

Northrop’s niche with Minotaur. Ars mentioned in last week’s Rocket Report that Northrop Grumman’s Minotaur IV rocket launched April 16 with a classified payload for the National Reconnaissance Office. This was the first Minotaur IV launch in nearly five years and the first orbital Minotaur launch from Vandenberg Space Force Base, California, in 14 years. The low-volume Minotaur IV uses solid rocket motors from the Air Force’s stockpile of retired Peacekeeper ballistic missiles, turning part of a weapon of mass destruction into, in this case, a tool to support the US government’s spy satellite agency. The Minotaur IV’s lift capability fits neatly between the capacity of smaller commercial rockets, like Firefly’s Alpha or Rocket Lab’s Electron, and larger rockets like SpaceX’s Falcon 9. The most recent Minotaur IV launch contract cost the Space Force roughly $30 million, more than a mission with Firefly but less than a dedicated ride on a Falcon 9.

Minotaur IV will keep flying… The Space Force has at least two more missions reserved to launch on the expendable Minotaur IV rocket. One of the missions will launch multiple small satellites for the US military’s Space Test Program, and the other will place a military weather satellite into orbit. Both missions will launch from California, with planning launch dates in 2026, a Space Systems Command spokesperson told Ars. “We do have multiple launches planned using Minotaur family launch vehicles between our OSP-4 (Orbital/Suborbital Program) and SRP-4 (Sounding Rocket Program) contracts,” the spokesperson said. “We will release more information on those missions as we get closer to launch.” The Commercial Space Act of 1998 prohibits the use of surplus ICBM motors for commercial launches and limits their use to only specific kinds of military launches. The restrictions were intended to encourage NASA and commercial satellite operators to use privately developed launch vehicles.

NASA’s launch prices have somehow gone up. In an era of reusable rockets and near-daily access to space, NASA is still paying more than it did 30 years ago to launch missions into orbit, according to a study soon to be published in the scientific journal Acta Astronautica. Adjusted for inflation, the prices NASA pays for launch services rose at an annual average rate of 2.82 percent from 1996 to 2024, the report says. “Furthermore, there is no evidence of shift in the launch service costs trend after the introduction of a new launch service provider [SpaceX] in 2016.” Ars analyzed NASA’s launch prices in a story published Thursday.

Why is this? … One might think SpaceX’s reuse of Falcon 9 rocket components would drive down launch prices, but no. Rocket reuse and economies of scale have significantly reduced SpaceX’s launch costs, but the company is charging NASA roughly the same as it did before booster reuse became commonplace. There are a few reasons this is happening. One is that SpaceX hasn’t faced any meaningful competition for NASA launch contracts in the last six years. That should change soon with the recent debuts of United Launch Alliance’s Vulcan rocket and Blue Origin’s New Glenn launcher. NASA levies additional requirements on its commercial launch providers, and the agency must pay for them. These include schedule priority, engineering oversight, and sometimes special payload cleanliness requirements and the choice of a particular Falcon 9 booster from SpaceX’s inventory.

What’s holding up ULA’s next launch? After poor weather forced ULA to scrub a launch attempt on April 9, the company will have to wait nearly three weeks for another try to launch an Atlas V rocket with Amazon’s first full-up load of 27 Kuiper broadband satellites, Ars reports. The rocket and satellites are healthy, according to ULA. But the military-run Eastern Range at Cape Canaveral Space Force Station, Florida, is unable to accommodate ULA until Monday, April 28. The Space Force is being unusually cagey about the reasons for the lengthy delay, which isn’t affecting SpaceX launches to the same degree.

Finally, a theory… The publishing of airspace and maritime warning notices for an apparent test launch of the Army’s Long Range Hypersonic Weapon, or Dark Eagle, might explain the range’s unavailability. The test launch could happen as soon as Friday, and offshore keep-out zones cover wide swaths of the Atlantic Ocean. If this is the reason for the long Atlas V launch delay, we still have questions. If this launch is scheduled for Friday, why has it kept ULA from launching the last few weeks? Why was SpaceX permitted to launch multiple times in the same time period? And why didn’t the first test flight of the Dark Eagle missile in December result in similar lengthy launch delays on the Eastern Range?

Shenzhou 20 bound for Tiangong. A spaceship carrying three astronauts docked Thursday with China’s space station in the latest crew rotation, approximately six hours after their launch on a Long March 2F rocket from the Gobi Desert, the Associated Press reports. The Shenzhou 20 mission is commanded by Chen Dong, who is making his third flight. He is accompanied by fighter pilot Chen Zhongrui and engineer Wang Jie, both making their maiden voyages. They will replace three astronauts currently on the Chinese Tiangong space station. Like those before them, they will stay on board for roughly six months.

Finding a rhythm… China’s human spaceflight missions have launched like clockwork since the country’s first domestic astronaut launch in 2003. Now, with the Tiangong space station fully operational, China is launching fresh crews at six-month intervals. While in space, the astronauts will conduct experiments in medical science and new technologies and perform spacewalks to carry out maintenance and install new equipment. Their tasks will include adding space debris shielding to the exterior of the Tiangong station. (submitted by EllPeaTea)

SpaceX resupplies the ISS. SpaceX launched an uncrewed Cargo Dragon spacecraft to the International Space Station early Monday on a resupply mission with increased importance after a transportation mishap derailed a flight by another US cargo ship, Spaceflight Now reports. The Dragon cargo vessel docked at the space station early Tuesday with 4,780 pounds (2,168 kilograms) of pressurized cargo and 1,653 pounds (750 kilograms) of unpressurized payloads in the vehicle’s trunk. NASA adjusted the Dragon spacecraft’s payload because an upcoming flight by Northrop Grumman’s Cygnus supply freighter was canceled after the Cygnus cargo module was damaged during transport to the launch site.

Something strange… The payloads aboard this Dragon cargo mission—the 32nd by SpaceX—include normal things like fresh food (exactly 1,262 tortillas), biomedical and pharmaceutical experiments, and the technical demonstration of a new atomic clock. However, there’s something onboard nobody at NASA or SpaceX wants to talk about. A payload package named STP-H10 inside Dragon’s trunk section will be installed on a mounting post outside of the space station to perform a mission for the US military’s Space Test Program. STP-H10 wasn’t mentioned in NASA’s press kit for this mission, and SpaceX didn’t show the usual views of Dragon’s trunk when the spacecraft deployed from its Falcon 9 rocket shortly after launch. These kinds of Space Test Program experiment platforms have launched to the ISS before without any secrecy. Stranger still is the fact that the STP-H10 experiments are unclassified. You can see the list here. (submitted by EllPeaTea)

There are some drawbacks to rideshare. SpaceX launched its third “Bandwagon” rideshare mission into a mid-inclination orbit Monday evening from Cape Canaveral Space Force Station, Space News reports. The payloads included a South Korean military radar spy satellite, a small commercial weather satellite, and the most interesting payload: an experimental reentry vehicle from a German startup named Atmos Space Cargo. The startup’s Phoenix vehicle, fitted with an inflatable heat shield, separated from the Falcon 9’s upper stage about 90 minutes after liftoff. Roughly a half-hour later, it began reentry for a splashdown in the South Atlantic Ocean, about 1,200 miles (2,000 kilometers) off the coast of Brazil. Until last month, the Phoenix vehicle was supposed to reenter over the Indian Ocean east of Madagascar, near the island of Réunion. The late change to the mission’s trajectory meant Atmos could not recover the spacecraft after splashdown.

Changes in longitude… Five weeks before the launch, SpaceX informed Atmos of a change in trajectory because of “operational constraints” of the primary payload, a South Korean reconnaissance satellite. Smaller payloads on rideshare launches benefit from lower launch prices, but their owners have no control over the schedule or trajectory of the launch. The change for this mission resulted in a splashdown well off the coast of Brazil, ruling out any attempt to recover Phoenix after splashdown. It also meant a steeper reentry than previously planned, creating higher loads on the spacecraft. The company lined up new ground stations in South America to communicate with the spacecraft during key phases of flight leading up to reentry. In addition, it chartered a plane to attempt to collect data during reentry, but the splashdown location was beyond the range of the aircraft. Some data suggests that the heat shield inflated as planned, but Atmos’s CEO said the company needed more time to analyze the data it had, adding that it was “very difficult” to get data from Phoenix in the final phases of its flight, given its distance from ground stations.

Ariane 6 is gonna need a bigger booster. A qualification motor for an upgraded solid rocket booster for Europe’s Ariane 6 rocket successfully fired up for the first time on a test stand Thursday in Kourou, French Guiana, according to the European Space Agency. The new P160C solid rocket motor burned for more than two minutes, and ESA declared the test-firing a success. ESA’s member states approved the development of the P160C motor in 2022. The upgraded motor is about 3 feet (1 meter) longer than the P120C motor currently flying on the Ariane 6 rocket and carries about 31,000 pounds (14 metric tons) more solid propellant. The Ariane 6 rocket can fly with two or four of these strap-on boosters. Officials plan to introduce the P160C on Ariane 6 flights next year, giving the rocket’s heaviest version the ability to haul up to 4,400 pounds (2 metric tons) of additional cargo mass to orbit.

A necessary change… The heavier P160C solid rocket motor is required for Arianespace to fulfill its multi-mission launch contract with Amazon’s Project Kuiper satellite broadband network. Alongside similar contracts with ULA and Blue Origin, Amazon reserved 18 Kuiper launches on Ariane 6 rockets, and 16 of them must use the upgraded P160C booster to deliver additional Kuiper satellites to orbit. The P160C is a joint project between ArianeGroup and Avio, which will use the same motor design on Europe’s smaller Vega C rocket to improve its performance. (submitted by EllPeaTea)

Progress toward the second flight of New Glenn. Blue Origin CEO Dave Limp said his team completed a full-duration 15-second hot-fire test Thursday of the upper stage for the company’s second New Glenn rocket. In a post on X, Limp wrote that the upper stage for the next New Glenn flight will have “enhanced performance.” The maximum power of its hydrogen-fueled BE-3U engine will increase from 173,000 pounds to 175,000 pounds of thrust. Two BE-3U engines fly on New Glenn’s second stage.

A good engine… The BE-3U engine is a derivative of the BE-3 engine flying on Blue Origin’s suborbital New Shepard rocket. Limp wrote that the upper stage on the first New Glenn launch in January “performed remarkably” and achieved an orbital injection with less than 1 percent deviation from its target. So when will New Glenn launch again? We’ve heard late spring, June, or October, depending on the source. I’ll note that Blue Origin test-fired the New Glenn upper stage for the rocket’s first flight about four months before it launched.

Next three launches

April 27: Alpha | “Message in a Booster” | Vandenberg Space Force Base, California | 13: 37 UTC

April 27: Long March 3B/E | Unknown Payload | Xichang Satellite Launch Center, China | 15: 55 UTC

April 27: Falcon 9 | Starlink 11-9 | Vandenberg Space Force Base, California | 20: 55 UTC

Stephen Clark is a space reporter at Ars Technica, covering private space companies and the world’s space agencies. Stephen writes about the nexus of technology, science, policy, and business on and off the planet.

Rocket Report: The pitfalls of rideshare; China launches next Tiangong crew Read More »

Trump can’t keep China from getting AI chips, TSMC suggests

AI chips, Artificial Intelligence, china, Chips Act, Donald Trump, Huawei, NVIDIA, Policy, semiconductors, Taiwan Semiconductor Manufacturing Company, tariffs, TSMC, us-china trade war / Kelly Newman / April 22, 2025

“Despite TSMC’s best efforts to comply with all relevant export control and sanctions laws and regulations, there is no assurance that its business activities will not be found incompliant with export control laws and regulations,” TSMC said.

Further, “if TSMC or TSMC’s business partners fail to obtain appropriate import, export or re-export licenses or permits or are found to have violated applicable export control or sanctions laws, TSMC may also be adversely affected, through reputational harm as well as other negative consequences, including government investigations and penalties resulting from relevant legal proceedings,” TSMC warned.

Trump’s tariffs may end TSMC’s “tariff-proof” era

TSMC is thriving despite years of tariffs and export controls, its report said, with at least one analyst suggesting that, so far, the company appears “somewhat tariff-proof.” However, all of that could be changing fast, as “US President Donald Trump announced in 2025 an intention to impose more expansive tariffs on imports into the United States,” TSMC said.

“Any tariffs imposed on imports of semiconductors and products incorporating chips into the United States may result in increased costs for purchasing such products, which may, in turn, lead to decreased demand for TSMC’s products and services and adversely affect its business and future growth,” TSMC said.

And if TSMC’s business is rattled by escalations in the US-China trade war, TSMC warned, that risks disrupting the entire global semiconductor supply chain.

Trump’s semiconductor tariff plans remain uncertain. About a week ago, Trump claimed the rates would be unveiled “over the next week,” Reuters reported, which means they could be announced any day now.

Trump can’t keep China from getting AI chips, TSMC suggests Read More »

Apple silent as Trump promises “impossible” US-made iPhones

Apple, china, china tariffs, Donald Trump, Foxconn, IPhone, Policy, tariffs, tim cook, us, us-china trade war / Kelly Newman / April 12, 2025

How does Apple solve a problem like Trump’s trade war?

Despite a recent pause on some tariffs, Apple remains in a particularly thorny spot as Donald Trump’s trade war spikes costs in the tech company’s iPhone manufacturing hub, China.

Analysts predict that Apple has no clear short-term options to shake up its supply chain to avoid tariffs entirely, and even if Trump grants Apple an exemption, iPhone prices may increase not just in the US but globally.

The US Trade Representative, which has previously granted Apple an exemption on a particular product, did not respond to Ars’ request to comment on whether any requests for exemptions have been submitted in 2025.

Currently, the US imposes a 145 percent tariff on Chinese imports, while China has raised tariffs on US imports to 125 percent.

Neither side seems ready to back down, and Trump’s TikTok deal—which must be approved by the Chinese government—risks further delays the longer negotiations and retaliations drag on. Trump has faced criticism for delaying the TikTok deal, with Senate Intelligence Committee Vice Chair Mark Warner (D-Va.) telling The Verge last week that the delay was “against the law” and threatened US national security. Meanwhile, China seems to expect more business to flow into China rather than into the US as a result of Trump’s tough stance on global trade.

With the economy and national security at risk, Trump is claiming that tariffs will drive manufacturing into the US, create jobs, and benefit the economy. Getting the world’s most valuable company, Apple, to manufacture its most popular product, the iPhone, in the US, is clearly part of Trump’s vision. White House Press Secretary Karoline Leavitt told reporters this week that Apple’s commitment to invest $500 billion in the US over the next four years was supposedly a clear indicator that Apple believed it was feasible to build iPhones here, Bloomberg reported.

“If Apple didn’t think the United States could do it, they probably wouldn’t have put up that big chunk of change,” Leavitt said.

Apple did not respond to Ars’ request to comment, and so far, it has been silent on how tariffs are impacting its business.

iPhone price increases expected globally

For Apple, even if it can build products for the US market in India, where tariffs remain lower, Trump’s negotiations with China “remain the most important variable for Apple” to retain its global dominance.

Dan Ives, global head of technology research at Wedbush Securities, told CNBC that “Apple could be set back many years by these tariffs.” Although Apple reportedly stockpiled phones to sell in the US market, that supply will likely dwindle fast as customers move to purchase phones before prices spike. In the medium-term, consultancy firm Omdia forecasted, Apple will likely “focus on increasing iPhone production and exports from India” rather than pushing its business into the US, as Trump desires.

But Apple will still incur additional costs from tariffs on India until that country tries to negotiate a more favorable trade deal. And any exemption that Apple may secure due to its investment promise in the US or moderation of China tariffs that could spare Apple some pain “may not be enough for Apple to avoid adverse business effects,” co-founder and senior analyst at equity research publisher MoffettNathanson, Craig Moffett, suggested to CNBC.

And if Apple is forced to increase prices, it likely won’t be limited to just the US, Bank of America Securities analyst Wamsi Mohan suggested, as reported by The Guardian. To ensure that Apple’s largest market isn’t the hardest hit, Apple may increase prices “across the board geographically,” he forecasted.

“While Apple has not commented on this, we expect prices will be changed globally to prevent arbitrage,” Mohan said.

Apple may even choose to increase prices everywhere but the US, vice president at Forrester Research, Dipanjan Chatterjee, explained in The Guardian’s report.

“If there is a cost impact in the US for certain products,” Chatterjee said, Apple may not increase US prices because “the market is far more competitive there.” Instead, “the company may choose to keep prices flat in the US while recovering the lost margin elsewhere in its global portfolio,” Chatterjee said.

Trump’s US-made iPhone may be an impossible dream

Analysts have said that Trump’s dream that a “made-in-the-USA” iPhone could be coming soon is divorced from reality. Not only do analysts estimate that more than 80 percent of Apple products are currently made in China, but so are many individual parts. So even if Apple built an iPhone factory in the US, it would still have to pay tariffs on individual parts, unless Trump agreed to a seemingly wide range of exemptions. Mohan estimated it would “likely take many years” to move the “entire iPhone supply chain,” if that’s “even possible.”

Further, Apple’s $500 billion commitment covered “building servers for its artificial intelligence products, Apple TV productions and 20,000 new jobs in research and development—not a promise to make the iPhone stateside,” The Guardian noted.

For Apple, it would likely take years to build a US factory and attract talent, all without knowing how tariffs might change. A former Apple manufacturing engineer, Matthew Moore, told Bloomberg that “there are millions of people employed by the Apple supply chain in China,” and Apple has long insisted that the US talent pool is too small to easily replace them.

“What city in America is going to put everything down and build only iPhones?” Moore said. “Boston is over 500,000 people. The whole city would need to stop everything and start assembling iPhones.”

In a CBS interview, Commerce Secretary Howard Lutnick suggested that the “army of millions and millions of human beings” could be automated, Bloomberg reported. But China has never been able to make low-cost automation work, so it’s unclear how the US could achieve that goal without serious investment.

“That’s not yet realistic,” people who have worked on Apple’s product manufacturing told Bloomberg, especially since each new iPhone model requires retooling of assembly, which typically requires manual labor. Other analysts agreed, CNBC reported, concluding that “the idea of an American-made iPhone is impossible at worst and highly expensive at best.”

For consumers, CNBC noted, a US-made iPhone would cost anywhere from 25 percent more than the $1,199 price point today, increasing to about $1,500 at least, to potentially $3,500 at most, Wall Street analysts have forecasted.

It took Apple a decade to build its factory in India, which Apple reportedly intends to use to avoid tariffs where possible. That factory “only began producing Apple’s top-of-the-line Pro and Pro Max iPhone models for the first time last year,” CNBC reported.

Analysts told CNBC that it would take years to launch a similar manufacturing process in the US, while “there’s no guarantee that US trade policy might not change yet again in a way to make the factory less useful.”

Apple CEO’s potential game plan to navigate tariffs

It appears that there’s not much Apple can do to avoid maximum pain through US-China negotiations. But Apple’s CEO Tim Cook—who is considered “a supply chain whisperer”—may be “uniquely suited” to navigate Trump’s trade war, Fortune reported.

After Cook arrived at Apple in 1998, he “redesigned Apple’s sprawling supply chain” and perhaps is game to do that again, Fortune reported. Jeremy Friedman, associate professor of business and geopolitics at Harvard Business School, told Fortune that rather than being stuck in the middle, Cook may turn out to be a key intermediary, helping the US and China iron out a deal.

During Trump’s last term, Cook raised a successful “charm offensive” that secured tariff exemptions without caving to Trump’s demand to build iPhones in the US, CNBC reported, and he’s likely betting that Apple’s recent $500 billion commitment will lead to similar outcomes, even if Apple never delivers a US-made iPhone.

Back in 2017, Trump announced that Apple partner Foxconn would be building three “big beautiful plants” in the US and claimed that they would be Apple plants, CNBC reported. But the pandemic disrupted construction, and most of those plans were abandoned, with one facility only briefly serving to make face masks, not Apple products. In 2019, Apple committed to building a Texas factory that Trump toured. While Trump insisted that a US-made iPhone was on the horizon due to Apple moving some business into the US, that factory only committed to assembling the MacBook Pro, CNBC noted.

Morgan Stanley analyst Erik Woodring suggested that Apple may “commit to some small-volume production in the US (HomePod? AirTags?)” to secure an exemption in 2025, rather than committing to building iPhones, CNBC reported.

Although this perhaps sounds like a tried-and-true game plan, for Cook, Apple’s logistics have likely never been so complicated. However, analysts told Fortune that experienced logistics masterminds understand that flexibility is the priority, and Cook has already shown that he can anticipate Trump’s moves by stockpiling iPhones and redirecting US-bound iPhones through its factory in India.

While Trump negotiates with China, Apple hopes that an estimated 35 million iPhones it makes annually in India can “cover a large portion of its needs in the US,” Bloomberg reported. These moves, analysts said, prove that Cook may be the man for the job when it comes to steering Apple through the trade war chaos.

But to keep up with global demand—selling more than 220 million iPhones annually—Apple will struggle to quickly distance itself from China, where there’s abundant talent to scale production that Apple says just doesn’t exist in the US. For example, CNBC noted that Foxconn hired 50,000 additional workers last fall at its largest China plant just to build enough iPhones to meet demand during the latest September launches.

As Apple remains dependent on China, Cook will likely need to remain at the table, seeking friendlier terms on both sides to ensure its business isn’t upended for years.

“One can imagine, if there is some sort of grand bargain between US and China coming in the next year or two,” Friedman said, “Tim Cook might as soon as anybody play an intermediary role.”

Ashley is a senior policy reporter for Ars Technica, dedicated to tracking social impacts of emerging policies and new technologies. She is a Chicago-based journalist with 20 years of experience.

Apple silent as Trump promises “impossible” US-made iPhones Read More »

Trump tariffs terrify board game designers

Board games, china, culture, tariffs / Shannon Garcia / April 6, 2025

Placko called the new policy “not just a policy change” but “a seismic shift.”

Rob Daviau, who helps run Restoration Games and designed hit games like Pandemic Legacy, has been writing on social media for months about the fact that every meeting he’s in “has been an existential crisis about our industry.”

Expanding on his remarks in an interview with BoardGameWire late last year, Daviau added that he was a natural pessimist who foresaw a “great collapse in the hobby gaming market in the US” if tariffs were implemented.

Gamers aren’t likely to stop playing, but they might stick with their back catalog (gamers are notorious for having “shelves of shame” featuring hot new games they purchased without playing them… because other hot new games had already appeared). Or they might, in search of a better deal, shop only online, which could be tough on already struggling local game stores. Or games might decline in quality to keep costs lower. None of which is likely to lead to a robust, high-quality board gaming ecosystem.

Stegmaier’s forecast is nearly as dark as Daviau’s. “Within a few months US companies will lose a lot of money and/or go out of business,” he wrote, “and US citizens will suffer from extreme inflation.”

The new tariffs can be avoided by shipping directly from the factories to firms in other countries, such as a European distributor, but the US remains a crucial market for US game makers; Stegmaier notes that “65 percent of our sales are in the US, so this will take a heavy toll.”

For games still in the production pipeline, at least budgetary adjustments can be made, but some games have already been planned, produced, and shipped. If the boat arrives after the tariffs go into effect—too bad. The US importer still has to pay the extra fees. Chris Solis, who runs Solis Game Studio in California, issued an angry statement yesterday covering exactly this situation, saying, “I have 8,000 games leaving a factory in China this week and now need to scramble to cover the import bill.”

GAMA, the trade group for board game publishers, has been lobbying against the new tariffs, but with little apparent success thus far.

Trump tariffs terrify board game designers Read More »

Samsung turns to China to boost its ailing semiconductor division

AI, china, chips, samsung, syndication, Tech / Mike M. / April 3, 2025

Samsung has turned to Chinese technology groups to prop up its ailing semiconductor division, as it struggles to secure big US customers despite investing tens of billions of dollars in its American manufacturing facilities.

The South Korean electronics group revealed last month that the value of its exports to China jumped 54 percent between 2023 and 2024, as Chinese companies rush to secure stockpiles of advanced artificial intelligence chips in the face of increasingly restrictive US export controls.

In one previously unreported deal, Samsung last year sold more than three years’ supply of logic dies—a key component in manufacturing AI chips—to Kunlun, the semiconductor design subsidiary of Chinese tech group Baidu, according to people familiar with the matter.

But the increasing importance of its China sales to Samsung comes as it navigates growing trade tensions between Washington and Beijing over the development of sensitive technologies.

The South Korean tech giant announced last year that it was making a $40 billion investment in expanding its advanced chip manufacturing and packaging facilities in Texas, boosted by up to $6.4 billion in federal subsidies.

But Samsung’s contract chipmaking business has struggled to secure big US customers, bleeding market share to Taiwan Semiconductor Manufacturing Co, which is investing “at least” $100 billion in chip fabrication plants in Arizona.

“Samsung and China need each other,” said CW Chung, joint head of Apac equity research at Nomura. “Chinese customers have become more important for Samsung, but it won’t be easy to do business together.

Samsung has also fallen behind local rival SK Hynix in the booming market for “high bandwidth memory,” another crucial component in AI chips. As the leading supplier of HBMs for use by Nvidia, SK Hynix’s quarterly operating profit last year surpassed that of Samsung for the first time in the two companies’ history.

“Chinese companies don’t even have a chance to buy SK Hynix’s HBM because the supply is all bought out by the leading AI chip producers like Nvidia, AMD, Intel and Broadcom,” said Jimmy Goodrich, senior adviser for technology analysis to the Rand Corporation research institute.

Samsung turns to China to boost its ailing semiconductor division Read More »

As NASA faces cuts, China reveals ambitious plans for planetary exploration

china, NASA, Planetary exploration, Space / Beth Washington / March 28, 2025

All of these grand Chinese plans come as NASA faces budget cuts. Although nothing is final, Ars reported earlier this year that some officials in the Trump administration want to cut science programs at the US space agency by as much as 50 percent, and that would include significant reductions for planetary science. Such cuts, one planetary officials told Ars, would represent an “extinction level” event for space science and exploration in the United States.

This raises the prospect that the United States could cede the lead in space exploration to China in the coming decades.

So what will happen?

To date, the majority of China’s space science objectives have been successful, bringing credibility to a government that sees space exploration as a projection of its soft power. By becoming a major actor in space and surpassing the United States in some areas, China can both please its own population and become a more attractive partner to other countries around the world.

However, if there are high-profile (and to some in China’s leadership, embarrassing) failures, would China be so willing to fund such an ambitious program? With the objectives listed above, China would be attempting some unprecedented and technically demanding missions. Some of them, certainly, will face setbacks.

Additionally, China is also investing in a human lunar program, seeking to land its own astronauts on the surface of the Moon by 2030. Simultaneously funding ambitious human and robotic programs would very likely require significantly more resources than the government has invested to date. How deep are China’s pockets?

It’s probably safe to say, therefore, that some of these mission concepts and time frames are aspirational.

At the same time, the US Congress is likely to block some of the deepest cuts in planetary exploration, should they be proposed by the Trump administration. So NASA still has a meaningful future in planetary exploration. And if companies like K2 are successful in lowering the cost of satellite buses, the combination of lower-cost launch and planetary missions would allow NASA to do more with less in deep space.

The future, therefore, has yet to be won. But when it comes to deep space planetary exploration, NASA, for the first time since the 1960s, has a credible challenger.

As NASA faces cuts, China reveals ambitious plans for planetary exploration Read More »

Rocket Report: ULA confirms cause of booster anomaly; Crew-10 launch on tap

ariane 6, china, falcon 9, Firefly Aerospace, isar aerospace, launch, long march 8, military space, NASA, Poland, rocket report, Science, Space, spacex, united launch alliance, vulcan / Shannon Garcia / March 14, 2025

The head of Poland’s space agency was fired over a bungled response to SpaceX debris falling over Polish territory.

A SpaceX Falcon 9 rocket with the company’s Dragon spacecraft on top is seen during sunset Tuesday at Launch Complex 39A at NASA’s Kennedy Space Center in Florida. Credit: SpaceX

Welcome to Edition 7.35 of the Rocket Report! SpaceX’s steamroller is still rolling, but for the first time in many years, it doesn’t seem like it’s rolling downhill. After a three-year run of perfect performance—with no launch failures or any other serious malfunctions—SpaceX’s Falcon 9 rocket has suffered a handful of issues in recent months. Meanwhile, SpaceX’s next-generation Starship rocket is having problems, too. Kiko Dontchev, SpaceX’s vice president of launch, addressed some (but not all) of these concerns in a post on X this week. Despite the issues with the Falcon 9, SpaceX has maintained a remarkable launch cadence. As of Thursday, SpaceX has launched 28 Falcon 9 flights since January 1, ahead of last year’s pace.

As always, we welcome reader submissions. If you don’t want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets as well as a quick look ahead at the next three launches on the calendar.

Alpha rocket preps for weekend launch. While Firefly Aerospace is making headlines for landing on the Moon, its Alpha rocket is set to launch again as soon as Saturday morning from Vandenberg Space Force Base, California. The two-stage, kerosene-fueled rocket will launch a self-funded technology demonstration satellite for Lockheed Martin. It’s the first of up to 25 launches Lockheed Martin has booked with Firefly over the next five years. This launch will be the sixth flight of an Alpha rocket, which has become a leader in the US commercial launch industry for dedicated missions with 1 ton-class satellites.

Firefly’s OG … The Alpha rocket was Firefly’s first product, and it has been a central piece of the company’s development since 2014. Like Firefly itself, the Alpha rocket program has gone through multiple iterations, including a wholesale redesign nearly a decade ago. Sure, Firefly can’t claim any revolutionary firsts with the Alpha rocket, as it can with its Blue Ghost lunar lander. But without Alpha, Firefly wouldn’t be where it is today. The Texas-based firm is one of only four US companies with an operational orbital-class rocket. One thing to watch for is how quickly Firefly can ramp up its Alpha launch cadence. The rocket only flew once last year.

Isar Aerospace celebrates another win. In last week’s Rocket Report, we mentioned that the German launch startup Isar Aerospace won a contract with a Japanese company to launch a 200-kilogram commercial satellite in 2026. But wait, there’s more! On Wednesday, the Norwegian Space Agency announced it awarded a contract to Isar Aerospace for the launch of a pair of satellites for the country’s Arctic Ocean Surveillance initiative, European Spaceflight reports. The satellites are scheduled to launch on Isar’s Spectrum rocket from Andøya Spaceport in Norway by 2028.

First launch pending … These recent contract wins are a promising sign for Isar Aerospace, which is also vying for contracts to launch small payloads for the European Space Agency. The Spectrum rocket could launch on its inaugural flight within a matter of weeks, and if successful, it could mark a transformative moment for the European space industry, which has long been limited to a single launch provider: the French company Arianespace. (submitted by EllPeaTea)

Sign Me Up!

Mother Nature holds up Oz launch. The first launch by Gilmour Space has been postponed again due to a tropical cyclone that brought severe weather to Australia’s Gold Coast region earlier this month, InnovationAus.com reports. Tropical Cyclone Alfred didn’t significantly impact Gilmour’s launch site, but the storm did cause the company to suspend work at its corporate headquarters in Southeast Queensland. With the storm now over, Gilmour is reassessing when it might be ready to launch its Eris rocket. Reportedly, the delay could be as long as two weeks or more.

A regulatory storm … Gilmour aims to become the first Australian company to launch a rocket into orbit. Last month, Gilmour announced the launch date for the Eris rocket was set for no earlier than March 15, but Tropical Cyclone Alfred threw this schedule out the window. Gilmour said it received a launch license from the Australian Space Agency in November and last month secured approvals to clear airspace around the launch site. But there’s still a hitch. The license is conditional on final documentation for the launch being filed and agreed with the space agency, and this process is stretching longer than anticipated. (submitted by ZygP)

What is going on at SpaceX? As we mention in the introduction to this week’s Rocket Report, it has been an uncharacteristically messy eight months for SpaceX. These speed bumps include issues with the Falcon 9 rocket’s upper stage on three missions, two lost Falcon 9 boosters, and consecutive failures of SpaceX’s massive Starship rocket on its first two test flights of the year. So what’s behind SpaceX’s bumpy ride? Ars wrote about the pressures facing SpaceX employees as Elon Musk pushes his workforce ever-harder to accelerate toward what Musk might call a multi-planetary future.

Headwinds or tailwinds? … No country or private company ever launched as many times as SpaceX flew its fleet of Falcon 9 rockets in 2024. At the same time, the company has been attempting to move its talented engineering team off the Falcon 9 and Dragon programs and onto Starship to keep that ambitious program moving forward. This is all happening as Musk has taken on significant roles in the Trump administration, stirring controversy and raising questions about his motives and potential conflicts of interest. However, it may be not so much Musk’s absence from SpaceX that is causing these issues but more the company’s relentless culture. As my colleague Eric Berger suggested in his piece, it seems possible that, at least for now, SpaceX has reached the speed limit for commercial spaceflight.

A titan of Silicon Valley enters the rocket business. Former Google chief executive Eric Schmidt has taken a controlling interest in the Long Beach, California-based Relativity Space, Ars reports. Schmidt’s involvement with Relativity has been quietly discussed among space industry insiders for a few months. Multiple sources told Ars that he has largely been bankrolling the company since the end of October, when the company’s previous fundraising dried up. Now, Schmidt is Relativity’s CEO.

Unclear motives … It is not immediately clear why Schmidt is taking a hands-on approach at Relativity. However, it is one of the few US-based companies with a credible path toward developing a medium-lift rocket that could potentially challenge the dominance of SpaceX and its Falcon 9 rocket. If the Terran R booster becomes commercially successful, it could play a big role in launching megaconstellations. Schmidt’s ascension also means that Tim Ellis, the company’s co-founder, chief executive, and almost sole public persona for nearly a decade, is now out of a leadership position.

Falcon 9 deploys NASA’s newest space telescope. Satellites come in all shapes and sizes, but there aren’t any that look quite like SPHEREx, an infrared observatory NASA launched Tuesday night in search of answers to simmering questions about how the Universe, and ultimately life, came to be, Ars reports. The SPHEREx satellite rocketed into orbit from California aboard a SpaceX Falcon 9 rocket, beginning a two-year mission surveying the sky in search of clues about the earliest periods of cosmic history, when the Universe rapidly expanded and the first galaxies formed. SPHEREx will also scan for pockets of water ice within our own galaxy, where clouds of gas and dust coalesce to form stars and planets.

Excess capacity … SPHEREx has lofty goals, but it’s modest in size, weighing just a little more than a half-ton at launch. This meant the Falcon 9 rocket had plenty of extra room for four other small satellites that will fly in formation to image the solar wind as it travels from the Sun into the Solar System. The four satellites are part of NASA’s PUNCH mission. SPHEREx and PUNCH are part of NASA’s Explorers program, a series of cost-capped science missions with a lineage going back to the dawn of the Space Age. SPHEREx and PUNCH have a combined cost of about $638 million. (submitted by EllPeaTea)

China has launched another batch of Internet satellites. A new group of 18 satellites entered orbit Tuesday for the Thousand Sails constellation with the first launch from a new commercial launch pad, Space News reports. The satellites launched on top of a Long March 8 rocket from Hainan Commercial Launch Site near Wenchang on Hainan Island. The commercial launch site has two pads, the first of which entered service with a launch last year. This mission was the first to launch from the other pad at the commercial spaceport, which is gearing up for an uptick in Chinese launch activity to continue deploying satellites for the Thousand Sails network and other megaconstellations.

Sailing on … The Thousand Sails constellation, also known as Qianfan, or G60 Starlink, is a broadband satellite constellation spearheaded by Shanghai Spacecom Satellite Technology (SSST), also known as Spacesail, Space News reported. The project, which aims to deploy 14,000 satellites, seeks to compete in the global satellite Internet market. Spacesail has now launched 90 satellites into near-polar orbits, and the operator previously stated it aims to have 648 satellites in orbit by the end of 2025. If Spacesail continues launching 18 satellites per rocket, this goal would require 31 more launches this year. (submitted by EllPeaTea)

NASA, SpaceX call off astronaut launch. With the countdown within 45 minutes of launch, NASA called off an attempt to send the next crew to the International Space Station Wednesday evening to allow more time to troubleshoot a ground system hydraulics issue, CBS News reports. During the countdown Wednesday, SpaceX engineers were troubleshooting a problem with one of two clamp arms that hold the Falcon 9 rocket to its strongback support gantry. Hydraulics are used to retract the two clamps prior to launch.

Back on track … NASA confirmed Thursday SpaceX ground teams completed inspections of the hydraulics system used for the clamp arm supporting the Falcon 9 rocket and successfully flushed a suspected pocket of trapped air in the system, clearing the way for another launch attempt Friday evening. This mission, known as Crew-10, will ferry two NASA astronauts, a Japanese mission specialist, and a Russian cosmonaut to the space station. They will replace a four-person crew currently at the ISS, including Butch Wilmore and Suni Williams, who have been in orbit since last June after flying to space on Boeing’s Starliner capsule. Starliner returned to Earth without its crew due to a problem with overheating thrusters, leaving Wilmore and Williams behind to wait for a ride home with SpaceX.

SpaceX’s woes reach Poland’s space agency. The president of the Polish Space Agency, Grzegorz Wrochna, has been dismissed following a botched response to the uncontrolled reentry of a Falcon 9 second stage that scattered debris across multiple locations in Poland, European Spaceflight reports. The Falcon 9’s upper stage was supposed to steer itself toward a controlled reentry last month after deploying a set of Starlink satellites, but a propellant leak prevented it from doing so. Instead, the stage remained in orbit for nearly three weeks before falling back into the atmosphere February 19, scattering debris fragments at several locations in Poland.

A failure to communicate … In the aftermath of the Falcon 9’s uncontrolled reentry, the Polish Space Agency (POLSA) claimed it sent warnings of the threat of falling space debris to multiple departments of the Polish government. One Polish ministry disputed this claim, saying it was not adequately warned about the uncontrolled reentry. POLSA later confirmed it sent information regarding the reentry to a wrong email address. Making matters worse, the Polish Space Agency reported it was hacked on March 2. The Polish government apparently had enough and fired the head of the space agency March 11.

Vulcan booster anomaly blamed on “manufacturing defect.” The loss of a solid rocket motor nozzle on the second flight of United Launch Alliance’s Vulcan Centaur last October was caused by a manufacturing defect, Space News reports. In a roundtable with reporters Wednesday, ULA chief executive Tory Bruno said the problem has been corrected as the company awaits certification of the Vulcan rocket by the Space Force. The nozzle fell off the bottom of one of the Vulcan launcher’s twin solid rocket boosters about a half-minute into its second test flight last year. The rocket continued its climb into space, but ULA and Northrop Grumman, which supplies solid rocket motors for Vulcan, set up an investigation to find the cause of the nozzle malfunction.

All the trimmings … Bruno said the anomaly was traced to a “manufacturing defect” in one of the internal parts of the nozzle, an insulator. Specific details, he said, remained proprietary, according to Space News. “We have isolated the root cause and made appropriate corrective actions,” he said, which were confirmed in a static-fire test of a motor at a Northrop test site in Utah in February. “So we are back continuing to fabricate hardware and, at least initially, screening for what that root cause was.” Bruno said the investigation was aided by recovery of hardware that fell off the motor while in flight and landed near the launch pad in Florida, as well as “trimmings” of material left over from the manufacturing process. ULA also recovered both boosters from the ocean so engineers could compare the one that lost its nozzle to the one that performed normally. The defective hardware “just stood out night and day,” Bruno said. “It was pretty clear that that was an outlier, far out of family.” Meanwhile, ULA has trimmed its launch forecast for this year, from a projection of up to 20 launches down to a dozen. (submitted by EllPeaTea)

Next three launches

March 14: Falcon 9 | Crew-10 | Kennedy Space Center, Florida | 23: 03 UTC

March 15: Electron | QPS-SAR-9 | Mahia Peninsula, New Zealand | 00: 00 UTC

March 15: Long March 2B | Unknown Payload | Jiuquan Satellite Launch Center, China | 04: 10 UTC

Rocket Report: ULA confirms cause of booster anomaly; Crew-10 launch on tap Read More »

Privacy-problematic DeepSeek pulled from app stores in South Korea

AI, bytedance, china, DeepSeek, deepthink, infosec, llm, privacy / Mike M. / February 18, 2025

In a media briefing held Monday, the South Korean Personal Information Protection Commission indicated that it had paused new downloads within the country of Chinese AI startup DeepSeek’s mobile app. The restriction took effect on Saturday and doesn’t affect South Korean users who already have the app installed on their devices. The DeepSeek service also remains accessible in South Korea via the web.

Per Reuters, PIPC explained that representatives from DeepSeek acknowledged the company had “partially neglected” some of its obligations under South Korea’s data protection laws, which provide South Koreans some of the strictest privacy protections globally.

PIPC investigation division director Nam Seok is quoted by the Associated Press as saying DeepSeek “lacked transparency about third-party data transfers and potentially collected excessive personal information.” DeepSeek reportedly has dispatched a representative to South Korea to work through any issues and bring the app into compliance.

It’s unclear how long the app will remain unavailable in South Korea, with PIPC saying only that the privacy issues it identified with the app might take “a considerable amount of time” to resolve.

Western infosec sources have also expressed dissatisfaction with aspects of DeepSeek’s security. Mobile security company NowSecure reported two weeks ago that the app sends information unencrypted to servers located in China and controlled by TikTok owner ByteDance; the week before that, another security company found an open, web-accessible database filled with DeepSeek customer chat history and other sensitive data.

Ars attempted to ask DeepSeek’s DeepThink (R1) model about the Tiananmen Square massacre or its favorite “Winnie the Pooh” movie, but the LLM continued to have no comment.

Privacy-problematic DeepSeek pulled from app stores in South Korea Read More »

OpenAI’s secret weapon against Nvidia dependence takes shape

AI, AI chips, Biz & IT, Broadcom, chatgpt, chatgtp, china, GPUs, machine learning, NVIDIA, openai, Reuters, Richard Ho, sam altman, Taiwan, TSMC, US government / 9u50fv / February 11, 2025

OpenAI is entering the final stages of designing its long-rumored AI processor with the aim of decreasing the company’s dependence on Nvidia hardware, according to a Reuters report released Monday. The ChatGPT creator plans to send its chip designs to Taiwan Semiconductor Manufacturing Co. (TSMC) for fabrication within the next few months, but the chip has not yet been formally announced.

The OpenAI chip’s full capabilities, technical details, and exact timeline are still unknown, but the company reportedly intends to iterate on the design and improve it over time, giving it leverage in negotiations with chip suppliers—and potentially granting the company future independence with a chip design it controls outright.

In the past, we’ve seen other tech companies, such as Microsoft, Amazon, Google, and Meta, create their own AI acceleration chips for reasons that range from cost reduction to relieving shortages of AI chips supplied by Nvidia, which enjoys a near-market monopoly on high-powered GPUs (such as the Blackwell series) for data center use.

In October 2023, we covered a report about OpenAI’s intention to create its own AI accelerator chips for similar reasons, so OpenAI’s custom chip project has been in the works for some time. In early 2024, OpenAI CEO Sam Altman also began spending considerable time traveling around the world trying to raise up to a reported $7 trillion to increase world chip fabrication capacity.

OpenAI’s secret weapon against Nvidia dependence takes shape Read More »

DeepSeek is “TikTok on steroids,” senator warns amid push for government-wide ban

AI, app ban, CCP, china, china mobile, Chinese Communist Party, DeepSeek, FCC, government ban, Policy / Mike M. / February 7, 2025

But while the national security concerns require a solution, Curtis said his priority is maintaining “a really productive relationship with China.” He pushed Lutnick to address how he plans to hold DeepSeek—and the CCP in general—accountable for national security concerns amid ongoing tensions with China.

Lutnick suggested that if he is confirmed (which appears likely), he will pursue a policy of “reciprocity,” where China can “expect to be treated by” the US exactly how China treats the US. Currently, China is treating the US “horribly,” Lutnick said, and his “first step” as Commerce Secretary will be to “repeat endlessly” that more “reciprocity” is expected from China.

But while Lutnick answered Curtis’ questions about DeepSeek somewhat head-on, he did not have time to respond to Curtis’ inquiry about Lutnick’s intentions for the US AI Safety Institute (AISI)—which Lutnick’s department would oversee and which could be essential to the US staying ahead of China in AI development.

Viewing AISI as key to US global leadership in AI, Curtis offered “tools” to help Lutnick give the AISI “new legs” or a “new life” to ensure that the US remains responsibly ahead of China in the AI race. But Curtis ran out of time to press Lutnick for a response.

It remains unclear how AISI’s work might change under Trump, who revoked Joe Biden’s AI safety rules establishing the AISI.

What is clear is that lawmakers are being pressed to preserve and even evolve the AISI.

Yesterday, the chief economist for a nonprofit called the Foundation for the American Innovation, Samuel Hammond, provided written testimony to the US House Science, Space, and Technology Committee, recommending that AISI be “retooled to perform voluntary audits of AI models—both open and closed—to certify their security and reliability” and to keep America at the forefront of AI development.

“With so little separating China and America’s frontier AI capabilities on a technical level, America’s lead in AI is only as strong as our lead in computing infrastructure,” Hammond said. And “as the founding member of a consortium of 280 similar AI institutes internationally, the AISI seal of approval would thus support the export and diffusion of American AI models worldwide.”

DeepSeek is “TikTok on steroids,” senator warns amid push for government-wide ban Read More »