china – Page 5

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)

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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

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: 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 »

Tariffs may soon spike costs of cars, household goods, consumer tech

auto industry, Canada, china, Donald Trump, mexico, Policy, tariffs, us-china trade war / Mike M. / February 4, 2025

“A little pain”: Trump finally admits tariffs heap costs on Americans.

Canadian and American flags are seen at the US/Canada border March 1, 2017, in Pittsburg, New Hampshire. Credit: DON EMMERT / Staff | AFP

Over the weekend, President Trump issued executive orders heaping significant additional tariffs on America’s biggest trading partners, Canada, China, and Mexico.

To justify the tariffs—”a 25 percent additional tariff on imports from Canada and Mexico and a 10 percent additional tariff on imports from China”—Trump claimed that all partners were allowing drugs and immigrants to illegally enter the US. Declaring a national emergency under the International Emergency Economic Powers Act, Trump’s orders seemed bent on “downplaying” the potential economic impact on Americans, AP News reported.

But very quickly, the trade policy sparked inflation fears, with industry associations representing major US firms from many sectors warning of potentially derailed supply chains and spiked consumer costs of cars, groceries, consumer technology, and more. Perhaps the biggest pain will be felt by car buyers already frustrated by high prices if car prices go up by $3,000, as Bloomberg reported. And as Trump eyes expanding tariffs to the European Union next, January research from the Consumer Technology Association showed that imposing similar tariffs on all countries would increase the cost of laptops by as much as 68 percent, game consoles by up to 58 percent, and smartphones perhaps by 37 percent.

With tariffs scheduled to take effect on Tuesday, Mexico moved fast to negotiate a one-month pause on Monday, ABC News reported. In exchange, Mexico promised to “reinforce” the US-Mexico border with 10,000 National Guard troops.

The pause buys Mexico a little time to convince the Trump administration—including Secretary of State Marco Rubio, Treasury Secretary Scott Bessent, and potentially Commerce Secretary nominee Howard Lutnick—to strike a “permanent” trade deal, ABC News reported. If those talks fall through, though, Mexico has indicated it will retaliate with both tariff and non-tariff measures, ABC News reported.

Even in the best-case scenario where no countries retaliate, the average household income in 2025 could drop by about $1,170 if this week’s new tariffs remain in place, an analysis from the Budget Lab at Yale forecast. With retaliation, average income could decrease by $1,245.

Canada has already threatened to retaliate by imposing 35 percent tariffs on US goods, although that could change, depending on the outcome of a meeting this afternoon between Trump and outgoing Prime Minister Justin Trudeau.

Currently, there’s seemingly tension between the Trump administration and Trudeau, however.

On Saturday, Trudeau called Trump’s rationale for imposing tariffs on Canada—which Trudeau noted is responsible for less than 1 percent of drugs flowing into the US—”the flimsiest pretext possible,” NBC News reported.

This morning, the director of the White House’s National Economic Council, Kevin Hassett, reportedly criticized Canada’s response on CNBC. While Mexico is viewed as being “very, very serious” about Trump’s tariffs threat, “Canadians appear to have misunderstood the plain language of the executive order and they’re interpreting it as a trade war,” Hassett said.

On the campaign trail, Trump promised to lower prices of groceries, cars, gas, housing, and other goods, AP News noted. But on Sunday, Trump clearly warned reporters while boarding Air Force One that tariffs could have the opposite effect, ABC News reported, and could significantly worsen inflation the longer the trade policy stands.

“We may have short term, some, a little pain, and people understand that, but, long term, the United States has been ripped off by virtually every country in the world,” Trump said.

Online shoppers, car buyers brace for tariffs

In addition to imposing new tariffs on these countries, Trump’s executive orders also took aim at their access to the “de minimus” exemption that allows businesses, including online retailers, to send shipments below $800 into the US without being taxed. That move could likely spike costs for Americans using popular Chinese retail platforms like Temu or Shein.

Before leaving office, Joe Biden had threatened in September to alter the “de minimus” rule, accusing platforms like Temu or Shein of flooding the US with “huge volumes of low-value products such as textiles and apparel” and making “it increasingly difficult to target and block illegal or unsafe shipments.” Following the same logic, it seems that Trump wants to exclude Canada, China, and potentially Mexico from the duty-free exemption to make it easier to identify illegal drug shipments.

Temu and Shein did not respond to Ars’ request to comment. But both platforms in September told Ars that losing the duty-free exemption wouldn’t slow their growth. And both platforms have shifted business to keep more inventory in the US, CNBC reported.

Canada is retaliating, auto industry will suffer

While China has yet to retaliate to defend such retailers, for Canada, the tariffs are considered so intolerable that the country immediately ordered tariffs on beverages, cosmetics, and paper products flowing from the US, AP News reported. Next up will be “passenger vehicles, trucks, steel and aluminum products, certain fruits and vegetables, beef, pork, dairy products, aerospace products, and more.”

If the trade wars further complicate auto industry trade in particular, it could hurt US consumers. Carmakers globally saw stocks fall on expectations that Trump’s tariffs will have a “profound impact” on the entire auto industry, CNBC reported. And if tariffs expand into the EU, an Oxford Economics analysis suggested, the cost of European cars in the US market would likely increase while availability decreases, perhaps crippling a core EU market and limiting Americans’ choice in vehicles.

EU car companies are already bracing for potential disruptions. A spokesperson for Germany-based BMW told CNBC that tariffs “hinder free trade, slow down innovation, and set a negative spiral in motion. In the end, they are detrimental to customers, making products more expensive and less innovative.” A Volkswagen spokesperson confirmed the company was “counting on constructive talks between the trading partners to ensure planning security and economic stability and to avoid a trade conflict.”

Right now, Canada’s auto industry appears most spooked by the impending trade war, with the president of Canada’s Automotive Parts Manufacturers’ Association, Flavio Volpe, warning that Canada’s auto sector could “shut down within a week,” Bloomberg reported.

“At 25 percent, absolutely nobody in our business is profitable by a long shot,” Volpe said.

According to Bloomberg, nearly one-quarter of the 16 million cars sold in the US each year will be hit with duties, adding about $60 billion in industry costs. Seemingly the primary wallet drain will be car components that cross the US-Canada and US-Mexico borders “as many as eight times during production” and, should negotiations fail, could be getting hit with tariffs both ways. Tesla, for example, relies on a small parts manufacturer in Canada, Laval Tool, to create the molds for its Cybertruck. It already costs up to $500,000 per mold, Bloomberg noted, and since many of the mold components are sourced from Canada currently, that cost could go up at a time when Cybertruck sales already aren’t great, InsideEVs reported.

Tariffs “necessary”

William Reinsch, senior adviser at the Center for Strategic and International Studies and a former US trade official, told AP News that Trump’s new tariffs on raw materials disrupting the auto industry and others don’t seem to “make much economic sense.”

“Historically, most of our tariffs on raw materials have been low because we want to get cheaper materials so our manufacturers will be competitive … Now, what’s he talking about? He’s talking about tariffs on raw materials,” Reinsch said. “I don’t get the economics of it.”

But Trump has maintained that tariffs are necessary to push business into the US while protecting national security. Industry experts have warned that hoping Trump’s tariffs will pressure carmakers to source all car components within the US is a “tough ask,” as shifting production could take years. Trump seems unlikely to back down any time soon, instead asking already cash-strapped Americans to be patient with any rising costs potentially harming businesses and consumers.

“We can play the game all they want,” Trump said.

But to countries threatening the US with tariffs in response to Trump’s orders, it likely doesn’t feel like a game. According to AP News, the Ministry of Commerce in China plans to file a lawsuit with the World Trade Organization for the “wrongful practices of the US.”

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.

Tariffs may soon spike costs of cars, household goods, consumer tech Read More »

In Apple’s first-quarter earnings, the Mac leads the way in sales growth

Apple, china, earnings, ipad, IPhone, Mac, Q1, Tech, tim cook / Mike M. / January 31, 2025

Apple fell slightly short of investor expectations when it reported its first-quarter earnings today. While sales were up 4 percent overall, the iPhone showed signs of weakness, and sales in the Chinese market slipped by just over 11 percent.

CEO Tim Cook told CNBC that the iPhone performed better in countries where Apple Intelligence was available, like the US—seemingly suggesting that the slip was partially because Chinese consumers do not see enough reason to buy new phones without Apple Intelligence. (He also said, “Half of the decline is due to a change in channel inventory.”) iPhone sales also slipped in China during this same quarter last year; this was the first full quarter during which the iPhone 16 was available.

In any case, Cook said the company plans to roll out Apple Intelligence in additional languages, including Mandarin, this spring.

Apple’s wearables category also declined slightly, but only by 2 percent.

Despite the trends that worried investors, Apple reported $36.33 billion in net revenue for the first quarter. That’s 7.1 percent more than last year’s Q1. This was driven by the Mac, the iPad, and Services (which includes everything from Apple Music to iCloud)—all of which saw slight upticks in sales. Services was up 14 percent, continuing a strong streak for that business, while the Mac and the iPad both jumped up 15 percent.

The uptick in Mac and iPad sales was likely helped by several new Mac models and a new iPad mini starting shipments last October.

Cook shared some other interesting numbers in the earnings call with investors and the press: The company has an active base of 2.35 billion devices, and it has more than 1 billion active subscriptions.

In Apple’s first-quarter earnings, the Mac leads the way in sales growth Read More »

Trump can save TikTok without forcing a sale, ByteDance board member claims

bytedance, china, china tariffs, Donald Trump, elon musk, Policy, tiktok, TikTok ban, us-china trade war, World Economic Forum / Mike M. / January 23, 2025

TikTok owner ByteDance is reportedly still searching for non-sale options to stay in the US after the Supreme Court upheld a national security law requiring that TikTok’s US operations either be shut down or sold to a non-foreign adversary.

Last weekend, TikTok briefly went dark in the US, only to come back online hours later after Donald Trump reassured ByteDance that the US law would not be enforced. Then, shortly after Trump took office, he signed an executive order delaying enforcement for 75 days while he consulted with advisers to “pursue a resolution that protects national security while saving a platform used by 170 million Americans.”

Trump’s executive order did not suggest that he intended to attempt to override the national security law’s ban-or-sale requirements. But that hasn’t stopped ByteDance, board member Bill Ford told World Economic Forum (WEF) attendees, from searching for a potential non-sale option that “could involve a change of control locally to ensure it complies with US legislation,” Bloomberg reported.

It’s currently unclear how ByteDance could negotiate a non-sale option without facing a ban. Joe Biden’s extended efforts through Project Texas to keep US TikTok data out of China-controlled ByteDance’s hands without forcing a sale dead-ended, prompting Congress to pass the national security law requiring a ban or sale.

At the WEF, Ford said that the ByteDance board is “optimistic we will find a solution” that avoids ByteDance giving up a significant chunk of TikTok’s operations.

“There are a number of alternatives we can talk to President Trump and his team about that are short of selling the company that allow the company to continue to operate, maybe with a change of control of some kind, but short of having to sell,” Ford said.

Trump can save TikTok without forcing a sale, ByteDance board member claims Read More »