Open Source

What Happens to Relicensed Open Source Projects and Their Forks? (thenewstack.io) 7

A Linux Foundation project focused on understanding the health of the open source community just studied the outcomes for three projects that switched to "more restrictive" licenses and then faced community forks.

The data science director for the project — known as Community Health Analytics in Open Source Software (or CHAOSS) — is also an OpenUK board member, and describes the outcomes for OpenSearch, Redis with fork Valkey, and Terraform: The relicensed project (Redis) had significant numbers of contributors who were not employed by the company, and the fork (Valkey) was created by those existing contributors as a foundation project... The Redis project differs from Elasticsearch and Terraform in the number of contributions to the Redis repository from people who were not employees of Redis. In the year leading up to the relicense, when Redis was still open source, there were substantial contributions from employees of other companies: Twice as many non-Redis employees made five or more commits, and about a dozen employees of other companies made almost twice as many commits as Redis employees made.

In the six months after the relicense, all of the external contributors from companies (including Amazon, Alibaba, Tencent, Huawei and Ericsson) who contributed over five commits to the Redis project in the year prior to the relicense stopped contributing. In sum, Redis had strong organizational diversity before the relicense, but only Redis employees made significant contributions afterward.

Valkey was forked from Redis 7.2.4 on March 28, 2024, as a Linux Foundation project under the BSD-3 license. The fork was driven by a group of people who previously contributed to Redis with public support from their employers. Within its first six months, the Valkey repository had 29 contributors employed at 10 companies, and 18 of those people previously contributed to Redis. Valkey has a diverse set of contributors from various companies, with Amazon having the most contributors.

The results weren't always so clear-cut. Because Terraform always had very few contributors outside of the company, "there was no substantial impact on the contributor community from the relicensing event..." (Although the OpenTofu fork — a Linux Foundation project — had 31 people at 11 organizations who made five or more contributions.)

And both before and after Elasticsearch's relicensing, most contributors were Elastic employees, so "the 2021 relicense had little to no impact on contributors." (But the OpenSearch fork — transferred in September to the Linux Foundation — shows a more varied contributor base, with just 63% of additions and 64% of deletions coming from Amazon employees who made 10 or more commits. Six people who didn't work for Amazon made 10 or more commits, making up 11% of additions and 13% of deletions.")

So "Looking at all of these projects together, we see that the forks from relicensed projects tend to have more organizational diversity than the original projects," they conclude, adding that in general "projects with greater organizational diversity tend to be more sustainable..."

"You can dive into the details about these six projects in the paper, presentation and data we shared at the recent OpenForum Academy Symposium.
Communications

FCC 'Rip and Replace' Provision For Chinese Tech Tops Cyber Provisions in Defense Bill (therecord.media) 22

The annual defense policy bill signed by President Joe Biden Monday evening allocates $3 billion to help telecom firms remove and replace insecure equipment in response to recent incursions by Chinese-linked hackers. From a report: The fiscal 2025 National Defense Authorization Act outlines Pentagon policy and military budget priorities for the year and also includes non-defense measures added as Congress wrapped up its work in December. The $895 billion spending blueprint passed the Senate and House with broad bipartisan support.

The $3 billion would go to a Federal Communications Commission program, commonly called "rip and replace," to get rid of Chinese networking equipment due to national security concerns. The effort was created in 2020 to junk equipment made by telecom giant Huawei. It had an initial investment of $1.9 billion, roughly $3 billion shy of what experts said was needed to cauterize the potential vulnerability.

Calls to replenish the fund have increased recently in the wake of two hacking campaigns by China, dubbed Volt Typhoon and Salt Typhoon, that saw hackers insert malicious code in U.S. infrastructure and break into at least eight telecom firms. The bill also includes a watered down requirement for the Defense Department to tap an independent third-party to study the feasibility of creating a U.S. Cyber Force, along with an "evaluation of alternative organizational models for the cyber forces" of the military branches.

Wireless Networking

China Kicks Off Homebrew Bluetooth Alternative 'Star Flash' As It Pushes Universal Remotes (theregister.com) 53

An anonymous reader quotes a report from The Register: China's Electronics Video Industry Association last week signed off on a standard for a universal remote control -- a gadget Beijing thinks locals need because they're struggling with multiple remotes, but which is also a little more significant in other ways. The standard requires remote controls to allow voice control, and to use one of three means of wireless comms: Bluetooth, infrared, and Star Flash -- more on that later. It has been hailed as a boon for consumers who apparently struggle to find the right remote control to use as they navigate between televisions and set-top boxes.

This standard reportedly detects which device a user wants to control, makes the connection, and eases the chore of directing a stream from a set-top box to a display. Device-makers have been told that televisions and set-top boxes must support the standard, and they've quickly complied: local media report that Chinese consumer electronics outfit Konka has already delivered the first Smart TV capable of handling the universal remote. Building a standard ecosystem for universal remotes has obvious benefits for consumers, who should be able to use one unit across multiple devices and won't be tied to proprietary tech. But this move has other benefits for Beijing, thanks to its requirement to use China's home-grown Bluetooth alternative, Star Flash.

Star Flash is one of the projects run by the SparkLink Alliance -- a group that lists hundreds of Chinese developers and manufacturers as members. Huawei contributes tech to the group. Chinese IoT hardware vendor Qogrisys has described it as an upgrade to both Bluetooth and Wi-Fi that incorporates ideas used in 5G networks, is capable of handling multiple simultaneous device connections, sips power sparingly so battery-powered devices go longer between recharges, and can stream lossless stereo audio. Chinese consumer electronic and automotive brands are already keen to use Star Flash, and the Alliance is promoting its use in industrial settings too. China will promote use of universal remotes in 2025 -- meaning the protocol may soon appear in millions of domestic devices, giving manufacturers scale to justify further investment.

Linux

Linux Preps for Kunpeng ARM Server SoC With High Bandwidth Memory (phoronix.com) 25

An anonymous reader shared this report from Phoronix: New Linux patches from Huawei engineers are preparing new driver support for controlling High Bandwidth Memory (HBM) with the ARM-based Kunpeng high performance SoC...

[I]t would appear there is a new Kunpeng SoC coming that will feature integrated High Bandwidth Memory (HBM).Unless I missed something, this Kunpeng SoC with HBM memory hasn't been formally announced yet and I haven't been able to find any other references short of pointing to prior kernel patches working on this HBM integration... It will be interesting to see what comes of Huawei Kunpeng SoCs with HBM memory and ultimately how well they perform against other AArch64 server processors as well as the Intel Xeon and AMD EPYC competition.

Businesses

China Woos Western Tech Talent in Race for Chip Supremacy (msn.com) 82

Chinese companies are aggressively recruiting foreign tech talent as a key strategy to gain technological supremacy, prompting national security concerns across Western nations and Asia, WSJ reported Wednesday, citing multiple intelligence officials and corporate sources. The campaign focuses particularly on advanced semiconductor expertise, with companies like Huawei offering triple salaries to employees at critical firms like Zeiss SMT and ASML, which produce essential components for cutting-edge chip manufacturing.

These recruitment efforts intensified after Western export controls restricted China's access to advanced technology. While Taiwan and South Korea have implemented strict countermeasures, including criminal penalties for illegal talent transfers, the U.S. and Europe struggle to balance open labor markets with national security concerns.

Chinese firms often obscure their origins through local ventures and persistent recruitment tactics. The strategy has shown results: Former employees have helped Chinese companies advance their technological capabilities, including SMIC's development of 7nm chips with help from ex-TSMC talent.
Cellphones

Huawei's Mate 70 Smartphones Will Run Its New Android-Free OS (theverge.com) 80

An anonymous reader quotes a report from The Verge: Huawei has announced its new Mate 70 series smartphone lineup, which will be the first offered with the company's new HarmonyOS Next operating system that doesn't rely on Google's Android services and won't run any Android apps, according to a report by Reuters. The four models of the Mate 70 also don't feature any US hardware following a half decade of US sanctions.

The Mate 70, Mate 70 Pro, Mate 70 Pro Plus, and Mate 70 RS will also be offered with Huawei's HarmonyOS 4.3, which first launched in August 2019 as an alternative to Google's Android OS and is still compatible with Android's extensive app library. Users who decide to opt for Huawei's new Android-free HarmonyOS Next will have less choice when it comes to the apps they can install. Huawei says it has "secured more than 15,000 applications for its HarmonyOS ecosystem, with plans to expand to 100,000 apps in the coming months," according to Reuters.

Starting next year, Huawei also says all the new phones and tablets it launches in 2025 will run HarmonyOS Next. [...] Huawei hasn't confirmed what processors are being used in the Mate 70 lineup, but the company has previously used chips made by China's SMIC for last year's Mate 60 series and other smartphones.

United States

US To Reportedly Sanction 200 More Chinese Chip Firms (tomshardware.com) 82

The U.S. is preparing to impose new sanctions targeting 200 Chinese chipmakers and potentially restricting the export of High Bandwidth Memory (HBM). The move is intended to further hinder China's semiconductor and AI advancements. Tom's Hardware reports: The update sheds light on the Biden administration's recent efforts to impose stricter regulations on chip manufacturers in China. The latest swarm of sanctions reportedly targets roughly 200 Chinese firms. US companies are prohibited from exporting select technologies or products to the targeted firms. The report suggests that the US Department of Commerce aims to push these new regulations before the Thanksgiving break - or November 28. Neither the Department of Commerce nor the Chamber of Commerce responded to Reuters' request for comments.

Moreover, another wave of sanctions is set to follow in December - targeting the export of HBM (High Bandwidth Memory) - primarily to choke China's advance in the AI domain. The impacts of these restrictions are materializing given that Huawei's Kirin SoCs and Ascend AI accelerators will reportedly remain stuck at 7nm technology until 2026 as SMIC fails to procure cutting-edge Extreme Ultraviolet (EUV) machines from ASML.

China

Apple's Upcoming Ultra-Slim iPhone Hits Roadblock Over SIM Tray Rules 118

Apple's upcoming slim iPhone model faces potential sales obstacles in China due to design limitations that prevent fitting a physical SIM card tray, which is mandatory in the Chinese market.

The new device, planned for release next fall, measures 5-6 millimeters thick compared to the iPhone 16's 7.8mm, The Information reported Monday [non-paywalled source]. The company aims to revitalize iPhone sales in China, where revenue has declined for three consecutive years amid competition from Huawei and Vivo. The thin iPhone relies on embedded SIMs (eSIMs), which Chinese regulators haven't yet approved for smartphone use. Engineers are also struggling with battery placement and thermal management in the slim design, the report added.
China

How America's Export Controls Failed to Keep Cutting-Edge AI Chips from China's Huawei (stripes.com) 40

An anonymous reader shared this report from the Washington Post: A few weeks ago, analysts at a specialized technological lab put a microchip from China under a powerful microscope. Something didn't look right... The microscopic proof was there that a chunk of the electronic components from Chinese high-tech champion Huawei Technologies had been produced by the world's most advanced chipmaker, Taiwan Semiconductor Manufacturing Company.

That was a problem because two U.S. administrations in succession had taken actions to assure that didn't happen. The news of the breach of U.S. export controls, first reported in October by the tech news site the Information, has sent a wave of concern through Washington... The chips were routed to Huawei through Sophgo Technologies, the AI venture of a Chinese cryptocurrency billionaire, according to two people familiar with the matter, speaking on the condition of anonymity to discuss a sensitive topic... "It raises some fundamental questions about how well we can actually enforce these rules," said Emily Kilcrease, a senior fellow at the Center for a New American Security in Washington... Taiwan's Ministry of Economic Affairs confirmed that TSMC recently halted shipments to a "certain customer" and notified the United States after suspecting that customer might have directed its products to Huawei...

There's been much intrigue in recent days in the industry over how the crypto billionaire's TSMC-made chips reportedly ended up at Huawei. Critics accuse Sophgo of working to help Huawei evade the export controls, but it is also possible that they were sold through an intermediary, which would align with Sophgo's denial of having any business relationship with Huawei... While export controls are often hard to enforce, semiconductors are especially hard to manage due to the large and open nature of the global chip trade. Since the Biden administration implemented sweeping controls in 2022, there have been reports of widespread chip smuggling and semiconductor black markets allowing Chinese companies to access necessary chips...

Paul Triolo, technology policy lead at Albright Stonebridge Group, said companies were trying to figure out what lengths they had to go to for due diligence: "The guidelines are murky."

Android

Huawei Makes Divorce From Android Official With HarmonyOS NEXT Launch (theregister.com) 67

The Register's Laura Dobberstein reports: Huawei formally launched its home-brewed operating system, HarmonyOS NEXT, on Wednesday, marking its official separation from the Android ecosystem. Huawei declared it released and "officially started public beta testing" of the OS for some of its smartphones and tablets that run its own Kirin and Kunpeng chips.

Unlike previous iterations of HarmonyOS, HarmonyOS NEXT no longer supports Android apps. Huawei maintains top Chinese outfits aren't deterred by that. It cited Meituan, Douyin, Taobao, Xiaohongshu, Alipay, and JD.com as among those who have developed native apps for the OS. In case you're not familiar, they're China's top shopping, payment, and social media apps.

Huawei also claimed that at the time of its announcement, over 15,000 HarmonyOS native applications and meta-services were also launched. That's a nice number, but well short of the millions of apps found on the Google Play Store and Apple's App Store. The Chinese tech player also revealed that the operating system has 110 million lines of code and claimed it improves the overall performance of mobile devices running it by 30 percent. It also purportedly increases battery life by 56 minutes and leaves an average of 1.5GB of memory for purposes other than running the OS.

China

China Trained a 1-Trillion-Parameter LLM Using Only Domestic Chips (theregister.com) 52

"China Telecom, one of the largest wireless carriers in mainland China, says that it has developed two large language models (LLMs) relying solely on domestically manufactured AI chips..." reports Tom's Hardware. "If the information is accurate, this is a crucial milestone in China's attempt at becoming independent of other countries for its semiconductor needs, especially as the U.S. is increasingly tightening and banning the supply of the latest, highest-end chips for Beijing in the U.S.-China chip war." Huawei, which has mostly been banned from the U.S. and other allied countries, is one of the leaders in China's local chip industry... If China Telecom's LLMs were indeed fully trained using Huawei chips alone, then this would be a massive success for Huawei and the Chinese government.
The project's GitHub page "contains a hint about how China Telecom may have trained the model," reports the Register, "in a mention of compatibility with the 'Ascend Atlas 800T A2 training server' — a Huawei product listed as supporting the Kunpeng 920 7265 or Kunpeng 920 5250 processors, respectively running 64 cores at 3.0GHz and 48 cores at 2.6GHz. Huawei builds those processors using the Arm 8.2 architecture and bills them as produced with a 7nm process."

The South China Morning Post says the unnamed model has 1 trillion parameters, according to China Telecom, while the TeleChat2t-115B model has over 100 billion parameters.

Thanks to long-time Slashdot reader hackingbear for sharing the news.
Iphone

The End of the iPhone Upgrade? 96

An anonymous reader shares a New Yorker story: Ultimately, the iPhone 16 does little to meaningfully improve on the experience I had with the 12, besides, perhaps, charging with a USB-C, as my laptop does, cutting down on the number of cords I have to keep track of. Instead, the greatest leaps in Apple's hardware are largely directed at those niche users who are already invested in using tools such as artificial intelligence and virtual reality. The company has announced that, within a month or so, the new phones will be able to operate its proprietary artificial-intelligence system, which means that users may soon be relying on A.I. to perform daily personal tasks, like navigating their calendars or responding to e-mails. The 15 and 16 Pros can take three-dimensional photos, designed for V.R., using the Apple Vision Pro. Thus far, I don't use A.I. tools or V.R. with any frequency and have no intention of doing so on my iPhone.

The fact that I do not need an iPhone 16 is a testament not so much to the iPhone's failure as to its resounding success. A lot of the digital software we rely on has grown worse for users in recent years; the iPhone, by contrast, has become so good that it's hard to imagine anything but incremental improvements. Apple's teleological phone-design strategy may have simply reached its end point, the same way evolution in nature has repeatedly resulted in an optimized species of crab. Other tech companies, meanwhile, are embracing radical departures in phone design. Samsung offers devices that fold in half, creating a smaller screen that's useful for minor tasks, such as texting, and a larger one for watching videos; Huawei is upping the ante with three folds. The BOOX Palma has become a surprise hit as a smartphone-ish device with an e-ink screen, similar to Amazon's Kindle, which uses physical pixels in its display. Dumbphones, too, are growing more popular by intentionally doing less. Apple devices, by contrast, remain effective enough that they can afford to be somewhat static.
China

China's Huawei Shows the World Its $2,800 'Trifold' Phone 66

An anonymous reader shares a report: Over successive administrations, the U.S. government has used stiff trade restrictions to try to stifle the Chinese telecom giant Huawei. In turn, the company never misses an opportunity to show that it is still standing. Last year, at the tail end of a visit to China by Gina Raimondo, the U.S. commerce secretary, Huawei unveiled a smartphone that was powered by an advanced semiconductor made in China. The chip was exactly the kind of technology that the United States, in an effort led by Ms. Raimondo, had tried to prevent China from developing.

The Huawei phone, called the Mate 60 Pro, was heralded in China as the triumph of a national champion over American constraints. It sold out within minutes on Chinese e-commerce platforms. Many shoppers chose to pair their purchase with a phone case emblazoned with a photo of Ms. Raimondo's face. In the Chinese tech hub of Shenzhen on Tuesday, Huawei again made a bid for the spotlight with the announcement of a new device just hours after Apple introduced its iPhone 16 in California. Huawei's latest phone, the Mate XT, is heavy on novelty: It can be folded, twice [non-paywalled source].

The tablet-size device folds along two vertical seams to become the size of a typical phone. It is the first commercially available trifold smartphone. It comes in two colors, red and black, and will go on sale on Sept. 20. "It's a piece of work that everyone has thought of but never managed to create," said Richard Yu, Huawei's consumer group chairman. "I have always had a dream to put our tablet in my pocket, and we did it." The Mate XT, with a screen that measures 10.2 inches diagonally, is equipped with artificial intelligence-enabled translation, messaging and photo editing features. Mr. Yu also unveiled a thin keyboard that folds in half to the same size as the phone. He showed the audience how he carried both together in the pocket of his suit jacket. Starting at $2,800, the Mate XT is priced like a luxury product.
China

One Nation Mostly Unaffected by the Crowdstrike Outage: China (bbc.com) 49

The BBC reports that "while most of the world was grappling with the blue screen of death on Friday," there was one country that managed to escape largely unscathed: China. The reason is actually quite simple: CrowdStrike is hardly used there. Very few organisations will buy software from an American firm that, in the past, has been vocal about the cyber-security threat posed by Beijing. Additionally, China is not as reliant on Microsoft as the rest of the world. Domestic companies such as Alibaba, Tencent and Huawei are the dominant cloud providers.

So reports of outages in China, when they did come, were mainly at foreign firms or organisations. On Chinese social media sites, for example, some users complained they were not able to check into international chain hotels such as Sheraton, Marriott and Hyatt in Chinese cities. Over recent years, government organisations, businesses and infrastructure operators have increasingly been replacing foreign IT systems with domestic ones. Some analysts like to call this parallel network the "splinternet".

"It's a testament to China's strategic handling of foreign tech operations," says Josh Kennedy White, a cybersecurity expert based in Singapore. "Microsoft operates in China through a local partner, 21Vianet, which manages its services independently of its global infrastructure. This setup insulates China's essential services — like banking and aviation — from global disruptions."

"Beijing sees avoiding reliance on foreign systems as a way of shoring up national security."

Thanks to long-time Slashdot reader hackingbear for sharing the article.
Iphone

iPhone Upgrades - Not Android Switchers - Drive Apple Sales, Bernstein Says 68

In a new analysis, research firm Bernstein challenges the conventional wisdom surrounding Apple's iPhone sales fluctuations, arguing that perceived market share shifts between Apple and Android devices are largely illusory. The report, which Bernstein sent to its clients, contends that the majority of iPhone buyers are existing users upgrading their devices, rather than switchers from Android platforms.

Bernstein posits that year-to-year changes in iPhone unit sales are predominantly driven by Apple's upgrade rates within its established user base. This dynamic creates the appearance of significant market share gains or losses, particularly in China, where consumers are highly sensitive to new features. The analyst notes that upgrade cycles in China tend to be more pronounced than in other markets, leading to exaggerated perceptions of market share volatility. He suggests that the company's struggles in the region are more likely attributed to poor upgrade rates within its existing customer base rather than a mass exodus to competitors like Huawei.
China

Germany To Remove Huawei From Mobile Networks (reuters.com) 17

An anonymous reader quotes a report from Reuters: The German government and mobile phone carriers have agreed in principle on steps to phase components by Chinese technology companies out of the nation's 5G wireless network over the next five years, two people familiar with the matter told Reuters on Wednesday. Newspaper Sueddeutsche Zeitung as well as broadcasters NDR and WDR earlier jointly reported the news, saying the agreement gives network operators Deutsche Telekom, Vodafone, and Telefonica Deutschland more time to replace critical parts. Under the preliminary agreement driven by security considerations, operators will initially rid the country's core network of 5G data centers of technology made by companies such as Huawei and ZTE in 2026, said the sources, adding that a final pact has yet to be signed. In a second phase, the role of Chinese makers' parts for antennas, transmission lines and towers should be all but eliminated by 2029, they added. "The government is acting on the basis of the national security strategy and China strategy to reduce possible security risks and dependencies," said a spokesperson for Germany's interior ministry.
China

Microsoft Orders China Staff To Use iPhones for Work and Drop Android (bloomberg.com) 44

Microsoft told employees in China that from September they'll only be able to use iPhones for work, effectively cutting off Android-powered devices from the workplace. Bloomberg: The US company will soon require Chinese-based employees to use only Apple devices to verify their identities when logging in to work computers or phones, according to an internal memo reviewed by Bloomberg News. The measure, part of Microsoft's global Secure Future Initiative, will affect hundreds of workers across the Chinese mainland and is intended to ensure that all staff use the Microsoft Authenticator password manager and Identity Pass app.

The move highlights the fragmented nature of Android app stores in the country and the growing differences between Chinese and foreign mobile ecosystems. Unlike Apple's iOS store, Google Play isn't available in China, so local smartphone makers like Huawei and Xiaomi operate their own platforms. Microsoft has chosen to block access from those devices to its corporate resources because they lack Google's mobile services in the country, the message said.

Programming

Eclipse Foundation Releases Open-Source Theia IDE - Compatible with VS Code Extensions (adtmag.com) 25

"After approximately seven years in development, the Eclipse Foundation's Theia IDE project is now generally available," writes ADT magazine, "emerging from beta to challenge Microsoft's similar Visual Studio Code (VS Code) editor." The Eclipse Theia IDE is part of the Eclipse Cloud DevTools ecosystem. The Eclipse Foundation calls it "a true open-source alternative to VS Code," which was built on open source but includes proprietary elements, such as default telemetry, which collects usage data...

Theia was built on the same Monaco editor that powers VS Code, and it supports the same Language Server Protocol (LSP) and Debug Adapter Protocol (DAP) that provide IntelliSense code completions, error checking and other features. The Theia IDE also supports the same extensions as VS Code (via the Open VSX Registry instead of Microsoft's Visual Studio Code Marketplace), which are typically written in TypeScript and JavaScript. There are many, many more extensions available for VS Code in Microsoft's marketplace, while "Extensions for VS Code Compatible Editors" in the Open VSX Registry number 3,784 at the time of this writing...

The Eclipse Foundation emphasized another difference between its Theia IDE and VS Code: the surrounding ecosystem/community. "At the core of Theia IDE is its vibrant open source community hosted by the Eclipse Foundation," the organization said in a news release. "This ensures freedom for commercial use without proprietary constraints and fosters innovation and reliability through contributions from companies such as Ericsson, EclipseSource, STMicroelectronics, TypeFox, and more. The community-driven model encourages participation and adaptation according to user needs and feedback."

Indeed, the list of contributors to and adopters of the platform is extensive, also featuring Broadcom, Arm, IBM, Red Hat, SAP, Samsung, Google, Gitpod, Huawei and many others.

The It's FOSS blog has some screenshots and a detailed rundown.

ADT magazine stresses that there's also an entirely distinct (but related) project called the Eclipse Theia Platform (not IDE) which differs from VS Code by allowing developers "to create desktop and cloud IDEs using a single, open-source technology stack" [that can be used in open-source initiatives]. The Eclipse Theia platform "allows developers to customize every aspect of the IDE without forking or patching the code... fully tailored for the needs of internal company projects or for commercial resale as a branded product."
China

Nvidia Forecasted To Make $12 Billion Selling GPUs In China (theregister.com) 4

Nvidia is expected to earn $12 billion from GPU sales to China in 2024, despite U.S. trade restrictions. Research firm SemiAnalysis says the GPU maker will ship over 1 million units of its new H20 model to the Chinese market, "with each one said to cost between $12,000 and $13,000 apiece," reports The Register. From the report: This figure is said by SemiAnalysis to be nearly double what Huawei is likely to sell of its rival accelerator, the Ascend 910B, as reported by The Financial Times. If accurate, this would seem to contradict earlier reports that Nvidia had moved to cut the price of its products for the China market. This was because buyers were said to be opting instead for domestically made kit for accelerating AI workloads. The H20 GPU is understood to be the top performing model out of three Nvidia GPUs specially designed for the Chinese market to comply with rules introduced by the Biden administration last year that curb performance.

In contrast, Huawei's Ascend 910B is claimed to have performance on a par with that of Nvidia's A100 GPU. It is believed to be an in-house design manufactured by Chinese chipmaker SMIC using a 7nm process technology, unlike the older Ascend 910 product. If this forecast proves accurate, it will be a relief for Nvidia, which earlier disclosed that its sales in China delivered a "mid-single digit percentage" of revenue for its Q4 of FY2024, and was forecast to do the same in Q1 of FY 2025. In contrast, the Chinese market had made up between 20 and 25 percent of the company's revenue in recent years, until the export restrictions landed.

China

Apple Slashes iPhone Prices In China Amid Fierce Huawei Competition (reuters.com) 82

Apple is offering discounts of up to $318 on select iPhone models in China, hoping to "defend its position in the high-end smartphone market, where it faces increasing competition from local rivals such as Huawei," reports Reuters. From the report: The increased competitive pressure on Apple comes after Huawei last month introduced its new series of high-end smartphones, the Pura 70, following the launch of the Mate 60 last August. Apple's previous discounting effort in February appears to have helped the company mitigate a sales slowdown in China. Apple's shipments in China increased by 12% in March, according to Reuters' calculations based on data from the China Academy of Information and Communications Technology (CAICT). This marks a significant improvement from the first two months of 2024, when the company experienced a 37% slump in sales.

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