An anonymous reader quotes a report from MSN: The US has revoked licenses allowing Huawei to buy semiconductors from Qualcomm and Intel, according to people familiar with the matter, further tightening export restrictions against the Chinese telecom equipment maker. Withdrawal of the licenses affects US sales of chips for use in Huawei phones and laptops, according to the people, who discussed the move on condition of anonymity. House Foreign Affairs Committee Chairman Michael McCaul confirmed the administration's decision in an interview Tuesday. He said the move is key to preventing China from developing advanced AI. "It's blocking any chips sold to Huawei," said McCaul, a Texas Republican who was briefed about the license decisions for Intel and Qualcomm. "Those are two companies we've always worried about being a little too close to China."

While the decision may not affect a significant volume of chips, it underscores the US government's determination to curtail China's access to a broad swathe of semiconductor technology. Officials are also considering sanctions against six Chinese firms that they suspect could supply chips to Huawei, which has been on a US trade restrictions list since 2019. [...] Qualcomm recently said that its business with Huawei is already limited and will soon shrink to nothing. It has been allowed to supply the Chinese company with chips that provide older 4G network connections. It's prohibited from selling ones that allow more advanced 5G access.

Huawei, the Chinese telecommunications giant blacklisted by the US, is secretly funding cutting-edge research at American universities including Harvard through an independent Washington-based foundation. From a report: Huawei is the sole funder of a research competition that has awarded millions of dollars since its inception in 2022 and attracted hundreds of proposals from scientists around the world, including those at top US universities that have banned their researchers from working with the company, according to documents and people familiar with the matter.

The competition is administered by the Optica Foundation, an arm of the nonprofit professional society Optica, whose members' research on light underpins technologies such as communications, biomedical diagnostics and lasers. The foundation "shall not be required to designate Huawei as the funding source or program sponsor" of the competition and "the existence and content of this Agreement and the relationship between the Parties shall also be considered Confidential Information," says a nonpublic document reviewed by Bloomberg. The findings reveal one strategy Shenzhen, China-based Huawei is using to remain at the forefront of funding international research despite a web of US restrictions imposed over the past several years in response to concerns that its technology could be used by Beijing as a spy tool.

An anonymous reader quotes a report from MIT Technology Review: Almost all keyboard apps used by Chinese people around the world share a security loophole that makes it possible to spy on what users are typing. The vulnerability, which allows the keystroke data that these apps send to the cloud to be intercepted, has existed for years and could have been exploited by cybercriminals and state surveillance groups, according to researchers at the Citizen Lab, a technology and security research lab affiliated with the University of Toronto.

These apps help users type Chinese characters more efficiently and are ubiquitous on devices used by Chinese people. The four most popular apps -- built by major internet companies like Baidu, Tencent, and iFlytek -- basically account for all the typing methods that Chinese people use. Researchers also looked into the keyboard apps that come preinstalled on Android phones sold in China. What they discovered was shocking. Almost every third-party app and every Android phone with preinstalled keyboards failed to protect users by properly encrypting the content they typed. A smartphone made by Huawei was the only device where no such security vulnerability was found.

In August 2023, the same researchers found that Sogou, one of the most popular keyboard apps, did not use Transport Layer Security (TLS) when transmitting keystroke data to its cloud server for better typing predictions. Without TLS, a widely adopted international cryptographic protocol that protects users from a known encryption loophole, keystrokes can be collected and then decrypted by third parties. Even though Sogou fixed the issue after it was made public last year, some Sogou keyboards preinstalled on phones are not updated to the latest version, so they are still subject to eavesdropping. [...] After the researchers got in contact with companies that developed these keyboard apps, the majority of the loopholes were fixed. But a few companies have been unresponsive, and the vulnerability still exists in some apps and phones, including QQ Pinyin and Baidu, as well as in any keyboard app that hasn't been updated to the latest version.

Apple's iPhone sales dropped sharply in China in the first quarter of this year as the company saw strong competition from domestic brand Huawei, according to a new report from market research firm Counterpoint Research. CNBC: Apple saw sales of its iPhones fall 19.1% in the first three months of the year, Counterpoint's data showed, as Chinese telecommunications and consumer electronics giant Huawei saw a resurgence in its smartphone business. The Shenzhen, China-based firm saw sales of its smartphones surge a whopping 69.7% in the first quarter, Counterpoint said.

An anonymous reader quotes a report from The Register: Huawei plans to expand its native HarmonyOS smartphone platform worldwide, despite coming under US-led sanctions that have deprived it of access to key technologies. "We will work hard to build up the HarmonyOS app ecosystem in the China market first, then, from country to country, we will start gradually pushing it out to other parts of the world," Huawei's rotating chairman Erik Xu told attendees at its 21st Analyst Summit in Shenzhen last week. Part of this process will involve porting apps to HarmonyOS and encouraging other app developers to code for the platform.

"In the China market, Huawei smartphone users spend 99 percent of their time on about 5,000 apps. So we decided to spend 2024 porting these apps over to HarmonyOS first in our drive to truly unify the OS and the app ecosystem. We are also encouraging other apps to be ported over to HarmonyOS," Xu said. According to Huawei's rotating chairman, more than 4,000 of those apps are already in the process of being transferred, and the company is "communicating with developers" on the 1,000 or so apps that remain. "This is a massive undertaking, but we have broad support in the industry and from many app developers," he claimed. "Once we have these first 5,000 Android apps -- and thousands of other apps -- up and running on HarmonyOS, we will have a real HarmonyOS: a third mobile operating system for the world," Xu said. That number could reach up to 1 million apps in the future, he claimed. According to Counterpoint Research, HarmonyOS accounted for 4 percent of global market share in the fourth quarter of 2023, and exceeded 16 percent market share in China. That makes it the third largest mobile OS by handset sales, behind Android and iOS.

It remains to be seen whether there will be much of a market for HarmonyOS outside of China, given the current sanctions and sour US/EU-China relations.

Apple has lost its spot as the world's biggest mobile phone seller after a steep sales drop as South Korean rival Samsung retook the lead in the global market share. From a report: Samsung had been the biggest seller of mobile phones for 12 years until the end of 2023, when sales of Apple's iPhone models overtook it. Global smartphone shipments increased by 8% to 289.4m units during January-March, according to research firm IDC. Samsung won a 20.8% market share, beating Apple's 17.3% share, which has been dented by slowing sales in China.

IDC said that Apple shipped 50.1m iPhones in the first quarter, down from the 55.4m units it shipped in the same period last year. It was the biggest drop in iPhone sales since Covid-19 lockdowns caused global supply chain chaos in 2022. The drop in Apple sales, despite a growing global market, was partly ascribed to difficulties in China. Local rivals including Xiaomi and Huawei have put pressure on Apple and Samsung. At the same time, China's government has moved to ban devices made by foreign companies from workplaces.

AmiMoJo writes: Huawei Technologies is building a massive semiconductor equipment research and development center in Shanghai as the Chinese tech titan continues to beef up its chip supply chain to counter a U.S. crackdown. The centre's mission includes building lithography machines, vital equipment for producing cutting-edge chips. To staff the new center, Huawei is offering salary packages worth up to twice as much as local chipmakers, industry executives and sources briefed on the matter told Nikkei Asia. The company has already hired numerous engineers who have worked with top global chip tool builders like Applied Materials, Lam Research, KLA and ASML, they said, adding that chip industry veterans with more than 15 years of experience at leading chipmakers like TSMC, Intel and Micron are also among recent and potential hires. The report says Huawei is investing about 12 billion yuan ($1.66 billion) for this R&D chip plant, making it one of Shanghai's top projects for 2024.

Working for the company is no easy task, says one chip engineering: "Working with them is brutal. It's not 996 -- meaning working from 9 a.m. to 9 p.m., six days a week. ... It will literally be 007 -- from midnight to midnight, seven days a week. No days off at all. The contract will be for three years, [but] the majority of people can't survive till renewal."

Vinod Khosla, the founder of venture capital firm Khosla Ventures, opines on the bill that seeks to ban TikTok or force its parent firm to divest the U.S. business: Even if one could argue that this bill strikes at the First Amendment, there is legal precedent for doing so. In 1981, Haig vs Agee established that there are circumstances under which the government can lawfully impinge upon an individual's First Amendment rights if it is necessary to protect national security and prevent substantial harm. TikTok and the AI that can be channelled through it are national and homeland security issues that meet these standards.

Should this bill turn into law, the president would have the power to force any foreign-owned social media to be sold if US intelligence agencies deem them a national security threat. This broader scope should protect against challenges that this is a bill of attainder. Similar language helped protect effective bans on Huawei and Kaspersky Lab. As for TikTok's value as a boon to consumers and businesses, there are many companies that could quickly replace it. In 2020, after India banned TikTok amid geopolitical tensions between Beijing and New Delhi, services including Instagram Reels, YouTube Shorts, MX TakaTak, Chingari and others filled the void.Â

Few appreciate that TikTok is not available in China. Instead, Chinese consumers use Douyin, the sister app that features educational and patriotic videos, and is limited to 40 minutes per day of total usage. Spinach for Chinese kids, fentanyl -- another chief export of China's -- for ours. Worse still, TikTok is a programmable fentanyl whose effects are under the control of the CCP.

China is in the process of raising more than $27 billion for its largest chip fund to date, accelerating the development of cutting-edge technologies to counter a US campaign to thwart its rise. From a report: The National Integrated Circuit Industry Investment Fund is amassing a pool of capital from local governments and state enterprises for its third vehicle that should exceed the 200 billion yuan of its second fund, according to people familiar with the matter. Known as the Big Fund, the state-backed firm is expanding its remit just as the US prepares to sharply escalate technology curbs designed to curtail Chinese chip and artificial intelligence progress.

The establishment of a much larger third fund -- directly overseen by China's powerful tech ministry -- signals a resurgent effort to harness the world's largest semiconductor market after years of mixed success with central stewardship. Huawei and its partner Semiconductor Manufacturing International Corp. still had to rely on US-origin technology to build an advanced processor last year.

Huawei is back from the dead after recording a sales jump of 64% in the first six weeks of 2024 compared to a year earlier. Meanwhile, Apple's iPhone sales in China fell by 24% during the same period. The BBC reports: Aside from a resurgence of Huawei sales at the more expensive end of the Chinese phone market, Apple was also "squeezed in the middle on aggressive pricing from the likes of Oppo, Vivo and Xiaomi," Counterpoint Research's Mengmeng Zhang wrote. China, which is one of Apple's biggest markets, also saw overall smartphone sales shrink by 7% in the same period, the report said. Huawei struggled for years due to US sanctions but its sales surged after releasing its Mate 60 series of 5G smartphones in August. It came as a major surprise as the Chinese firm was cut off from key chips and technology required for 5G mobile internet.

Honor, which is the smartphone brand spun off from Huawei in 2020, was the only other top-five brand to see sales increase in China during the period, according to the report. Sales of Vivo, Xiaomi and Oppo also fell in the first six weeks of the year, Counterpoint said. Its report also said Apple's share of the Chinese smartphone market dropped to 15.7% from 19% last year, putting it in fourth place as it fell from the number two spot. Meanwhile, Huawei rose to second place as its market share grew to 16.5% from 9.4% a year earlier. Despite its sales falling by 15% over the last year, Vivo remained China's top-selling smartphone maker, Counterpoint said.

Long-time Slashdot reader AmiMoJo quotes Tom's Hardware: A Geekbench 6 result features what is likely the first-ever look at the single-core performance of the Taishan V120, developed by Huawei's HiSilicon subsidiary (via @Olrak29_ on X). The single-core score indicates that Taishan V120 cores are roughly on par with AMD's Zen 3 cores from late 2020, which could mean Huawei's technology isn't that far behind cutting-edge Western chip designers.

The Taishan V120 core was first spotted in Huawei's Kirin 9000s smartphone chip, which uses four of the cores alongside two efficiency-focused Arm Cortex A510 cores. Since Kirin 9000s chips are produced using SMIC's second-generation 7nm node (which may make it illegal to sell internationally according to U.S. lawmakers), it would also seem likely that the Taishan V120 core tested in Geekbench 6 is also made on the second-generation 7nm node.

The benchmark result doesn't really say much about what the actual CPU is, with the only hint being 'Huawei Cloud OpenStack Nova.' This implies it's a Kunpeng server CPU, which may either be the Kunpeng 916, 920, or 930. While we can only guess which one it is, it's almost certain to be the 930 given the high single-core performance shown in the result. By contrast, the few Geekbench 5 results for the Kunpeng 920 show it performing well behind AMD's first-generation Epyc Naples from 2017.

An anonymous reader quotes a report from The Verge: The US government has committed $42 million to further the development of the 5G Open RAN (O-RAN) standard that would allow wireless providers to mix and match cellular hardware and software, opening up a bigger market for third-party equipment that's cheaper and interoperable. The National Telecommunications and Information Administration (NTIA) grant would establish a Dallas O-RAN testing center to prove the standard's viability as a way to head off Huawei's steady cruise toward a global cellular network hardware monopoly.

Verizon global network and technology president Joe Russo promoted the funding as a way to achieve "faster innovation in an open environment." To achieve the standard's goals, AT&T vice president of RAN technology Robert Soni says that AT&T and Verizon have formed the Acceleration of Compatibility and Commercialization for Open RAN Deployments Consortium (ACCoRD), which includes a grab bag of wireless technology companies like Ericsson, Nokia, Samsung, Dell, Intel, Broadcom, and Rakuten. Japanese wireless carrier Rakuten formed as the first O-RAN network in 2020. The company's then CEO, Tareq Amin, told The Verge's Nilay Patel in 2022 that Open RAN would enable low-cost network build-outs using smaller equipment rather than massive towers -- which has long been part of the promise of 5G.

But O-RAN is about more than that; establishing interoperability means companies like Verizon and AT&T wouldn't be forced to buy all of their hardware from a single company to create a functional network. For the rest of us, that means faster build-outs and "more agile networks," according to Rakuten. In the US, Dish has been working on its own O-RAN network, under the name Project Genesis. The 5G network was creaky and unreliable when former Verge staffer Mitchell Clarke tried it out in Las Vegas in 2022, but the company said in June last year that it had made its goal of covering 70 percent of the US population. Dish has struggled to become the next big cell provider in the US, though -- leading satellite communications company EchoStar, which spun off from Dish in 2008, to purchase the company in January. The Washington Post writes that O-RAN "is Washington's anointed champion to try to unseat the Chinese tech giant Huawei Technologies" as the world's biggest supplier of cellular infrastructure gear.

According to the Post, Biden has emphasized the importance of O-RAN in conversations with international leaders over the past few years. Additionally, it notes that Congress along with the NTIA have dedicated approximately $2 billion to support the development of this standard.

The French offices of Chinese tech giant Huawei were raided by financial prosecutors this week, the company confirmed Friday. CNN reports: A French judicial source told CNN Thursday that the raid had been carried out as part of a preliminary probe launched by the financial prosecutor's office over alleged "breach of probity," a broad term concerning offenses such as acts of corruption, favoritism and influence peddling. The source did not provide any further details about the investigation. A preliminary investigation does not imply any wrongdoing.

"Huawei has been in France for over 20 years, and has been in compliance with the laws and regulations applicable in the country. While Huawei France does not wish to comment on an ongoing investigation, the company remains confident about its conclusions," a spokesperson said.

China's Huawei will not support Android apps on the latest iteration of its in-house Harmony operating system, domestic financial media Caixin reported, as the company looks to bolster its own software ecosystem. From a report: The company plans to roll out a developer version of its HarmonyOS Next platform in the second quarter of this year followed by a full commercial version in the fourth quarter, it said in a company statement highlighting the launch event for the platform in its home city of Shenzhen on Thursday.

Huawei first unveiled its proprietary Harmony system in 2019 and prepared to launch it on some smartphones a year later after U.S. restrictions cut its access to Google's technical support for its Android mobile OS. However, earlier versions of Harmony allowed apps built for Android to be used on the system, which will no longer be possible, according to Caixin.

Huawei's newest laptop runs on a chip made by Taiwan Semiconductor Manufacturing Co., a teardown of the device showed, quashing talk of another Chinese technological breakthrough. From a report: The Qingyun L540 notebook contains a 5-nanometer chip made by the Taiwanese company in 2020, around the time US sanctions cut off Huawei's access to the chipmaker, research firm TechInsights found after dismantling the device for Bloomberg News. That counters speculation that Huawei's mainland Chinese chipmaking partner, Semiconductor Manufacturing International Corp., may have achieved a major leap in fabrication technique.

Huawei caused a stir in the US and China last August when it released a smartphone with a 7nm processor made by Shanghai-based SMIC. A teardown by the Canada-based research outfit for Bloomberg News showed the Mate 60 Pro's chip was only a few years behind the cutting edge, a feat that US trade curbs were meant to prevent. That revelation spurred celebration across the Chinese tech scene, and a debate in the US about the effectiveness of sanctions.

Every large smartphone maker except Apple is betting that "foldable" phones will help revive a lacklustre mobile market, despite the devices still largely failing to attract mainstream consumers. From a report: Foldables, which have a screen that opens like a book or compact mirror, barely exceed a 1 per cent market share of all smartphones sold globally almost five years after they were first introduced. But Samsung has doubled down on the product, investing heavily in marketing this year. In July, the Korean group released its 5G Galaxy Z series. The world's largest smartphone manufacturer points to estimates from Counterpoint Research that foldable devices may surpass a third of all smartphones costing more than $600 by 2027.

Other handset makers such as Motorola, China's Huawei and its spin-off Honor are also pinning their hopes on the product helping to revive a market that suffered its worst year for more than a decade. "This is the year people [in the industry] really dived in," said Ben Wood, an analyst at CCS Insight. "Everybody now is betting on this, except Apple." The iPhone-maker has yet to show any interest in the category, though patent filings suggest it may one day introduce an iPad that folds in half. Every other big smartphone maker has followed Samsung into the market, including Google's Pixel Fold and Chinese alternatives from Huawei, Oppo and Xiaomi.

A bipartisan group of lawmakers has written to U.S. President Joe Biden, warning European technology regulation are unfairly targeting U.S. companies and not including many Chinese or EU firms, according to a letter seen by Reuters on Monday. From the report: Under the European Union's Digital Markets Act (DMA), five major U.S. tech companies -- Alphabet, Amazon, Apple, Meta and Microsoft -- were designated "gatekeeper" service providers. From March 2024, these companies -- as well as TikTok's Chinese owner ByteDance -- will be required to make their messaging apps work with rivals and let users choose which ones they want pre-installed on their devices.

In a letter seen by Reuters, 21 members of the U.S. House of Representatives warned the new rules could damage American economic and security interests and called on Biden to secure commitments from the EU the rules will be enforced fairly. "Securing our leadership in this sector is imperative for our economy and American workers," the letter said. "The designation of leading U.S. companies as 'gatekeepers' threatens to upend the U.S. economy, diminish our global leadership in the digital sphere, and jeopardize the security of consumers."

The letter questioned why Chinese companies Alibaba, Huawei, and Tencent had avoided designation and why European companies had avoided any scrutiny. "The EU inexplicably failed to designate any European retailers, content-sharing platforms, payment firms, and telcos," it said. Signatories of the letter -- including Representative Lou Correa, a Democrat, and Thomas Massie, a Republican, -- called on Biden to seek assurances from EU lawmakers the DMA will not be unfairly used to target U.S. companies.

Forbes recently published this article by author/speaker Nina Xiang, who reports that Huawei is pushing forward with "an amibitious plan to dethrone Android." Hundreds of technical experts from many of China's biggest state-owned and private companies, including the Industrial and Commercial Bank of China (ICBC), China Telecom, Meituan, and Baidu, all gathered in Beijing last month. The purpose behind the meeting was for their staff to receive training so they could be certified as developers on Huawei's Harmony Operation System (OS).

While most observers were looking the other way, Huawei has been quietly building an independent Chinese operating system that isn't subject to U.S. sanctions. In the four years after the telecom giant was banned from using Google apps, the Shenzhen-based company has been making significant strides toward achieving its long-term goal: To dethrone Android and make its HarmonyOS the default operating system in China.

Looking at the data for smartphone sales in China shows that HarmonyOS had the third-largest share with 10% in the second quarter of 2023, thanks to a strong resurgence in sales of Huawei smartphones. Although it's still well below Android's dominant 72%, it's not far from iOS's 17%... Huawei already says more than 700 million devices (including phones, smart devices, computers, and others) were equipped with HarmonyOS as of August this year, with over 2.2 million developers actively building within the ecosystem...

A key moment will come next year, when Huawei says HarmonyOS will no longer be compatible with Android apps.

An anonymous reader quotes this report from Bloomberg: The U.S. doubts whether Huawei Technologies Co. can produce the advanced chip in its new smartphone at the scale or performance threshold necessary to meet market demand, a senior Commerce Department official told lawmakers Tuesday. "Neither the performance nor yields may match the market of the device," Thea Kendler, assistant secretary for export administration, said during testimony before a House Foreign Affairs Committee oversight panel.

"Moreover, the semiconductor chip that is inside that phone is a poorer performance than what they had years ago," Kendler said. "So our export controls are meaningful in slowing China's advanced technology acquisition...."

The [U.S. Commerce Department's Bureau of Industry and Security] is under pressure from Republicans to be tougher on Huawei and its chipmaking partner Semiconductor Manufacturing International Corp [or SMIC]. Foreign Affairs Committee Chairman Michael McCaul and others have called for the Bureau of Industry and Security to fully cut off both firms from their American suppliers. U.S. Commerce Secretary Gina Raimondo told Bloomberg News in a Monday interview that the U.S. will take the "strongest possible" action to protect its national security following the breakthrough, while declining to confirm the existence of an investigation into Huawei or SMIC.

Apple will expand its use of advanced OLED screens to iPads and MacBooks and is considering eventually introducing foldable tablets, a move set to further shake up the $150 billion display industry as it shifts away from traditional LCD screens, Asian news outlet Nikkei reported Friday. From the report: OLED, or organic light-emitting diode, displays are already used in most premium smartphones, including iPhones. Apple plans to deploy the tech in its high-end iPads next year, multiple tech industry executives told Nikkei Asia. An OLED MacBook model is also under development for production in the second half of 2025 at the earliest, the people said. The growing penetration of OLED is a significant win for Samsung Display and LG Display of South Korea and China's BOE Technology Holding, which have all bet heavily on this expensive display technology.

On the flip side, it could be a blow to display makers that do not have much presence in this segment, including JDI and Sharp of Japan, and AUO and Innolux of Taiwan. Apple has also started evaluating the possibility of making foldable iPads after it deploys the flexible OLED screens on the tablet, but it does not have a concrete timeline for doing so, according to two sources familiar with the matter. The iPhone maker is not the first company to adopt OLED displays for tablets. Huawei, for instance, has been a significant driver of this trend, which in turn has helped strengthen the Chinese display supply chain.