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AssessmentsFeb 7, 2020 | 10:00 GMT
An employee sits in the showroom of an Apple store in Beijing after it closed for the day on Feb. 1, 2020.
The Coronavirus Spreads Fears of a Shutdown in China's Tech Sector
Without question, the new coronavirus has taken a toll on China and many other places in the world, infecting at least 30,600 people and killing 633 as of Feb. 7. But only now, as the Lunar New Year holiday draws to a close, is Beijing preparing to assess just how much economic damage the coronavirus outbreak has wrought, especially as China is central to the global electronics and information technology sector. Ultimately, the breadth of the impact depends on how far the virus spreads beyond its current location. Hubei province and its capital, Wuhan, are not critical nodes for the vast majority of China's electronics sector. But neighboring provinces, including Shaanxi, Henan and Jiangxi, are home to cities that are prominent in the global technology sector, while the provinces with the second and third most confirmed cases so far, Zhejiang and Guangdong, are arguably China's two most critical areas for tech.
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On GeopoliticsNov 1, 2019 | 09:30 GMT
The national flags of China and the United States.
By Mixing Tech and Human Rights Sanctions on China, the White House Crosses the Rubicon
Conspicuously absent from an emerging China-U.S. trade truce is the outstanding issue of U.S. export restrictions against Huawei. The omission reveals an uncomfortable and growing reality for U.S. tech firms: Politically convenient trade truces will come and go, but the strategic competition between the United States and China is deepening. Technology is a fundamental component of this broader rivalry, which also makes it a radioactive element in the trade talks and a prime target for China hawks advocating a decoupling of the U.S. and Chinese economies. At this stage of the competition, national security, human rights and sovereignty are getting mashed together along with American public attitudes on how to contend with China when it comes to shaping U.S. policy. As a result, the political room to negotiate on an issue like Huawei is narrowing by the day, driving a more hard-line U.S. policy toward China overall.
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AssessmentsMay 23, 2019 | 09:30 GMT
A smartphone displays Qualcomm's company logo.
What Does the New Qualcomm Ruling Mean for 5G and the U.S.-China Tech War?
In what could become a landmark case, a U.S. district judge on May 21 sided with the U.S. Federal Trade Commission against Qualcomm over its licensing prices. Judge Lucy Koh said that the San Diego-based telecommunications innovator broke U.S. antitrust law by "strangling competition" in the semiconductor chip industry and using its position as a key patent holder to demand unreasonably high licensing fees. Qualcomm will almost certainly appeal the ruling to a higher court, but if it stands, Koh's decision will hit at the heart of Qualcomm's business model, weakening the company at a time when it is in a heated competition with Chinese tech developers.
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On SecurityNov 20, 2018 | 10:00 GMT
John Demers, U.S. assistant attorney general for national security, speaks in Washington, D.C., on Nov. 1.
China Looks at U.S. Tech-Limiting Measures and Sees Gunboat Diplomacy
The last Opium War ended 176 years ago, but Beijing remembers the battle well -- particularly the West's penchant for gunboat diplomacy. Memories of Western coercion and blockades have already prompted China to bolster the country's navy and take aggressive steps in the South China Sea. Beijing, however, is now preparing to respond to another type of blockade after the U.S. Commerce Department added the Fujian Jinhua Integrated Circuit Co. to the list of entities facing restrictions, essentially barring the export, re-export or transfer of U.S.-origin technology, commodities or software to Fujian Jinhua without a special export license. The action against Fujian Jinhua is tantamount to a blockade on the company. Because of this, the measures are certain to provoke an emotional response among China's leaders, who will see them as an attack on China's future development – and perhaps more fundamentally – its sovereignty. And far from convincing China to
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On SecurityDec 14, 2017 | 08:00 GMT
While hackers can pose a serious threat to a business's sensitive information, the well-placed insider can do tremendous damage by stealing proprietary secrets.
Stopping Company Secrets From Walking Out the Front Door
As threats of computer intrusions proliferate, many companies have rightly focused their efforts on fending them off. But few train their staffs on how to spot or respond to other techniques used to steal company secrets, including those exploited by employees with inside access. This topic came up during a recent discussion that my old friend and Stratfor colleague Fred Burton and I participated in for a webinar produced for Stratfor's Threat Lens site called "Beyond the Cyber Espionage Threat." In the course of our presentation, we noted how employees who steal a company's intellectual crown jewels can be driven by a range of motives. While money is often the goal, other factors, including satisfying egos or opposing a company's activity, can push employees to bite the hand that feeds them.
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AssessmentsNov 21, 2017 | 18:45 GMT
An Indian girl walks with her face covered amid heavy smog in New Delhi on Nov. 13.
The Price of India's Economic Development
Smog season has begun across South Asia. Over the past few weeks, a thick layer of microscopic particles from car exhausts, coal stacks, burning fields and garbage settled over much of northern India; another hovered above Lahore, Pakistan. In recent years the phenomenon has become as routine a feature of the seasonal cycle as the cold-weather conditions that exacerbate it. And though rain has dispelled the latest spike in pollution, more sharp increases are sure to follow before the winter ends.
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Partner PerspectivesJun 28, 2017 | 15:06 GMT
How many countries are there in the world? To answer that, you first must define what is meant by "country."
How Many Countries Are There in the World in 2017?
One of the most basic questions for map-lovers is, "How many countries are there in the world?" But anyone who replies with just a number is leaving out part of the story. It actually depends a lot on how you define a "country."
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ReflectionsMar 9, 2016 | 01:16 GMT
U.S. Tech Restrictions Will Strengthen Beijing's Resolve
The U.S. Commerce Department on March 8 officially put into place export restrictions on the sale of equipment by U.S. companies to Chinese telecom manufacturer ZTE Corp., the world's seventh-largest producer of smartphones. The restrictions will reinforce Beijing's overall strategic drive to move away from foreign reliance on components for its technology manufacturing industry and develop the capability to design and manufacture its own.
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