2023年9月29日 星期五

EU to investigate Chinese-made electric cars; distorting the market is unacceptable

Recently NHK News on-line reported the following:

EU 中国製電気自動車を調査へ 市場をゆがめるもので容認できず

2023914 525

EU=ヨーロッパ連合のフォンデアライエン委員長は、中国製のEV=電気自動車について、国からの補助金で価格を抑え、市場での競争をゆがめているという認識を示し、調査を行う考えを明らかにしました。

ヨーロッパでは自動車の業界団体が先月、声明を発表し、中国製のEVが急速に市場に入ってきているとしたうえで「中国の自動車産業は、公的な資金と政府の意向に支えられ、ヨーロッパにとって挑戦となっている」と危機感を示して競争力を高めるための対応をEUに求めました。

こうした中、EUのフォンデアライエン委員長は13日、ヨーロッパ議会で演説し、中国製のEVについて「国からの巨額の補助金で価格が人為的に低く抑えられている。われわれの市場をゆがめるもので容認することはできない」と述べ、調査を行う考えを明らかにしました。

EUのルールでは、調査の結果、外国からの補助金を受けた輸入品によってEUの産業が不公正な競争にさらされ損害を受けたと認定されれば、制裁として関税を上乗せするなどの措置をとることができます。

フォンデアライエン委員長は10年前にEUが制裁関税を暫定的に課した中国製の太陽光パネルに言及したことから、こうした措置を視野に入れているとみられます。

一方、フォンデアライエン委員長は年内に中国と首脳会談を行うとして、中国側との対話を重視する姿勢も強調しました。

Translation

EU (European Union) Commissioner von der Leyen announced her intention to investigate Chinese-made EVs (electric vehicles), recognizing that their prices were suppressed by state subsidies and distorting competition in the market.

In Europe, an automobile industry group issued a statement last month saying that Chinese-made EVs were rapidly entering the market, and that ``China's automobile industry is supported by public funds and government intentions, this poses a challenge for Europe" and expressed a sense of crisis and calling on the EU to take action to increase its competitiveness.

Under these circumstances, EU Commissioner von der Leyen gave a speech at the European Parliament on the 13th, about Chinese-made EVs, said that ``Prices are kept artificially low due to huge subsidies from the state. It distorts our market and cannot be tolerated", and announced her intention to conduct an investigation.

Under EU rules, if an investigation found that EU industries had been exposed to unfair competition and suffered damage due to imports that had received subsidies from foreign countries, measures such as adding customs duties could be taken as sanctions.

Commissioner von der Leyen from what had been mentioned seemed to be considering those measures taken on solar panels made in China ten years ago which the EU provisionally imposed punitive tariffs.

On the other hand, Chairman von der Leyen stated that she would hold a summit meeting with China within the year, and emphasized that she would attach importance on dialogue with the Chinese side.

So, in Europe, an automobile industry group is saying that Chinese-made EVs produced with supports from public funds are rapidly entering the market. Measures such as adding customs duties may be taken as sanctions. Its seems that trade conflicts over EVs is looming between the EU and China.

2023年9月27日 星期三

美國、越南企業在拜登訪問期間洽談業務; 人工智能與波音交易揭盅

Recently Yahoo News on-line reported the following:

US, Vietnam firms talk business during Biden visit; AI and Boeing deals unveiled

By Phuong Nguyen and Francesco Guarascio

September 11, 20237:36 AM PDTUpdated a day ago

HANOI, Sept 11 (Reuters) - Executives at top U.S. and Vietnamese firms in the semiconductor, tech and aviation sectors met on Monday seeking to forge business partnerships during U.S. President Joe Biden's visit to Hanoi which has seen new deals on  planes and AI.

Senior executives from Google (GOOGL.O), Intel (INTC.O), Amkor (AMKR.O), Marvell (MRVL.O), GlobalFoundries (GFS.O) and Boeing (BA.N) attended the Vietnam-U.S. Innovation & Investment Summit, according to the meeting agenda.

From Vietnam, there were executives from half a dozen companies, including Nasdaq-listed electric car maker VinFast , flag carrier Vietnam Airlines (HVN.HM), tech company FPT (FPT.HM), MoMo, the country's biggest e-wallet by users, as well as internet firm VNG, which filed in August for a U.S. IPO.

Biden reiterated at the meeting that the two countries were deepening cooperation in cloud computing, semiconductors and artificial intelligence, and stressed Vietnam was crucial for critical minerals supplies.

The country has the world's second-biggest estimated deposits of rare earths, which are used in electric vehicles and wind turbines.

The meeting, which followed a historic upgrade of diplomatic relations agreed on Sunday, underscored U.S. desire to boost Vietnam's global role. This is particularly so in chipmaking with Washington seeking to reduce the sector's exposure to China-linked risks, including trade friction and tensions over Taiwan.

Deals unveiled by the White House during the trip include Vietnam Airlines' purchase of 50 Boeing 737 Max jets, in an agreement that it said was worth $7.8 billion, in line with an earlier Reuters report.

The White House also announced plans by Microsoft (MSFT.O) to make a "generative AI-based solution tailored for Vietnam and emerging markets."

Nvidia (NVDA.O) will also partner with Vietnam's FPT, Viettel and Vingroup (VIC.HM), VinFast's parent company, on AI in the country, it said.

The White House also highlighted the number of chip-related investments by U.S. firms in Vietnam, including plans by Marvell and Synopsys (SNPS.O) to build chip design centres in the country.

A new $1.6 billion Amkor factory near Hanoi that will assemble, package and test chips is due to start operations in October, it added.

The investment value is on par with Intel's $1.5 billion chip assembling plant in the south of the country - the company's biggest worldwide. Sources said earlier this year that it may be expanded.

U.S. conglomerate Honeywell (HON.O) will cooperate with a Vietnamese partner to launch a pilot project to develop Vietnam's first battery energy storage system, the White House also said.

U.S. State Secretary Antony Blinken and Vietnam's investment minister Nguyen Chi Dung chaired the meeting, which was followed by discussions with Biden and Vietnam's Prime Minister Pham Minh Chinh.

Dung also told the meeting that he hoped Vietnamese companies could expand in the United States and join the globlal supply chain, according to a government statement.

(Reporting by Phuong Nyugen, Nandita Bose and Francesco Guarascio @fraguarascio; Editing by Edwina Gibbs)

Translation

路透河911- 在美國總統拜登訪問河內期間,美國和越南半導體、科技和航空領域的頂級公司高管週一舉行會議,尋求建立業務合作夥伴關係,在飛機和人工智能領域達成了新的協議。

根據會議議程, 來自谷歌(GOOGL.O)、英特爾(INTC.O)Amkor (AMKR.O)Marvell (MRVL.O)GlobalFoundries (GFS.O) 和波音(BA.N) 的高級管理人員出席了越南-美國創新與投資峰會。

來自越南的高管來自六家公司,包括納斯達克上市的電動汽車製造商 VinFast、越南航空公司 (HVN.HM)、科技公司 FPT (FPT.HM)、該國用戶最多的電子錢包 MoMo以及互聯網公司VNG,該公司於8 月申請美國首次公開募股。

拜登在會上重申,兩國正在深化雲計算、半導體和人工智能領域的合作,並強調越南對於關鍵礦產供應至關重要。

該國擁有世界第二大稀土儲量,用於電動汽車和風力發電機。

這次會議是在周日達成歷史性的外交關係升級之後舉行的,凸顯了美國希望提升越南在全球的作用。 在芯片製造領域尤其如此,華盛頓正在尋求減少該行業面臨的與中國相關的風險,包括貿易摩擦和台灣緊張局勢。

白宮在此次訪問期間公佈交易包括越南航空購買 50 架波音 737 Max 噴氣式飛機,據稱該協議價 78 億美元, 吻合路透社此前的報導。

白宮還宣布了微軟 (MSFT.O) 計劃 為越南和新興市場量身定制基於生成人工智能的解決方案

它還, Nvidia (NVDA.O) 還將與越南的 FPTViettel VinFast 母公司 Vingroup (VIC.HM),在該國開展人工智能上合作。

白宮還強調了美國公司在越南進行的芯片相關投資數量,其中包括 Marvell Synopsys (SNPS.O) 在該國建立芯片設計中心的計劃。

它補充說,河內附近一座耗資 16 億美元的Amkor新工廠將負責組裝、封裝和測試芯片,該工廠將於 10 月開始運營。

該投資價值與英特爾在該國南部投資 15 億美元的芯片組裝廠相約,該工廠是該公司全球最大的芯片組裝廠。 消息人士今年早些時候表示,它可能會擴大該工廠。

白宮還表示,美國企業集團 HoneywellHON.O)將與越南合作夥伴合作啟動一個試點項目,開發越南首個電池儲能係統。

美國國務卿布林肯和越南投資部長 Nguyen Chi Dung 主持會議,隨後與拜登和越南總理范明正進行了討論。

根據政府聲明,Dung 還在會議上表示,他希望越南企業能夠在美國擴張並加入全球供應鏈。

              So, U.S. executives and Vietnamese firms in the semiconductor, tech and aviation sectors are seeking to forge business partnerships. I think this visit by Biden is an important turning point for the US in increasing its investment in Vietnam. Its seems that Vietnam’s economy will prosper further in the coming years because of the new partnership with U.S. companies.

2023年9月25日 星期一

中國考慮立法禁止穿 “傷害他人感情” 的衣服

Recently Yahoo News on-line reported the following:

China Considers Law Banning Clothes That ‘Hurt Feelings’ of Others

Bloomberg News

Tue, September 5, 2023 at 11:07 p.m. PDT

(Bloomberg) -- China’s public is expressing concern about a potential legal change that would allow for fines and even jail time for people who offend the government’s sensibilities by wearing the wrong clothing.

The Standing Committee of the nation’s legislature recently released a draft of revisions to the law it is considering that would forbid a range of behavior including dress or speech “detrimental to the spirit of the Chinese people and hurt the feelings of the Chinese people.”

The lawmakers didn’t spell out exactly what could get people sent to a detention center for up to 15 days or fined up to 5,000 yuan ($680). They have listed the law among their priorities for this year.

The draft law highlights how Chinese leader Xi Jinping has clamped down on civil liberties in the nation of some 1.4 billion people over his decade in power, including by stepping up internet censorship. Police in Suzhou, a city near Shanghai, detained a woman last year for wearing a kimono in public.

China has a longstanding feud with Japan over its actions during World War II, a dispute that has recently been exacerbated by Tokyo’s decision to release treated wastewater from the wrecked Fukushima nuclear plant into the ocean.

Authorities have also clamped down on people wearing shirts with rainbows at concerts and distributing flags on a university campus that had the pro-LGBTQ symbol on them. The flag episode occurred at the prestigious Tsinghua University, which gave two students official reprimands.

Many people on Chinese social media expressed concern the proposed changes to the law may be going too far. One user of the Weibo social media site who goes by the handle Nalan lang yueyueyue asked how authorities would know when the nation’s feelings would be hurt.

“Shouldn’t the spirit of Chinese nation be strong and resilient?” the person asked. “Why can it be easily damaged by a costume?”

Du Zhaoyong, who identifies himself as a lawyer on Weibo, said in a post that got 8,800 likes that the law would “definitely bring huge uncertainty and open wide the door of convenience to arbitrary and unauthorized punishment.” The post later disappeared from Weibo.

Bloomberg News was unable to reach Du. The National People’s Congress did not immediately respond to a request for comment.

Translation

(彭博社)- 中國公眾對一項潛在的法律改革表示擔憂,該法律改革將允許對因著裝不當而冒犯政府感情的人處以罰款,甚至入獄。

中國人大常委會最近發布了一份正在審議的法律修訂草案,該草案將禁止一系列 有損中國人民精神、傷害中國人民感情的行為,包括著裝或言論。

立法者沒有具體說明什麼情況會導致人們被送往拘留中心最多 15 天或最高 5,000 元(680 美元)的罰款。他們已將這項法律列為今年的首要任務。

該法律草案凸顯了中國領導人習近平在其執政十年間如何壓制這個擁有約 14 億人口的國家的公民自由,其中包括加強互聯網審查。上海附近城市蘇州的警方去年拘留了一名在公共場合穿著和服的婦女。

中國與日本因其在二戰期間的行為而長期存在不和,最近東京決定將出事的福島核電站處理後的廢水排入海洋,進一步加劇這一爭端。

當局還禁止人們在音樂會上穿著彩虹襯衫,或在大學校園內分發帶有支持 LGBTQ 標誌的旗幟。旗幟事件在著名的清華大學發生,兩名學生受到了正式譴責。

中國社交媒體上的許多人對擬議的法律修改可能太過分表示擔憂。微博社交媒體網站的一位用戶(網名“Nalan lang yueyueyue”)詢問當局如何知道什麼時候國家感情會受到傷害。

中華民族的精神不應該是堅強的、堅韌的嗎?該人士問道,為什麼它會被服裝輕易損壞?

在微博上自稱律師的 Du Zhaoyong 在一篇獲得8,800 個點讚的帖子中表示,該法律肯定會帶來巨大的不確定性,為任意和未經授權的處罰大開方便之門。該帖子後來從微博上消失。

彭博新聞無法聯繫到 Du,全國人大也沒有立即回應置評請求。

              So, the draft law highlights how Chinese leader Xi is trying to limit civil liberties in the nation by considering forbidding a range of behavior including dress or speech “detrimental to the spirit of the Chinese people and hurt the feelings of the Chinese people.” It seems that CCP has little confidence in its people.

2023年9月23日 星期六

Paul Krugman警告中國正走向 “非常嚴重的下滑”,因為習近平聽起來更像是共和黨人而不是共產主義者

Recently Yahoo News on-line reported the following:

Paul Krugman warns China is headed for a 'very nasty fall' as Xi Jinping sounds more like a Republican than a communist

Filip De Mott

Wed, September 6, 2023 at 5:44 p.m. PDT

If China hopes to turn its economic fortunes around, it will have to be more faithful to its communist roots, Paul Krugman said.

"China's an odd place ideologically. It's not actually a communist society by any normal measure," the Nobel economist said in a New York Times audio essay. "On one side, they don't like to just giving people money. They don't like people being financially independent, because they still want the government to be in control."

But Beijing's refusal to provide its consumers and businesses with some kind of aid, such as through a large stimulus program, means that its current economic challenges are free to expand.

Deflation, massive debt, falling growth, and rising unemployment have all been major themes in China this year, as consumers have largely limited spending. Though this is the outcome of necessity, Krugman also cited a strong savings culture stemming from Chinese history.

In response to these issues, both investors and analysts have called for a stimulus solution. Instead, Chinese leadership has opted for smaller support measures, most of which have had little impact. These range from interest rate cuts to easing restrictions on property purchases.

"China is facing a major economic crisis, and they've run to the limits of the things that's been doing to keep its economy afloat," Krugman said. "Unless the Chinese government is willing to face up to the need to do something very different, then China is headed for a very nasty fall."

Some of the government's wariness around stimulus is also a reflection of President Xi Jinping's own ideology. Despite leading the Communist Party of China, Krugman says the authoritarian leader seems more aligned with a conservative Republican, citing how Xi has condemned the "dangers of welfarism."

While this "puritanical attitude" has not been an issue during periods of high growth, Beijing has to allow its populace some spending independence if it wants to revive its economy, Krugman argues.

If not, the economic crisis has the potential to turn into a political one, as China's unemployed citizens begin to doubt their leadership. As Beijing's legitimacy comes from having overseen seismic growth in the past few decades, an abrupt end to that trend will cause problems.

"China's proud that it has a regime that is at a deep level, hypocritical. It preaches Marxism and equality and the coming communist utopia, and practices rapacious, highly unequal capitalism," Krugman said.

Translation

Paul Krugman 表示,如果中國希望扭轉其經濟命運,就必須更加忠實於其共產主義根源。

這位諾貝爾經濟學家在《紐約時報》的一篇音頻文章中表示:從意識形態上來說,中國是一個奇怪的地方。從任何正常標準來看,它實際上都不是一個共產主義社會一方面,他們不喜歡只派錢給人民。他們不喜歡人們經濟獨立,因為他們仍然希望政府掌控一切。

但北京拒絕向消費者和企業提供某種援助,例如通過大規模刺激計劃,這意味著其當前的經濟挑戰正在不斷擴大。

通貨緊縮、巨額債務、增長放緩和失業率上升都是中國今年的主題,因為消費者的支出很大程度上受到限制。 儘管這是必然的結果,Krugman 還指出源自中國歷史的強大儲蓄文化。

針對這些問題,投資者和分析師都呼籲採取刺激解決方案。 相反,中國領導層選擇了規模較小的支持措施,其中大多數措施收效甚微。 這些措施包括降息和放寬購房限制。

Krugman說:中國正面臨一場重大的經濟危機,他們為保持經濟發展所做的努力已經達到了極限除非中國政府願意正視需要做一些非常不同的事情,否則中國將走向非常嚴重的衰退。

政府對刺激措施的一些謹慎態度也反映了習近平主席本人的意識形態。 Krugman表示,儘管這位獨裁領導人領導著中國共產黨,但習似乎更多向保守派共和黨人向齊,並引用了習近平如何譴責 福利主義的危險

Krugman認為,雖然這種 清教徒態度在高增長時期並不是一個問題,但如果北京想要重振經濟,就必須允許民眾有一定的消費獨立性。

如果不是這樣,經濟危機就有可能轉變為政治危機,因為中國的失業公民開始懷疑他們的領導能力。 由於北京的合法性來自於過去幾十年裡成就出震撼的增長,這種趨勢的突然結束將引發問題。

Krugman說:中國為其擁有一個在深層來, 虛偽的政權而感到自豪。它宣揚馬克思主義、平等和即將到來的共產主義烏托邦,但實行貪婪、高度不平等的資本主義。

              So, Krugman says that "China is facing a major economic crisis, and they've run to the limits of the things that's been doing to keep its economy afloat," and that "Unless the Chinese government is willing to face up to the need to do something very different, then China is headed for a very nasty fall”. Let us wait and see how true wil Krugman’s prediction be.

Note:

Paul Robin Krugman, born on February 28 1953, is an American economist and the Distinguished Professor of Economics at the Graduate Center of the City University of New York. In 2008, Krugman was the winner of the Nobel Memorial Prize in Economic Sciences for his contributions to New Trade Theory and New Economic Geography. The Prize Committee cited Krugman's work explaining the patterns of international trade and the geographic distribution of economic activity, by examining the effects of economies of scale and of consumer preferences for diverse goods and services. (Wikipedia)

2023年9月21日 星期四

華為的新芯片突破可能會引發美國更嚴格的審查 - 分析師 (2/2)

Recently Yahoo News on-line reported the following:

Huawei's new chip breakthrough likely to trigger closer US scrutiny -analysts (2/2)

Tue, September 5, 2023 at 8:30 a.m. PDT

By David Kirton and Max A. Cherney

(continue)

LIMITED ACHIEVEMENT

The most advanced chip SMIC had previously been known for making was 14nm, as it was barred by Washington in late 2020 from obtaining an EUV machine from Dutch firm ASML.

But TechInsights last year said it believed SMIC had managed to produce 7 nm chips by tweaking simpler DUV machines it could still purchase freely from ASML.

Some analysts including Jefferies' said there was also a possibility Huawei had purchased the tech and equipment from SMIC to make the chip rather than doing it in collaboration.

Whoever is making the chip, Tilly Zhang, an analyst at Gavekal Dragonomics, downplayed the success, citing a low yield rate which reduces the number of useable chips from each wafer and raises costs, and new export controls imposed by the Netherlands that will limit SMIC's access to more immersion DUV machine.

"They have just demonstrated that they are willing to accept much higher costs than are normally considered worthwhile ... It is only the combination of Huawei’s own large financial resources and generous government subsidies that could allow it to sell phones using these chips at normal market prices," Zhang said.

Reuters reported on Tuesday that China is set to launch a new state-backed investment fund that aims to raise about $40 billion for its chip sector, as the country ramps up efforts to catch up with the U.S. and other rivals.

Some research firms forecast SMIC's 7 nm process has a yield rate below 50%, versus the industry norm of 90% or more, and it would limit shipments to around 2-4 million chips, not enough for Huawei to regain its former smartphone market dominance.

Jefferies analysts reckon Huawei is preparing to ship ten million units of the Mate 60 Pro, though it may struggle to support that quantity with China-made 7 nm chips.

In that case it could turn to 10 nm chips, but with an estimated 20% yield, which refers to the number of working chips on each silicon wafer, Jefferies said, it would be far below the 90% for most consumer devices.

"The (U.S.) controls are imposing high costs for producing controlled technologies in China," said Doug Fuller, a chip researcher at the Copenhagen Business School, adding that the Chinese government was likely footing the bill.

(Reporting by David Kirton and Max Cherney, writing by Brenda Goh; Editing by Miyoung Kim and Nick Zieminski)

Translation

(繼續)

有限成就

中芯國際此前生產的最先進芯片是 14 納米,因為華盛頓在 2020 年底禁止中芯國際從荷蘭公司 ASML 獲得 EUV 機器。

TechInsights 去年表示,相信中芯國際已經通過調整, 它仍然可以從 ASML 自由地購買更簡單的 DUV 機器成功生 7 納米芯片。

包括Jefferies內的一些分析師表示,華為也有可能從中芯國際購買技術和設備來製造芯片,而不是合作製造。

無論是誰製造該芯片,Gavekal Dragonomics 分析師 Tilly Zhang 淡化了這一成功,理由是由於每片晶圓的可用芯片數量減少令較低而導致成本上升,而荷蘭實施的新出口管制將限制中芯國際獲得更多浸入式DUV機器。

Zhang: 他們剛剛表明,他們願意接受比通常認為值得的高得多的成本……只有華為自身龐大的財力和慷慨的政府補貼相結合,才能使其以正常價格在市場銷售使用這些芯片的手機

路透社週二報導稱,隨著中國加大力度追趕美國和其他競爭對手,中國將推出一項新的國家支持投資基金,旨在為其芯片行業籌集約 400 億美元。

一些研究公司預測,中芯國際7納米工序的生率低於50%,而行業標準為90%或更高,這將限制芯片出貨量在200-400萬顆左右,不足以讓華為恢復昔日智能手機市場的主導地位。

Jefferies 分析師認為,華為正準備出貨 1,000 萬台 Mate 60 Pro,儘管它可能很難用中國製造的 7 納米芯片來支持這一數量。

Jefferies 表示,在這種情況下,它可能會轉向10 nm 芯片,但預計生率為20%(指的是每個矽晶圓上的可用芯片數量),這將遠遠低於大多數用於消費裝置的90%

哥本哈根商學院芯片研究員 Doug Fuller 表示:(美國)管制措施給中國生產受控技術帶來了高昂的成本 。他補充說,這筆費用可能由中國政府買單。

              So, some analysts believe that SMIC had managed to produce 7 nm chips by tweaking simpler DUV machines it could still purchase freely from ASML. Some analysts suggest that China’s efforts could likely prompt Washington to tighten control. It seems that Chinese government subsidies could have play a role in allowing Huawei to sell phones at normal market prices even using expensive chips. Let’s see how the U.S. will respond.

2023年9月20日 星期三

華為的新芯片突破可能會引發美國更嚴格的審查 - 分析師 (1/2)

Recently Yahoo News on-line reported the following:

Huawei's new chip breakthrough likely to trigger closer US scrutiny -analysts (1/2)

Tue, September 5, 2023 at 8:30 a.m. PDT

By David Kirton and Max A. Cherney

SHENZHEN, China/SAN FRANCISCO, California (Reuters) - Huawei Technologies' breakthrough in making an advanced chip underscores China's determination and capacity for fighting back against U.S. sanctions, but the efforts are likely very costly and could prompt Washington to tighten curbs, analysts said.

Huawei unexpectedly unveiled the latest Mate 60 Pro smartphone last week during U.S. Commerce Secretary Gina Raimondo's visit in China, as the government readies a new $40-billion investment fund to bolster its developing chip sector.

The Mate 60 Pro is powered by its proprietary chip Kirin 9000s and manufactured by the country's top contract chipmaker SMIC using an advanced 7 nanometre (nm) technology, according to a teardown by Ottawa-headquartered TechInsights.

Its findings and claims by early users about the phone's powerful performance indicate China is making some headway into developing high-end chips, even as Washington has over the recent years ramped up sanctions to cut its access to advanced chipmaking tools.

It "demonstrates the technical progress China’s semiconductor industry has been able to make without EUV tools. The difficulty of this achievement also shows the resilience of the country’s chip technological ability," TechInsights analyst Dan Hutcheson said.

EUV refers to extreme ultraviolet lithography and is used to make 7 nm or more advanced chips.

"At the same time, it is a great geopolitical challenge to the countries who have sought to restrict its access to critical manufacturing technologies. The result may likely be even greater restrictions than what exist today."

Jefferies analysts said TechInsights' findings could trigger a probe from the U.S. Commerce Department's Bureau of Industry and Security, create more debate in the U.S. about the effectiveness of sanctions and prompt the Congress to include even harsher tech sanctions in a competition bill it is preparing against China.

"Overall the US-China tech war is likely to escalate," they said in a note.

A U.S. Department of Commerce representative did not immediately reply to a request for comment on Tuesday morning.

Huawei declined to comment. SMIC and China's State Council, which handles press queries on behalf of the Chinese government, did not immediately respond to requests for comments.

(to be continued)

Translation

中國深圳/加利福尼亞州舊金山(路透社) - 分析人士表示,華為技術公司在製造先進芯片方面取得的突破凸顯了中國反擊美國製裁的決心和能力,但這些努力可能代價高昂,並可能促使華盛頓收緊限制。

上週,在美國商務部長雷蒙多訪華期間,華為出人意料地推​​出了最新的Mate 60 Pro 智能手機,當時中國政府準備設立一項新的400 億美元投資基金,以支持其發展中的芯片行業。

根據總部位於渥太華的 TechInsights 的拆解,Mate 60 Pro 搭載其專有芯片 Kirin 9000s,由該國頂級代工芯片製造商中芯國際 (SMIC) 使用先進的 7 納米 (nm) 技術製造。

拆解結果及早期用家聲稱該手機有強大性能的表明,儘管華盛頓近年來加大了製裁力度,以減少其獲得先進芯片製造工具的機會,但中國在開發高端芯片方面正在取得一些進展。

TechInsights分析師 Dan Hutcheson 表示,它 展示了中國半導體行業在沒有EUV工具的情況下能夠取得的技術進步。這一成就的難度也顯示了該國芯片技術能力的韌性。

EUV是指極紫外光刻,用於製造7納米或更先進的芯片。

與此同時,對於那些試圖限制其獲得關鍵製造技術的國家來說,這是一個巨大的地緣政治挑戰。結果可能是會有比現在更嚴重的限制。

Jefferies分析師表示,TechInsights 的調查結果可能會引發美國商務部工業與安全局的探索,在美國引發更多關於製裁有效性的辯論,並促使國會在其正在準備的競爭法案中納入更嚴厲的科技制裁中國。

他們在一份報告中表示:總體而言,中美科技戰可能會升級。

美國商務部代表週二上午沒有立即回復置評請求。

華為拒絕置評。 中芯國際和代表中國政府處理媒體詢問的中國國務院沒有立即回應置評請求。

(待續)

2023年9月18日 星期一

British defense giant BAE opens office in Kyiv to localize weapons production

Recently CNN.co.jp reported the following:

英防衛大手BAE、キーウに事業所開設 兵器生産の現地化へ

2023.09.02 Sat posted at 15:30 JST

(CNN) 英国の防衛大手「BAEシステムズ」は2日までに、ウクライナの首都キーウに事業所を開設し、先端的な兵器の国内生産の強化を図るウクライナ政府はこれを歓迎する考えを表明した。

ウクライナのゼレンスキー大統領は、キーウを訪れた同社のチャールズ・ウッドバーン最高経営責任者(CEO)と会談し、BAEシステムズの今回の進出をたたえた。

同CEOは「自由と独立のための戦いにあるウクライナにとって信頼できるパートナーでありたいと欲している」とし、「将来的な新たな侵略の試みを効果的に阻止するため、強力かつ持続性ある技術力を持つ防衛産業の育成のパートナーになることを望んでいる」とも主張した。

ウッドバーン氏の訪問などに伴い、ウクライナの地元企業と手を組み兵器の国内製造を開発するための複数の合意事項の調印もあった。BAE社製の軽榴弾(りゅうだん)砲「L119」のウクライナ内での共同生産も含まれる。

ウクライナのカムイシン戦略産業相は、BAEシステムズの今回の投資はウクライナの防衛産業の将来を築く上で助けになると主張。同社の協力で先端兵器の製造の現地化が可能になるだろうと期待した。

ロシアの侵略への抗戦が続くウクライナは最近、国産の砲弾の製造能力の強化などを図る対策を発表。ドローン(無人機)の産業基盤を迅速に拡大させる方策も盛り込まれた。

BAEシステムズは収入ベースでは昨年、欧州の防衛関連契約では最大規模となる370億ポンドを記録。ただ、この業績の大半はロシアのウクライナ侵攻前に交わされた契約によるものだった。

Translation

(CNN) British defense giant BAE Systems was about to open an office in Kyiv, the capital of Ukraine, a move welcomed by the Ukrainian government as it sought to boost domestic production of advanced weapons.

Ukrainian President Volodymyr Zelensky congratulated BAE Systems on the move during a meeting with the company's CEO, Charles Woodburn, who was visiting Kyiv.

The CEO said "We want to be a reliable partner for Ukraine in its fight for freedom and independence," and also suggested that “In order to effectively deter new invasion attempts in the future, we hope to become a partner in developing a defense industry with strong and sustainable technological capabilities."

Woodburn's visit was also accompanied by the signing of several agreements to partner with local Ukrainian companies to develop domestic production of weapons. Joint production of BAE's light howitzer "L119" in Ukraine was also included.

Ukraine's Minister of Strategic Industries Kamyshin said the BAE Systems investment would help in respect of shaping the future of Ukraine's defense industry. He hoped that the company's cooperation would enable local production of advanced weapons.

Ukraine, which continued to fight against Russian aggression, recently announced measures to boost its capacity to manufacture domestic artillery shells. Measures to quickly expand the industrial base of drones were also included.

Last year based on income BAE Systems had recorded £37 billion, making it the largest in defense contract in Europe. Most of this business achievement, nevertheless, was due to contracts signed before Russia invaded Ukraine.

              So, BAE Systems has signed agreements to partner with local Ukrainian companies to develop weapons. Obviously, BAE Systems’ investment will help shape the future of Ukraine's defense industry.

2023年9月16日 星期六

只是飲兩瓶啤酒? 飲酒現在已成為文化戰爭的一部分

Recently Yahoo News on-line reported the following:

Only 2 beers? Drinking is now part of the culture wars

Experts say that any amount of alcohol is dangerous, a reversal of earlier advice about moderation

Alexander Nazaryan

Updated Thu, August 31, 2023 at 12:57 p.m. PDT

The National Institute on Alcohol Abuse and Alcoholism is usually not part of the nation’s seemingly endless culture wars. But that changed earlier this month, when the federal agency’s director, George Koob, said that the United States could, in the future, adapt Canada’s new drinking guidelines, which stipulate that adults should restrict themselves to only two drinks per week.

Sobriety has gained popularity in recent years, with the advent of Dry January and even alcohol-free bars. But the (somewhat exaggerated) prospect of Prohibition 2.0, which had been mounting for some time, suddenly seemed more real, at least to some. To others, the new Canadian guidance only conforms to new findings about the ill effects of alcohol on the human body.

“We cannot talk about a so-called safe level of alcohol use. It doesn’t matter how much you drink — the risk to the drinker’s health starts from the first drop of any alcoholic beverage,” an official with the World Health Organization said in a statement issued early this year.

So far, however, no new recommendations have been proposed, let alone endorsed. But the controversy is evidence that the intersection of public health, personal choice and politics is as fraught as it has ever been.

What the Canadians did

Earlier this year, Canadian officials recommended that adults limit themselves to two drinks per week — that is, if they are unable to avoid drinking altogether. The main message from this new guidance is that "any amount of alcohol is not good for your health,” an Ontario public health official said at the time.

Some criticized the new guidelines for not considering the social connections that drinking culture can foster. Such connections are especially important, those critics argued, at a time of increased isolation.

What the science says

For many years, it was conventional wisdom that moderate drinking was beneficial, especially if red wine was involved.

That conventional wisdom turned out to be wrong, new research says. Any amount of alcohol, some studies have said, is toxic to various systems of the body. “Risk starts to go up well below levels where people would think, 'Oh, that person has an alcohol problem,'" a Canadian substance abuse researcher told The Week.

Drinking spiked during the pandemic, but many Americans appear to be rethinking their relationship to alcohol. Younger Americans in particular are embracing the anti-alcohol message, opting instead to use cannabis, which is becoming more widely available across the country for both medicinal and recreational purposes.

The political controversy

Speaking to the Daily Mail last week, Koob, director of the National Institute on Alcohol Abuse and Alcoholism, offered that the federal government could eventually issue guidelines similar to Canada’s. “If there's health benefits, I think people will start to re-evaluate where we're at,” he said.

Those guidelines would not keep anyone from guzzling martinis at lunch, Mad Men-style, forcing them to drink mocktails instead. Still, Koob’s suggestion outraged some conservatives, who saw it as the latest move by the Biden administration to restrict personal freedoms.

Members of the conservative media in recent years have falsely charged that Democrats want to end all meat consumption and force people to eat bugs. And now they were coming for alcohol, too? “I am a nondrinker, but this is ridiculous,” Rep. Tim Burchett, R-Tenn., told Fox News.

Earlier this week, the White House press secretary, Karine Jean-Pierre, was asked about Koob’s apparent praise of the Canadian guidelines.

"I will leave it to the experts," she said.

President Biden does not drink. Neither did his predecessor, Donald Trump. George W. Bush also abstained from alcohol, having struggled with substance abuse as a younger man. Jimmy Carter avoided alcohol as well. Many other occupants of the Oval Office, however, loved their wine or scotch.

Translation

專家表示,任何數量的飲酒都是危險的,這與之前關於適度飲酒的建議相反

國家酒精濫用和酒精中毒研究所通常不參與國家的看似無休無止的文化戰爭。 但這種情況在本月早些時候發生了變化,當時聯邦機構主管 George Koob 表示,美國未來可以根隨加拿大的新飲酒指南,該指南規定成年人應限制自己每週只喝兩杯。

近年來,隨著戒酒一月甚至無酒精酒吧的出現,清醒越來越受歡迎。 但一段時間以來,禁酒令 2.0 的(有點誇張的)前景突然變得更加真實,至少對某些人來說是這樣。 對於其他人來說,加拿大的新指南僅配合有關酒精對人體不良影響的新發現。

世界衛生組織的一位官員在今年早些時候發布的一份聲明中表示: 我們不能談論所謂的安全飲酒水平。 喝多少並不重要 - 對飲酒者健康的風險從第一滴酒精飲料就開始了

然而,到目前為止,還沒有提出新的建議,更不用說得到認可。 但這場爭議證明,公共衛生、個人選擇和政治之間的交叉點一如以往充滿問題。

加拿大人做了什麼

今年早些時候,加拿大官員建議成年人每週限制飲酒兩次 - 也就是說,如果他們無法完全避免飲酒的話。 安大略省公共衛生官員當時表示,這項新指南的主要信息是 任何數量的酒精都不利於健康

一些人批評新指南沒有考慮飲酒文化可以促進的社會聯繫。 這些批評者認為,在日益孤立的時期,這種聯繫尤其重要。

科學怎麼

多年來,人們普遍認為適量飲酒是有益的,尤其是在喝紅酒的情況下。

新的研究表明,這種傳統觀念被證明是錯誤的。 一些研究表明,任何數量的酒精都會對身體的各個系統產生毒性。 一位加拿大藥物濫用研究人員告訴《The Week》:風險遠低於人們認為的水平, 哦,那個人有酗酒問題的門檻下降了。

疫情期間飲酒量激增,但許多美國人似乎正在重新思考他們與酒精的關係。 尤其是年輕的美國人正在接受反酒精的信息,他們選擇使用大麻,大麻在全國范圍內越來越廣泛地用於醫療和娛樂目的。

政治爭議

國家酒精濫用和酒精中毒研究所所長 Koob 上週在接受 Daily Mail 採訪時表示,聯邦政府最終可能會發布類似於加拿大的指導方針。他:如果對健康有好處,我認為人們會開始重新評估我們所處的位置

這些指導方針不會阻止任何人在午餐時像《廣告狂人》那樣狂飲馬提尼酒,而是強迫他們喝無酒精雞尾酒。 儘管如此,Koob 的建議還是激怒了一些保守派,他們認為這是拜登政府限制個人自由的最新舉措。

近年來,保守派媒體錯誤地指責民主黨希望結束所有肉類消費並強迫人們吃蟲子。 現在他們也來干涉喝酒?田納西州共和黨眾議員 Tim Burchett 告訴霍士福新聞: “我不喝酒,但這太荒謬了”

本週早些時候,白宮新聞秘書Karine Jean-Pierre被問及Koob對加拿大指導方針的明顯讚揚。

: 我會把它留給專家

拜登總統不喝酒。 他的前任特朗普也沒有。 喬治·W·布殊年輕時曾與藥物濫用作過掙扎,因此也戒了酒。 卡特也避免飲酒。 然而,橢圓形辦公室的許多其他入主人士都喜歡他們的葡萄酒或蘇格蘭威士忌。

       So, the United States could, in the future, adapt Canada’s new drinking guidelines, which stipulate that adults should restrict themselves to only two drinks per week. I am wondering whether such an advice will change people’s drinking habit.

Note:

Mad Men《廣告狂人》 is an American period drama television series created by Matthew Weiner and produced by Lionsgate Television. It ran on the cable network AMC from July 19, 2007, to May 17, 2015, lasting for seven seasons and 92 episodes. The show is set from March 1960 to November 1970. According to the pilot episode, the phrase "Mad men" was a slang term coined in the 1950s by advertisers working on Madison Avenue to refer to themselves, "Mad" being short for "Madison”. (Wikipedia)

2023年9月15日 星期五

In China a Japanese male indicted - detained on suspicion of spying

Recently NHK news on-line reported the following:

中国で日本人男性起訴 スパイ行為などとみられる疑いで拘束

2023830 2252

中国の上海でおととし、当局にスパイ行為などとみられる疑いで拘束され、その後逮捕された日本人男性が8月、起訴されたことがわかりました。

起訴されたのは、おととし12月、中国の上海で拘束され、当時、スパイ行為などの疑いが持たれたとみられていた50代の日本人男性です。

男性は去年6月に逮捕され、上海にある日本総領事館が8月中旬に起訴されたことを確認したということです。

当局による手続きが進められたことになりますが、日本政府関係者によりますと、中国側は今回、起訴された具体的な内容について明らかにしていないということです。

中国では2014年に「反スパイ法」が施行されて以降、日本人がスパイ行為に関わったなどとして当局に拘束されるケースが相次いでいて、日本政府関係者によりますと、これまでに少なくとも17人が拘束されているということです。

このうち、9人が中国の裁判で実刑判決となり服役しましたが、裁判は非公開で、中国側はどのような行為が法律に違反したのか明らかにしていません。

Translation

It was understood that a Japanese male who was detained by the authorities on suspicion of spying and  subsequently arrested in Shanghai of China two years ago was indicted in August.

In Shanghai of China in December two years ago, a Japanese male in his 50s who was detained at the time for suspicion of being a spy was indicted.

The man was arrested in June last year, and the Japanese consulate general in Shanghai confirmed that he was indicted in mid-August.

While this meant that the authorities were proceeding with the procedure, according to Japanese government officials, the Chinese side had not disclosed the specifics of the indictment.

Since the anti-espionage law came into force in China in 2014, there had been a series of cases in which Japanese nationals were detained by the authorities for being involved in espionage. According to Japanese government officials, at least 17 people had been detained so far.

Of these, nine were sentenced to prison in a Chinese trial, but the trial was closed to the public, and the Chinese side did not disclose what actions had violated the law.

So,  a male Japanese who was detained on suspicion of spying was indicted in August. Since the anti-espionage law came into force in China in 2014 least 17 Japanese have been detained. Of these, nine were sentenced to prison in a Chinese trial, but the trial was closed to the public. The transparency of China’s legal system and its anti-espionage law is always a concern to foreigners.

2023年9月14日 星期四

Chinese IT giant Baidu launches generative AI service

Recently NHK News on-line reported the following:

中国 IT大手の百度 生成AIサービスを一般公開

2023831 2313

中国のIT大手「百度(バイドゥ)」は生成AIのサービスを31日から一般に公開しました。当局が厳しく規制するなか、利用者にとってどこまで魅力的なサービスを提供できるかが注目されます。

中国のネット検索最大手「百度」は、独自に開発した生成AIサービス、「文心一言(ぶんしんいつげん)」、英語名で「アーニーボット」を31日から一般に公開しました。

アメリカの「ChatGPT」と同じように利用者からの質問に対話するように回答できるとしています。

一方、中国では、政府がSNS上の言論などネット上のサービスを規制していて、AIが作成する文章や画像などは社会主義の価値観を反映しなければならないとしています。

百度のサービスで、1989年に起きた天安門事件について尋ねると「この問題については関連する情報を持っていません」などと表示され、具体的に回答されませんでした。

中国では、過去にはIT大手「テンセント」が提供していたサービスが中国共産党を批判したことで話題となり、停止に追い込まれたケースもあります。

当局が厳しく規制するなか、利用者にとってどこまで魅力的なサービスを提供できるかが注目されます。

Translation

Chinese IT giant Baidu had opened its generative AI service to the public on the 31st. Under strict regulations by the authorities, it drew attention on how attractive its services could be to users.

Baidu, China's largest Internet search engine, released its proprietary independently developed generation AI service, `` Wenxinyiyan,'' which is called ``Erniebot'' in English, to the public on the 31st.

It was said that it could answer questions from users in the same way as "ChatGPT" in the United States.

On the other hand, in China, the government regulated online services such as speech on SNS, and unavoidably it was supposed that sentences and images created by AI had to reflect socialist values.

When asked about the 1989 Tiananmen massacre on Baidu's service, it said, "We don't have relevant information on this issue," and didn't give a specific answer.

In China in the past, the service provided by the IT giant "Tencent" became a hot topic for criticizing the Chinese Communist Party, and there were cases where it was forced to stop.

Under strict regulations by the authorities, attention was being focused on how attractive its services could be to users.

So, Chinese IT giant Baidu has opened its generative AI service to the public. Unavoidably the information it provides must reflect socialist values. In fact, the Baidu Wikipedia has been doing the same for a long time.

2023年9月12日 星期二

新的中國地圖再次遭到反對,這次是來自馬尼拉

Recently Yahoo News on-line reported the following:

New China Map Draws Another Rejection, This Time from Manila

Cliff Venzon

Thu, August 31, 2023 at 1:42 a.m. PDT

(Bloomberg) -- The Philippines doesn’t recognize Beijing’s latest standard map showing its expansive South China Sea claims, joining opposition from India and Malaysia.

“This latest attempt to legitimize China’s purported sovereignty and jurisdiction over Philippine features and maritime zones has no basis under international law, particularly the 1982 United Nations Convention on the Law of the Sea (UNCLOS),” the Philippines’ foreign affairs department said in a statement on Thursday.

The Philippines’ rejection followed a similar move by Malaysia on Wednesday, with the latter refusing to recognize China’s unilateral claims including over waters in Sabah and Sarawak. India also lodged a diplomatic protest with Beijing over the map which it said shows China claiming Indian territory in the Himalayas.

Brunei, Vietnam and Taiwan also have claims in the South China Sea, apart from Malaysia and the Philippines.

Responding to the Philippines’ latest move, China said it releases different standard maps as part of an annual routine “to educate the public” in using maps according to rules. “We hope that relevant sides can see that in an objective and rational way,” Ministry of Foreign Affairs spokesman Wang Wenbin said at a regular briefing in Beijing on Thursday.

Manila called on Beijing “to act responsibly” and abide by its obligations under UNCLOS and the 2016 international arbitral award which invalidated China’s nine-dashed line. Beijing’s representation on the maritime map effectively claims almost all of South China Sea as its territory.

In rejecting China’s latest map, the Philippines’ Department of Foreign Affairs cited the seven-year-old arbitral decision stating that Beijing’s sea claims are “without lawful effect” and “contrary” to the convention. Tensions between the two nations have recently heightened following encounters in contested waters, with Manila protesting earlier this month the use of water cannons on its ships.

--With assistance from Andreo Calonzo and Allen Wan.

Translation

(彭博社)- 菲律賓不承認北京最新的標準地圖,該地圖顯示了其廣泛的南海主權主張,加入了印度和馬來西亞的反對行列。

菲律賓外交部在週四發表的一份聲明中表示,中國最新近的試圖使中國對菲律賓島礁和海域主權和管轄權合法化,這在國際法,特別是1982 年《聯合國海洋法公約》(UNCLOS)中沒有任何依據。

菲律賓的反對是在馬來西亞週三采取類似行動之後做出的,後者拒絕承認中國的單方面主張,包括對沙巴和砂拉越水域的主權主張。 印度還就該地圖向北京提出外交抗議,稱該地圖顯示中國聲稱對喜馬拉雅山脈的印度領土擁有主權。

除了馬來西亞和菲律賓之外,文萊、越南和台灣也對南海提出了主權聲索。

針對菲律賓的最新舉動,中國表示,作為年度例行工作的一部分,發布不同的標準地圖,教育公眾按規定使用地圖。外交部發言人汪文斌週四在北京舉行的例行吹風會上表示: “我們希望有關方面客觀理性看待這一問題” 。

馬尼拉呼籲北京 採取負責任的行動 ,遵守《聯合國海洋法公約》和2016年國際仲裁裁決所規定的義務,該裁決使中國的九段線無效。 北京在海洋地圖上的標記實際上聲稱幾乎整個南中國海都是其領土。

菲律賓外交部在反駁中國最新地圖時, 援引了七年前的仲裁裁決中稱北京的海洋主張 沒有法律效力並且 違反公約。馬尼拉本月早些時候抗議中國向在其船隻上使用高壓水槍, 在有爭議的水域發生衝突,之後最近兩國之間的緊張關係加劇。

So, the Philippines doesn’t recognize Beijing’s latest standard map that shows its expansive South China Sea claims, joining opposition from India and Malaysia. I cannot see any chance that the relation between the Philippines and China could improve.

2023年9月11日 星期一

獨家- 美國軍方正在談判開發面向台灣的菲律賓港口 (2/2)

Recently Yahoo News on-line reported the following:

Exclusive-U.S. military in talks to develop port in Philippines facing Taiwan (2/2)

Wed, August 30, 2023 at 3:29 a.m. PDT

By Karen Lema and Poppy McPherson

(continue)

MARCOS INCREASES U.S. ACCESS

Previous President Rodrigo Duterte had threatened to scrap the U.S.-Philippines alliance and realign the country with Beijing but relations between China and the Philippines have grown tense under the current president, Ferdinand Marcos Jr.

Marcos, the son and namesake of the disgraced late strongman president, has sought closer ties with Washington, granting it access to four more military bases, including several close to Taiwan, though not in Batanes, and announced joint patrols in the South China Sea.

Marcos has said the bases under the Enhanced Defence Cooperation Agreement (EDCA) could prove useful if China attacked Taiwan.

Security officials in Manila said they believed any military conflict in the Taiwan Strait would inevitably affect the Philippines, given its geographic proximity to Taiwan and the presence of over 150,000 Filipinos on the democratically-governed island.

Batanes also served as one of the training sites during this year's joint military exercises, known as Balikatan, which involved more than 17,000 Filipino and American troops, making it the biggest ever edition of the military drill.

At the time of the exercise, Cayco said she was seeking investment to build seaports and airports in the island province that is home to 18,000 people. The province could harbour Filipinos fleeing Taiwan if conflict breaks out there and residents have been worried about mounting tensions, according to local government officials.

The Philippines and China have also clashed in recent months over disputed waters in the South China Sea, with Chinese vessels firing water cannons on a Filipino vessel trying to send supplies to an outpost.

Cayco said she didn't have any conversation with the U.S. about EDCA or about radar installations.

She also said there had not yet been discussions about what access the U.S would have to the proposed port, but troops could use all ports in the area for regular military exercises like the Balikatan.

Jay Batongbacal, maritime affairs expert at the University of the Philippines, said the proposed port "would certainly be needed for the island’s defence in a worst case scenario."

"If I were a Chinese strategist, I would want to take the Batanes at minimum in order to ensure control of the Luzon straits and use the island to prevent the approach of adversary naval forces," he said.

(Reporting by Poppy McPherson and Karen Lema; Editing by Raju Gopalakrishnan)

Translation

(繼續)

小馬可斯增加美國進駐

前總統杜特爾特曾威脅要廢除美菲聯盟,並與北京重新結盟,但在現任總統馬可斯的領導下,中國和菲律賓之間的關係變得緊張。

小馬可斯是名譽掃地的已故強人總統同姓馬可斯的兒子,他尋求與華盛頓建立更密切的關係,允許華盛頓使用另外四個軍事基地,其中包括幾個靠近台灣的軍事基地,但不在巴丹群島,並宣佈在南中國海進行聯合巡邏。

小馬可斯表示,如果中國攻擊台灣,增強防務合作協議(EDCA)下的基地可能會發揮作用。

馬尼拉安全官員表示,他們相信台灣海峽的任何軍事衝突都將不可避免地影響到菲律賓,因為菲律賓地理位置靠近台灣,而且這個由民主方式治理的島嶼上有超過 15 萬菲律賓人。

巴丹群島也是今年名為 肩並肩的聯合軍事演習的訓練場之一,該演習有超過 17,000 名菲律賓和美國士兵參加,是有史以來規模最大的一次軍事演習。

演習期間,Cayco表示,她正在尋求投資,在這個擁有 18,000 人口的島嶼省份建設海港和機場。 當地政府官員表示,如果台灣爆發衝突,該省可能會庇護逃離當地的菲律賓人,而居民們一直擔心緊張局勢加劇。

近幾個月來,菲律賓和中國還在南海爭議水域發生衝突,中國船隻向一艘試圖向前哨基地運送物資的菲律賓船隻發射高壓水槍。

Cayco表示,她沒有與美國就 EDCA 或雷達安裝進行任何對話。

她還表示,目前尚未討論美國將怎樣進駐倡議的港口,但部隊可以使用該地區的所有港口進行定期軍事演習,例如 肩並肩演習。

菲律賓大學海事專家Jay Batongbacal表示,倡議中的港口 在最壞的情況下肯定需要使用於該島的防禦

說:如果我是一名中國戰略家,我至少會想拿下巴丹群島,以確保控制呂宋海峽,並利用該島阻止敵方海軍的接近。

              So, the U.S. military is in talks to develop a civilian port in Batanes islands located the at the remote northernmost of the Philippines, a move that would boost American access to strategically located islands facing Taiwan. The proposed port would be located less than 200 km (125 miles) south of Taiwan. Obviously, both China and the US know that Batanes is important to ensure control of the Luzon straits in the event of a conflict.