BEIJING, Oct 26 (Reuters) - China has stepped up spending to replace Western-made technology with domestic alternatives as Washington tightens curbs on high-tech exports to its rival, according to government tenders, research documents and four people familiar with the matter. Reuters is reporting for the first time details of tenders from the government, military and state-linked entities, which show an acceleration in domestic substitution since last year. China has spent heavily on replacing computer equipment, and the telecom and financial sectors are probably the next target, said two people familiar with the industries.

Solutions Reviews Contributed Content Series is a collection of contributed articles written by thought leaders in enterprise tech. In this feature, Rockwell Automations Albina Ortiz offers commentary on securing data collection and analysis at the edge. Despite being around since the 1990s, manufacturers have only recently adopted edge computing, driven by the advance of digital transformation and the expansion of Internet of Things (IoT) device connectivity to enterprise networks.

Edge AI and machine learning have become increasingly important in industrial technology settings.

On October 17, 2023, the US Department of Commerces Bureau of Industry and Security (BIS) released two interim final rules (collectively, the October 2023 IFRs available here and here) amending the Export Administration Regulations (the EAR) to further strengthen export controls on advanced computing items, semiconductor manufacturing equipment, and items that can support end uses related to the development and production of supercomputers, advanced-node integrated circuits and semiconductor manufacturing equipment. The long-awaited October 2023 IFRs come more than one year after BIS issued rules on October 7, 2022 (the October 2022 IFR) targeting Chinas advanced computing and semiconductor sectors and update, expand and clarify those rules in several key ways.

If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didnt make enough GPUs for the datacenter. Or rather, Taiwan Semiconductor Manufacturing Co, the worlds largest and most important chip foundry, didnt.