Cognitive Asia
Intelligence for Better Decision Making
Monitored Intelligence for Cognitive Asia - Dec. 20, 2024
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Cognitive Asia is an email-based report delivered to readers 4 times per week, most weeks.
The report covers developments in artificial intelligence, semiconductors, and cloud computing.
All Erudite Asia email reports live at the nexus of technology, business, and policy. Building a business in Asia is about so much more than keeping up with the technology. We help you build, deliver, and support the right product, for the right market, at the right time.
阿將伊崮喜瀾觀點:AI界的「天龍八部」--Coconut
Ajiang Yigu Xilan’s point of view: The “Dragon and the Eight Parts” of the AI world--Coconut
The Storm Media | Local Language | News | Dec. 20, 2024 | UndeterminedUndetermined
Language is essential for communication and knowledge sharing, but it can also obstruct deeper thought processes in artificial intelligence (AI). Traditional models like Chain of Thought (CoT) focus heavily on language for reasoning, which can result in superficial problem-solving rather than effective solutions. Neuroimaging studies indicate that higher-order logical thinking in humans often occurs in non-linguistic areas of the brain, prompting researchers to explore alternatives like the Coconut (continuous thinking chain) model that may reduce reliance on language.
While the CoT model is a significant advancement in mimicking human thought and facilitating logical reasoning, it has notable drawbacks. Its dependence on language can create inefficiencies as models waste resources on irrelevant verbal elements. Moreover, the linear progression of CoT can propagate errors; a mistake made early in the reasoning chain can adversely affect subsequent conclusions. This forward dependency makes CoT particularly vulnerable in complex problem-solving situations that demand backtracking or evaluating various alternatives.
Biden to announce Chinese semiconductor probe
Taipei Times | English | News | Dec. 20, 2024 | Geopolitical Conflict and Disputes
The Biden administration is set to investigate Chinese semiconductors to reduce reliance on technology deemed a national security concern. This inquiry may result in tariffs or import restrictions on older-model semiconductors and related products, including medical devices, vehicles, smartphones, and weaponry. The process could extend for months, potentially influencing the incoming Trump administration's approach.
The decision to pursue this investigation under Section 301 followed significant discussions among Biden officials. This move is part of a broader strategy to strengthen the US semiconductor industry, especially in light of unfair trade practices by China. Biden previously enacted legislation to incentivize domestic semiconductor manufacturing and lessen dependency on cheaper Chinese imports.
Even with existing export restrictions on advanced semiconductors, China remains a strong competitor in the production of older models at lower costs, alarming US officials regarding market stability. Plans are underway to hike tariffs on these legacy semiconductors from 25 percent to 50 percent by next year, while the administration acknowledges that further actions may be essential to safeguard the US market and enhance domestic production. Biden is utilizing authority similar to what Trump applied to levy significant tariffs on Chinese goods.
Japan's trade deficit shrinks 85.5% in November on chip equipment exports
Japan Today | English | News | Dec. 20, 2024 | UndeterminedTrade Issues and Numbers
Japan's trade deficit in November dropped by 85.5 percent year-on-year, totaling 117.62 billion yen, mainly due to record-high exports driven by strong demand for semiconductor-related products. Despite this improvement, Japan's trade balance has been negative for five months, with overall exports up 3.8 percent to 9.15 trillion yen.
Key contributors to the export increase included chip-making equipment to Taiwan and nonferrous metals to China. Imports decreased by 3.8 percent to 9.27 trillion yen, the first decline in eight months. This drop is attributed to lower demand for crude oil from Saudi Arabia and electronic parts from Taiwan, while unseasonably warm weather reduced heating oil needs.
In trade relations with the U.S., Japan recorded a surplus of 664.03 billion yen, a 17.2 percent decline from the previous year, with exports falling by 8.0 percent and a slight 0.6 percent drop in imports. Japan has faced a trade deficit with China for 44 consecutive months, totaling 682.00 billion yen, with exports to China up 4.1 percent and imports rising by 4.2 percent. Additionally, Japan had a trade surplus of 360.52 billion yen with Asia, while continuing to record a deficit of 210.19 billion yen with the European Union for the tenth straight month.
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