Speaker 1: Hey everyone, ting here with your latest download on the relentless, exhilarating,
Speaker 1: slightly exhausting US China tech war. Yes, I've got the
Speaker 1: inside bites on the chip fights and cyber skirmishes rocking
Speaker 1: Beijing and beyond. Let's start with the policy fireworks. Washington
Speaker 1: is shifting from broad decoupling to what's being called strategic decoupling.
Speaker 1: Gone are the days of sweeping bands. Now it's all
Speaker 1: about precision strikes on China's technology sectors. In just the
Speaker 1: past two weeks, the US Commerce Department dropped new rules
Speaker 1: that slammed the doors on US chips powering Chinese AI,
Speaker 1: especially with bans on using Huawei's as send chips and
Speaker 1: preventing re exports of high end US tech for Chinese
Speaker 1: model training. Oh and for you aviation geeks, the US
Speaker 1: has suspended CFM Leap one SA engine supplies for China's
Speaker 1: homegrown C nine one nine jets, a move that could
Speaker 1: really sting Comac's ambitions. Meanwhile, for all you chip nerds
Speaker 1: and Vidia fans, I see you. The Trump administration in
Speaker 1: a April blocked Nvidia's juiciest AI hardware from heading East.
Speaker 1: This is all part of a techno resources game. Just
Speaker 1: after that, the US inc deals to secure rare earth minerals,
Speaker 1: keeping its supply chain spicy and out of Beijing's grip.
Speaker 1: But wait, plot twist. Mere days ago, the US and
Speaker 1: China shook hands on a surprise trade agreement, making it
Speaker 1: less tortuous for American firms to import rare earth magnets
Speaker 1: and minerals from China. Expert William Bessent called it a
Speaker 1: de escalation in strategic resources. But don't get too comfortable.
Speaker 1: It's merely a trade ceasefire, not a tech truce. On
Speaker 1: the legislative front, the US is fueling its science engine
Speaker 1: with the Chips and Science Act, pouring cash into domestic
Speaker 1: semiconductor innovation to outpace China's relentless push for tech self sufficiency.
Speaker 1: Congress is being urged to keep the NSF's tip director
Speaker 1: at flush, hoping America doesn't lose the innovation sprint to Beijing.
Speaker 1: Now industry impacts, Chinese firms are scat rambling the block
Speaker 1: on electronic design automation EDA software has hit design cycles,
Speaker 1: and losing access to those CFM engines could slow China's
Speaker 1: dream of competing with Boeing and Airbus. On the US side,
Speaker 1: select electronics think smartphones, SSDs, monitors just dodge Trump's one
Speaker 1: hund and twenty five percent reciprocal tariff, but still face
Speaker 1: a twenty percent based tariff and a new fifty percent
Speaker 1: hit on semiconductors. It's a tariff tangle that keeps both
Speaker 1: sides guessing. As for cybersecurity, whispers on the wire say
Speaker 1: both sides have stepped up their digital espionage, neither willing
Speaker 1: to blink first. The strategic implication Tech isn't just business.
Speaker 1: It's the new battlefield with chips, code and critical minerals
Speaker 1: as ammunition. So what's next? Experts predict more targeted controls,
Speaker 1: tense talks, and yes, a whole lot more drama. Buckle
Speaker 1: up because if you're following Beijing bytes, you know in
Speaker 1: tech war the only constant is surprise. That's the week
Speaker 1: in US China tech, brought to you by ting your
Speaker 1: bite sized guide to the big picture. Stay tuned and
Speaker 1: stay safe out there in cyberspace. Thanks for listening. Make
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