Speaker 1: Hey everyone, ting here your byte sized brainiac bringing you
Speaker 1: the latest on the US China tech war from Beijing.
Speaker 1: Bytes strap in. Because the past two weeks have been
Speaker 1: a high speed, low latency roller coaster across the cyber
Speaker 1: and silicon front lines, let's kick off with the hot wire.
Speaker 1: Just last week, the US Commerce Department dropped the hammer
Speaker 1: on China. Orders went out to American firms like Synopsis, Cadence,
Speaker 1: and Siemens DA, big names if you care about the
Speaker 1: tiny stuff, like say every chip in every modern device
Speaker 1: to halt exports of critical Electronic Design Automation software or
Speaker 1: EDA to Chinese customers. These aren't just mundane programs. EDA
Speaker 1: tools are the backbone for designing advanced semiconductors, and the
Speaker 1: US action hit the stock prices hard before they partially
Speaker 1: bounced back. According to trend Force, China accounted for roughly
Speaker 1: sixteen percent of Synopsis and twelve percent of Cadence's EDA
Speaker 1: sales in twenty twenty four. So this move is more
Speaker 1: than a slap on the wrist. It's a full on
Speaker 1: chokehold on R and D in both capitals. Trump. Yes,
Speaker 1: he's back, and not just with more tweets. He doubled
Speaker 1: down on tariffs too. Steel and aluminum tariffs just got
Speaker 1: jacked up to fifty percent plus. New rounds of restrictions
Speaker 1: now cover not only AI chips, Nvidia gear, and semiconductor
Speaker 1: chemicals like butane and ethane, but also jet engines. The
Speaker 1: US is revoking previously granted licenses and even student visas,
Speaker 1: casting a pretty wide net. The Chinese Ministry of Commerce
Speaker 1: called foul, saying these moves gut diplomatic progress and hit
Speaker 1: China's legitimate rights and interests. On the other side, Beijing
Speaker 1: isn't exactly blinking. Chinese giants think SMIC and chips and
Speaker 1: the Beijing Academy of Artificial Intelligence are ramping up self reliance.
Speaker 1: For every US export ban, new funding and bilocal initiatives emerge,
Speaker 1: pivoting toward homegrown alternatives and seeking fresh markets Across Southeast
Speaker 1: Asia and Africa. The impact global supply chains are getting
Speaker 1: another stress test. Semiconductor fragmentation is now the new normal,
Speaker 1: with smaller countries caught in the crossfire having to pick
Speaker 1: a side or risk being left behind entirely. The ripple
Speaker 1: effects go beyond chips. Think electric vehicles, smart tech, and
Speaker 1: industrial robotics. Where China is flexing for pole position and
Speaker 1: the US is scrambling to hold ground. Expert analysis is blunt.
Speaker 1: The US China tech war isn't just about who launches
Speaker 1: the faster AI or builds the best chip. It's about
Speaker 1: global dominance and shaping the rules for everyone else. The
Speaker 1: recent dial back in tariff tit for tat after talks
Speaker 1: between Trump and Chi hints at a willingness to avoid
Speaker 1: outright economic meltdown, but don't mistake that for peace. The
Speaker 1: strategic competition is set to escalate, with both sides doubling
Speaker 1: down on domestic innovation, security hardening, and forming new tech alliances.
Speaker 1: Looking ahead, expect further decoupling, sharper cyber maneuvers, and a
Speaker 1: drag race for leadership in AI, five G and quantum computing.
Speaker 1: As for your gadgets, don't be surprised if future updates
Speaker 1: depend on which side of the firewall you live. That's
Speaker 1: your Beijing bite from ting, where the only thing changing
Speaker 1: faster than technology is the global tech order itself. See
Speaker 1: you next update. Thanks for listening. Make sure you hit
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