Speaker 1: Hey, listeners, I'm ting and welcome to Beijing. Bites. Let
Speaker 1: me tell you, the past two weeks have been absolutely
Speaker 1: wild in the US China tech wall space, and honestly,
Speaker 1: I'm questioning whether anyone's actually winning this chess match anymore.
Speaker 1: Just two days ago, on September thirteenth, Beijing dropped what
Speaker 1: I'm calling the Revenge Investigation Special. China's Ministry of Commerce
Speaker 1: launched not one, but two probes targeting American semiconductor companies.
Speaker 1: They're going after US analog chips from heavyweights like Texas
Speaker 1: Instruments and Owen Semiconductor, claiming these companies are dumping products
Speaker 1: while US import volumes surged over thirty percent between twenty
Speaker 1: twenty two and twenty twenty four. The timing Chef's kiss
Speaker 1: perfect because these announcements came right before Treasury Secretary Scott
Speaker 1: Bessant sits down with Chinese Vice Premier he Li Fom
Speaker 1: in Madrid this week. But here's where it gets spicy, listeners.
Speaker 1: While everyone's focused on ships, we had the data breach
Speaker 1: of the century. On September eleventh, over six hundred gigabytes
Speaker 1: of China's Great Firewall documents got leaked online, exposing the
Speaker 1: inner workings of the world's most sophisticated censorship machine. We're
Speaker 1: talking source code, work logs, and evidence that gech networks,
Speaker 1: led by Fang Binging, the actual father of the Great Firewar,
Speaker 1: has been exporting surveillance tech way beyond China's borders. Then
Speaker 1: there's the Salt Typhoon saga that's gotten seriously messy. What
Speaker 1: started as targeted espionage in mid twenty twenty three has
Speaker 1: exploded into a massive operation, affecting millions of Australians and
Speaker 1: hitting dozens of countries. The Australian Signals Directory just attributed
Speaker 1: this monster campaign to Beijing's Ministry of State Security and
Speaker 1: the People's Liberation Army. Meanwhile, the export control game is
Speaker 1: backfiring spectacularly. Remember Deep Seek, that Chinese AI start That
Speaker 1: Chinese AI startup just wiped six hundred billion dollars often
Speaker 1: Vidia's market cap in January by proving you can build
Speaker 1: world class AI models with way fewer, less advanced chips.
Speaker 1: The new model was only successful to the country. Industry
Speaker 1: experts are now saying these restrictions might actually be accelerating
Speaker 1: Chinese innovation rather than slowing it down. The semiconductor bundling
Speaker 1: technique Chinese firms are using is fascinating. They're linking hundreds
Speaker 1: of export compliant chips together to match the power of
Speaker 1: restricted advanced GPUs. Sure it's more expensive and energy intensive,
Speaker 1: but as one expert noted, Chinese firms are happy to
Speaker 1: pay that price. Looking ahead, these Madrid talks aren't going
Speaker 1: to solve much. Both sides are doubling down, and the
Speaker 1: sunny conductor industry is bracing for prolonged uncertainty. The real
Speaker 1: question isn't who's winning anymore, but whether this tech cold
Speaker 1: war is pushing both nations toward more dangerous territory. Thanks
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