Speaker 1: Hello, bite heads, ting here, your snarky sidekick and circuit
Speaker 1: board whisperer, dialing in from Beijing on July third, twenty
Speaker 1: twenty five. Buckle up because the US China tech war
Speaker 1: has cranked up to quantum speed these past two weeks,
Speaker 1: and whether you're a code warrior or just worried about
Speaker 1: your smartphone, you'll want all the details leading the headlines
Speaker 1: cybersecurity chills. Last week, reports surfaced of a major breach
Speaker 1: in a US cloud provider, suspected to be the handiwork
Speaker 1: of a group with links to Chinese state backed actors.
Speaker 1: The company hasn't named names classic pr move, but the
Speaker 1: breach has put federal agencies and Silicon Valley on edge.
Speaker 1: Not to be outdone, Chinese authorities revealed a counter hack
Speaker 1: that exposed a trove of tools allegedly used by American
Speaker 1: cyber offensive teams. Both sides are flexing, and trust me,
Speaker 1: the cyber space trenches have never been deeper. Now onto
Speaker 1: tech restrictions, Washington just doubled down, expanding the entity list
Speaker 1: to cover three more Chinese AI firms, deep Seek among them.
Speaker 1: If you haven't heard, deep Seek unleashed an open source
Speaker 1: AI model last week, matching US heavyweights at a fraction
Speaker 1: of the cost that sent tech investors into a minor panic.
Speaker 1: Within Vidia's shares zigzagging like a roller coaster. Rumors are
Speaker 1: swirling that the US may tighten curbs on Nvidia's H
Speaker 1: twenty chips, but nothing official yet, and Nvidia execs are
Speaker 1: pretending not to sweat. I'm not buying it. Meanwhile, Beijing
Speaker 1: is playing its own game of chess hot off the
Speaker 1: press a refreshed catalog of prohibited tech exports, with new
Speaker 1: bands on shipping advanced lidar and photovoltaic silicon wafer tech
Speaker 1: out of China. This comes in lockstep with stricter export
Speaker 1: controls on rare earth refining, the minerals that make everything
Speaker 1: from evs to stealth fighters possible. With China still holding
Speaker 1: roughly eighty five percent of global rare earth processing, the
Speaker 1: US is anxiously tallying up its stockpiles. Policy shifts are
Speaker 1: happening at government works orp speed. The US is prioritizing
Speaker 1: tech sovereignty over old school trade deficits tariffs are out,
Speaker 1: national security is in the Biden administration is accelerating its
Speaker 1: fifty billion dollar Chips Act rollout, while China's one hundred
Speaker 1: and forty three billion dollars drive for semiconductor self sufficiency
Speaker 1: is moving from PowerPoint to factory floor. Both sides are
Speaker 1: pouring billions into their homegrown champions and slashing knowledge transfer.
Speaker 1: University labs that once teamed up are now keeping each
Speaker 1: other at arm's length. The industry impact supply chains are
Speaker 1: scrambling to adapt Taiwanese fab TSMC is hedging its bets
Speaker 1: with new plants from Phoenix to Kumamoto, while Huawei, still
Speaker 1: blacklisted in the West, is leaning hard into open source
Speaker 1: and domestic alternatives. The global economy fragmenting faster than my
Speaker 1: old think pad after a coffee spill. Everyone from Europe
Speaker 1: to Southeast Asia is being forced to pick sides or
Speaker 1: risk being left behind. So where are we headed? Experts
Speaker 1: warn that the race for dominance in AI and chip
Speaker 1: tech will only intensify, driving up R and D budgets
Speaker 1: and splitting the world into US and China centric tech blocks.
Speaker 1: Some whisper of a new digital Cold war. Others see
Speaker 1: a world of parallel innovation. My bet watch out for
Speaker 1: stealthy pivots from both sides in tech. The only constant
Speaker 1: is surprise and maybe a zero day exploit or two.
Speaker 1: Stay tuned, stay patched, and I'll see you in the
Speaker 1: next update. This is Ting signing off from Beijing bites.
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