Speaker 1: Hey, listeners, it's ting with Beijing bites, bringing you the
Speaker 1: real juice on the US China tech war, and wow,
Speaker 1: the last two weeks have been a full stack of drama,
Speaker 1: code and geopolitics. Strap in, because whether you're a cyber fan,
Speaker 1: a policy junkie, or just here for the chip gossip,
Speaker 1: you'll want to catch every update. Let me cut straight
Speaker 1: to the big hack attacks. According to the China Cyberspaceed
Speaker 1: Security Association, over six hundred advanced persistent threat or APT
Speaker 1: attacks targeted Chinese institutions this year, with most trased back
Speaker 1: to foreign groups launching from places like Germany, South Korea, Singapore,
Speaker 1: and the Netherlands. Go Jiakun, China's Foreign ministry spokesperson, pointed
Speaker 1: fingers directly at the United States, saying Uncle Sam's been
Speaker 1: moonlighting as a global botnet wrangler, using friends servers to
Speaker 1: poke at Chinese critical infrastructure. Beijing's official line cybersecurity is
Speaker 1: a common challenge translation, back off and let's talk before
Speaker 1: we all end up fighting malware, not each other. But
Speaker 1: don't for a second think the US is kicking back.
Speaker 1: Congress is in a panic because the Cybersecurity Information Sharing
Speaker 1: Act SEASI twenty fifteen is about to expire at the
Speaker 1: end of this month. For a decade, it's been the
Speaker 1: encrypted email thread between Washington and the private sector to
Speaker 1: spot and stop China's hackers. Ever since, infamous operations like
Speaker 1: fault Typhoon and the OPM personnel file megabreach with CISA
Speaker 1: on the brink, security hawks are warning we risk flying blind,
Speaker 1: just as Chinese cyberespionage is at full throttle and private
Speaker 1: companies are left of freshing firewalls like it's a competitive
Speaker 1: sport and then oh the chips. In a move that
Speaker 1: belongs in a season finale, President Trump's administration tightened the
Speaker 1: screws with export restrictions on advanced AI and semiconductor tech,
Speaker 1: blocklisting scores of Chinese entities, and throttling China's access to
Speaker 1: the GPUs that drive military, AI and economic growth. Yet
Speaker 1: in August, plot Twist, ENVDA and AMD broke it of
Speaker 1: fifteen percent revenue share deal with Washington, letting some specialized
Speaker 1: AI chips slip through in exchange for more paperwork and
Speaker 1: less uncertainty. Meanwhile, the earlier ban on key chip design
Speaker 1: software got lifted, so Cadence, Synopsis, and Siemens are back
Speaker 1: to selling EDA tools to China, at least for now.
Speaker 1: This tug of war is sending industry heavyweights into a
Speaker 1: tail spin. Shares of Synopsis performed a nosedive thanks to
Speaker 1: lost Chinese sales, Dell is axing China jobs, and US
Speaker 1: pressure is forcing global tech firms to rethink their China
Speaker 1: exposure from hardware to the cloud. But resilient as ever,
Speaker 1: China's not watching. Beijing's beefing up its own chip industry
Speaker 1: with a new three billion dollars integrated circuit venture from YMCC,
Speaker 1: and cities like guen Zoo are now opening dedicated AI
Speaker 1: bureaus because why not turn every municipality into an AI powerhouse.
Speaker 1: Experts warn that this game of sanctions and counter sanctions
Speaker 1: is likely to keep splitting the world's tech landscape. You'll
Speaker 1: see a US led digital block and a China centric one,
Speaker 1: both racing to define the next decade of AI five
Speaker 1: G and cybersecurity. As for the short term outlook, let's
Speaker 1: call it chaotic equilibrium, both sides circling each other, plotting
Speaker 1: hard but not yet ready to unplug the world. Thanks
Speaker 1: for tuning in smash that subscrib button for more decoding
Speaker 1: of the digital geopolitical maze. This has been a quiet
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