Speaker 1: Call me ting your byte sized guide to all things China,
Speaker 1: cyber and hacking, coming to you straight from Beijing. Bytes
Speaker 1: HQ with your latest download on the US China tech war.
Speaker 1: Buckle up because the last couple of weeks have been
Speaker 1: high voltage in the world of global technology rivalry first cybersecurity.
Speaker 1: While no headline grabbing breaches hit the newswires, both countries
Speaker 1: spent the past weeks flexing their cyber muscles behind the scenes.
Speaker 1: Washington upgraded restrictions on software exports, especially in sensitive fields
Speaker 1: like AI. US officials cited growing concerns over data exfiltration
Speaker 1: and intellectual property theft in sectors ranging from cloud computing
Speaker 1: to quantum research. Over in Beijing, the government rolled out
Speaker 1: fresh regulations targeting foreign tech platforms, requiring stricter data localization
Speaker 1: and third party cybersecurity audits on any American technology touching
Speaker 1: Chinese infrastructure. The game here is mutually assured suspicion, and
Speaker 1: the playbook is getting thicker by the day. Now, let's
Speaker 1: talk restrictions. Semiconductors are still ground zero. The US doubled
Speaker 1: down on limiting China's access to advanced chip making equipment,
Speaker 1: notably ASML's EUV lithography technology. That's a critical choke point
Speaker 1: because without those dazzling Dutch machines, Chinese fabs like Smike
Speaker 1: are stuck a few generations behind. In retaliation, China reminded
Speaker 1: the world why it's king of rare earths, controlling roughly
Speaker 1: eighty five percent of global processing capacity. That's a neon
Speaker 1: warning for US industries from clean energy to defense that
Speaker 1: rely on these minerals for everything from missiles to magnets.
Speaker 1: Policy front, it's whiplash city. On May twelfth, the US
Speaker 1: and China agreed to reduce reciprocal tariffs to ten percent.
Speaker 1: But there's a twist. Days before, President Trump had exempted smartphones, computers,
Speaker 1: and semiconductors from the one hundred and twenty five percent tariff,
Speaker 1: yet left intact earlier twenty percent and fifty percent tariffs
Speaker 1: on those very goods. Industry insiders are scratching their heads,
Speaker 1: but the signal is clear national security, Trump's economic logic,
Speaker 1: and the tech war isn't about to cool off. What
Speaker 1: about the fallout? While Chinese smartphone exports recently crashed by
Speaker 1: a staggering seventy two percent, you read that rite down
Speaker 1: seventy two percent, the steepest drop since records began. For
Speaker 1: giants like Huawei and Shaomi. This isn't just a supply
Speaker 1: chain headache, It's an existential migraine. Over in Silicon Valley,
Speaker 1: the Chips Act continues to funnel billions into domestic fabrication,
Speaker 1: while Chinese policymakers are spending even more to build an alternative,
Speaker 1: self sufficient chip ecosystem. The world's supply chains fragmented like
Speaker 1: an old hard drive after a rowdy land party. Here's
Speaker 1: the strategic reality. Both countries are now prioritizing technological sovereignty
Speaker 1: over market access or short term profits. It's no longer
Speaker 1: just about who sells the most gadgets. It's who controls
Speaker 1: the blueprint, the network, the code experts war. We're in
Speaker 1: a new era of techno nationalism, with both sides building
Speaker 1: rival tech blocks and forcing the rest of the world
Speaker 1: to pick a side. Forecast, barring an unexpected cyber dtente,
Speaker 1: this digital cold war is set to intensify. Expect more
Speaker 1: export bands, splintered supply chains, and rising costs as both
Speaker 1: sides sprint for self reliance. For companies and consumers caught
Speaker 1: in the crossfire, keep your eyes on the patch notes,
Speaker 1: and your backups up to date. This tech war is
Speaker 1: just getting started. This is ting signing offs for listening,
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