WEBVTT

1
00:00:00.080 --> 00:00:03.160
<v Speaker 1>Call me ting your byte sized guide to all things China,

2
00:00:03.560 --> 00:00:06.759
<v Speaker 1>cyber and hacking, coming to you straight from Beijing. Bytes

3
00:00:06.879 --> 00:00:09.720
<v Speaker 1>HQ with your latest download on the US China tech war.

4
00:00:10.279 --> 00:00:12.919
<v Speaker 1>Buckle up because the last couple of weeks have been

5
00:00:13.000 --> 00:00:17.920
<v Speaker 1>high voltage in the world of global technology rivalry first cybersecurity.

6
00:00:18.960 --> 00:00:22.760
<v Speaker 1>While no headline grabbing breaches hit the newswires, both countries

7
00:00:22.800 --> 00:00:26.519
<v Speaker 1>spent the past weeks flexing their cyber muscles behind the scenes.

8
00:00:27.359 --> 00:00:32.200
<v Speaker 1>Washington upgraded restrictions on software exports, especially in sensitive fields

9
00:00:32.240 --> 00:00:37.200
<v Speaker 1>like AI. US officials cited growing concerns over data exfiltration

10
00:00:37.359 --> 00:00:41.479
<v Speaker 1>and intellectual property theft in sectors ranging from cloud computing

11
00:00:41.560 --> 00:00:45.280
<v Speaker 1>to quantum research. Over in Beijing, the government rolled out

12
00:00:45.320 --> 00:00:50.479
<v Speaker 1>fresh regulations targeting foreign tech platforms, requiring stricter data localization

13
00:00:50.719 --> 00:00:55.039
<v Speaker 1>and third party cybersecurity audits on any American technology touching

14
00:00:55.159 --> 00:00:59.799
<v Speaker 1>Chinese infrastructure. The game here is mutually assured suspicion, and

15
00:00:59.799 --> 00:01:03.439
<v Speaker 1>the playbook is getting thicker by the day. Now, let's

16
00:01:03.439 --> 00:01:08.000
<v Speaker 1>talk restrictions. Semiconductors are still ground zero. The US doubled

17
00:01:08.000 --> 00:01:11.280
<v Speaker 1>down on limiting China's access to advanced chip making equipment,

18
00:01:11.680 --> 00:01:16.280
<v Speaker 1>notably ASML's EUV lithography technology. That's a critical choke point

19
00:01:16.480 --> 00:01:20.120
<v Speaker 1>because without those dazzling Dutch machines, Chinese fabs like Smike

20
00:01:20.159 --> 00:01:24.840
<v Speaker 1>are stuck a few generations behind. In retaliation, China reminded

21
00:01:24.879 --> 00:01:27.840
<v Speaker 1>the world why it's king of rare earths, controlling roughly

22
00:01:27.879 --> 00:01:31.879
<v Speaker 1>eighty five percent of global processing capacity. That's a neon

23
00:01:31.959 --> 00:01:35.319
<v Speaker 1>warning for US industries from clean energy to defense that

24
00:01:35.400 --> 00:01:38.640
<v Speaker 1>rely on these minerals for everything from missiles to magnets.

25
00:01:39.480 --> 00:01:43.359
<v Speaker 1>Policy front, it's whiplash city. On May twelfth, the US

26
00:01:43.400 --> 00:01:46.640
<v Speaker 1>and China agreed to reduce reciprocal tariffs to ten percent.

27
00:01:46.959 --> 00:01:51.879
<v Speaker 1>But there's a twist. Days before, President Trump had exempted smartphones, computers,

28
00:01:52.200 --> 00:01:55.159
<v Speaker 1>and semiconductors from the one hundred and twenty five percent tariff,

29
00:01:55.439 --> 00:01:58.480
<v Speaker 1>yet left intact earlier twenty percent and fifty percent tariffs

30
00:01:58.480 --> 00:02:02.040
<v Speaker 1>on those very goods. Industry insiders are scratching their heads,

31
00:02:02.040 --> 00:02:05.680
<v Speaker 1>but the signal is clear national security, Trump's economic logic,

32
00:02:05.840 --> 00:02:08.960
<v Speaker 1>and the tech war isn't about to cool off. What

33
00:02:09.039 --> 00:02:13.360
<v Speaker 1>about the fallout? While Chinese smartphone exports recently crashed by

34
00:02:13.400 --> 00:02:16.639
<v Speaker 1>a staggering seventy two percent, you read that rite down

35
00:02:16.719 --> 00:02:20.560
<v Speaker 1>seventy two percent, the steepest drop since records began. For

36
00:02:20.680 --> 00:02:23.599
<v Speaker 1>giants like Huawei and Shaomi. This isn't just a supply

37
00:02:23.719 --> 00:02:28.000
<v Speaker 1>chain headache, It's an existential migraine. Over in Silicon Valley,

38
00:02:28.159 --> 00:02:31.919
<v Speaker 1>the Chips Act continues to funnel billions into domestic fabrication,

39
00:02:32.400 --> 00:02:36.080
<v Speaker 1>while Chinese policymakers are spending even more to build an alternative,

40
00:02:36.280 --> 00:02:41.560
<v Speaker 1>self sufficient chip ecosystem. The world's supply chains fragmented like

41
00:02:41.599 --> 00:02:44.919
<v Speaker 1>an old hard drive after a rowdy land party. Here's

42
00:02:44.919 --> 00:02:49.599
<v Speaker 1>the strategic reality. Both countries are now prioritizing technological sovereignty

43
00:02:49.719 --> 00:02:53.439
<v Speaker 1>over market access or short term profits. It's no longer

44
00:02:53.599 --> 00:02:56.599
<v Speaker 1>just about who sells the most gadgets. It's who controls

45
00:02:56.599 --> 00:03:00.400
<v Speaker 1>the blueprint, the network, the code experts war. We're in

46
00:03:00.439 --> 00:03:03.800
<v Speaker 1>a new era of techno nationalism, with both sides building

47
00:03:03.919 --> 00:03:06.680
<v Speaker 1>rival tech blocks and forcing the rest of the world

48
00:03:06.719 --> 00:03:10.840
<v Speaker 1>to pick a side. Forecast, barring an unexpected cyber dtente,

49
00:03:11.199 --> 00:03:14.879
<v Speaker 1>this digital cold war is set to intensify. Expect more

50
00:03:14.879 --> 00:03:19.360
<v Speaker 1>export bands, splintered supply chains, and rising costs as both

51
00:03:19.439 --> 00:03:23.800
<v Speaker 1>sides sprint for self reliance. For companies and consumers caught

52
00:03:23.800 --> 00:03:26.719
<v Speaker 1>in the crossfire, keep your eyes on the patch notes,

53
00:03:26.840 --> 00:03:30.039
<v Speaker 1>and your backups up to date. This tech war is

54
00:03:30.199 --> 00:03:34.439
<v Speaker 1>just getting started. This is ting signing offs for listening,

55
00:03:34.919 --> 00:03:37.439
<v Speaker 1>make sure you hit the subscribe button and never miss

56
00:03:37.479 --> 00:03:41.000
<v Speaker 1>an update. This has been a quiet please production. For

57
00:03:41.120 --> 00:03:42.840
<v Speaker 1>more check out Quiet please dot ai