Speaker 1: Hello bite watchers, ting here your digital dive buddy, decoding
Speaker 1: the turbulence in the US China tech waters so you
Speaker 1: don't have to. Let's get right into the silicon mayhem
Speaker 1: of the last two weeks, because frankly, even my VPN
Speaker 1: can't keep up with all the plot twists. First up,
Speaker 1: the United States isn't just playing defense, It's going full offense.
Speaker 1: The US Commerce Department, fresh off the Trump administration reboot,
Speaker 1: has issued a stern warning to American firms steer clear
Speaker 1: of Chinese made advanced computing integrated circuits, especially the infamous
Speaker 1: Huawei Ascend chips. The logic these chips may have been
Speaker 1: developed or produced in violation of US export controls, so
Speaker 1: if you're an American company caught using them, you could
Speaker 1: be breaking General Prohibition ten of the Export Administration Regulations.
Speaker 1: That's the rule that makes it illegal to mess with
Speaker 1: tech link to export control breaches anywhere, anytime. For tech
Speaker 1: giants and startups alike, this means double checking every chip
Speaker 1: and line of code. Hello, compliance teams, Hope you didn't
Speaker 1: plan on sleep this week now. Beijing's not sitting quietly.
Speaker 1: In fact, patience is wearing thin over these volleys of restrictions.
Speaker 1: China's counterplay. It's tightening its grip on high tech exports
Speaker 1: by adding things like LDAR tech, photovoltaic, silicon wafer knowhow,
Speaker 1: and rare earth refining to its own restricted list. Think
Speaker 1: of it as a strategic flex, protecting its turf on
Speaker 1: critical tech and signaling it could cut off supplies to
Speaker 1: Western companies if needed. We saw Beijing ban the use
Speaker 1: of US made Micron memory chips in key infrastructure following
Speaker 1: a national security probe. While they picked Micron, whose memory
Speaker 1: chips are replaceable, They're telegraphing that escalation is on the
Speaker 1: table if the US push is harder. Sanctions are flying
Speaker 1: both ways too. China slapped Lockheed, Martin and Raytheon with
Speaker 1: new restrictions and cracked down on US firms like Mints
Speaker 1: for due diligence violations. The message from Jong Nan Hi
Speaker 1: retaliate carefully, but carry a big stick. Meanwhile, the industry
Speaker 1: impact is already being felt. With the July twenty twenty
Speaker 1: five semiconductor tariff truce deadline looming. Companies like TSMC, Intel
Speaker 1: and Semiic are bracing for renewed tariffs or even harsher
Speaker 1: controls on chip making tools and software investors are getting jittery.
Speaker 1: Supply chains are being redrawn at lightning speed, with some
Speaker 1: firms relocating R and D outside China and others racing
Speaker 1: to localize production in case the truce expires and tariff
Speaker 1: chaos returns expert analysis, the consensus is this rivalry is
Speaker 1: only deepening, not dying down. US policy is laser focused
Speaker 1: on de risking, not decoupling, trying to cordon off cutting
Speaker 1: edge tech from Chinese hands. China's strategy is to shore
Speaker 1: up self reliance and leverage choke points like rare earths
Speaker 1: and solar tech. Both sides are betting that whoever controls
Speaker 1: the next gen chips controls the future. As for the four,
Speaker 1: expect more cyber skirmishes, more tit for tat sanctions, and
Speaker 1: more companies caught in the crossfire. The tech war has
Speaker 1: moved from the courtroom to the circuit board, with no
Speaker 1: sign of a ceasefire. That's a wrap from your Byte correspondent.
Speaker 1: Stay patched, stay paranoid, and watch this space for the
Speaker 1: next volley. Thanks for listening. Make sure you hit the
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