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<v Speaker 1>Hey, listeners, it's ting here with Beijing bites, your favorite

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<v Speaker 1>byte sized download on the US China tech war, served

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<v Speaker 1>with a heaping side of cyber drama and predictive analytics.

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<v Speaker 1>Buckle up, because the past two weeks have been pure

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<v Speaker 1>cyberpunk chaos, strategic backflips, and boardroom palpitations from Beijing to

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<v Speaker 1>Silicon Valley. Let's get to the pulse shocker of July.

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<v Speaker 1>Washington blinked first. On July third, after months of shadow boxing,

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<v Speaker 1>the Biden Trump tag team acted a hard ban on

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<v Speaker 1>exporting chip design software. Yes, those precious EDA tools back

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<v Speaker 1>to China. Synopsis and Cadence shareholders did their happy dance

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<v Speaker 1>as stock prices rocketed, and Treasury Secretary Scott Bessant called

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<v Speaker 1>it a distinct warming of relations. Ten days later, the

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<v Speaker 1>US greenlit limited AI chip sales in Nvidia's H twenties

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<v Speaker 1>are back on Chinese orders, up ending months of no

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<v Speaker 1>chips for you. Rhetoric. US leaders framed it as a

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<v Speaker 1>leverage move tied to China easing its rare earth chokehold,

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<v Speaker 1>but critics in Congress fear this will rocket China's AI ambitions.

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<v Speaker 1>Navidia is expecting fifteen billion dollars in China sales for

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<v Speaker 1>the rest of the year. Every dollar a bet that

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<v Speaker 1>Beijing doesn't sprint ahead in AI while staying hooked to

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<v Speaker 1>US silicon Now scratch the surface, and it's not all sunshine.

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<v Speaker 1>The Congressional Technology hawks, looking at you, Rep. John Mullinar,

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<v Speaker 1>are not buying the detente. They warn these second tier chips,

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<v Speaker 1>though technically compliant, might turbocharge Chinese military AI. Meanwhile, President

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<v Speaker 1>Sheese Camp still accuse as Washington of malicious blockade. They're

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<v Speaker 1>not exactly passing the peace pipe at jong Nan High.

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<v Speaker 1>The Dutch and Japanese are quietly locking down advance ust

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<v Speaker 1>chip tool exports and the rare earth quotas China made

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<v Speaker 1>its first twenty twenty five announcement, quietly expanding its embargo

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<v Speaker 1>playbook and reducing transparency. European and American manufacturers are sweating

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<v Speaker 1>as supply chains hedge with added costs and new delays.

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<v Speaker 1>Let's talk cyber. If you thought the hackers were on

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<v Speaker 1>summer break, think again. July saw six mega incidents burst

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<v Speaker 1>onto the scene. Avanti connect secure devices got shredded by

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<v Speaker 1>zero days. Crush FTP bugs are being pounded and a

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<v Speaker 1>nasty Nvidia AI Toolkit container escape flaw is sending cloud

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<v Speaker 1>admins scrambling. Even the retail ransomware gangs shifted targets moving

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<v Speaker 1>from healthcare to big box stores because apparently cyber crime

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<v Speaker 1>follows the money and the patches and APT forty one.

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<v Speaker 1>The notorious China linked hacking crew just launched an audacious

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<v Speaker 1>espionage spree in Africa. Their tool of choice hacked SharePoint

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<v Speaker 1>servers as covert control centers. This is at nineteen nineties malware.

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<v Speaker 1>These folks blend living off the land tactics and cobalt

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<v Speaker 1>strike into a grand tour of undetectable pivots, exfiltrating valuable

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<v Speaker 1>creds with a surgical touch. Meanwhile, Microsoft had to emergency

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<v Speaker 1>release SharePoint patches after a zero day let attackers burrow

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<v Speaker 1>deep inside government and corporate systems. For US and multinational

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<v Speaker 1>companies operating in China, your legal teams are not sleeping easy.

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<v Speaker 1>The new foreign trade laws, negative lists, stricter customs penalties,

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<v Speaker 1>and Beijing's beefed up anti sanctions law mean the regulatory

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<v Speaker 1>minefield is deadlier than ever. Just ask the Wells Fargo

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<v Speaker 1>executive recently invited to stay in China under judicial review.

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<v Speaker 1>Regulatory friction now comes with a side of travel ban,

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<v Speaker 1>So what's the next chapter? Experts expect these temporary truces

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<v Speaker 1>to get stress tested. Washington might soon tighten outbound investment

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<v Speaker 1>reviews and patrol vcs eyeing Chinese AI or semiconductor startups.

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<v Speaker 1>Beijing's fortress economy push is accelerating, making foreign firms think

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<v Speaker 1>twice about expansion or even continued presence. The forecast term

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<v Speaker 1>not decooling. Expect selective cooperation where it's mutually painful to fight.

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<v Speaker 1>Think chips, wear, Earth's and regulatory access. Meanwhile, cybersecurity teams

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<v Speaker 1>need next level vigilance as both nations, hackers and regulators

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<v Speaker 1>raise the stakes. That's all for this week's circuit frying episode.

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<v Speaker 1>Thanks for tuning in to Beijing Bites. Remember to subscribe

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<v Speaker 1>so you never miss a headline, a breech, or a

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<v Speaker 1>back room handshake. This has been a quiet please production.

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<v Speaker 1>For more check out Quiet please dot a I