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<v Speaker 1>Hey, tech warriors, ting here coming at you with the

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<v Speaker 1>latest from the digital battlefield between the US and China.

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<v Speaker 1>If you thought the trade war was cooling down, think again.

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<v Speaker 1>It's just taking a new form. So here's the scoop.

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<v Speaker 1>On May twelfth, we saw what looks like a temporary

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<v Speaker 1>ceasefire in the US China trade tensions. Both countries agreed

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<v Speaker 1>to slash their reciprocal tariffs to ten percent, with China

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<v Speaker 1>promising to remove those pesky non tariff barriers they slapped

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<v Speaker 1>on American companies back in April. Trump's administration is even

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<v Speaker 1>exempting smartphones, computers, and various electronics from Chinese tariffs retroactively

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<v Speaker 1>from April fifth. But don't be fooled by this ninety

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<v Speaker 1>day reduction. According to the Gibson dun analysis, China's removing

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<v Speaker 1>some serious countermeasures they implemented just last month. Remember when

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<v Speaker 1>Beijing added eleven US companies to their Unreliable Entities list

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<v Speaker 1>and banned sixteen American defense and aerospace firms from access

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<v Speaker 1>dual use exports. That's all supposedly being walked back now.

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<v Speaker 1>The most fascinating part. While tariffs might drop temporarily, the

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<v Speaker 1>tech decoupling is accelerating at warp speed. As I was

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<v Speaker 1>scrolling through my feeds this morning, I noticed a report

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<v Speaker 1>stating this split has evolved beyond temporary trade measures into

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<v Speaker 1>a permanent structural shift that's fracturing global technology ecosystems. Both

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<v Speaker 1>superpowers are doubling down on tech sovereignty. The US is

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<v Speaker 1>pumping fifty two billion dollars into domestic chip production through

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<v Speaker 1>the Chips Act with Intel and Applied Materials, building foundries

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<v Speaker 1>on American soil. Meanwhile, China's not sitting idle Byron technology,

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<v Speaker 1>backed by Shanghai state funds and deepseks r IE AI

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<v Speaker 1>chips are making serious plays to challenge America's AI dominance.

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<v Speaker 1>Perhaps most concerning is what's happening with rare earth minerals.

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<v Speaker 1>Beijing briefly implemented export controls on seven types of rare

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<v Speaker 1>earth to the US last month, materials critical for everything

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<v Speaker 1>from electric vehicles to defense systems. Given that China produces

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<v Speaker 1>about ninety percent of the world's supply, this was a

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<v Speaker 1>power move that sent shock waves through Western tech companies.

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<v Speaker 1>The smart money is moving towards semiconductor companies like ASML

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<v Speaker 1>and Sci five ossion supply chain players like byd and

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<v Speaker 1>Ase Technology and cybersecurity firms like CrowdStrike and Palo Alto Networks.

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<v Speaker 1>Bottom Line, the handshake we saw this week is just

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<v Speaker 1>a temporary reprieve. The tech divorce is real. It's accelerating,

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<v Speaker 1>and its reshaping global supply chains in ways that will

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<v Speaker 1>outlast any presidential administration. Stay vigilant, stay informed, and I'll

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<v Speaker 1>see you next week for more beaging Bytes. Thanks for listening.

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<v Speaker 1>Make sure you hit the subscribe button and never miss

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<v Speaker 1>an update. This has been a quiet please production. For

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