Speaker 1: Hey, tech warriors, ting here coming at you with the
Speaker 1: latest from the digital battlefield between the US and China.
Speaker 1: If you thought the trade war was cooling down, think again.
Speaker 1: It's just taking a new form. So here's the scoop.
Speaker 1: On May twelfth, we saw what looks like a temporary
Speaker 1: ceasefire in the US China trade tensions. Both countries agreed
Speaker 1: to slash their reciprocal tariffs to ten percent, with China
Speaker 1: promising to remove those pesky non tariff barriers they slapped
Speaker 1: on American companies back in April. Trump's administration is even
Speaker 1: exempting smartphones, computers, and various electronics from Chinese tariffs retroactively
Speaker 1: from April fifth. But don't be fooled by this ninety
Speaker 1: day reduction. According to the Gibson dun analysis, China's removing
Speaker 1: some serious countermeasures they implemented just last month. Remember when
Speaker 1: Beijing added eleven US companies to their Unreliable Entities list
Speaker 1: and banned sixteen American defense and aerospace firms from access
Speaker 1: dual use exports. That's all supposedly being walked back now.
Speaker 1: The most fascinating part. While tariffs might drop temporarily, the
Speaker 1: tech decoupling is accelerating at warp speed. As I was
Speaker 1: scrolling through my feeds this morning, I noticed a report
Speaker 1: stating this split has evolved beyond temporary trade measures into
Speaker 1: a permanent structural shift that's fracturing global technology ecosystems. Both
Speaker 1: superpowers are doubling down on tech sovereignty. The US is
Speaker 1: pumping fifty two billion dollars into domestic chip production through
Speaker 1: the Chips Act with Intel and Applied Materials, building foundries
Speaker 1: on American soil. Meanwhile, China's not sitting idle Byron technology,
Speaker 1: backed by Shanghai state funds and deepseks r IE AI
Speaker 1: chips are making serious plays to challenge America's AI dominance.
Speaker 1: Perhaps most concerning is what's happening with rare earth minerals.
Speaker 1: Beijing briefly implemented export controls on seven types of rare
Speaker 1: earth to the US last month, materials critical for everything
Speaker 1: from electric vehicles to defense systems. Given that China produces
Speaker 1: about ninety percent of the world's supply, this was a
Speaker 1: power move that sent shock waves through Western tech companies.
Speaker 1: The smart money is moving towards semiconductor companies like ASML
Speaker 1: and Sci five ossion supply chain players like byd and
Speaker 1: Ase Technology and cybersecurity firms like CrowdStrike and Palo Alto Networks.
Speaker 1: Bottom Line, the handshake we saw this week is just
Speaker 1: a temporary reprieve. The tech divorce is real. It's accelerating,
Speaker 1: and its reshaping global supply chains in ways that will
Speaker 1: outlast any presidential administration. Stay vigilant, stay informed, and I'll
Speaker 1: see you next week for more beaging Bytes. Thanks for listening.
Speaker 1: Make sure you hit the subscribe button and never miss
Speaker 1: an update. This has been a quiet please production. For
Speaker 1: more check out Quiet please dot ai