Speaker 1: Its ting with Beijing, bites and listeners, the silicon sizzle
Speaker 1: between the US and China. It's hit new heights, and
Speaker 1: that's saying something. In August twenty twenty five, let's blast
Speaker 1: straight into what matters most. A torrent of cyber salvos,
Speaker 1: a clampdown on chips, and enough policy jousting to keep
Speaker 1: your SoC team sweaty. The last two weeks have been
Speaker 1: cyber chaos. Just today, Beijing Cybersecurity Association accused US Intelligence
Speaker 1: of hacking Chinese military companies by exploiting Microsoft Exchange zero days.
Speaker 1: According to the Register and China's own cyberspace watchdog, US
Speaker 1: actors allegedly spent a year lurking on the network of
Speaker 1: a major defense sector firm, hovering up sensitive data that's
Speaker 1: not even subtle, more like a neon sign reading spy
Speaker 1: games on Naturally, Microsoft pointed to China's own infamous attacks
Speaker 1: on exchange servers, share Point and basically everything Redmond makes.
Speaker 1: Microsoft's gotten so much cyber hyphen flak from both sides,
Speaker 1: I'm convinced their incident respet. Spond's team has a direct
Speaker 1: line to every embassy in Beijing and DC. But China
Speaker 1: is making this cyber confrontation a matter of national dignity,
Speaker 1: with the Foreign Ministry vowing tough retaliatory action and new
Speaker 1: cyber defense mandates, Beijing's messaging is a wild reverse. You
Speaker 1: know you hack, US will hack right back, while both
Speaker 1: capitals are publicly naming and shaming the other's operatives. Analyst
Speaker 1: John Clay at trend Micro nailed it. Every nation runs
Speaker 1: offensive cyber campaigns, but now attribution's part of the diplomatic arsenal.
Speaker 1: Beijing's not only counter recurring the US over July SharePoint breaches,
Speaker 1: but also reshaping how cyber ops get covered globally. Meanwhile,
Speaker 1: on the tech restriction front, Washington isn't letting up US
Speaker 1: restrictions targeting semiconductors. Think anything cutting edge just got a
Speaker 1: turbo boost. The Commis Department expanded rules that make it
Speaker 1: even harder for overseas chip makers, particularly in Korea and Taiwan,
Speaker 1: to sell advanced hardware to Chinese giants like Huawei. Research
Speaker 1: from s ZEPR shows these export controls are biting deep
Speaker 1: as not only are U S firms cutting off Huawei,
Speaker 1: but Japanese, Korean, and even unaffiliated Chinese firms are re
Speaker 1: routing supply chains and scrambling for non American tech alternatives.
Speaker 1: What's the industry fallout? Higher costs, business acrobatics, and a
Speaker 1: lot of lawyers suddenly specializing in entity list drama. Policy Wise,
Speaker 1: both powerhouses are flexing their AI muscles. Julie saw synchronized
Speaker 1: ammountcements Beijing's AI development playbook dropped the same week Washington
Speaker 1: rolled out its post Genius Act AI national strategy, both
Speaker 1: calling for more home grown innovation and centralized AI planning.
Speaker 1: Experts like Marina yu Jaying in The Diplomat warn this
Speaker 1: as the new Cold War's code war, and the fear
Speaker 1: is real. Focus on rapid AI advances is overshadowing goals
Speaker 1: for robust regulation. As highlighted by the Japan Times, this
Speaker 1: could set the stage for unintended consequences, whether it's uncheckeddargarithmic risk,
Speaker 1: short sighted national security choices, or fractured Transatlantic corporation. Strategically,
Speaker 1: what does this all mean? Both nations are now racing
Speaker 1: for dominance, not just in hardware and software, but in
Speaker 1: the minerals and infrastructure underpinning the next tech era. Russie
Speaker 1: points out that the so called lithium Triangle in South
Speaker 1: America is now Battleground zero in the battery supply race,
Speaker 1: with China and the U S fying for critical mineral
Speaker 1: access to feed their militaries and green tech ambitions. The
Speaker 1: next phase a more fragmented global tech landscape, persistence of
Speaker 1: tit for tet cyber ops, and a regulatory gap big
Speaker 1: enough for an AI powered freight train. My forecast decoupling
Speaker 1: keeps accelerating, and for techies everywhere, prepare for more firmware updates,
Speaker 1: probably at midnight and probably right before your coffee kicks in.
Speaker 1: Thanks for tuning in to beaiging bites where the only
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