Speaker 1: Hey listeners, ting here your boots on the ground cybersage
Speaker 1: with the latest Beijing bites, US China tech war updates
Speaker 1: and Wow, these past two weeks have been a codebreaker's
Speaker 1: fever dream. Let's jack straight into the big moves, glitches,
Speaker 1: and expert buzz shaping the global tech war as of
Speaker 1: July thirteenth, twenty twenty five. Let's start with the electric
Speaker 1: pulse of cyber security. Just days ago, Italian cops in
Speaker 1: Milan nabbed Zueishu, a thirty three year old Chinese national
Speaker 1: wanted by the FBI and linked to China's Silk Typhoon
Speaker 1: aka Hafnium hacking crew. Sue's group allegedly infiltrated everything from
Speaker 1: Western COVID vaccine research at ut Austin to government email swiping,
Speaker 1: sensitive US policy and IP with international law finally syncing up,
Speaker 1: The FBI even slapped a ten million dollars bounty on
Speaker 1: another rogue Chinese hacker unit. The message global dragnow mode
Speaker 1: is on for state aligned hackers and cyber espionage is
Speaker 1: no longer a ghost in the shell but a headline
Speaker 1: tech radar ts two onto tech restrictions. The perennial tug
Speaker 1: of war. The US is still flexing its muscles, especially
Speaker 1: in semiconductors and AI. Remember those juicy Nvidia H one
Speaker 1: hundred per second still banned for China. But plot twist
Speaker 1: last month, a fragile truce let Chinese firms access Electronic
Speaker 1: Design Automation EDA software again. Now Cadence and Synopsis can
Speaker 1: ship high end chip design tools Eastward Endia's Rouchier Dixit
Speaker 1: points out this blurs the line between hardware supply chains
Speaker 1: and code and could turbocharge Chinese chip design just as
Speaker 1: the US tried to slow it e t a vest
Speaker 1: of course, while the US lifts one fence, it's raising
Speaker 1: TARA riffs, threatening a twenty five percent chip levee come
Speaker 1: July ninth, with some fifteen billion dollars of extra pain
Speaker 1: for companies like Nvidia, who are meanwhile doubling down on
Speaker 1: Arizona with TSMC to localize production and dodge the crossfire.
Speaker 1: What's China's counter rare Earth's and local chip hustle. China's
Speaker 1: tightening its grip on gallium and germanium exports vital for
Speaker 1: Western chips, while Huawei and GMI have stunned Washington by
Speaker 1: pumping out advanced chips like the seven nanometers Kirin nine
Speaker 1: thousand s designed, built and boxed entirely in China. Experts
Speaker 1: say that if the tempo keeps up, China could soon
Speaker 1: ditch foreign tech altogether, turning sanctions into reverse rocket fuel
Speaker 1: for its semiconductor ascent. That's a plot twist. US policy
Speaker 1: makers definitely didn't order daily galaxy. Policy shifts on both
Speaker 1: sides are wild. Beijing's doubling down on fueuture industries think
Speaker 1: humanoid robots, brain computer links, and six G gear staking
Speaker 1: its next five year plan on leapfrog tech. Meanwhile, US
Speaker 1: companies like LAMB Research and Applied Materials are riding the
Speaker 1: chipsacked wave, locking billions to build American fabs and fortify
Speaker 1: supply chains that really don't want another COVID style nightmare.
Speaker 1: What does it all mean for the industry. It's an
Speaker 1: arms race for brains and bites. Chinese AI startups like
Speaker 1: Deepseek are closing the gap, but in Nvidia's ecosystem still rules.
Speaker 1: In architecture and training, sector resilience now means relentless diversification.
Speaker 1: US firms are even pivoting hard to Middle Eastern markets,
Speaker 1: inning mega deals with golf sovereign funds to patch revenue gaps.
Speaker 1: Expert consensus this is a chess game on hyper speed.
Speaker 1: The immediate future, expect more cyber attacks, sanctions, whack a mole,
Speaker 1: surprise policy detents, and relentless innovation. But the grand strategy
Speaker 1: making sure your tech doesn't depend on your biggest rival
Speaker 1: will rule the next decade. Listeners, thanks for plugging into
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