WEBVTT

1
00:00:00.080 --> 00:00:03.799
<v Speaker 1>Hey listeners, ting here your boots on the ground cybersage

2
00:00:03.879 --> 00:00:07.679
<v Speaker 1>with the latest Beijing bites, US China tech war updates

3
00:00:07.919 --> 00:00:11.119
<v Speaker 1>and Wow, these past two weeks have been a codebreaker's

4
00:00:11.199 --> 00:00:15.039
<v Speaker 1>fever dream. Let's jack straight into the big moves, glitches,

5
00:00:15.240 --> 00:00:18.399
<v Speaker 1>and expert buzz shaping the global tech war as of

6
00:00:18.480 --> 00:00:23.280
<v Speaker 1>July thirteenth, twenty twenty five. Let's start with the electric

7
00:00:23.399 --> 00:00:27.719
<v Speaker 1>pulse of cyber security. Just days ago, Italian cops in

8
00:00:27.839 --> 00:00:32.159
<v Speaker 1>Milan nabbed Zueishu, a thirty three year old Chinese national

9
00:00:32.359 --> 00:00:36.039
<v Speaker 1>wanted by the FBI and linked to China's Silk Typhoon

10
00:00:36.320 --> 00:00:41.479
<v Speaker 1>aka Hafnium hacking crew. Sue's group allegedly infiltrated everything from

11
00:00:41.479 --> 00:00:46.520
<v Speaker 1>Western COVID vaccine research at ut Austin to government email swiping,

12
00:00:46.600 --> 00:00:51.399
<v Speaker 1>sensitive US policy and IP with international law finally syncing up,

13
00:00:51.759 --> 00:00:55.359
<v Speaker 1>The FBI even slapped a ten million dollars bounty on

14
00:00:55.439 --> 00:01:00.520
<v Speaker 1>another rogue Chinese hacker unit. The message global dragnow mode

15
00:01:00.560 --> 00:01:05.000
<v Speaker 1>is on for state aligned hackers and cyber espionage is

16
00:01:05.079 --> 00:01:07.959
<v Speaker 1>no longer a ghost in the shell but a headline

17
00:01:08.159 --> 00:01:13.760
<v Speaker 1>tech radar ts two onto tech restrictions. The perennial tug

18
00:01:13.799 --> 00:01:17.840
<v Speaker 1>of war. The US is still flexing its muscles, especially

19
00:01:17.920 --> 00:01:22.719
<v Speaker 1>in semiconductors and AI. Remember those juicy Nvidia H one

20
00:01:22.799 --> 00:01:28.079
<v Speaker 1>hundred per second still banned for China. But plot twist

21
00:01:28.760 --> 00:01:33.480
<v Speaker 1>last month, a fragile truce let Chinese firms access Electronic

22
00:01:33.599 --> 00:01:39.000
<v Speaker 1>Design Automation EDA software again. Now Cadence and Synopsis can

23
00:01:39.040 --> 00:01:43.959
<v Speaker 1>ship high end chip design tools Eastward Endia's Rouchier Dixit

24
00:01:44.319 --> 00:01:48.000
<v Speaker 1>points out this blurs the line between hardware supply chains

25
00:01:48.000 --> 00:01:52.120
<v Speaker 1>and code and could turbocharge Chinese chip design just as

26
00:01:52.159 --> 00:01:55.319
<v Speaker 1>the US tried to slow it e t a vest

27
00:01:56.040 --> 00:01:59.680
<v Speaker 1>of course, while the US lifts one fence, it's raising

28
00:01:59.760 --> 00:02:03.480
<v Speaker 1>TARA riffs, threatening a twenty five percent chip levee come

29
00:02:03.599 --> 00:02:07.359
<v Speaker 1>July ninth, with some fifteen billion dollars of extra pain

30
00:02:07.480 --> 00:02:10.879
<v Speaker 1>for companies like Nvidia, who are meanwhile doubling down on

31
00:02:10.960 --> 00:02:15.400
<v Speaker 1>Arizona with TSMC to localize production and dodge the crossfire.

32
00:02:16.120 --> 00:02:20.919
<v Speaker 1>What's China's counter rare Earth's and local chip hustle. China's

33
00:02:20.960 --> 00:02:25.039
<v Speaker 1>tightening its grip on gallium and germanium exports vital for

34
00:02:25.120 --> 00:02:29.759
<v Speaker 1>Western chips, while Huawei and GMI have stunned Washington by

35
00:02:29.800 --> 00:02:33.800
<v Speaker 1>pumping out advanced chips like the seven nanometers Kirin nine

36
00:02:33.840 --> 00:02:39.840
<v Speaker 1>thousand s designed, built and boxed entirely in China. Experts

37
00:02:39.879 --> 00:02:42.719
<v Speaker 1>say that if the tempo keeps up, China could soon

38
00:02:42.800 --> 00:02:47.520
<v Speaker 1>ditch foreign tech altogether, turning sanctions into reverse rocket fuel

39
00:02:47.560 --> 00:02:51.800
<v Speaker 1>for its semiconductor ascent. That's a plot twist. US policy

40
00:02:51.840 --> 00:02:56.639
<v Speaker 1>makers definitely didn't order daily galaxy. Policy shifts on both

41
00:02:56.719 --> 00:03:01.560
<v Speaker 1>sides are wild. Beijing's doubling down on fueuture industries think

42
00:03:01.680 --> 00:03:06.479
<v Speaker 1>humanoid robots, brain computer links, and six G gear staking

43
00:03:06.520 --> 00:03:10.960
<v Speaker 1>its next five year plan on leapfrog tech. Meanwhile, US

44
00:03:11.080 --> 00:03:15.039
<v Speaker 1>companies like LAMB Research and Applied Materials are riding the

45
00:03:15.120 --> 00:03:19.719
<v Speaker 1>chipsacked wave, locking billions to build American fabs and fortify

46
00:03:19.800 --> 00:03:23.479
<v Speaker 1>supply chains that really don't want another COVID style nightmare.

47
00:03:23.759 --> 00:03:26.080
<v Speaker 1>What does it all mean for the industry. It's an

48
00:03:26.240 --> 00:03:30.319
<v Speaker 1>arms race for brains and bites. Chinese AI startups like

49
00:03:30.400 --> 00:03:35.120
<v Speaker 1>Deepseek are closing the gap, but in Nvidia's ecosystem still rules.

50
00:03:35.120 --> 00:03:40.520
<v Speaker 1>In architecture and training, sector resilience now means relentless diversification.

51
00:03:41.360 --> 00:03:44.800
<v Speaker 1>US firms are even pivoting hard to Middle Eastern markets,

52
00:03:45.319 --> 00:03:49.479
<v Speaker 1>inning mega deals with golf sovereign funds to patch revenue gaps.

53
00:03:50.159 --> 00:03:54.080
<v Speaker 1>Expert consensus this is a chess game on hyper speed.

54
00:03:54.599 --> 00:03:59.919
<v Speaker 1>The immediate future, expect more cyber attacks, sanctions, whack a mole,

55
00:04:00.479 --> 00:04:05.960
<v Speaker 1>surprise policy detents, and relentless innovation. But the grand strategy

56
00:04:06.439 --> 00:04:09.560
<v Speaker 1>making sure your tech doesn't depend on your biggest rival

57
00:04:10.039 --> 00:04:14.120
<v Speaker 1>will rule the next decade. Listeners, thanks for plugging into

58
00:04:14.159 --> 00:04:17.839
<v Speaker 1>Beijing bites. Don't forget to subscribe for more tech war

59
00:04:17.879 --> 00:04:22.759
<v Speaker 1>witticisms and analysis. This has been a quiet please production.

60
00:04:23.319 --> 00:04:26.399
<v Speaker 1>For more check out Quiet Please dot a I