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<v Speaker 1>Hey, tech heads, ting here with your hot off the press.

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<v Speaker 1>Beijing bites US China tech war updates for June twenty first,

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<v Speaker 1>twenty twenty five. Buckle up, because this week in the

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<v Speaker 1>US China tech clash has been a wild, high voltage ride. First,

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<v Speaker 1>let's talk cybersecurity. While specific hacks haven't grabbed headlines these

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<v Speaker 1>past days, the undercurrent of digital espionage has stayed at

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<v Speaker 1>a fever pitch, with both sides reportedly digging deeper into

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<v Speaker 1>cyber defense and targeting rival industry secrets. The real battleground, though,

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<v Speaker 1>has been policy. Think less matrix, more chessboard. Over in Washington,

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<v Speaker 1>President Trump, yes back for round two, dropped a bombshell

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<v Speaker 1>by signing an executive order exempting a swath of Chinese

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<v Speaker 1>electronics from the whopping one hundred and twenty five percent

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<v Speaker 1>reciprocal tariffs that covers computers, smartphones, SSD, drives, semiconductors, you

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<v Speaker 1>name it. But don't start celebrating just yet. Chiaomi and

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<v Speaker 1>Lenovo fans, the twenty percent Trump era tariff still bites,

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<v Speaker 1>and Biden's fifty percent tariff on Chinese semiconductors imposed last

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<v Speaker 1>year is absolutely still in place. The message essential tech

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<v Speaker 1>may skate by, but chips remain a weapon of economic war. Meanwhile,

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<v Speaker 1>China's playing the long game. Beijing's one hundred and forty

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<v Speaker 1>three billion dollars semiconductor self sufficiency campaign is in full force,

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<v Speaker 1>pouring cash into homegrown fabs and R and D centers,

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<v Speaker 1>while US Congress's Chips Act keeps the American silicon sector

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<v Speaker 1>on government life support. The race is on for tech independence,

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<v Speaker 1>and neither side wants to blink first. One of the

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<v Speaker 1>biggest shockers this Fortnite smartphone exports. Since May, the US

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<v Speaker 1>China spat has triggered a historic seventy two percent crash

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<v Speaker 1>in global smartphone shipments, the steepest drop since twent on eleven.

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<v Speaker 1>Companies like Huawei have retooled their entire business, pivoting away

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<v Speaker 1>from cutting edge chips. After the US expanded its entity

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<v Speaker 1>list in twenty twenty four, blocking Chinese access to five

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<v Speaker 1>and ellimeter semis. Samsung and Apple meanwhile are scrambling to

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<v Speaker 1>re route supply chains and hedge their bets. Let's not

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<v Speaker 1>forget the industry wide ripple effects. The US has been

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<v Speaker 1>working hard to deny Beijing access to prize tech choke points,

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<v Speaker 1>including ASML's EUV lithography machines critical for making advanced chips,

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<v Speaker 1>while China flexes its rare earth muscle, controlling about eighty

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<v Speaker 1>five percent of global capacity. The clean energy and defense

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<v Speaker 1>sectors in the US are getting nervous, and for good reason.

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<v Speaker 1>Moving from tariffs to talent, both sides have slammed shut

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<v Speaker 1>research collaboration doors, stalling joint AI and quantum projects. Software

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<v Speaker 1>export controls, VISA denials for STEM students, and stricter rules

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<v Speaker 1>on academic exchange mean that even brain power is now

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<v Speaker 1>a strategic asset. Expert consensus, we've shifted from tit for

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<v Speaker 1>tat tariffs to a no holds barred race for tech sovereignty.

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<v Speaker 1>Washington's crystal clear keeping China out of next gen tech

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<v Speaker 1>circles like AI, chips and biotech is about national security,

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<v Speaker 1>not just economics. But there's a catch. Without allies, cue

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<v Speaker 1>the Chip four alliance, U S, Japan, South Korea, Taiwan,

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<v Speaker 1>ring fencing the world's chip supply, the US can't really

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<v Speaker 1>contain China's rise alone. Forecast for the next round more

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<v Speaker 1>sector specific bands, more industrial subsidies, and a globe trotting

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<v Speaker 1>competition to secure supply chain choke points. Whether you're in Beijing, Boston,

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<v Speaker 1>or Berlin, the tech war isn't cooling down. It's just

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<v Speaker 1>getting smarter. And that's your two week download ting out.

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<v Speaker 1>Thanks for listening. Make sure you hit the subscribe button

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