Speaker 1: Hey, tech heads, ting here with your hot off the press.
Speaker 1: Beijing bites US China tech war updates for June twenty first,
Speaker 1: twenty twenty five. Buckle up, because this week in the
Speaker 1: US China tech clash has been a wild, high voltage ride. First,
Speaker 1: let's talk cybersecurity. While specific hacks haven't grabbed headlines these
Speaker 1: past days, the undercurrent of digital espionage has stayed at
Speaker 1: a fever pitch, with both sides reportedly digging deeper into
Speaker 1: cyber defense and targeting rival industry secrets. The real battleground, though,
Speaker 1: has been policy. Think less matrix, more chessboard. Over in Washington,
Speaker 1: President Trump, yes back for round two, dropped a bombshell
Speaker 1: by signing an executive order exempting a swath of Chinese
Speaker 1: electronics from the whopping one hundred and twenty five percent
Speaker 1: reciprocal tariffs that covers computers, smartphones, SSD, drives, semiconductors, you
Speaker 1: name it. But don't start celebrating just yet. Chiaomi and
Speaker 1: Lenovo fans, the twenty percent Trump era tariff still bites,
Speaker 1: and Biden's fifty percent tariff on Chinese semiconductors imposed last
Speaker 1: year is absolutely still in place. The message essential tech
Speaker 1: may skate by, but chips remain a weapon of economic war. Meanwhile,
Speaker 1: China's playing the long game. Beijing's one hundred and forty
Speaker 1: three billion dollars semiconductor self sufficiency campaign is in full force,
Speaker 1: pouring cash into homegrown fabs and R and D centers,
Speaker 1: while US Congress's Chips Act keeps the American silicon sector
Speaker 1: on government life support. The race is on for tech independence,
Speaker 1: and neither side wants to blink first. One of the
Speaker 1: biggest shockers this Fortnite smartphone exports. Since May, the US
Speaker 1: China spat has triggered a historic seventy two percent crash
Speaker 1: in global smartphone shipments, the steepest drop since twent on eleven.
Speaker 1: Companies like Huawei have retooled their entire business, pivoting away
Speaker 1: from cutting edge chips. After the US expanded its entity
Speaker 1: list in twenty twenty four, blocking Chinese access to five
Speaker 1: and ellimeter semis. Samsung and Apple meanwhile are scrambling to
Speaker 1: re route supply chains and hedge their bets. Let's not
Speaker 1: forget the industry wide ripple effects. The US has been
Speaker 1: working hard to deny Beijing access to prize tech choke points,
Speaker 1: including ASML's EUV lithography machines critical for making advanced chips,
Speaker 1: while China flexes its rare earth muscle, controlling about eighty
Speaker 1: five percent of global capacity. The clean energy and defense
Speaker 1: sectors in the US are getting nervous, and for good reason.
Speaker 1: Moving from tariffs to talent, both sides have slammed shut
Speaker 1: research collaboration doors, stalling joint AI and quantum projects. Software
Speaker 1: export controls, VISA denials for STEM students, and stricter rules
Speaker 1: on academic exchange mean that even brain power is now
Speaker 1: a strategic asset. Expert consensus, we've shifted from tit for
Speaker 1: tat tariffs to a no holds barred race for tech sovereignty.
Speaker 1: Washington's crystal clear keeping China out of next gen tech
Speaker 1: circles like AI, chips and biotech is about national security,
Speaker 1: not just economics. But there's a catch. Without allies, cue
Speaker 1: the Chip four alliance, U S, Japan, South Korea, Taiwan,
Speaker 1: ring fencing the world's chip supply, the US can't really
Speaker 1: contain China's rise alone. Forecast for the next round more
Speaker 1: sector specific bands, more industrial subsidies, and a globe trotting
Speaker 1: competition to secure supply chain choke points. Whether you're in Beijing, Boston,
Speaker 1: or Berlin, the tech war isn't cooling down. It's just
Speaker 1: getting smarter. And that's your two week download ting out.
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