Speaker 1: Hey listeners, ting here with Beijing bites your favorite cyberslooth
Speaker 1: and tech whisperer summing up the wild world of US
Speaker 1: China tech warshanaligans from the last two weeks. Buckle in
Speaker 1: because it's been a high voltage fortnight out here. Let's
Speaker 1: get straight to the main dish. August twenty ninth saw
Speaker 1: Washington crank up the pressure by axing those juicy export
Speaker 1: waivers for Samson Electronics and s k Heinex, the South
Speaker 1: Korean memory chip titans with megafabs in shan Wukshi and Delian.
Speaker 1: The US Commerce Department nixed their validated end user status,
Speaker 1: meaning their Chinese factories can no longer import advanced chip
Speaker 1: making tools without laborious individual licenses. Fun fact, these companies
Speaker 1: crank out about forty percent of their memory chips in China.
Speaker 1: Chris Miller, semiconductor guru and author of chipwar, said this
Speaker 1: puts Korean firms in a tight spot, needing herculean ingenuity
Speaker 1: to keep producing high end silicon Irony Alert these restrictions
Speaker 1: could unwittingly hand market share to Chinese firms like IMTC,
Speaker 1: if not matched by similar curbs on local competitors. Meanwhile,
Speaker 1: South Korea's Trade ministry is pleading for supply chain stability,
Speaker 1: and China's Commerce ministry is, as expected, fuming and vowing retaliation.
Speaker 1: Ramp up the cybersecurity volume. Wow, was it loued lately?
Speaker 1: On August twenty seventh, the FBI confirmed that China's hacking
Speaker 1: group Salt Typhoon, breached at least two hundred US companies.
Speaker 1: This campaign spanned critical infrastructure, with Dutch intelligence tagging salt
Speaker 1: Typhoon's cousin red Mic for espionage stunts in Europe too.
Speaker 1: Google's Threat Intelligence group discovered another China linked outfit u
Speaker 1: A C six three eight four, redirecting diplomat's web traffic
Speaker 1: into malware traps. He set rang the alarm bell about promptlock,
Speaker 1: the very first AI driven and ransomware using OpenAI tech,
Speaker 1: proving cyber criminals are now hacking at scale with artificial intelligence.
Speaker 1: Safe to say, if you're running free PBX telephony or
Speaker 1: o off integrations patch like your life depends on it. Meanwhile,
Speaker 1: Beijing went a little extreme inflexing its digital muscles, and
Speaker 1: August twentieth, the entire country disconnected from the global Internet
Speaker 1: for over an hour. A blackout engineered via forged TCP
Speaker 1: reset packets on Port four forty three that blocked foreign sights,
Speaker 1: snuffed out Apple and Tesla's servercoms, and gave observers chills
Speaker 1: about a coming digital iron curtain. Experts suspect this was
Speaker 1: a test or maybe a misfire, but tech circles are
Speaker 1: calling it a possible preview of China's push to silo
Speaker 1: its internet industry impact. China's factories are feeling the squeeze.
Speaker 1: August data shows manufacturing is still in contraction five months
Speaker 1: in a row. The official PMI clung to forty nine
Speaker 1: point four as advanced tech curbs and a muted property
Speaker 1: sector keep recovery Elusive. Trade talks between Lee Che Gang
Speaker 1: and the US are ongoing, but the tech chill isn't
Speaker 1: warming up soon. On the China side, innovation is stubborn.
Speaker 1: Corway revealed its cure in nine thousand, two hundred chip
Speaker 1: designed by High Silicon and fabricated by SMC, proving Chinese
Speaker 1: fabs can still pump out premium silicon for new five
Speaker 1: G flagships. Meanwhile, local AI chipmakers like cambracn are gathering
Speaker 1: fresh government cash, and deep seek is pushing new FP
Speaker 1: eight precision for AI training, fueling hopes of decoupling from
Speaker 1: U S supply chains. Expert analysis warn strategic rivaly will
Speaker 1: only intensify. The US is likely to keep tightening export
Speaker 1: controls and investing in domestic chip production, while China races
Speaker 1: to build self sufficiency, especially in AI and semiconductors. Open
Speaker 1: AI's Sam Altman says, don't underestimate Beijing in the AI race.
Speaker 1: Invidia is hoping for regulatory green lights, but those chips
Speaker 1: might not land in China for a while. The Crystal
Speaker 1: Ball get ready for more cyber mayhem, tighter global supply chains,
Speaker 1: and lots of drama as both sides weaponize innovation and
Speaker 1: policy tech rivalry as the new Cold War. Watch this space.
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