WEBVTT

1
00:00:00.080 --> 00:00:04.480
<v Speaker 1>Hey listeners, ting here with Beijing bites your favorite cyberslooth

2
00:00:04.519 --> 00:00:07.679
<v Speaker 1>and tech whisperer summing up the wild world of US

3
00:00:07.839 --> 00:00:11.640
<v Speaker 1>China tech warshanaligans from the last two weeks. Buckle in

4
00:00:11.679 --> 00:00:15.400
<v Speaker 1>because it's been a high voltage fortnight out here. Let's

5
00:00:15.400 --> 00:00:18.679
<v Speaker 1>get straight to the main dish. August twenty ninth saw

6
00:00:18.839 --> 00:00:22.359
<v Speaker 1>Washington crank up the pressure by axing those juicy export

7
00:00:22.399 --> 00:00:25.960
<v Speaker 1>waivers for Samson Electronics and s k Heinex, the South

8
00:00:26.039 --> 00:00:30.480
<v Speaker 1>Korean memory chip titans with megafabs in shan Wukshi and Delian.

9
00:00:31.160 --> 00:00:34.920
<v Speaker 1>The US Commerce Department nixed their validated end user status,

10
00:00:35.439 --> 00:00:38.920
<v Speaker 1>meaning their Chinese factories can no longer import advanced chip

11
00:00:38.920 --> 00:00:44.679
<v Speaker 1>making tools without laborious individual licenses. Fun fact, these companies

12
00:00:44.719 --> 00:00:47.960
<v Speaker 1>crank out about forty percent of their memory chips in China.

13
00:00:48.600 --> 00:00:52.479
<v Speaker 1>Chris Miller, semiconductor guru and author of chipwar, said this

14
00:00:52.520 --> 00:00:56.759
<v Speaker 1>puts Korean firms in a tight spot, needing herculean ingenuity

15
00:00:56.880 --> 00:01:01.640
<v Speaker 1>to keep producing high end silicon Irony Alert these restrictions

16
00:01:01.679 --> 00:01:05.799
<v Speaker 1>could unwittingly hand market share to Chinese firms like IMTC,

17
00:01:06.159 --> 00:01:10.480
<v Speaker 1>if not matched by similar curbs on local competitors. Meanwhile,

18
00:01:10.560 --> 00:01:14.280
<v Speaker 1>South Korea's Trade ministry is pleading for supply chain stability,

19
00:01:14.799 --> 00:01:19.959
<v Speaker 1>and China's Commerce ministry is, as expected, fuming and vowing retaliation.

20
00:01:20.799 --> 00:01:24.359
<v Speaker 1>Ramp up the cybersecurity volume. Wow, was it loued lately?

21
00:01:25.079 --> 00:01:28.799
<v Speaker 1>On August twenty seventh, the FBI confirmed that China's hacking

22
00:01:28.840 --> 00:01:32.920
<v Speaker 1>group Salt Typhoon, breached at least two hundred US companies.

23
00:01:33.680 --> 00:01:38.640
<v Speaker 1>This campaign spanned critical infrastructure, with Dutch intelligence tagging salt

24
00:01:38.680 --> 00:01:42.719
<v Speaker 1>Typhoon's cousin red Mic for espionage stunts in Europe too.

25
00:01:44.120 --> 00:01:48.799
<v Speaker 1>Google's Threat Intelligence group discovered another China linked outfit u

26
00:01:48.879 --> 00:01:53.319
<v Speaker 1>A C six three eight four, redirecting diplomat's web traffic

27
00:01:53.400 --> 00:01:57.879
<v Speaker 1>into malware traps. He set rang the alarm bell about promptlock,

28
00:01:58.400 --> 00:02:02.239
<v Speaker 1>the very first AI driven and ransomware using OpenAI tech,

29
00:02:02.680 --> 00:02:07.079
<v Speaker 1>proving cyber criminals are now hacking at scale with artificial intelligence.

30
00:02:07.959 --> 00:02:11.400
<v Speaker 1>Safe to say, if you're running free PBX telephony or

31
00:02:11.479 --> 00:02:16.479
<v Speaker 1>o off integrations patch like your life depends on it. Meanwhile,

32
00:02:16.759 --> 00:02:20.759
<v Speaker 1>Beijing went a little extreme inflexing its digital muscles, and

33
00:02:20.919 --> 00:02:25.080
<v Speaker 1>August twentieth, the entire country disconnected from the global Internet

34
00:02:25.120 --> 00:02:29.280
<v Speaker 1>for over an hour. A blackout engineered via forged TCP

35
00:02:29.479 --> 00:02:34.280
<v Speaker 1>reset packets on Port four forty three that blocked foreign sights,

36
00:02:34.599 --> 00:02:38.680
<v Speaker 1>snuffed out Apple and Tesla's servercoms, and gave observers chills

37
00:02:38.719 --> 00:02:42.960
<v Speaker 1>about a coming digital iron curtain. Experts suspect this was

38
00:02:43.000 --> 00:02:46.439
<v Speaker 1>a test or maybe a misfire, but tech circles are

39
00:02:46.439 --> 00:02:49.479
<v Speaker 1>calling it a possible preview of China's push to silo

40
00:02:49.599 --> 00:02:55.159
<v Speaker 1>its internet industry impact. China's factories are feeling the squeeze.

41
00:02:55.719 --> 00:03:00.000
<v Speaker 1>August data shows manufacturing is still in contraction five months

42
00:03:00.080 --> 00:03:03.599
<v Speaker 1>in a row. The official PMI clung to forty nine

43
00:03:03.680 --> 00:03:07.159
<v Speaker 1>point four as advanced tech curbs and a muted property

44
00:03:07.199 --> 00:03:11.960
<v Speaker 1>sector keep recovery Elusive. Trade talks between Lee Che Gang

45
00:03:12.000 --> 00:03:15.000
<v Speaker 1>and the US are ongoing, but the tech chill isn't

46
00:03:15.039 --> 00:03:19.199
<v Speaker 1>warming up soon. On the China side, innovation is stubborn.

47
00:03:20.000 --> 00:03:23.159
<v Speaker 1>Corway revealed its cure in nine thousand, two hundred chip

48
00:03:23.319 --> 00:03:28.080
<v Speaker 1>designed by High Silicon and fabricated by SMC, proving Chinese

49
00:03:28.159 --> 00:03:31.120
<v Speaker 1>fabs can still pump out premium silicon for new five

50
00:03:31.199 --> 00:03:36.840
<v Speaker 1>G flagships. Meanwhile, local AI chipmakers like cambracn are gathering

51
00:03:36.879 --> 00:03:40.520
<v Speaker 1>fresh government cash, and deep seek is pushing new FP

52
00:03:40.680 --> 00:03:44.800
<v Speaker 1>eight precision for AI training, fueling hopes of decoupling from

53
00:03:44.919 --> 00:03:50.319
<v Speaker 1>U S supply chains. Expert analysis warn strategic rivaly will

54
00:03:50.319 --> 00:03:54.400
<v Speaker 1>only intensify. The US is likely to keep tightening export

55
00:03:54.439 --> 00:03:58.599
<v Speaker 1>controls and investing in domestic chip production, while China races

56
00:03:58.680 --> 00:04:03.479
<v Speaker 1>to build self sufficiency, especially in AI and semiconductors. Open

57
00:04:03.520 --> 00:04:07.680
<v Speaker 1>AI's Sam Altman says, don't underestimate Beijing in the AI race.

58
00:04:08.319 --> 00:04:11.759
<v Speaker 1>Invidia is hoping for regulatory green lights, but those chips

59
00:04:11.840 --> 00:04:14.719
<v Speaker 1>might not land in China for a while. The Crystal

60
00:04:14.719 --> 00:04:19.439
<v Speaker 1>Ball get ready for more cyber mayhem, tighter global supply chains,

61
00:04:19.720 --> 00:04:23.000
<v Speaker 1>and lots of drama as both sides weaponize innovation and

62
00:04:23.079 --> 00:04:27.560
<v Speaker 1>policy tech rivalry as the new Cold War. Watch this space.

63
00:04:28.399 --> 00:04:31.759
<v Speaker 1>Thanks for tuning in to Beijing bites. Don't forget to

64
00:04:31.800 --> 00:04:34.720
<v Speaker 1>subscribe for the next episode. This has been a quiet

65
00:04:34.720 --> 00:04:38.519
<v Speaker 1>please production. For more check out Quiet Please dot a

66
00:04:38.680 --> 00:04:38.720
<v Speaker 1>I
