Speaker 1: Listeners, this is tang on Beijing bites and wow, what
Speaker 1: are two weeks? The US China tech war has been
Speaker 1: everything but boring. Think sanctions, flip flops, hackers doing somersaults
Speaker 1: through telecom hardware, and backroom deals worthy of a cyberpunk drama.
Speaker 1: Let's talk hackiness first, because no tech war update is
Speaker 1: complete without some state sponsored shenanigans. The Chinese group, best
Speaker 1: known as Salt Typhoon, has gone full throttle targeting edge
Speaker 1: devices at major telecoms like Comcast, South Africa's MTN Group
Speaker 1: and South Korea's LGU plus since February. Their specialty slipping
Speaker 1: into routers and switches on the edge, then using that
Speaker 1: foothold to try and worm into the core systems. Security
Speaker 1: researchers that recorded future say these attacks are usually about
Speaker 1: cyber espionage, sniffing around for sensitive information or communications networks,
Speaker 1: sometimes even chasing juicy political targets. US officials have called
Speaker 1: pulled out Salt Typhoon before, especially for their twenty twenty
Speaker 1: four campaign targeting then pres mail candidate Donald Trump's communications.
Speaker 1: As always, attribution is a diplomatic minefield. China's embassy spox,
Speaker 1: loupeng Yu basically threw down the prove it card and
Speaker 1: called for responsible characterization of hacks. Not to be outdone,
Speaker 1: multiple China aligned groups like unk Fist Bump and Unk
Speaker 1: Sparky Carp fantastic names by the way, dialed up attacks
Speaker 1: on Taiwan's heavyweight chip makers and industry analysts in what
Speaker 1: proof Point analysts call an ongoing espionage blitz. Their endgame
Speaker 1: probably stealing semiconductor secrets as China hustles to beef up
Speaker 1: domestic chip self sufficiency, especially with all those US export
Speaker 1: controls in the mix. Speaking of export controls, buckle up
Speaker 1: for policy whiplash. Just months ago, the Trump team had
Speaker 1: the US in China in a tariff dog fight think
Speaker 1: one hundred and forty five percent slams on almost everything.
Speaker 1: China hit back with crazy counter tariffs. Then both sides
Speaker 1: cooled it after intense Geneva and London negotiations and miracles
Speaker 1: of miracles real de escalation. China's Ministry of Commerce soft
Speaker 1: pedaled their rhetoric, and Trump's crew eased up on some
Speaker 1: of the most precious tech exports, notably letting Nvidia resume
Speaker 1: shipping those long coveted H twenty AI chips to China.
Speaker 1: Even DA Software got a green light, meaning Chinese chip
Speaker 1: designers like SMIC have finally scrounged some essential tools back. Why,
Speaker 1: rumor has it, Trump is eyeing a grand tech bargain
Speaker 1: using chips as leverage for things like rare earth, mineral
Speaker 1: access and FETANL cooperation. But don't mistake this for a
Speaker 1: full love fest. Trump and US hawks still want home
Speaker 1: field advantage on global AI infrastructure. Meanwhile, China's regulators are
Speaker 1: doubly down on AI content labeling and rolling out digital
Speaker 1: IDs that put them squarely in the driver's seat for
Speaker 1: data oversight, a move that's both about party control and
Speaker 1: spooking foreign investors. Any switch back in trade or policy
Speaker 1: could send ripples through both countries tech sectors, with companies
Speaker 1: like Nvidia AMD and their investors watching closely. The real
Speaker 1: wild card China's homegrown AI breakouts like Deepseek, which have
Speaker 1: US tech giants sweating bullets over cheap yet powerful, open
Speaker 1: source models. Where does it go next? Experts say keep
Speaker 1: your eyes peeled for more tit for tat negotiations. Think
Speaker 1: grand gestures at summits, surprise rule changes for rare earths,
Speaker 1: and oh yes, waves of cyber probing beneath the surface.
Speaker 1: If economic stability keeps winning out, we might actually see
Speaker 1: a tech de tent, But nobody's putting away the ransomware
Speaker 1: just yet. Thanks as always for tuning into Beijing. Bites hit.
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