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<v Speaker 1>It's your cyber savvy friend ting here. And if you

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<v Speaker 1>thought last week's Beijing bites with spicy, grab your VPN.

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<v Speaker 1>This tech war has turned the heat to eleven. Over

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<v Speaker 1>the last two weeks, the US China technology rivalry has

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<v Speaker 1>gone from high stakes chess to all out cyber speed chess,

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<v Speaker 1>and everyone's feeling the burn. Governments, corporations, and yes, even

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<v Speaker 1>Auntie Jiang trying to buy her favorite smartphone. Let's hit

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<v Speaker 1>the big headlines first. On the US side. President Trump,

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<v Speaker 1>yes he's back in the headlines. Just doubled down on

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<v Speaker 1>steel and aluminum tariffs to fifty cent. They're calculating it

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<v Speaker 1>on the steel content now for extra policy flare. Somewhat ironically,

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<v Speaker 1>he also granted a big tariff exemption for electronics like

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<v Speaker 1>smartphones and semiconductors, so at least for now, your next

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<v Speaker 1>laptop upgrade might avoid the customs blues. But don't relax yet.

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<v Speaker 1>Chinese semiconductors, for instance, still got hit with a thumping

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<v Speaker 1>fifty percent tariff, and the so called one hundred and

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<v Speaker 1>twenty five percent recipro tariff is hovering over a raft

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<v Speaker 1>of Chinese goods minus electronics. Basically, trade policy is now

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<v Speaker 1>like a Rubik's cube if it was missing some stickers

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<v Speaker 1>and the corner pieces kept moving by themselves. Meanwhile, those

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<v Speaker 1>infamous choke points in global supply chains have gotten even tighter.

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<v Speaker 1>The US has locked China out of EUV machines, the

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<v Speaker 1>crown jewels of chip making courtesy of Dutch tech giant ASML.

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<v Speaker 1>That means China, which controls the lion's share of rare

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<v Speaker 1>earths think eighty five percent of global capacity, is flexing

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<v Speaker 1>its minerals while scrambling to catch up in chips. Beijing's

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<v Speaker 1>one hundred and forty three billion dollars semiconductor self sufficiency

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<v Speaker 1>blitz is running at full tilt, but thanks to US

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<v Speaker 1>export bands and knowledge restrictions, their AI and advanced systems

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<v Speaker 1>ambitions are feeling the pinch. Q Huawei and semik having

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<v Speaker 1>to reinvent their entire playbooks talk about being forced to

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<v Speaker 1>pivot industry wise. The fallout is everywhere. Smartphone exports from

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<v Speaker 1>China down a record shattering seventy two cent. That's not

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<v Speaker 1>just a dip, that's a nosedive. Global supply chains, especially

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<v Speaker 1>for semiconductors, are being remapped in real time, and smaller

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<v Speaker 1>countries are caught in the cross fire, forced to pick

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<v Speaker 1>tech teams like its digital dodgeball cybersecurity. Let's just say

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<v Speaker 1>both sides are watching each other's networks like hawks, with

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<v Speaker 1>state sponsored hacks and retaliatory measures quietly fueling the tension.

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<v Speaker 1>Experts are calling this phase a new Cold War, but

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<v Speaker 1>less about missiles, more about microchips and code. Looking ahead,

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<v Speaker 1>fragmentation is the new normal. Both the US and China

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<v Speaker 1>are prioritizing technological sovereignty over easy profits, and that's shaping

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<v Speaker 1>everything from national security policy to the next AI breakthrough.

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<v Speaker 1>Brace yourself. The rest of twenty twenty five will see

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<v Speaker 1>more targeted tech bands, tit for tat cyber ops, and

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<v Speaker 1>an endless sprint for silicon self sufficiency. As for the

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<v Speaker 1>global economy, well, in this new era, everyone needs to

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<v Speaker 1>update their risk assessments and maybe their firewalls too. That's

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<v Speaker 1>all for this edition of Beijing Bites. Don't forget when

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<v Speaker 1>the world argues about chips, it's never just about chips.

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<v Speaker 1>This is ting signing off from the cyberfront. Thanks for listening.

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<v Speaker 1>Make sure you hit the subscribe button and never miss

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<v Speaker 1>an update. This has been a quiet Please production. For

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<v Speaker 1>more check out quiet, please dot Ai