Speaker 1: Hey, bite heads, ting here with your up to the
Speaker 1: minute download on the US China tech war, and trust me,
Speaker 1: these past two weeks have seen more plot twists than
Speaker 1: a Kung Fu hacker flick. Let's plug in fast. While
Speaker 1: you were updating your VPN and I was chasing back
Speaker 1: doors in the cloud. Washington and Beijing have been busy
Speaker 1: shifting their rivalry from tariffs to what I call chip
Speaker 1: wars and cyber scars alias the techno strategic battlefield of
Speaker 1: twenty twenty five. First, the mother of all choke points semiconductors,
Speaker 1: the US doubled down on its restrictions, leaning on ASML
Speaker 1: to keep EUV lithography machines away from China, putting a
Speaker 1: serious dent in Beijing's plans to crank out next gen chips. Meanwhile,
Speaker 1: China is still holding about eighty five percent of the
Speaker 1: world's rare earth processing, which like it or not, means
Speaker 1: the US clean energy and defense dreams have a made
Speaker 1: in China sticker on them. These moves aren't only geeky,
Speaker 1: they're high stakes chess. Semiconductor bands hit Huawei again with
Speaker 1: new blocks on their access to cutting edge five ventimeter chips,
Speaker 1: forcing a total business model reboot for the once mighty giant.
Speaker 1: But if you thought we were just trading chips and minerals,
Speaker 1: think again. In London, just this week, USTR Catherine Thai
Speaker 1: and China's Wang went Tau nearly hit the big red
Speaker 1: mutually assured embargo button before backing off. Both sides stepped
Speaker 1: down tariffs barely, but ramped up controls on software research
Speaker 1: exchanges and AI smarts. The handshake in Geneva had barely
Speaker 1: cooled before new export controls started biting, especially on AI
Speaker 1: and dual use tech. Beijing got the US to verbally
Speaker 1: agree it doesn't want total decoupling, but I wouldn't bet
Speaker 1: my crypto wallet on this dittent holding for long. Now
Speaker 1: the cyberside, both nations are investing more in self reliance
Speaker 1: than ever. The US is pumping fifty billion dollars into
Speaker 1: its own FABS via the Chips Act, China's countering with
Speaker 1: a one hundred and forty three billion dollars Semiconductor self
Speaker 1: Sufficiency blitz. And on the digital walls, cybersecurity is getting
Speaker 1: tighter than a we Chat group chat for dissonance, zero trust,
Speaker 1: double check, and a lot less cross border code sharing
Speaker 1: Expect more siloing, fewer open source love letters. Industry wise,
Speaker 1: US firms are scrambling to diversify supply chains out of China,
Speaker 1: while Chinese giants refocus on Asia, Africa and Latin America.
Speaker 1: Short term, that means higher costs and market uncertainty. Long term,
Speaker 1: we're looking at a fractured tech world. Think two parallel
Speaker 1: AI universes, one running on Buy Do and Higher, the
Speaker 1: other on Google and Nvidia. Expert forecast this isn't a
Speaker 1: trade war, it's tech cold war two point zero. Both
Speaker 1: sides are playing long term, but China's manufacturing dominance outweighs
Speaker 1: its software vulnerability, at least for now. Expect more cyber skirmishes,
Speaker 1: more talent restrictions, and a world where sharing code is
Speaker 1: riskier than sharing your Netflix login in a hacker forum.
Speaker 1: Stay tuned, cyberknaouts. This bite war is just getting started
Speaker 1: and your favorite firewall breaking narrator is on the case.
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