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<v Speaker 1>Hey there, I'm ting and welcome to Beijing Bites, your

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<v Speaker 1>go to source for the latest on the US China

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<v Speaker 1>tech war. Let's dive right in. Over the past two weeks,

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<v Speaker 1>we've seen some major developments that are heating up the

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<v Speaker 1>competition between these two tech giants. First off, cybersecurity incidents

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<v Speaker 1>have been making headlines. The FBI just revealed that a

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<v Speaker 1>China linked threat group known as Salt Typhoon has been

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<v Speaker 1>infiltrating US telecom networks, stealing a massive amount of data,

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<v Speaker 1>including private communications of targeted individuals involved in government or

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<v Speaker 1>political activities. This is a big deal, folks, and it's

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<v Speaker 1>clear that China's cyber espionage efforts are getting more sophisticated.

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<v Speaker 1>But the US isn't taking this lying down. The Biden

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<v Speaker 1>administration has imposed new restrictions on China's access to vital

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<v Speaker 1>components for AI chips, which has provoked Beijing into showcasing

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<v Speaker 1>its own tools for a potential trade war. President Xi

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<v Speaker 1>Jinping has opened a probe into Nvidia Corp. And ban

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<v Speaker 1>the export of several rare materials with military applications. This

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<v Speaker 1>is a classic tit for tap move, and it's clear

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<v Speaker 1>that both sides are gearing up for a long fight.

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<v Speaker 1>In terms of policy changes, the US has been tightening

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<v Speaker 1>its export controls on China, particularly when it comes to

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<v Speaker 1>AI technologies. The latest update bans the sale of high

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<v Speaker 1>bandwidth memory HBM chips to China, which is a key

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<v Speaker 1>component for leading edge GPUs. This move is designed to

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<v Speaker 1>keep China at least two generations behind the curve in

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<v Speaker 1>AI development. But here's the thing. China's not going down

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<v Speaker 1>without a fight. Beijing has been working to develop its

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<v Speaker 1>own indigenous chip industry and it's making some serious strides.

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<v Speaker 1>Companies like Huawei are still dependent on foreign suppliers, but

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<v Speaker 1>they're getting closer to mastering key technologies like HBM two E.

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<v Speaker 1>So what does this all mean. Well, for one, it's

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<v Speaker 1>clear that the US China tech war is heating up

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<v Speaker 1>and it's going to have some serious implications for both nations.

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<v Speaker 1>As Klausoom noted, Taiwan's new president is even countering Beijing's

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<v Speaker 1>One China narrative with a bold new approach, which could

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<v Speaker 1>further complicate the situation. In terms of industry impacts, We're

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<v Speaker 1>already seeing some major players getting caught in the crossfire.

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<v Speaker 1>Nvidiacorp is facing a probe in China and companies like

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<v Speaker 1>Huawei are struggling to access key components. This is going

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<v Speaker 1>to have some serious ripple effects throughout the global supply chain.

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<v Speaker 1>So what's next. Well, it's clear that both sides are

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<v Speaker 1>digging in for a long fight. The US is going

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<v Speaker 1>to keep tightening its export controls and China is going

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<v Speaker 1>to keep pushing to develop its own indigenous chip industry.

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<v Speaker 1>As Grzegorstek and Helena Lagarda noted, Europe's resilience visa VI

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<v Speaker 1>China is going to be a key factor in this conflict.

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<v Speaker 1>That's all for now, folks. Stay tuned for more updates

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<v Speaker 1>on the US China tech war, and remember, in the

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<v Speaker 1>world of cybersecurity, you're only as strong as your weakest link.

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<v Speaker 1>Thanks for listening. Make sure you hit the subscribe button

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