Speaker 1: Hey, tech enthusiasts, ting here with your Beijing bytes update.
Speaker 1: Buckle up for the latest in the ever intensifying US
Speaker 1: China tech showdown that's making my dual monitors overheat with notifications.
Speaker 1: The past fortnite has been absolutely wild in the US
Speaker 1: China tech space. Just yesterday, China's Commerce Ministry accused the
Speaker 1: Trump administration of undermining the May twelfth trade agreement by
Speaker 1: issuing new AI chip exxport controls and halting sales of
Speaker 1: chip design software to Chinese companies. This comes after President
Speaker 1: Trump claimed on Friday that Beijing violated the same trade pact.
Speaker 1: Talk about a diplomatic game of no you. Let's break
Speaker 1: down what's actually happening. On May twenty nine, the US
Speaker 1: Commerce Department ordered American companies to stop exporting key chip
Speaker 1: materials and software to China. The big three in electronic
Speaker 1: design automation, Cadence, Synopsis, and Siemens DA received letters requiring
Speaker 1: them to get special licenses before selling their critical semiconductor
Speaker 1: design software to Chinese firms. The restrictions don't stop there.
Speaker 1: The US is also targeting chemicals for semiconductors like butane
Speaker 1: and ethane, along with machine tools and aviation equipment, and
Speaker 1: if that wasn't enough tension, the administration announced on May
Speaker 1: twenty eighth they're starting to revoke visas for Chinese students,
Speaker 1: a move Beijing calls a serious violation of earlier agreements. Meanwhile,
Speaker 1: there are reports that Nvidia is building a new AI
Speaker 1: chip specifically for the Chinese market with computing cluster capabilities,
Speaker 1: a fascinating pivot as companies try to navigate these choppy
Speaker 1: geopolitical waters. To add fuel to the digital fire, Trump
Speaker 1: doubled steel and aluminum tariffs to fifty percent, effective tomorrow
Speaker 1: June fourth. According to Arthur Kroeber at gave Call Research,
Speaker 1: fresh hostilities between the US and China show that the
Speaker 1: many questions left hanging after the Geneva ceasefire in mid
Speaker 1: May still have no sense satisfactory answers. The implications we're
Speaker 1: looking at potential fragmentation of global supply chains, especially in semiconductors.
Speaker 1: Small and developing countries are caught in the cross fire,
Speaker 1: forced to choose between US and Chinese technology blocks. The
Speaker 1: Brookings Institution calls this the new fragmentation, a disruption to
Speaker 1: the global trading system that increases conflict risk for investors.
Speaker 1: Stephen Kotkin yesterday flagged that a US China war is
Speaker 1: now the only real threat to portfolios, a sobering assessment
Speaker 1: amid Trump's second term policy shifts. As your friendly neighborhood
Speaker 1: tech analyst who's been watching this space since before tik
Speaker 1: tok was cool, I'd say we're witnessing a defining moment
Speaker 1: in the global tech landscape. The coming weeks will show
Speaker 1: whether we're heading toward technological decoupling or if cooler heads
Speaker 1: might prevail. This is ting signing off until next time.
Speaker 1: Keep your firewalls updated and your diplomatic channels open. Thanks
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