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<v Speaker 1>Hey, tech enthusiasts, ting here with your Beijing bytes update.

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<v Speaker 1>Buckle up for the latest in the ever intensifying US

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<v Speaker 1>China tech showdown that's making my dual monitors overheat with notifications.

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<v Speaker 1>The past fortnite has been absolutely wild in the US

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<v Speaker 1>China tech space. Just yesterday, China's Commerce Ministry accused the

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<v Speaker 1>Trump administration of undermining the May twelfth trade agreement by

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<v Speaker 1>issuing new AI chip exxport controls and halting sales of

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<v Speaker 1>chip design software to Chinese companies. This comes after President

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<v Speaker 1>Trump claimed on Friday that Beijing violated the same trade pact.

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<v Speaker 1>Talk about a diplomatic game of no you. Let's break

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<v Speaker 1>down what's actually happening. On May twenty nine, the US

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<v Speaker 1>Commerce Department ordered American companies to stop exporting key chip

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<v Speaker 1>materials and software to China. The big three in electronic

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<v Speaker 1>design automation, Cadence, Synopsis, and Siemens DA received letters requiring

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<v Speaker 1>them to get special licenses before selling their critical semiconductor

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<v Speaker 1>design software to Chinese firms. The restrictions don't stop there.

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<v Speaker 1>The US is also targeting chemicals for semiconductors like butane

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<v Speaker 1>and ethane, along with machine tools and aviation equipment, and

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<v Speaker 1>if that wasn't enough tension, the administration announced on May

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<v Speaker 1>twenty eighth they're starting to revoke visas for Chinese students,

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<v Speaker 1>a move Beijing calls a serious violation of earlier agreements. Meanwhile,

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<v Speaker 1>there are reports that Nvidia is building a new AI

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<v Speaker 1>chip specifically for the Chinese market with computing cluster capabilities,

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<v Speaker 1>a fascinating pivot as companies try to navigate these choppy

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<v Speaker 1>geopolitical waters. To add fuel to the digital fire, Trump

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<v Speaker 1>doubled steel and aluminum tariffs to fifty percent, effective tomorrow

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<v Speaker 1>June fourth. According to Arthur Kroeber at gave Call Research,

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<v Speaker 1>fresh hostilities between the US and China show that the

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<v Speaker 1>many questions left hanging after the Geneva ceasefire in mid

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<v Speaker 1>May still have no sense satisfactory answers. The implications we're

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<v Speaker 1>looking at potential fragmentation of global supply chains, especially in semiconductors.

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<v Speaker 1>Small and developing countries are caught in the cross fire,

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<v Speaker 1>forced to choose between US and Chinese technology blocks. The

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<v Speaker 1>Brookings Institution calls this the new fragmentation, a disruption to

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<v Speaker 1>the global trading system that increases conflict risk for investors.

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<v Speaker 1>Stephen Kotkin yesterday flagged that a US China war is

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<v Speaker 1>now the only real threat to portfolios, a sobering assessment

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<v Speaker 1>amid Trump's second term policy shifts. As your friendly neighborhood

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<v Speaker 1>tech analyst who's been watching this space since before tik

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<v Speaker 1>tok was cool, I'd say we're witnessing a defining moment

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<v Speaker 1>in the global tech landscape. The coming weeks will show

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<v Speaker 1>whether we're heading toward technological decoupling or if cooler heads

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<v Speaker 1>might prevail. This is ting signing off until next time.

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<v Speaker 1>Keep your firewalls updated and your diplomatic channels open. Thanks

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

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