Hey, everyone ting here, It's May twenty seven, twenty twenty five. Buckle up, because Beijing bites is going to move faster than a TikTok for you page on five G. The past two weeks in the US China tech war have been a firewall smashing spectacle, cyber mischief, tariff tennis, and regulatory deja vu. Let's hack right in first up. The US and China pulled a rare diplomatic move on May twelve, agreeing to dial tariffs down to ten percent. But don't
pop the bide you yet. Just days later, President Trump saber rattled with threats of a whopping fifty percent added tariff if China doesn't step back on their thirty four percent retaliatory levees. Chinese Ministry of Commerce isn't blink. They called it a mistake on top of a mistake, and swore to fight to the end. Still there's tea leaf reading over whether both sides want to avoid a full tech decoupling or just buy time for their industry titans
to regroup. On the cyber front, Intrigue is everywhere, even if direct hacks haven't made made front page news. This week, the US National Security Council is wringing its hands about
safeguarding advanced AI chips from adversaries read China. This became critical after the Trump administration let major Gulf states by advanced US chips, supposedly with robust security standards, but with enforcement agencies under staffed and contracts tight lipped, experts are side eyeing whether those chips might slip accidentally sworf into Chinese hands. Imagine a game of cyber hot potato with the fate of global AI at stake. Speaking of chips,
were still in full blown chip war mode. The US is locking down semiconductor exports and investments to firms like Huawei and Semiic, But now the Middle East has entered the chat thanks to Microsoft and some AI infrastructure deals stretching as far back as Biden. David Sachs White House, AI and cryptos are is crowing about America first and the dream of outbuilding China in AI infrastructure. The Brookings Institution and tech pundits warned that this tech bifurcation risks
fragmenting the world's digital economy. Smaller nations are forced to pick sides or risk being digitally stranded. Meanwhile, Trump's TikTok ban was delayed again. Q I rolls in Beijing and boardrooms alike. For byteedance, it means more time to maneuver. But for US policy makers it's a game of regulatory whack a mole. Bottom Line, policy shifts are whip sawing industries, especially supply chains from Taiwan to the Gulf. Semis Ai
and cloud are the big battlefields, the strategic stakes. Both the US and China are racing not just for economic dominance, but for the power to set tomorrow's global tech rules. As for forecasts, experts see more fragmentation coming and the next big flashpoint, whether it's a cyber incident, new export ban, or regulatory squeeze, could drop any day. All right, this is Ting's signing off until the next packet drop in
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