Hey, tech heads, ting here with your hot off the press. Beijing bites US China tech war updates for June twenty first, twenty twenty five. Buckle up, because this week in the US China tech clash has been a wild, high voltage ride. First, let's talk cybersecurity. While specific hacks haven't grabbed headlines these past days, the undercurrent of digital espionage has stayed at a fever pitch, with both sides reportedly digging deeper into
cyber defense and targeting rival industry secrets. The real battleground, though, has been policy. Think less matrix, more chessboard. Over in Washington, President Trump, yes back for round two, dropped a bombshell by signing an executive order exempting a swath of Chinese electronics from the whopping one hundred and twenty five percent reciprocal tariffs that covers computers, smartphones, SSD, drives, semiconductors, you
name it. But don't start celebrating just yet. Chiaomi and Lenovo fans, the twenty percent Trump era tariff still bites, and Biden's fifty percent tariff on Chinese semiconductors imposed last year is absolutely still in place. The message essential tech may skate by, but chips remain a weapon of economic war. Meanwhile,
China's playing the long game. Beijing's one hundred and forty three billion dollars semiconductor self sufficiency campaign is in full force, pouring cash into homegrown fabs and R and D centers, while US Congress's Chips Act keeps the American silicon sector on government life support. The race is on for tech independence, and neither side wants to blink first. One of the
biggest shockers this Fortnite smartphone exports. Since May, the US China spat has triggered a historic seventy two percent crash in global smartphone shipments, the steepest drop since twent on eleven. Companies like Huawei have retooled their entire business, pivoting away from cutting edge chips. After the US expanded its entity list in twenty twenty four, blocking Chinese access to five and ellimeter semis. Samsung and Apple meanwhile are scrambling to
re route supply chains and hedge their bets. Let's not forget the industry wide ripple effects. The US has been working hard to deny Beijing access to prize tech choke points, including ASML's EUV lithography machines critical for making advanced chips, while China flexes its rare earth muscle, controlling about eighty five percent of global capacity. The clean energy and defense sectors in the US are getting nervous, and for good reason.
Moving from tariffs to talent, both sides have slammed shut research collaboration doors, stalling joint AI and quantum projects. Software export controls, VISA denials for STEM students, and stricter rules on academic exchange mean that even brain power is now a strategic asset. Expert consensus, we've shifted from tit for tat tariffs to a no holds barred race for tech sovereignty.
Washington's crystal clear keeping China out of next gen tech circles like AI, chips and biotech is about national security, not just economics. But there's a catch. Without allies, cue the Chip four alliance, U S, Japan, South Korea, Taiwan, ring fencing the world's chip supply, the US can't really contain China's rise alone. Forecast for the next round more sector specific bands, more industrial subsidies, and a globe trotting
competition to secure supply chain choke points. Whether you're in Beijing, Boston, or Berlin, the tech war isn't cooling down. It's just getting smarter. And that's your two week download ting out. Thanks for listening. Make sure you hit the subscribe button and never miss an update. This has been a quiet please production. For more check out quiet please dot ai