US-China 2025: AI chip smuggling, tariffs & tech bans shake global markets—6‑min breakdown of trade war, supply chain & security fallout.

NEW US-China Update (17:32–25:09): https://youtu.be/jFnqT4y7NlM

🎯 DISCOVER:

- The impact of 130% tariffs on agriculture, semiconductors, and defense

- China’s rare earth export controls and their strategic implications

- The $2 billion AI chip smuggling network and export control gaps

- The fragile trade truce and ongoing geopolitical tensions

- US regulatory actions against banned Chinese tech products

🔍TIMESTAMPS:

0:00 Intro: U.S.-China Trade War

0:13 Tariff Increase & Retaliation

0:39 Emergency Tariffs

1:12 Tariffs Peak at 145%

1:46 TikTok & AI Chip Talks

2:18 China’s Rare Earth Ban

3:22 Supply Chain Impact

3:47 Export Control Loopholes

4:05 $2B AI Chip Smuggling

5:16 U.S. Regulatory Crackdown: FCC

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📚 SOURCES & DATA:

- China tariffs update: https://apnews.com/article/trump-xi-china-cc47e258cfc6336dfddcc20fa67a3642

- Ambassador Marantis: https://youtu.be/398ZhSTu8Ng

- Commerce probes Nvidia chip smuggling aiding China: https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html

- AI chip smuggling: https://youtu.be/tFp6JtBTjao

- FCC removes illegal tech: https://www.reuters.com/sustainability/boards-policy-regulation/major-us-online-retailers-remove-listings-millions-prohibited-chinese-2025-10-10/

- Export control limits on chips: https://www.csis.org/analysis/limits-chip-export-controls-meeting-china-challenge

- Smuggling AI chips to China https://carnegieendowment.org/emissary/2025/05/ai-chip-trump-gulf-uae-saudi-security-risk-good-deal?lang=en

- AI Chips smuggling through SE Asia: https://foreignpolicy.com/2025/09/16/china-ai-smuggling-trump-southeast-asia/

- Senators raise Middle East AI alarm: https://www.reed.senate.gov/news/releases/lawmakers-raise-alarm-over-trumps-middle-east-ai-giveaway

- TikTok joint venture: https://www.npr.org/2025/09/22/nx-s1-5550152/tiktok-deal-joint-venture

- Trackable AI chips: https://techhq.com/news/the-us-congress-is-demanding-trackable-ai-chips-under-the-new-chip-security-act/

- Chinese Cyber Campaign: https://cyberscoop.com/chinese-cyberespionage-campaign-brickstorm-mandiant-google/

- Chinese hackers impersonate congressman in trade talks: https://www.wsj.com/politics/national-security/china-trade-talks-spy-5c4801ca

- Chinese tech risk: https://carnegieendowment.org/research/2025/01/managing-the-risks-of-chinas-access-to-us-data-and-control-of-software-and-connected-technology?lang=en

- IC3 report on Chinese state-sponsored hacking: https://www.ic3.gov/CSA/2025/250827.pdf

- NVDIA Tells Suppliers to Stop Work on China AI Chips: https://www.euronews.com/next/2025/08/22/nvidia-reportedly-orders-suppliers-to-stop-work-on-china-ai-chip-but-says-new-chip-in-the-

- China Nervous About AI Chips: https://www.wsj.com/tech/nvidias-roller-coaster-for-china-ai-chips-takes-a-new-turn-833173e7

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