Beijing Bytes: US-China Tech War Updates

This is your Beijing Bytes: US-China Tech War Updates podcast.

Hi listeners, Ting here, hacking through the latest circuitry on Beijing Bytes. Buckle up, because the last two weeks in the US-China tech war have been a wild ride—think cyber shootouts, regulatory curveballs, and a few AI bombshells big enough to shake Wall Street.

Let’s dive right into the action. Top of the headlines, Italian police just arrested Xu Zewei, a notorious Chinese hacker, at the US government’s request. Xu and his cohort Zhang Yu are accused of unleashing the infamous Hafnium, aka Silk Typhoon, hacks on Microsoft Exchange servers. This wasn’t your run-of-the-mill phishing attempt—we’re talking breaches at over 60,000 US entities, targeting everything from COVID-19 research at top universities to sensitive business email troves. US authorities say the Chinese Ministry of State Security directly orchestrated some of these attacks, and the trail goes through Shanghai Powerock Network, Xu’s employer. The DOJ sees this as a win, but Google’s John Hultquist warns: With dozens of teams still out there, this won’t slow the cyber espionage treadmill—though it might make the next Xu think twice.

Meanwhile, the US just went DEFCON 2 on advanced chip exports. Nvidia’s H100 and AMD’s MI300X GPUs were already China no-gos, but now the US Commerce Department is extending licensing requirements to Malaysia and Thailand. Why? Chinese firms like DeepSeek have been using shell companies there to skim chips despite embargoes. Malaysia’s trade minister, Tengku Zafrul Aziz, even set up a task force to audit every Nvidia GPU shipment—imagine digital customs officers with X-ray vision. Singapore, too, is prosecuting middlemen for shipping $390 million in chips to DeepSeek, leaving the whole Southeast Asian supply chain jumpy. This is the tech version of whack-a-mole—regulators plug one leak, another springs somewhere else.

If you’re wondering how all this regulatory crossfire is hitting industry, look no further than the AI sector. DeepSeek’s budget-friendly, high-performing AI models sparked a trillion-dollar market panic in the US back in January, with tech stocks briefly in freefall. Washington responded by evaluating DeepSeek for national security risks, while Beijing quietly seized the passports of DeepSeek’s top engineers—a not-so-subtle way of saying “you’re not leaving anytime soon.” Copyright is now the new battleground, as US lawmakers weigh rules that could hamper American AI labs more than Chinese ones, since Beijing has zero qualms about hoovering up copyrighted US data for training.

Let’s not forget policy: The US Department of Justice’s Data Security Program kicks in tomorrow, July 9th, enforcing the toughest rules yet on international data transfers—especially to China and other “countries of concern.” Tech companies scrambling to comply could face severe penalties if they slip up now that the 90-day grace period is over.

Zooming out, experts at UBS predict that with the

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Hey there, cyber sleuths, it’s Ting bringing you Beijing Bytes: US-China Tech War Updates, and boy, what a couple of weeks it’s been! The digital chessboard between Washington and Beijing has never looked more intense or unpredictable—think Kasparov with a VPN and Xi Jinping with a quantum laptop.

First, let’s talk cybersecurity incidents. While headline-grabbing breaches have been kept under wraps—likely to avoid stock market freak-outs and diplomatic spats—security firms on both sides are buzzing about a spike in “gray zone” operations. American network defenders are raising red flags about targeted phishing campaigns on semiconductor researchers, while Chinese cyber analysts claim new malware strains trace back to US-linked actors. Attribution is the name of the espionage game, but both camps deny everything, naturally.

Now, on to tech restrictions and policy changes—and here’s where the plot thickens. July started with a Trumpian twist: the US suddenly lifted export bans on key chip design software and tech to China. Yes, you heard right—just as industry insiders were bracing for more bans, Washington threw Beijing a silicon bone. However, don’t celebrate too soon: only specific electronics—think smartphones, SSDs, integrated circuits—are exempt from the bruising 125 percent tariff. There’s a catch, though: those Trump-era 20 percent tariffs and Biden’s earlier 50 percent whopper on Chinese semiconductors still stand. Trump was clear—these exceptions are temporary, part of looming “National Security Tariff Investigations” that could slam the door again any moment.

Not one to be outmaneuvered, China’s State Council Tariff Commission shot back, raising tariffs on US imports to 125 percent as of April, then declaring it won’t play tit-for-tat any longer. It’s a bold face-off, with Beijing signaling it’s ready to use its dominance in rare earths and solar tech as leverage if needed. Just ask American clean energy firms feeling the pinch.

On the industry front, supply chains are realigning with the precision of a Tetris grandmaster. US export controls on lithography gear have crippled Chinese ambitions in cutting-edge chips, while China’s self-sufficiency drive in semiconductors is in full swing—a $143 billion blitz that’s minted more billionaire chip execs than hotpot restaurants in Chaoyang. Meanwhile, American tech giants are redrawing their Asia strategies, weighing the cost of reshoring versus missing out on the Chinese market’s scale.

Strategic implications? Both superpowers now view tech as the defining arena for future economic and military power. For the US, it’s about keeping advanced silicon out of rivals’ hands; for China, it’s about not being choked off from innovation. Tariffs are yesterday’s news—today, it’s weaponized supply chains, intellectual property crackdowns, and a push for technological sovereignty that’s reshaping our world, one chip at a time.

Looking f

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Hello Byte-lovers, Ting here—your trusty cyber-whisperer armed with a double shot of espresso and a healthy obsession for US-China tech battles. Buckle up, because the past two weeks have been turbocharged in the world of Beijing Bytes.

The headline-grabber: just yesterday, the United States lifted its ban on exports of Electronic Design Automation (EDA) software to China. For the uninitiated, EDA is the brains behind modern chip design. This move marks a rare policy rollback, triggered by a broader trade deal, but don’t cue the kumbaya just yet. The ban’s brief existence was a major pressure point for homegrown giants like Huawei and SMIC, who were left gasping for access to high-end chipmaking tools. US restrictions, especially those blocking Dutch ASML’s extreme ultraviolet (EUV) lithography machines, still make building bleeding-edge chips in China basically a pipe dream.

China, meanwhile, isn’t sitting idle sipping tea. In a defensive countermove, Beijing continues to wield its rare earths dominance and a new catalogue restricting exports of key tech—from LiDAR systems to solar silicon wizardry. Remember, China controls around 85% of the world’s rare earth processing capacity. That’s a stranglehold on magnets critical to everything from iPhones to F-35 fighter jets. And don’t forget, banning Micron memory chips in critical Chinese infrastructure this past spring signaled Beijing is done playing nice.

Now, to the shadows: cyber. Recent weeks saw surges in state-sponsored cyber activity, especially targeting semiconductor IP and AI research on both sides of the Pacific. Hack-and-leak campaigns are ramping up, with US and Chinese intelligence agencies trading accusations almost daily. Think of it as digital brinkmanship: every advance in AI chips, every slip of confidential algorithm code, shifts the cyber-balance in ways that matter for both economies and militaries.

Policy-wise, it’s all about chokepoints. The US doubled down on restricting US-trained engineers from collaborating with Chinese state-backed labs and research institutions. Meanwhile, China’s $143 billion chip self-sufficiency push continues full steam, with provinces like Guangdong rolling out subsidies for local foundries faster than you can say “5nm process node”.

The impact? Global supply chains are feeling the static. Western car and electronics makers fear a rerun of chip shortages if US-China rifts deepen. Some are even hedging bets, moving supply chain nodes to third countries—hello Vietnam, hello Mexico—while keeping one eye on Washington and the other on Beijing.

Experts argue this isn’t just a squabble over gadgets: it’s a fight over future power. Tech self-sufficiency means military might, AI supremacy, and economic resilience. Expect the competition to get more granular—focusing on quantum, next-gen batteries, and biotech.

Forecasting forward, my cyber-crystal ball says détente is unlikely. Instea

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Hello Byteheads! Ting here, your snarky sidekick and circuit-board whisperer, dialing in from Beijing on July 3rd, 2025. Buckle up—because the US-China tech war has cranked up to quantum speed these past two weeks, and whether you’re a code warrior or just worried about your smartphone, you’ll want all the details.

Leading the headlines: cybersecurity chills. Last week, reports surfaced of a major breach in a US cloud provider, suspected to be the handiwork of a group with links to Chinese state-backed actors. The company hasn’t named names—classic PR move—but the breach has put federal agencies and Silicon Valley on edge. Not to be outdone, Chinese authorities revealed a counter-hack that exposed a trove of tools allegedly used by American cyber-offensive teams. Both sides are flexing, and trust me, the cyberspace trenches have never been deeper.

Now, on to tech restrictions. Washington just doubled down, expanding the Entity List to cover three more Chinese AI firms—DeepSeek, among them. If you haven’t heard, DeepSeek unleashed an open-source AI model last week, matching US heavyweights at a fraction of the cost. That sent tech investors into a minor panic, with Nvidia’s shares zigzagging like a roller coaster. Rumors are swirling that the US may tighten curbs on Nvidia’s H20 chips, but nothing official yet. Nvidia execs are pretending not to sweat—I’m not buying it.

Meanwhile, Beijing is playing its own game of chess. Hot off the press: a refreshed Catalogue of Prohibited Tech Exports, with new bans on shipping advanced LiDAR and photovoltaic silicon wafer tech out of China. This comes in lockstep with stricter export controls on rare earth refining—the minerals that make everything from EVs to stealth fighters possible. With China still holding roughly 85% of global rare earth processing, the US is anxiously tallying up its stockpiles.

Policy shifts are happening at government warp speed. The US is prioritizing tech sovereignty over old-school trade deficits—tariffs are out, national security is in. The Biden administration is accelerating its $50 billion CHIPS Act rollout, while China’s $143 billion drive for semiconductor self-sufficiency is moving from PowerPoint to factory floor. Both sides are pouring billions into their homegrown champions and slashing knowledge transfer: university labs that once teamed up are now keeping each other at arm’s length.

The industry impact? Supply chains are scrambling to adapt. Taiwanese fab TSMC is hedging its bets with new plants from Phoenix to Kumamoto, while Huawei—still blacklisted in the West—is leaning hard into open-source and domestic alternatives. The global economy? Fragmenting faster than my old ThinkPad after a coffee spill. Everyone from Europe to Southeast Asia is being forced to pick sides or risk being left behind.

So, where are we headed? Experts warn that the race for dominance in AI and chip tech will only intensify

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Hello Byte-watchers, Ting here—your digital dive buddy, decoding the turbulence in the US-China tech waters so you don’t have to. Let’s get right into the silicon mayhem of the last two weeks, because, frankly, even my VPN can’t keep up with all the plot twists.

First up—the United States isn’t just playing defense; it’s going full offense. The US Commerce Department, fresh off the Trump administration reboot, has issued a stern warning to American firms: steer clear of Chinese-made advanced computing integrated circuits, especially the infamous Huawei Ascend chips. The logic? These chips may have been developed or produced in violation of US export controls. So, if you’re an American company caught using them, you could be breaking General Prohibition 10 of the Export Administration Regulations. That’s the rule that makes it illegal to mess with tech linked to export control breaches, anywhere, anytime. For tech giants and startups alike, this means double-checking every chip and line of code—hello, compliance teams, hope you didn’t plan on sleep this week.

Now, Beijing’s not sitting quietly. In fact, patience is wearing thin over these volleys of restrictions. China’s counterplay? It’s tightening its grip on high-tech exports by adding things like LiDAR tech, photovoltaic silicon wafer know-how, and rare earth refining to its own restricted list. Think of it as a strategic flex—protecting its turf on critical tech and signaling it could cut off supplies to Western companies if needed. We saw Beijing ban the use of US-made Micron memory chips in key infrastructure, following a national security probe. While they picked Micron—whose memory chips are replaceable—they’re telegraphing that escalation is on the table if the US pushes harder.

Sanctions are flying both ways too. China slapped Lockheed Martin and Raytheon with new restrictions and cracked down on US firms like Mintz for due diligence “violations.” The message from Zhongnanhai: retaliate carefully, but carry a big stick.

Meanwhile, the industry impact is already being felt. With the July 2025 semiconductor tariff truce deadline looming, companies like TSMC, Intel, and SMIC are bracing for renewed tariffs or even harsher controls on chipmaking tools and software. Investors are getting jittery. Supply chains are being redrawn at lightning speed, with some firms relocating R&D outside China, and others racing to localize production in case the truce expires and tariff chaos returns.

Expert analysis? The consensus is this rivalry is only deepening, not dying down. US policy is laser-focused on “de-risking,” not decoupling—trying to cordon off cutting-edge tech from Chinese hands. China’s strategy is to shore up self-reliance and leverage chokepoints like rare earths and solar tech. Both sides are betting that whoever controls the next-gen chips, controls the future.

As for the forecast—expect more cyber skirmishes, more ti

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Hey everyone, Ting here with your latest download on the relentless, exhilarating, slightly exhausting US-China tech war. Yes, I’ve got the inside bytes on the chip fights and cyber skirmishes rocking Beijing and beyond.

Let’s start with the policy fireworks. Washington is shifting from broad decoupling to what’s being called “strategic decoupling.” Gone are the days of sweeping bans—now it’s all about precision strikes on China’s technology sectors. In just the past two weeks, the US Commerce Department dropped new rules that slam the doors on US chips powering Chinese AI, especially with bans on using Huawei’s Ascend chips and preventing re-exports of high-end US tech for Chinese model training. Oh, and for you aviation geeks, the US has suspended CFM LEAP-1C engine supplies for China’s homegrown C919 jets—a move that could really sting COMAC’s ambitions.

Meanwhile, for all you chip nerds—Nvidia fans, I see you—the Trump administration in April blocked Nvidia’s juiciest AI hardware from heading east. This is all part of a techno-resources game: just after that, the US inked deals to secure rare-earth minerals, keeping its supply chains spicy and out of Beijing’s grip. But wait! Plot twist: mere days ago, the US and China shook hands on a surprise trade agreement, making it less torturous for American firms to import rare earth magnets and minerals from China. Expert William Bessent called it a “de-escalation” in strategic resources, but don’t get too comfortable; it’s merely a trade ceasefire, not a tech truce.

On the legislative front, the US is fueling its science engine with the CHIPS and Science Act, pouring cash into domestic semiconductor innovation to outpace China’s relentless push for tech self-sufficiency. Congress is being urged to keep the NSF’s TIP Directorate flush, hoping America doesn’t lose the innovation sprint to Beijing.

Now, industry impacts? Chinese firms are scrambling. The block on Electronic Design Automation (EDA) software has hit design cycles, and losing access to those CFM engines could slow China’s dream of competing with Boeing and Airbus. On the US side, select electronics—think smartphones, SSDs, monitors—just dodged Trump’s 125 percent reciprocal tariff, but still face a 20 percent base tariff and a new 50 percent hit on semiconductors. It’s a tariff tangle that keeps both sides guessing.

As for cybersecurity, whispers on the wire say both sides have stepped up their digital espionage—neither willing to blink first. The strategic implication? Tech isn’t just business; it’s the new battlefield, with chips, code, and critical minerals as ammunition.

So what’s next? Experts predict more targeted controls, tense talks, and yes, a whole lot more drama. Buckle up, because if you’re following Beijing Bytes, you know in tech war, the only constant is surprise.

That’s the week in US-China tech—brought to you by Ting, your byte-sized guide to the big

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Welcome to “Beijing Bytes: US-China Tech War Updates.” I’m Ting—your on-the-ground, in-the-clouds expert for all things China, cyber, and the world’s favorite digital rivalry. Let’s skip the small talk and jack right into what’s been lighting up the fiber optics between DC and Beijing these past two weeks.

First, the cyber front: barely a week ago, the US Commerce Department dropped new rules hammering Chinese access to AI chips. The guidelines are clear: no using Huawei’s Ascend chips, no US chips to train China’s AI, and definitely no re-exporting those high-end semiconductors to Chinese territory. It’s not just a game of cat and mouse—it’s more like firewall and mousetrap. And to make things spicier, export controls now hit Electronic Design Automation software; that’s the secret sauce for designing next-gen chips. The US even halted LEAP-1C jet engine sales to China’s Comac C919 program. Aviation geeks, yes, that’s a major jolt to China’s ambitions to rival Boeing and Airbus.

What’s China’s move? Lin Jin, spokesperson extraordinaire from China’s foreign ministry, called the US approach an “overstretch” of national security and a “weaponization” of tech policy. Expect more calls for dialogue, but Beijing is plowing ahead with its own $143 billion plan to build out domestic semiconductor muscle.

Now, about those smartphone exports. Brace yourself: a stunning 72% collapse in shipments—the steepest since records began. Blame it on the tech war, stricter export controls, and the ongoing tug-of-war over chips that’s smacking supply chains harder than a summer typhoon. Huawei, once king of the mobile hill, continues to feel the pain from US entity list expansions and restrictions on 5nm chip access.

On the policy side, May 12 marked a rare thaw: both Washington and Beijing agreed to cut reciprocal tariffs to 10%. But don’t let the sunshine fool you. The big-ticket electronics—think iPhones, laptops, SSDs—scored a short-lived tariff exemption, yet they’re still tangled in a labyrinth of 20% and 50% duties, especially for semiconductors. Call it a selective ceasefire; the tech war rages on elsewhere.

Strategically, both countries are doubling down on chokepoints. The US is wielding its semiconductor hammer, blocking ASML’s EUV lithography sales to China, while China flexes its rare earths dominance—85% of the world’s processing power is in Chinese hands. These aren’t just economic levers; they’re national security pressure points with huge implications for everything from clean energy to electric vehicles.

Expert takeaway? The old trade war has officially evolved. It’s less about balance sheets, more about who’ll invent the future. Tech transfer, intellectual property, and control of AI are now front and center. Both sides are weaponizing innovation and plugging leaks in academic and industrial collaborations, all while domesticating their tech supply chains. This is a genuine “stra

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Call me Ting, your byte-sized guide to all things China, cyber, and hacking—coming to you straight from Beijing Bytes HQ with your latest download on the US-China tech war. Buckle up, because the last couple of weeks have been high-voltage in the world of global technology rivalry.

First: cybersecurity. While no headline-grabbing breaches hit the newswires, both countries spent the past weeks flexing their cyber muscles behind the scenes. Washington upgraded restrictions on software exports, especially in sensitive fields like AI. US officials cited growing concerns over data exfiltration and intellectual property theft in sectors ranging from cloud computing to quantum research. Over in Beijing, the government rolled out fresh regulations targeting foreign tech platforms, requiring stricter data localization and third-party cybersecurity audits on any American technology touching Chinese infrastructure. The game here is “mutually assured suspicion,” and the playbook is getting thicker by the day.

Now, let’s talk restrictions—semiconductors are still ground zero. The US doubled down on limiting China’s access to advanced chipmaking equipment, notably ASML’s EUV lithography technology. That’s a critical choke point, because without those dazzling Dutch machines, Chinese fabs like SMIC are stuck a few generations behind. In retaliation, China reminded the world why it’s king of rare earths, controlling roughly 85% of global processing capacity. That’s a neon warning for US industries—from clean energy to defense—that rely on these minerals for everything from missiles to magnets.

Policy front? It’s whiplash city. On May 12, the US and China agreed to reduce reciprocal tariffs to 10%, but there’s a twist. Days before, President Trump had exempted smartphones, computers, and semiconductors from the 125% tariff—yet left intact earlier 20% and 50% tariffs on those very goods. Industry insiders are scratching their heads, but the signal is clear: national security trumps economic logic, and the tech war isn’t about to cool off.

What about the fallout? Well, Chinese smartphone exports recently crashed by a staggering 72%. You read that right—down 72%, the steepest drop since records began. For giants like Huawei and Xiaomi, this isn’t just a supply chain headache; it’s an existential migraine. Over in Silicon Valley, the CHIPS Act continues to funnel billions into domestic fabrication, while Chinese policymakers are spending even more to build an alternative, self-sufficient chip ecosystem. The world’s supply chains? Fragmented like an old hard drive after a rowdy LAN party.

Here’s the strategic reality: both countries are now prioritizing technological sovereignty over market access or short-term profits. It’s no longer just about who sells the most gadgets; it’s who controls the blueprint, the network, the code. Experts warn we’re in a new era of “techno-nationalism,” with both sides

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Hey tech-heads, Ting here with your hot-off-the-press Beijing Bytes: US-China Tech War Updates for June 21, 2025. 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 125% reciprocal tariffs. That covers computers, smartphones, SSD drives, semiconductors, you name it. But don’t start celebrating just yet, Xiaomi and Lenovo fans—the 20% Trump-era tariff still bites, and Biden’s 50% 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 $143 billion semiconductor self-sufficiency campaign is in full force, pouring cash into homegrown fabs and R&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 fortnight? Smartphone exports. Since May, the US-China spat has triggered a historic 72% crash in global smartphone shipments—the steepest drop since 2011. Companies like Huawei have retooled their entire business, pivoting away from cutting-edge chips after the US expanded its entity list in 2024, blocking Chinese access to 5nm semis. Samsung and Apple, meanwhile, are scrambling to reroute 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 prized tech choke points, including ASML’s EUV lithography machines (critical for making advanced chips), while China flexes its rare earth muscle—controlling about 85% 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 brainpower 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 4 Alliance: US, Japan, South Korea, Taiwan) ring-fencing

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It’s your cyber-savvy friend Ting here, and if you thought last week’s Beijing Bytes was spicy, grab your VPN—this tech war has turned the heat to 11! Over the last two weeks, the US-China technology rivalry has gone from high-stakes chess to all-out cyber speed chess, and everyone’s feeling the burn: governments, corporations, and yes, even Auntie Zhang trying to buy her favorite smartphone.

Let’s hit the big headlines first: On the US side, President Trump (yes, he’s back in the headlines) just doubled down on steel and aluminum tariffs to 50%—they’re calculating it on the steel content now for extra policy flair. Somewhat ironically, he also granted a big tariff exemption for electronics like smartphones and semiconductors, so at least for now, your next laptop upgrade might avoid the customs blues. But don’t relax yet: Chinese semiconductors, for instance, still got hit with a thumping 50% tariff, and the so-called “125% reciprocal tariff” is hovering over a raft of Chinese goods, minus electronics. Basically, trade policy is now like a Rubik’s Cube—if it was missing some stickers and the corner pieces kept moving by themselves.

Meanwhile, those infamous “chokepoints” in global supply chains have gotten even tighter. The US has locked China out of EUV machines, the crown jewels of chipmaking, courtesy of Dutch tech giant ASML. That means China, which controls the lion’s share of rare earths (think 85% of global capacity), is flexing its minerals while scrambling to catch up in chips. Beijing’s $143 billion semiconductor self-sufficiency blitz is running at full tilt, but thanks to US export bans and knowledge restrictions, their AI and advanced systems ambitions are feeling the pinch. Cue Huawei and SMIC having to reinvent their entire playbooks—talk about being forced to pivot!

Industry-wise, the fallout is everywhere. Smartphone exports from China? Down a record-shattering 72%—that’s not just a dip, that’s a nosedive. Global supply chains, especially for semiconductors, are being re-mapped in real time, and smaller countries are caught in the crossfire, forced to pick tech teams like it’s digital dodgeball.

Cybersecurity? Let’s just say both sides are watching each other’s networks like hawks, with state-sponsored hacks and retaliatory measures quietly fueling the tension. Experts are calling this phase a new “Cold War”—but less about missiles, more about microchips and code.

Looking ahead, fragmentation is the new normal. Both the US and China are prioritizing technological sovereignty over easy profits, and that's shaping everything from national security policy to the next AI breakthrough. Brace yourself: the rest of 2025 will see more targeted tech bans, tit-for-tat cyber ops, and an endless sprint for silicon self-sufficiency. As for the global economy—well, in this new era, everyone needs to update their risk assessments, and maybe their firewalls too.

That’s all fo

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