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

Hey listeners, Ting here with your latest download of Beijing Bytes, where I serve you US-China tech war drama, piping hot and fully debugged. Let’s bypass the fluff—I know you want exploits and impact, not another loading screen.

This past fortnight has been nothing short of a zero-day bonanza. According to FireCompass’s intelligence feeds, we’ve just witnessed the most destructive week for cybersecurity in recent memory. The ShinyHunters group—those cybercrime rockstars you wish would just log off—launched a Salesforce-targeted spree, leaking a jaw-dropping 275 million patient records. Manpower got hit with RansomHub ransomware, while Connex Credit Union saw its member database turned into hacker confetti. And for those who slept on patching, Microsoft SharePoint’s CVE-2025-53770 got torn open by state actors faster than you can say “supply chain attack.” The real kicker: this wasn’t just cash-hungry hackers, but also sophisticated cyber-espionage blending in with criminal noise, making old perimeter defenses look about as relevant as floppy disks.

While defenders are licking wounds, the policy battlefield saw Trump 2.0 lob a grenade: the US government struck a deal with Nvidia and AMD to let them sell AI chips like the H20 and MI308 to China—if they kick back 15% of those sales to Uncle Sam. Jensen Huang, the CEO of Nvidia, apparently talked Trump down from a 20% take by invoking legendary negotiation kung fu. The message? America’s not ending controls, but rewriting the playbook—export taxes over outright bans, pocketing billions while nudging China’s tech sector to de-Americanize even faster. According to the Center for European Policy Analysis, Beijing’s rattled: Communist Party officials are wrangling with AI firms over ditching US chips, and DeepSeek, China’s GPT challenger, had to delay its next model launch thanks to stumbles with Huawei’s silicon. Meanwhile, Chinese authorities are now accusing Washington of slipping trackers and kill switches into Nvidia’s hardware. Nvidia flat-out denies it, but the drama has Chinese ministries warning against using US chips anywhere near government processes.

Industry ripple effects? Global supply chains are holding their collective breath. The US Commerce Department quietly loosened some chip design software restrictions, tossing Cadence and Nvidia a bone for continued China sales. But analysts from Data Insights Market warn this could turbocharge China’s semiconductor self-sufficiency—and give India, with its semiconductor ambitions, serious FOMO.

And the espionage isn’t just East-West. North Korea’s APT43 is back with a multi-continent cyber campaign, while Chinese-speaking gangs are selling burner phones rigged for NFC relay fraud. Some Chrome extensions even went bad, slurping up sensitive data right from under users’ noses. The threat landscape is no longer red-vs-blue, it’s attack-as-a-service—global, hybrid, and relentless.

Looking ahead, insiders predict this American “pay-to-play” chip arrangement is just the start. If barriers keep morphing from bans to tariffs, expect parallel tech universes: China will double down on homegrown chips, the US will scramble to reinvest in domestic sectors, and global companies will find “compliance” translates to “headache.” And as lawsuits like Beijing E-Town’s tech battle against Applied Materials make their way through the courts, expect the war to move from firewalls to file cabinets.

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