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

Hey listeners, it’s Ting with Beijing Bytes bringing you the real juice on the US-China tech war—and wow, the last two weeks have been a full stack of drama, code, and geopolitics. Strap in, because whether you’re a cyber fan, a policy junkie, or just here for the chip gossip, you’ll want to catch every update.

Let me cut straight to the big hack attacks. According to the China Cyberspace Security Association, over 600 advanced persistent threat, or APT, attacks targeted Chinese institutions this year, with most traced back to foreign groups launching from places like Germany, South Korea, Singapore, and the Netherlands. Guo Jiakun, China’s Foreign Ministry spokesperson, pointed fingers directly at the United States, saying Uncle Sam’s been moonlighting as a global botnet wrangler—using friends’ servers to poke at Chinese critical infrastructure. Beijing’s official line: “cybersecurity is a common challenge.” Translation? “Back off and let’s talk before we all end up fighting malware, not each other.”

But don’t for a second think the US is kicking back. Congress is in a panic because the Cybersecurity Information Sharing Act—CISA 2015—is about to expire at the end of this month. For a decade, it’s been the encrypted email thread between Washington and the private sector to spot and stop China’s hackers, ever since infamous operations like Volt Typhoon and the OPM personnel file mega-breach. With CISA on the brink, security hawks are warning we risk flying blind just as Chinese cyber espionage is at full throttle, and private companies are left refreshing firewalls like it’s a competitive sport.

And then—oh, the chips. In a move that belongs in a season finale, President Trump’s administration tightened the screws with export restrictions on advanced AI and semiconductor tech, blocklisting scores of Chinese entities and throttling China’s access to the GPUs that drive military AI and economic growth. Yet in August, plot twist—NVIDIA and AMD brokered a 15% revenue share deal with Washington, letting some specialized AI chips slip through in exchange for more paperwork and less uncertainty. Meanwhile, the earlier ban on key chip design software got lifted, so Cadence, Synopsys, and Siemens are back to selling EDA tools to China, at least for now.

This tug-of-war is sending industry heavyweights into a tailspin. Shares of Synopsys performed a nosedive, thanks to lost Chinese sales. Dell is axing China jobs, and US pressure is forcing global tech firms to rethink their China exposure from hardware to the cloud. But, resilient as ever, China’s not just watching—Beijing’s beefing up its own chip industry with a new $3 billion integrated circuit venture from YMTC, and cities like Wenzhou are now opening dedicated AI bureaus because, why not turn every municipality into an AI powerhouse?

Experts warn that this game of sanctions and counter-sanctions is likely to keep splitting the world’s tech landscape. You’ll see a US-led digital bloc and a China-centric one, both racing to define the next decade of AI, 5G, and cybersecurity. As for the short-term outlook, let’s call it “chaotic equilibrium”—both sides circling each other, plotting hard, but not yet ready to unplug the world.

Thanks for tuning in. Smash that subscribe button for more decoding of the digital geopolitical maze. This has been a quiet please production, for more check out quiet please dot ai.

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