This is your Silicon Siege: China's Tech Offensive podcast.

It’s Ting with your Silicon Siege download—and folks, the past two weeks have felt less like cyber weather and more like a full-blown cyber typhoon. Let’s get right to it, because China’s tech offensive is not content to just poke around; it’s making headlines everywhere from Palo Alto to Capitol Hill.

First, industrial espionage: Just this week, US companies from semiconductor giants to AI startups have been fending off spear-phishing blizzards. Earlier this month, a Chinese-linked threat group impersonated Representative John Moolenaar—yes, the actual House Select Committee Chair—sending shrewdly timed phishing emails to tech execs, law firm partners, and government officials. They passed off draft sanctions legislation, baiting busy professionals to click, respond, or forward what seemed routine. The FBI and Capitol Police are on the case, but experts like Ronak Desai say it’s about process weaknesses as much as technical defense. For all my C-suite listeners out there: the lesson is that China’s cyber actors are playing chess while many firms are still playing checkers.

Let’s talk intellectual property threats. In Silicon Valley, suspicions are at DEFCON levels—firms are recruiting ex-FBI agents as insider risk investigators, vetting employees with Mandarin on their resumés twice. This month, US courts ordered Chinese company Hytera to cough up more than $70 million for swiping Motorola’s radio tech secrets. Meanwhile, at the Web Summit Vancouver, company leaders, immigration lawyers, and innovators all admit that fear of espionage is now bordering on paranoia. But celebrity founder Tatyana Mamut quipped that while “many cyberattacks come out of China, it’s politically harder to accept there are also many good Chinese ideas.” A little perspective, people!

Supply chain compromise? Here’s where things get juicy. US regulators, fresh off the Salt Typhoon cyberattack that hammered American telecom carriers, have doubled-down with new Federal Communications Commission rules this August to ban “untrusted” gear in subsea cables landing in the States. Adam Chan, FCC security counsel, bluntly says this is about “decoupling” our digital backbone from Chinese adversaries. What’s at stake? Subsea cables carry nearly all global data—think trillions of dollars, and sensitive intellectual property ripe for interception, especially when Chinese cable repair ships come knocking.

Strategically, what does this mean? Experts from the Center for Internet Security warn the attack surface for US tech is mostly private sector, and Chinese teams are “living off the land,” using legitimate router and vendor gear, not blaring malware. Gloria Glaubman—formerly of the US Embassy in Tokyo—notes this hunting style lets infiltrators go undetected for weeks.

Looking ahead, the risk outlook is a mix of high-alert caution and uncomfortable truth. Tech competition is being waged at the supply chain level and policy is swinging toward exclusion and decoupling, but xenophobia can chill real innovation. If Washington doesn’t balance security with talent attraction, America might protect secrets only to have fewer of them.

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