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

You’re tuned to Beijing Bytes and it’s Ting here, giving you all the spiciest updates on the US-China tech showdown straight from the heart of the cyber trenches. No fluff, just the latest bites. Let’s plug in.

Where do we start? The last two weeks have been a cybersecurity feast—if malware is your idea of a snack, anyway. Google’s Threat Intelligence crew just exposed an operation linked to Chinese group UNC6384 (a Mustang Panda alias), which quietly hijacked Southeast Asian diplomatic web traffic in March. They used a tricky backdoor called SOGU.SEC—so stealthy it had cyber-nerds everywhere swooning. Meanwhile, Microsoft found Chinese exploitation of SharePoint vulnerabilities, prompting alarm bells in US critical infrastructure circles and another round of “Wasn’t us!” from Beijing. The FBI says China’s hacking squad is still the world’s biggest. Tell me another state actor that keeps all global IT folks sleeping with one eye open.

Right as American trade negotiators were dusting off their Swedish passports, cybersecurity drama hit Congress itself. Hackers impersonated Rep. John Moolenaar—yes, the chair of the House China Committee—to seed malware via email targeting trade groups. The prime suspect? Beijing-backed APT41. US Capitol Police and the FBI are on the case. So if you got draft legislation in your inbox recently, maybe don’t open the attachments.

Now, let's talk chips and dips. Washington just revoked export privileges for chipmakers like TSMC, Samsung, and SK Hynix to their China fab plants. That means every microchip shipment needs a license, delaying upgrades and new launches, squeezing the supply chain tighter than a VPN in a Shanghai Starbucks. The experts, like Troy Stangarone at Carnegie Mellon, warn this could make Chinese firms like CXMT and YMTC look a whole lot more attractive inside China, especially as US heavyweights face new equipment bottlenecks.

On the US policy front, the GAIN AI Act is out here stirring up drama! Nvidia is downright grumpy, saying the Act’s “America First” chip rule is fixing a problem that doesn’t exist. Nvidia’s not thrilled about being forced to prioritize US orders over foreign ones, fearing it could throttle global AI innovation and, let’s be real, their own bottom line. Rumor has it even Donald Trump struck a deal with Nvidia allowing some restricted exports to China—for a cool 15% cut of China sales. High stakes, high drama!

Meanwhile, China rolled out strict AI labeling rules—every AI-generated text, image, or video now needs a clear tag, effective September 1. Wenzhou, Zhejiang just launched China's first city-level AI bureau. Who said second-tier cities can’t join the AI party?

Industry impacts are massive: cybersecurity investment is surging (to a projected $425B by 2030), supply chain attack rates are up 42%, and more AI-powered ransomware shells are floating around than ever. For tech firms, from Cloud9 to HackerStrike, the arms race means more innovation—and more headaches—for everyone from coders to compliance teams.

Strategically, both nations lean further into techno-nationalism. China’s new ten-year Made in China 2025 plan pivots fast to local chips and homegrown software—witness their bet on Huawei's CANN platform versus Nvidia’s CUDA. But with US rules slicing at foreign tech, regulatory fragmentation is the new frontier, and the only certainty is uncertainty.

Forecast? The smart money says more fragmentation, sharper regulatory boundaries, and nonstop code wars. Get comfy—this rivalry isn’t cooling, and the only hacking slowdown you’ll see is maybe in your hotel Wi-Fi.

Thanks for tuning in to Beijing Bytes. Hit subscribe, because you don’t want to miss the next cyber twist. This has been a quiet please production, for more check out quiet please dot ai.

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