This is your Beijing Bytes: US-China Tech War Updates podcast.
Hey listeners, Ting here, your go-to gal for all things China cyber chaos and tech tango. Picture this: it's the dying days of 2025, and the US-China tech war is hotter than a Huawei server farm on overdrive. Over the past two weeks, Beijing's been flexing hard while Washington tightens the screws—let's dive in.
First, cybersecurity fireworks. Mustang Panda, that sneaky Chinese hacking crew, dropped a signed kernel-mode rootkit to sneak in their TONESHELL backdoor, hitting some Asian target mid-year, per Kaspersky's fresh report. Then Evasive Panda poisoned DNS requests to sling MgBot malware at folks in Türkiye, China, and India—espionage gold, Kaspersky says. Don't sleep on Cisco's warning: a China-nexus APT, UAT-9686, exploited a zero-day in AsyncOS email gear for Secure Email Gateways. And MongoBleed, CVE-2025-14847, is bleeding memory from MongoDB servers worldwide, with CISA adding it to their Known Exploited Vulnerabilities list—US, China, EU all feeling the sting, Resecurity notes.
Policy punches? The FCC banned all foreign-made drones and parts December 23, nuking DJI's new models and blacklist-bumping Chinese drone makers—SCMP called it an escalation that won't faze Shenzhen's drone bosses much. US lawmakers pushed to slap DeepSeek and Xiaomi on the military-linked firms list, while reviewing Nvidia H200 chip sales to China. Biden's Outbound Investment Security Program got a statutory glow-up via the COINS Act of 2025, locking down US cash into Chinese semis, quantum, and AI—O'Melveny & Myers broke it down.
China's clapping back fierce. They're mandating 50% domestic gear for new chip fabs, Reuters sources confirm, accelerating self-reliance. Shenzhen's eyeing AI in every household for their five-year plan, SCMP reports, while Huawei's Meng Wanzhou touted the Ascend AI ecosystem and Atlas 900 supernode. Xi Jinping himself hyped AI and chip wins in his New Year's Eve speech—triumphant vibes. iFlytek's spinning off a semiconductor design arm, and Moore Threads launched Huashan AI and Lushan gaming chips to jab at Nvidia.
Industry ripples? Meta snapped up China-founded Manus AI for billions, bringing agent tech to the masses. AgiBot's forecasting $142 million revenue, shipping 5,000 humanoid bots amid Beijing's embodied AI push—Morgan Stanley says China owns five times the US patents there. Xiaomi denied military ties after US lawmakers' gripes.
Strategically? China's economic adviser Wang Yiming urged a basic research pivot to dodge US supply cuts—they missed R&D targets. Stanford's Guo Di and Xu Chenggang warn China'll lose the AI war: US holds 75% global compute vs China's 15%, talent and markets lagging. Natixis' Gary Ng says don't sleep on Beijing's semi ambitions as national security fuel. Trump team's eyeing "Pax Silica" AI chains with allies, per SCMP explainer.
Forecast? 2026 ramps up—expect more tariffs, drone dogfights, and cyber shadowboxing. China doubles down on domestics; US allies up. Tech war's just warming up, listeners.
Thanks for tuning in—subscribe for more bytes! This has been a Quiet Please production, for more check out quietplease.ai.
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