(Preview) Commerce Closes Some Chip Loopholes; What About TikTok?; Putin and Xi in Beijing; The Beginning of Sinocism

Sharp China with Bill Bishop

Το περιεχόμενο παρέχεται από το Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andrew Sharp and Bill Bishop, Andrew Sharp, and Bill Bishop ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

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Bill Bishop is the author of Sinocism

On today’s show Andrew and Bill begin with the long-awaited updates to the Biden Administration’s export controls on chips. Topics include: Bad news for Nvidia and good news for PRC semi companies, initial responses from PRC leadership, and follow-up thoughts on the strategic calculus of the U.S. From there: Impromptu TikTok discussion in light of the export controls underscoring the importance of strategic considerations. Then: Xi welcomes Vladimir Putin back to Beijing, the state of the Russia-China partnership, and why Xi and Putin may see opportunity as war erupts in the Middle East. At the end: Brief thoughts on the Belt and Road Initiative, and Bill shares an abridged version of the Sinocism origin story to celebrate the site's six-year anniversary as a paid newsletter.

To email the show: email@sharpchina.fm

Belt and Road Forum concludes; Xi meets Putin; Q3 GDP; Reactions to updated semiconductor controls — Sinocism

Belt and Road Forum; US updates semiconductor controls; Cheng Lei speaks; Relief for local governments; US-PLA close encounters -- Sinocism — Sinocism

Commerce Department moves to cut key supply lines to China’s AI industry — Washington Post

U.S. curbs export of more AI chips, including Nvidia H800, to China — CNBC

Commentary: Belt and Road cooperation to hasten demise of "neocolonialism" — People’s Daily Online

China Chips and Moore’s Law — Stratechery

College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple — Sharp Tech

Will Xi Jinping’s Gamble on Vladimir Putin Pay Off? — Bloomberg

How the Israel-Hamas War Is Tilting the Global Power Balance in Favor of Russia, China — Wall Street Journal

Rush by west to back Israel erodes developing countries’ support for Ukraine — Financial Times

China Got a Big Contract. Nepal Got Debt and a Pricey Airport. — New York Times

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