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(Preview) Commerce Closes Some Chip Loopholes; What About TikTok?; Putin and Xi in Beijing; The Beginning of Sinocism
Manage episode 380282607 series 3443605
Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering.
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
80 episodes
Manage episode 380282607 series 3443605
Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering.
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
80 episodes
All episodes
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