Sharp China: Commerce Closes Some Chip Loopholes; What About TikTok?; Putin and Xi in Beijing; The Beginning of Sinocism
Sharp China Podcast · Bill Bishop and Andrew Sharp
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Show Notes
Show notes:
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.
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Related readings:
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
Stratechery - China Chips and Moore’s Law
Xinhua Commentary: Belt and Road cooperation to hasten demise of "neocolonialism"
Will Xi Jinping’s Gamble on Vladimir Putin Pay Off? -- Bloomberg
Rush by west to back Israel erodes developing countries’ support for Ukraine -- FT
China Got a Big Contract. Nepal Got Debt and a Pricey Airport. -- N.Y. Times