On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
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On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
(Preview) Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for ‘Stability’; Macron and the EU Conundrum
Sharp China with Bill Bishop
11 minutes 52 seconds
4 weeks ago
(Preview) Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for ‘Stability’; Macron and the EU Conundrum
On today’s show Andrew and Bill begin with the news that the US is greenlighting the sale of Nvidia’s H200 chips to the PRC market. Topics include: Dubious claims in Trump’s Truth Social post announcing the news, searching for arguments in support of this policy change, the 25% of China revenue Nvidia will pay to the U.S. government, and waiting for Beijing’s response, including how many U.S. chips Chinese companies will be allowed to buy. From there: The U.S. halts plans to sanction the MSS and its contractors, Japan seeks more support from the U.S., and the dynamics of “stability” come into focus. At the end: The December Politburo meeting, Emmanuel Macron’s visit to China, an email about the West’s willingness to build, and ‘Zootopia 2’ becomes a sensation in China.
Sharp China with Bill Bishop
On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
