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(Preview) The Fog of the Trade War Continues; US Restricts Nvidia Sales to the PRC; Jensen Huang Heads to Beijing; Rare Earths and Supply Chain Anxieties
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate on PRC goods. Topics include: Reports of a Trump Admin strategy to isolate the PRC, daily talk of a deal with China from President Trump, himself, signals from the PRC side that they may be willing to negotiate, and the PRC cancels orders of Boeing planes. From there: A raft of news on Nvidia as the U.S. restricts the export of H20 chips to China, Jensen Huang visits Beijing for an appearance with He Lifeng, and questions for the future of Nvidia and U.S. chip policies more generally. At the end: China restricts the export of rare earths to the U.S., rare earths as a keystone to understanding broader U.S. supply chain challenges, "Red and Expert" anxiety 60 years later, and TikTok faces new uncertainty in the wake of the tariffs.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
U.S. Plans to Use Tariff Negotiations to Isolate China — Wall Street Journal
Xi Fights Trump’s Tariffs With Global Charm Offensive — Wall Street Journal
China Open to Talks If US Shows Respect, Names Point Person — Bloomberg
China replaces top international trade negotiator as talks with Washington stall — CNBC
Nvidia faces $5.5 billion charge as US restricts chip sales to China — Reuters
Washington Takes Aim at DeepSeek and Its American Chip Supplier, Nvidia — New York Times
Nvidia chief Jensen Huang flies to Beijing for talks — Financial Times
Post from E-China News — X
Post from the Select Committee on the Chinese Communist Party — X
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls — Stratechery
Remarks by Director Kratsios at the Endless Frontiers Retreat — The White House
China Halts Critical Exports as Trade War Intensifies — New York Times
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate on PRC goods. Topics include: Reports of a Trump Admin strategy to isolate the PRC, daily talk of a deal with China from President Trump, himself, signals from the PRC side that they may be willing to negotiate, and the PRC cancels orders of Boeing planes. From there: A raft of news on Nvidia as the U.S. restricts the export of H20 chips to China, Jensen Huang visits Beijing for an appearance with He Lifeng, and questions for the future of Nvidia and U.S. chip policies more generally. At the end: China restricts the export of rare earths to the U.S., rare earths as a keystone to understanding broader U.S. supply chain challenges, "Red and Expert" anxiety 60 years later, and TikTok faces new uncertainty in the wake of the tariffs.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
U.S. Plans to Use Tariff Negotiations to Isolate China — Wall Street Journal
Xi Fights Trump’s Tariffs With Global Charm Offensive — Wall Street Journal
China Open to Talks If US Shows Respect, Names Point Person — Bloomberg
China replaces top international trade negotiator as talks with Washington stall — CNBC
Nvidia faces $5.5 billion charge as US restricts chip sales to China — Reuters
Washington Takes Aim at DeepSeek and Its American Chip Supplier, Nvidia — New York Times
Nvidia chief Jensen Huang flies to Beijing for talks — Financial Times
Post from E-China News — X
Post from the Select Committee on the Chinese Communist Party — X
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls — Stratechery
Remarks by Director Kratsios at the Endless Frontiers Retreat — The White House
China Halts Critical Exports as Trade War Intensifies — New York Times
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