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(Preview) US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H20s on Ice; What Beijing is Doing in New York City
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing’s motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.
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
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
SCO Summit; PRC trade negotiator invites himself to DC; Trump wants more PRC students; AI+ Initiative; Nvidia - Sinocism
Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume - WSJ
Ambassador Xie Feng attended the U.S.-China Soybean Industry Partner Breakfast Reception and delivered remarks - PRC Embassy to the U.S.
China’s Soy Crushers May Be Facing a Winter Without US Beans - Bloomberg
Trump to allow 600,000 Chinese students entry to US for college as trade talks with China press on - New York Post
Send Harvard’s Chinese Students Home - WSJ
China has to give US magnets or face 200% tariff - Reuters
Joint Statement on a United States-European Union Framework on an Agreement on Reciprocal, Fair, and Balanced Trade - The White House
Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia - SCMP
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump - CNBC
Changing times: Cambricon tops Moutai as China’s costliest stock as chips trump baijiu - SCMP
China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks - FT
Nvidia Orders Halt to H20 Production After China Directive Against Purchases - The Information
Opinions of the State Council on Deepening the Implementation of the “Artificial Intelligence+” Initiative - Sinocism
How China Influences Elections in America’s Biggest City - N.Y.T.
Inside Our Investigation of China’s Influence Campaigns - N.Y.T.
Red Envelopes With Cash Are Changing Hands at Adams Campaign Rallies - N.Y.T.
How a Criminal With Close Ties to China Became a New York Power Broker - N.Y.T.
Red Packets in the USA! - Image Thief
View all episodes
By Andrew Sharp and Sinocism’s Bill Bishop
4.5
2020 ratings
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing’s motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.
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
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
SCO Summit; PRC trade negotiator invites himself to DC; Trump wants more PRC students; AI+ Initiative; Nvidia - Sinocism
Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume - WSJ
Ambassador Xie Feng attended the U.S.-China Soybean Industry Partner Breakfast Reception and delivered remarks - PRC Embassy to the U.S.
China’s Soy Crushers May Be Facing a Winter Without US Beans - Bloomberg
Trump to allow 600,000 Chinese students entry to US for college as trade talks with China press on - New York Post
Send Harvard’s Chinese Students Home - WSJ
China has to give US magnets or face 200% tariff - Reuters
Joint Statement on a United States-European Union Framework on an Agreement on Reciprocal, Fair, and Balanced Trade - The White House
Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia - SCMP
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump - CNBC
Changing times: Cambricon tops Moutai as China’s costliest stock as chips trump baijiu - SCMP
China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks - FT
Nvidia Orders Halt to H20 Production After China Directive Against Purchases - The Information
Opinions of the State Council on Deepening the Implementation of the “Artificial Intelligence+” Initiative - Sinocism
How China Influences Elections in America’s Biggest City - N.Y.T.
Inside Our Investigation of China’s Influence Campaigns - N.Y.T.
Red Envelopes With Cash Are Changing Hands at Adams Campaign Rallies - N.Y.T.
How a Criminal With Close Ties to China Became a New York Power Broker - N.Y.T.
Red Packets in the USA! - Image Thief
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