Sign up to save your podcasts
Or
Share Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai
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 begin with Trump raising tariffs on the PRC by 10%, the PRC's response, and the phone call Xi-Trump phone call that was rumored a month ago but still hasn't happened. Then: What to watch for during Two Sessions week, Xi has always supported private enterprises, a response from the Ministry of Foreign Affairs on fentanyl, and why the U.S. focusing on domestic enforcement only goes far. From there: A roundup of news on chips, including an investigation in Singapore, TSMC's investment in the United States, a Wall Street Journal report on Nvidia, and questions facing the Trump team as new policy takes shape. At the end: The New York Times reports on "plea leniency," FIFA won't play ball with the PRC, and a variety of Moutai thoughts as Kweichow Moutai struggles to find demand.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
US Tariffs; Two Sessions; Xi has always supported private enterprises; Peaceful China Initiative; Chips — Sinocism
Response to US tariffs; Two Sessions begin; DeepSeek — Sinocism
FURTHER AMENDMENT TO DUTIES ADDRESSING THE SYNTHETIC OPIOID SUPPLY CHAIN IN THE PEOPLE’S REPUBLIC OF CHINA — The White House
Xi Leaves Door Open for Talks With Measured Response to Trump — Bloomberg
Statement from the Ministry of Foreign Affairs — MoFA on Twitter
BlackRock to buy Panama Canal ports after pressure from Donald Trump — Financial Times
Canadian Police Say They Dismantled Country’s Largest Drug Lab — New York Times
How Dirty Money From Fentanyl Sales Is Flowing Through China — Wall Street Journal
Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs — Wall Street Journal
Singapore Probes Potential Fraud in Nvidia AI Chip Shipments — Bloomberg
Cover Story: DeepSeek Sets Up Race for Chinese Dominance in AI — Caixin
Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S. — Wall Street Journal
The ‘Leniency’ Trap: How China’s Plea System Gives Prosecutors More Power — New York Times
China’s tech minister removed from office — Financial Times
Ebbing demand for China's favourite firewater adds to debt concerns — Reuters
The Patrón of Xinghuacun - a modest proposal for Fenjiu — Moatless Musings
Xi Jiu, A Baijiu Bet on Xi Jinping — Sinocism
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 begin with Trump raising tariffs on the PRC by 10%, the PRC's response, and the phone call Xi-Trump phone call that was rumored a month ago but still hasn't happened. Then: What to watch for during Two Sessions week, Xi has always supported private enterprises, a response from the Ministry of Foreign Affairs on fentanyl, and why the U.S. focusing on domestic enforcement only goes far. From there: A roundup of news on chips, including an investigation in Singapore, TSMC's investment in the United States, a Wall Street Journal report on Nvidia, and questions facing the Trump team as new policy takes shape. At the end: The New York Times reports on "plea leniency," FIFA won't play ball with the PRC, and a variety of Moutai thoughts as Kweichow Moutai struggles to find demand.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
US Tariffs; Two Sessions; Xi has always supported private enterprises; Peaceful China Initiative; Chips — Sinocism
Response to US tariffs; Two Sessions begin; DeepSeek — Sinocism
FURTHER AMENDMENT TO DUTIES ADDRESSING THE SYNTHETIC OPIOID SUPPLY CHAIN IN THE PEOPLE’S REPUBLIC OF CHINA — The White House
Xi Leaves Door Open for Talks With Measured Response to Trump — Bloomberg
Statement from the Ministry of Foreign Affairs — MoFA on Twitter
BlackRock to buy Panama Canal ports after pressure from Donald Trump — Financial Times
Canadian Police Say They Dismantled Country’s Largest Drug Lab — New York Times
How Dirty Money From Fentanyl Sales Is Flowing Through China — Wall Street Journal
Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs — Wall Street Journal
Singapore Probes Potential Fraud in Nvidia AI Chip Shipments — Bloomberg
Cover Story: DeepSeek Sets Up Race for Chinese Dominance in AI — Caixin
Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S. — Wall Street Journal
The ‘Leniency’ Trap: How China’s Plea System Gives Prosecutors More Power — New York Times
China’s tech minister removed from office — Financial Times
Ebbing demand for China's favourite firewater adds to debt concerns — Reuters
The Patrón of Xinghuacun - a modest proposal for Fenjiu — Moatless Musings
Xi Jiu, A Baijiu Bet on Xi Jinping — Sinocism
More shows like Sharp China with Bill Bishop
View all
Odd Lots
1,892 Listeners
Conversations with Tyler
2,428 Listeners
a16z Podcast
1,093 Listeners
Sinica Podcast
612 Listeners
ChinaPower
209 Listeners
ChinaTalk
288 Listeners
GZERO World with Ian Bremmer
794 Listeners
The Asia Chessboard
112 Listeners
Dwarkesh Podcast
72 Listeners
Pekingology
142 Listeners
Sinocism Live
67 Listeners
The Foreign Affairs Interview
445 Listeners
"Econ 102" with Noah Smith and Erik Torenberg
152 Listeners
Face-Off: The U.S. vs China
162 Listeners
Sharp Tech with Ben Thompson
97 Listeners