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Kim Jong-un going to Beijing; India-PRC; High-quality development of cities; People’s Daily on “‘Taiwan independence’ forces’ dangerous tendency toward Nazification”

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A Sharp Tech and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
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Sharp China: US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H-20s on Ice; What Beijing is Doing in New York City

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Sharp China: US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H-20s 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…
 • 
Bill Bishop
2
1:01:41
No Nvidia H20 China sales; AI chip capacity; Correct view of the history of World War II
The CFO said “We have not included H20 in our Q3 outlook as we continue to work through geopolitical issues…If geopolitical issues resolve, we should…
 • 
Bill Bishop
SCO Summit; PRC trade negotiator invites himself to DC; Trump wants more PRC students; AI+ Initiative; Nvidia
Will China approve a better Nvidia chip? - We may learn more about the Nvidia’s China sales on its Wednesday earnings call. There has been no new…
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Bill Bishop
Tibet 60th anniversary ceremony; US-EU trade framework and the PRC; Nvidia's H20 China mess; South China Sea
The Financial Times reports that Commerce Secretary Lutnick’s comments around the July announcement of the approval for Nvidia to sell H20s to China…
 • 
Bill Bishop
Xi in Tibet; Wang Yi in Afghanistan; PRC Stablecoins; September 3 parade plans
Xi Jinping is now in Tibet. He led a delegation of officials, including Standing Committee members Wang Huning and Cai Qi and PLA General Zhang Shengmin…
 • 
Bill Bishop
Sharp China: Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports
Listen now | This episode of Sharp China is outside the paywall. On today’s show Andrew and Bill begin with a raft of news on Nvidia that came during…
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Bill Bishop
3
1:08:08
Rectifying the PV industry; Youth unemployment; Wang Yi in India; September 3
The “Beidaihe Break” is over but so far we have only seen two standing committee members in the media- Premier Li Qiang on Friday and Monday and Ding…
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Bill Bishop
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Sharp China: Big Picture Questions for 2024; Taiwan and the Philippines and Tentative Stability; Our Favorite Memories from 2023
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Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption
 • Bill Bishop and Andrew Sharp
Wang Yi at the UN; Fu Zhenghua sentenced; Nvidia China sales
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Vanke in trouble; US politicians flip flop on TikTok; Xiaohongshu RedNote's fleeting moment?
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Sharp China: Tesla’s Future in China; Chinese EVs Around the World; Moves to Stabilize the Markets; More Questions on the Red Sea
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