On today's show Andrew and Bill begin with the tentative ceasefire in Iran and reports that the PRC applied pressure to the Iranians to defuse the tensions. Topics include: The lack of clarity on what the PRC actually did and why, China's vote at the UN this week, why the PRC would like the war to end sooner rather than later, and relationships with other Gulf countries that may or may not change because of the war. From there: Ma Xingrui's disappearance from public view is met with official confirmation of an investigation, Anthropic's Mythos model clarifies the stakes of the AI race, DeepSeek news, a token crunch in China, and scenes from Victor Wembanyama's visit to the Shaolin Temple last summer.

Read more

Show Notes:

On today's show Andrew and Bill begin with thoughts on China's response to the war in Iran, including a peace plan co-authored with Pakistan, why the PRC is not necessarily interested in global leadership, how China sees a deepening U.S. rift with NATO countries, and President Trump's visit to Beijing rescheduled for May 14th. From there: Context for the KMT Chair's visit to China later this month, reactions to a Reuters report on Huawei's latest AI chips, while the Financial Times reports that both Manus co-founders have been banned from leaving China. At the end: ZXMOTO steals the show at the World Superbike Championship and Zhang Xue introduces himself to the world.

You can listen to the podcast in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Or click here for instructions to add the podcast to your preferred player.

To subscribe to Sinocism, click here.

To subscribe to Stratechery, click here.

And if you enjoy this podcast please share it far and wide:

Share

Related Readings:

China-Pakistan Iran peace initiative; PBoC monetary committee meeting; US-China; ZXMOTO; Taxes wanted -- Sinocism

KMT Chairwoman to visit China; Li Qiang on Xiong’an; March Politburo meeting; Beijing bans drones; WDO, SAMR on involution -- Sinocism

China, Pakistan Issue Joint Call for Peace, Reopening Hormuz -- Bloomberg

A brief history of China’s X-point plans for the Middle East -- China-Mena Newsletter

Will China be the real winner from the Iran war? -- The Economist

A blueprint for Chinese global leadership -- Financial Times

Secret Codes and Yuan Fees Get Ships Through Iran’s Hormuz Tollbooth -- Bloomberg

Chinese analysis on the war in Iran -- China Mena Newsletter

Trump plans May visit to China for talks with Xi after Iran war delay -- Reuters

Trump-Xi summit: US trade chief casts doubt on pre-meeting Beijing visit -- SCMP

Taiwan’s opposition leader to visit China next month, ahead of Trump -- Reuters

Exclusive: Huawei’s new AI chip finds favour with ByteDance, Alibaba which plan to place orders, sources say -- Reuters

China reviews $2bn Manus sale to Meta as founders barred from leaving country -- Financial Times

Chinese startup ZXMOTO wins big at superbike championship -- China Daily

From Repair Shop to World Podium: Chinese Biker Goes Viral After Historic Win -- Sixth Tone

To add the Sharp China feed to your preferred podcast player:

Click on the “listen on” button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.

The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.

If you use the Substack app it has a built- in podcast player.

Thanks for listening.

On today's show Andrew and Bill begin with last week's indictment of Wally Liaw, the co-founder of Super Micro, and its implications for US chip policy. Topics include: Incredible details from the indictment, US enforcement options, and bipartisan calls for government action on Nvidia exports to China and Southeast Asia. Then: Xi takes three Standing Committee members and three other Politburo members to inspect the progress at Xiong'an, signaling continued commitment to the "new area" 60 miles south of Beijing. At the end: Reports that the US visit to China is delayed indefinitely, the PRC's delicate diplomatic calculus as the Iran war continues, and tech news on Manus, Apple, OpenClaw, and an FCC ban on routers.

Read more

On today’s show Andrew and Bill begin with the news that President Trump has postponed his visit to Beijing amid the war in Iran, including why a delay made sense for both sides, a “Board of Trade” proposal amid signs of stability in Paris, and the uncertainty that pervades on both sides as the war in Iran continues. From there: Reactions to a DNI assessment on China’s reunification intentions, news on U.S. weapons sales to Taiwan, the unknowns for China as Gulf unrest persists, and questions surrounding PLA readiness in 2026. At the end: Reactions to reports that several military scientists have had their profiles scrubbed from public websites, while Jensen Huang tells the world that Nvidia has received purchase orders for the H200 but Groq will not be shipping inference chips.

Read more

On today's show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing's response, security concerns, liability questions, an object lesson in the Chinese market, and why Tencent looks like a potential winner as regulatory issues are sorted in the months to come. From there: Reports that Beijing is unhappy with the limited preparation in advance of Trump's visit to China, news that pieces of the THAAD system have been relocated from South Korea to the Middle East, Trump's promised gift to China at the Strait of Hormuz, and fentanyl tension as March 31st looms. At the end: Reactions to the Two Sessions, why the "Iron Rooster" budgeting approach is consistent with the past few years of planning, missing PLA generals, and Sharp China Sports news as BYD mulls an entry to F1 and Lewis Hamilton tours China.

Read more

Show Notes:

On today’s show Andrew and Bill begin with the war in Iran and its implications for the PRC. Topics include: Upsides and downsides for China, why US strategy was likely related to Iran and not the PRC, questions about the Strait of Hormuz, the Iran partnership and PRC global leadership, implications for Taiwan, why a Beijing visit from Donald Trump remains likely, and yet another US war in the Middle East… From there: What to watch for at the Two Sessions this week, an exodus at Alibaba, waiting for a new DeepSeek model, and distillation alarm at American AI labs. At the end: Another spy scandal engulfs Labour in the UK, and fun facts about Spider-Man: No Way Home and its failure to clear $2 billion worldwide.

You can listen to the podcast in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Or click here for instructions to add the podcast to your preferred player.

To subscribe to Sinocism, click here.

To subscribe to Stratechery, click here.

And if you enjoy this podcast please share it far and wide:

Share

Related Readings:

Reactions to the US-Israel attack on Iran; Prepping for the Two Sessions; Science and technology insurance -- Sinocism

Reactions to Iran war; US-China; Two Sessions; DeepSeek and Qwen -- Sinocism

China Calls on All Sides to Protect Ships Transiting Hormuz -- Bloomberg

What’s behind China’s careful response to its ally Iran after US-Israel strikes? -- SCMP

Taiwan Arms Sale Approved by Congress Is Delayed as Trump Plans Visit to Beijing -- NYT

Inside the plan to kill Ali Khamenei -- FT

What to Watch at China’s Two Sessions in 2026 -- Center for China Analysis

Alibaba AI Whiz Who Warned of US-China Tech Gap Steps Down -- Bloomberg

DeepSeek to release long-awaited AI model in new challenge to US rivals -- FT

Detecting and preventing distillation attacks -- Anthropic

Exclusive: China’s DeepSeek trained AI model on Nvidia’s best chip despite US ban, official says

Husband of Labour MP among three arrested on suspicion of spying for China -- The Guardian

To add the Sharp China feed to your preferred podcast player:

Click on the “listen on” button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.

The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.

If you use the Substack app it has a built- in podcast player.

Thanks for listening.

On today’s show Andrew and Bill begin with the reports that the PRC is threatening to scuttle Trump’s visit to Beijing over a second arms package from the U.S. to Taiwan, including thoughts on next moves from the U.S., how this arms shipment happened, and the PLA’s dangerous aerial maneuvers around Taiwan. From there: Reactions to the news that Jimmy Lai has been sentenced to 20 years in Hong Kong prison, a State Council white paper on “One Country Two Systems,” and Sanae Takaichi’s party secures a supermajority in Japan three months after the PRC’s pressure campaign over her Taiwan comments. At the end: The propaganda value of AI models, and a word about hockey and the Winter Olympics.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Happy New Year! 马年大吉！

Related Readings:

Jimmy Lai sentenced; Xi on Sci-tech self-reliance; Japan elections; US-China; Nanjing Museum case; AI propaganda -- Sinocism

Xi’s Beijing inspection; Li on …

Read more

Show Notes:

On today’s show Andrew and Bill begin with follow-up thoughts on the purges at the top of the PLA, including reactions to a New York Times piece on Xi’s “paranoia,” answers that have yet to materialize, He Weidong suicide rumors, and various theories on what any of this might signal. From there: Keir Starmer’s trip to Beijing, caution before drawing too many conclusions from the recent steps from Canada and the U.K., and a flurry of stories about Xi's ambitions for the RMB as a global reserve currency. At the end: Parsing the readouts from a surprise Trump-Xi call Wednesday, why Taiwan arms sales may have been at issue, the U.S. gets serious about critical minerals, Panama deals a blow to China, and Nvidia’s H200 adventures head to the State Department.

You can listen to the podcast in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Or click here for instructions to add the podcast to your preferred player.

To subscribe to Sinocism, click here.

To subscribe to Stratechery, click here.

And if you enjoy this podcast please share it far and wide:

Share

Related Readings:

Uruguay President in China; Document No. 1; Development of future industries; Building a financial power; Fighting deflation; Zhang Youxia; 2026 GDP -- Sinocism

Xi meets Starmer; Services consumption work plan; Soccer corruption; Nvidia and China -- Sinocism

Ruptures in China’s Leadership Could Be Due to Paranoia and Power Plays -- NYT

China’s Xi, Now Alone Atop His Military, Is the Sole Voice in Tackling Taiwan -- WSJ

The Unsettling Implications of Xi’s Military Purge -- Foreign Affairs

Xi the Destroyer -- Foreign Affairs

The Scorpion and the Frogs -- Sharp Text

LIVE with Bill Bishop: The world order is shifting — and China is moving fast to shape it. -- Sinocism

Been spendin’ most their lives livin’ in the free trade paradise -- China Articles

Follow the Path of Financial Development with Chinese Characteristics and Build a Strong Financial Nation -- Quishi

Xi speaks with Putin and then Trump; Us convenes critical minerals meeting; H200 sales in limbo; Document No.1 explained - Sinocism

Trump, Xi Hold Call as China Warns on Taiwan Arms Sales -- Bloomberg

Taiwan launches firepower hub with US as Beijing steps up military pressure -- SCMP

Trump to Launch $12 Billion Critical Mineral Stockpile to Blunt Reliance on China -- Bloomberg

China Loses a Foothold in Panama -- WSJ

China Warns Panama of ‘Heavy Price’ on Court Ruling on Ports -- Bloomberg

Nvidia AI chip sales to China stalled by US security review -- FT

To add the Sharp China feed to your preferred podcast player:

Click on the “listen on” button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.

The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.

If you use the Substack app it has a built- in podcast player.

Thanks for listening.

On today’s show Andrew and Bill react to the news that the rumors were true, and CMC members Zhang Youxia and Liu Zhenli are under investigation for corruption. Topics include: The timing of the announcement from the Defense Ministry, why this weekend’s news inspired such a volume of reactions around the world, a history of Xi’s crackdowns on the PLA, questions about rumors of a coup against Xi, reports that Zhang Youxia was working with the U.S., the PLA corruption heyday and its implications for what might come next, and various ways to think about the implications for Taiwan. At the end: The first batch of H-200s is approved for purchase, and the TikTok sale is approved as users lash out with censorship claims.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

PLA purges intensify: Zhang Youxia and Liu Zhenli under investigation -- Sinocism

Zhang Youxia and Liu Zhenli case; National Conference on Science an…

Read more

On today’s show Andrew and Bill begin with reactions to a new “strategic partnership” between China and Canada, including thoughts on fissures in the West that are a win for China, Prime Minister Carney’s “new world order” comments, U.S. rhetoric that created the conditions for a thaw and why this direction could be a decision Canadians come to regret. From there: The UK and countries in the EU consider a thaw of their own, with Prime Minister Keir Starmer headed to Beijing, the “mega embassy” approved in London, and America pushing for concessions on Greenland. At the end: Thoughts on the latest rumors surrounding Zhang Youxia and the stunning scale of PLA purges to date, a congressman accuses Nvidia of astroturfing opposition to chip legislation, and the CBA becomes embroiled in the latest gambling indictment from the FBI.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

Meeting for senior officials on Fou…

Read more

On today's show Andrew and Bill begin with the instability in Iran, including thoughts on Trump's Truth Social post threatening 25% tariffs on Iran trade partners, why that threat is unlikely to materialize as additional US tariffs on Chinese goods, and the PRC's concerns about oil access, investments, and regional stability as the situation continues to evolve in Tehran. From there: Chinese refiners eye Canadian crude oil, Prime Minister Mark Carney visits Beijing and seeks Canadian export markets beyond the US, and a China Daily editorial celebrates the opportunity and urges the Canadians to address the root causes of previous setbacks in bilateral relations. At the end: The "Are You Dead?" app dominates Apple's App Store in China, new regulations and new reporting on the H200 saga, the US updates its Chinese drone policy, and the CCDI highlights another possible area of US-China convergence.

Click here for instructions to add the podcast to your preferred player. Or liste…

Read more

Show Notes:

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 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.

You can listen to the podcast in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Or click here for instructions to add the podcast to your preferred player.

To subscribe to Sinocism, click here.

To subscribe to Stratechery, click here.

And if you enjoy this podcast please share it far and wide:

Share

Related Readings:

China’s Venezuela Calculations; Real Estate Market Expectations; December Politburo and Democratic Life Meetings; Museum Scandal; 2026 Propaganda Tasks -- Sinocism

Tightening export controls on dual-use items to Japan and threatening rare earths export licenses; Stock market on a roll; Influencers to help improve “international communication” -- Sinocism

What Trump’s Ousting of Venezuela’s Maduro Means for China -- Bloomberg

US capture of Maduro tests limits of China’s diplomatic push -- Reuters

Trump demands Venezuela kick out China and Russia, partner only with US on oil: Exclusive -- ABC

‘China is not Cuba’s sugar daddy’: ties between communist nations weaken -- FT

The U.S. Venezuela Operation Will Harden China’s Security Calculation -- Carnegie Endowment

Trump’s Enormous C-Length Win over China -- Collapse Intelligence Agency

Chinese refiners expected to replace Venezuelan oil with Iranian crude, traders say -- Reuters

China’s Threat to Block Rare Earths Has Put Japan on High Alert -- NYT

Inside China’s Six-Decade Campaign to Dominate Rare Earths -- NYT

Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say -- Reuters

China Tells Tech Companies to Halt Nvidia H200 Chip Orders -- The Information

China reviews Meta’s $2bn purchase of AI start-up Manus -- FT

The Smear Campaign Against Guan Heng: A Transnational Repression Operation From the CCP’s External Propaganda Machine -- Humans Rights in China

Breaking news: Another “#China shock” -- Chinese Embassy to the US

To add the Sharp China feed to your preferred podcast player:

Click on the “listen on” button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.

The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.

If you use the Substack app it has a built- in podcast player.

Thanks for listening.

On today’s show Andrew and Bill begin with takeaways from the Central Economic Work Conference, including the latest push to stimulate domestic demand, why consumption is intertwined with security, speculation surrounding Politburo member Ma Xingrui, and a reminder that many of the economic challenges facing China remain intertwined with politics. From there: More thoughts on the sale of H-200s to China, and a look back on the stories that dominated the podcast this year, including a TikTok saga that still hasn’t been resolved, the world tour of US-China negotiations, the PRC weathering the storm from the U.S., China’s ongoing economic struggles, omnipresent EU questions, the Xi rumor mill, and Xi succession plans.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

Expanding Domestic Demand is a Strategic Move; Weak November economic data; Jimmy Lai; Meta and China scam ads -- Sinocism

Central Economic Work Con…

Read more

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.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

Central Economic Work Conference; Nvidia’s H200 chips for China; PRC-Japan fighter radar loc…

Read more

Show Notes:

On today’s show Andrew and Bill begin with the call between Trump and Xi last week, a subsequent call between Trump and Japanese Prime Minister Sanae Takaichi, and the PRC’s ongoing tensions with Japan. Topics include: Conflicting reports surrounding both calls last week, PRC rhetoric that continues to escalate, contested history surrounding Okinawa, and PRC behavior that may be clarifying for the rest of the world. From there: Various points of emphasis at the Politburo study session on strengthening internet governance, DeepSeek’s new AI model, and a recent Crowdstrike investigation that appears to highlight the risks of building on Chinese models. At the end: More bad news in the real estate sector as Vanke’s struggles make international news, waiting for the Central Economic Work Conference later this month, an FT op-ed makes Europe’s trade problems clear while solutions remain elusive, and a note from a NASA employee adds context to a previous discussion on space rescues.

You can listen to the podcast in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Or click here for instructions to add the podcast to your preferred player.

To subscribe to Sinocism, click here.

To subscribe to Stratechery, click here.

And if you enjoy this podcast please share it far and wide:

Share

Related Readings:

Hong Kong fire; Politburo study session on strengthening Internet governance; Japan-China; Cloud loophole for advanced AI chips; Xu Qinxian -- Sinocism

Who initiated the Trump-Xi call?; PRC-Japan; Loosening loan standards; CrowdStrike questions DeepSeek coding security -- Sinocism

Trump, After Call With China’s Xi, Told Tokyo to Lower the Volume on Taiwan -- WSJ

Japan Denies Report That Trump Asked PM Not to Provoke China -- Bloomberg

China, Evoking World War II, Urges Europe to Take Its Side Against Japan -- N.Y.T.

The PRC’s Diplomatic Offensive Against Japan Over Taiwan -- Global Taiwan

China’s AI is built for control — and it’s going global -- Red Packet

CrowdStrike Research: Security Flaws in DeepSeek-Generated Code Linked to Political Triggers -- Crowdstrike

China Tells Stats Providers to Halt Home Sales Data Publication -- Bloomberg

China Vanke Jolts Bondholders Again With Plan for One-Year Delay -- Bloomberg

Beijing orders China’s banks to lend to debt-burdened state-owned entities -- China Banking News

China is making trade impossible -- FT

China’s growing trade surplus: why exports are surging as imports stall -- European Central Bank

Three Futures -- Watching China in Europe

Weeks from homecoming, Boeing Starliner astronauts want to set the record straight -- CNN

To add the Sharp China feed to your preferred podcast player:

Click on the “listen on” button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.

The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.

If you use the Substack app it has a built- in podcast player.

Thanks for listening.

On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of Senkakku Islands tensions in 2012, why protests in the streets are unlikely this time, possibilities to escalate and de-escalate from here, and possible PRC motivations for reacting so forcefully. From there: A new round of disappointing real estate data while Lou Jiwei predicts prolonged contraction, “phantom loans” at banks, and a rescue mission for the Shenzhou 21 crew at Tiangong space station. At the end: A leaked White House memo alleges Alibaba is cooperating with the PLA, Hasan Piker’s viral travels spawn thoughts on Western influencers touring China, and a BBC journalist is reportedly under investigation for espionage in Brussels.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

PRC-Japan crisis; October gover…

Read more

On today’s show Andrew and Bill begin with the implementation of this month’s deal between the US and China, including a variety of early indications that both sides intend to follow through with commitments made in South Korea, the PRC’s clarification on its December 2024 export controls, and a report on the PRC implementing a VEU system for rare earth exports to the US. From there: A variety of news and notes including a new textbook on Xi Jinping Economic Thought, Xi’s visit to the Fujian aircraft carrier, a crackdown on improper asset seizures, and a flare-up with Japan’s new PM after her comments on Taiwan contingencies inspire caustic language from a PRC diplomat. At the end: A pair of reports highlight questions about the AI future in China and elsewhere, while the New York Times reports on transnational censorship of a film festival in New York City.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

H…

Read more

Show Notes:

On today’s show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China’s strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China’s AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.

You can listen to the podcast in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Or click here for instructions to add the podcast to your preferred player.

To subscribe to Sinocism, click here.

To subscribe to Stratechery, click here.

And if you enjoy this podcast please share it far and wide:

Share

Related Readings:

Outcomes of Trump-Xi meeting; No deal yet for Nvidia chips; Gaokao -- Sinocism

Xi at APEC; US-China deal; Rare earths; Nvidia thwarted by Trump officials; UK university censors over Xinjiang -- Sinocism

Fact Sheet: President Donald J. Trump Strikes Deal on Economic and Trade Relations with China -- The White House

Rare-Earth Magnet Startups Seal $1.4 Billion Deal With Trump Administration -- WSJ

Bringing Rare Earths Back -- Commonplace

Trump Says China Knows ‘Consequences’ of an Attack on Taiwan -- Bloomberg

President Donald Trump participates in a bilateral meeting with Chinese President Xi Jinping - Photos - The White House

Sinocism Live: Rush Doshi on the Trump-Xi meeting and US-China Relations -- Sinocism

Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China -- WSJ

Watch CNBC’s full interview with Treasury Secretary Scott Bessent -- CNBC

China offers tech giants cheap power to boost domestic AI chips -- FT

Auto giants rally as China says it will consider exemptions for Nexperia chip exports -- CNBC

Trump Says Xi Will Help Fight Fentanyl. Will China Follow Through? -- WSJ

To add the Sharp China feed to your preferred podcast player:

Click on the “listen on” button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link.

The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone.

If you use the Substack app it has a built- in podcast player.

Thanks for listening.

On today’s show Andrew and Bill begin with the looming Trump-Xi meeting in Seoul, South Korea, and the “consensuses” agreed upon in Kuala Lampur this past weekend. Topics include: Treasury Scott Bessent’s comments indicate that the recent rare earth export controls could be delayed by a year, questions about what the U.S. might have conceded to secure that delay, talk of removing fentanyl tariffs, how Beijing sees the US in 2025, and a Trump visit to Beijing that may portend relative stability in the short term. At the end: Parsing the five-year plan and two stories about the Chinese economy, the scale of Europe’s Nexperia problem becomes clearer, and thoughts on the challenge facing Europe and the United States as they attempt to build secure supply chains in the years to come.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

Latest US-China “framework”; EU’s rare earths stress; 80th Anniversary of Taiwan’s…

Read more

On today’s show Andrew and Bill begin with questions surrounding the Fourth Plenum as it continues in Beijing this week. Topics include: The Party’s messaging on past successes, a timeline for policy announcements in the days and weeks to come, steps the Party may take to address consumption with its next Five-Year Plan, and the full spectrum of possibilities surrounding Xi and his succession plans. From there: Reactions to the news of PLA purges that became official last week, including why some explanatory theories make more sense than others and why the upheaval is not necessarily a positive signal for Taiwan. At the end: More notes on the trade war with the U.S., the plot thickens with Nexperia and the Netherlands, a new website for Andrew’s writing, and an update on Yang Hansen in Portland.

Click here for instructions to add the podcast to your preferred player. Or listen to it in the app:

Get more from Bill Bishop in the Substack app

Available for iOS and Android

Get the app

Related Readings:

Fourth Plenum; PLA cases; US-China; Q3 GDP; US-Australia; Qin Gan…

Read more