This episode of Sharp China is outside the paywall.
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.
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Related Readings:
Outcomes of Trump-Xi meeting; No deal yet for Nvidia chips; Gaokao -- Sinocism
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
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
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