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Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering.
Bill Bishop is the author of Sinocism
On today’s show Andrew and Bill begin with Xi Jinping's visit to Heilongjiang during the G-20 Summit, President Biden's comments on containment and the likelihood of a Taiwan invasion, and why news that Wang Yi will skip the UN General Assembly next week does not necessarily tell us anything about Xi's plans for APEC in November. From there: Rahm Emanuel highlights a disinformation campaign centered on the Maui Wildfires and the disappearance of Defense Minister Li Shangfu, rumors continue to swirl about investigations of party leadership and members of the PLA, and there are reasons to be skeptical of a report that Xi was reprimanded by party elders at Beidaihe. At the end: Espionage arrests in the UK and an interference inquiry in Canada, Apple tries to avoid getting caught in the middle of the US-China rivalry, big decisions loom at the BIS, and a word about pronunciation.
To email the show: email@sharpchina.fm
Xi in Heilongjiang; G-20; Biden on China; MSS on another US spy; UK arrests; Warning to RMB shorts; Rumors — Sinocism
Circular on Taiwan-Fujian; Real estate; More on UK spy/influence mess; House Committee goes to Wall Street; Semiconductor controls — Sinocism
China’s Top Diplomat to Skip U.N. Assembly, Raising Doubts About Possible Xi Visit to U.S. — Wall Street Journal
Remarks by President Biden in a Press Conference — The White House
@USAmbJapan — X
@USAmbJapan — X
And Then There Were None — Agatha Christie
China Sows Disinformation About Hawaii Fires Using New Techniques — New York Times
China's defense minister not seen for two weeks — Nikkei
Xi reprimanded by elders at Beidaihe over direction of nation — Nikkei
Canada Appoints Judge to Probe Allegations of Foreign Interference in Elections — Wall Street Journal
U.K. Arrests Parliamentary Researcher in China Spy Probe — Wall Street Journal
Apple Risks Chinese Users Souring on iPhones Ahead of Launch — Bloomberg
@CGMeifangZhang — X
China AI & Semiconductors Rise: US Sanctions Have Failed — SemiAnalysis
The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention — Sharp Tech
Michigan Man Sentenced 48 Months for Attempting to Spy for the People’s Republic of China — US DoJ
Game of Pawns — FBI YouTube Channel
Mandarin Chinese Pinyin Chart — Dig Mandarin