Sharp China with Bill Bishop (Preview) Xi Goes to Europe; US Restricts Intel and Qualcomm Sales to Huawei; Tension with the Philippines and Australia; TikTok Files Its Lawsuit
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk 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 takeaways from Xi Jinping’s visit to France, Serbia and Hungary, where topics included cognac, "so-called overcapacity", the war in Ukraine, and Ambassador Lu Shaye twelve months after his comments about post-Soviet states. From there: The People’s Daily and other party media went dark for much of the day on Tuesday, and the Biden administration does not renew export licenses that allow Intel and Qualcomm to supply Huawei with semiconductors for computers and mobile phones. At the end: The latest twist in the dispute at Second Thomas Shoal, an Australian helicopter takes evasive action to avoid the PLA, ByteDance and TikTok take their fight to court, and a book rec for anyone interested in the origins of the GDP metric.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi in France; Overcapacity; Chinese modernization; PRC-Philippines; Real estate — Sinocism
Xi in Europe; Bytedance and TikTok sue the US; PRC-Philippines "gentleman's agreement" mess; Hauwei; AI — Sinocism
Macron’s cognac — the only thing that went down smoothly with Xi — Politico
Macron puts trade and Ukraine as top priorities as China’s Xi opens European visit in France — AP
Emmanuel Macron in his own words (English) — Economist
Xi Jinping lashes out at Nato over 1999 Belgrade bombing ahead of Serbia visit — Financial Times
China’s Mouthpieces Go Quiet — China Media Project
US revokes licences for supply of chips to China’s Huawei — Financial Times
U.S. assessing if China's SMIC broke U.S. rules to make Huawei chip — CNBC
Wescom chief agreed to China's 'new model' — Manila Times
Australian helicopter forced to take evasive action after Chinese fighter detonates flares — ABC Australia
China slams Australian military for ‘disrupting’ drill after Yellow Sea helicopter confrontation — SCMP
TikTok Taps Covington, Mayer Brown in Fight for US Survival — Bloomberg
TikTok's Free Speech Lawsuit Has a Logic Problem — Bloomberg
Despite international hires, TikTok is Chinese at its core — Rest of World
Growth: A History and a Reckoning — David Susskind