Sharp China with Bill Bishop

(Preview) ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to Pivot

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Apr 30, 2025
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INSIGHT

China's AI Self-Reliance Drive

  • China is pursuing AI self-reliance despite still wanting US chips and equipment for now.
  • The April Politburo study signals a shift to building independent, secure AI systems.
INSIGHT

Apple's Supply Chain Challenge

  • Apple aims to relocate all US iPhone assembly to India by the end of 2026.
  • Chinese authorities are delaying or blocking shipment of iPhone factory equipment to India.
ANECDOTE

Tim Cook's Crucial Leadership Role

  • Tim Cook's leadership is crucial as Apple navigates escalating US-China tensions.
  • He's suggested to remain executive chairman focusing on diplomatic relations.
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