Sharp China with Bill Bishop Xi-Biden Momentum; Calls to Condemn Hamas; The Chip Lobby Fights the Export Controls; Apple and Kyrie Irving
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 a meeting between Xi Jinping and a congressional delegation led by Senate Majority Leader Chuck Schumer, the latest indication that Xi and the PRC are working toward a trip to APEC in November and a likely meeting with President Biden. From there: Reports of updates to the semiconductor export controls in advance of a Xi visit, Senator Schumer asks Xi and Wang Yi for a swift condemnation of Hamas terror attacks, and whether PRC messaging in the Middle East will deviate from the playbook we saw Russia and Ukraine. Then: The introduction of Xi Jinping Thought on Culture, an analyst's look at the evolution of semiconductor export controls, and why Nvidia reportedly sought to have the aforementioned analyst "sidelined" as policymakers continue to calibrate new restrictions for U.S. exports. At the end: Tim Cook's takes on manufacturing expertise in China, a competing theory as to how that expertise was honed, and Kyrie Irving becomes a global ambassador for ANTA apparel.
To email the show: email@sharpchina.fm
To subscribe to Sinocism, click here.
To subscribe to Stratechery, click here
BRI white paper; More stimulus talk; Country Garden; Improving legal environment for private business; Huawei — Sinocism
Xi Jinping Thought on Culture 习近平文化思想; Xi meets Schumer; Semiconductor controls; Disappointing holiday data; Xizang — Sinocism
China, US need not go head to head, President Xi Jinping tells senators, in strongest sign he may head to Apec summit — SCMP
Thucydides Trap — Wikipedia
U.S., China Both Try to Gain Upper Hand Ahead of Biden-Xi Summit — Wall Street Journal
US senators seek Xi’s help to pressure Iran on Middle East conflict — Financial Times
Xi Focus: Xi Jinping Thought on Culture highlighted at key meeting — Xinhua
In Chip Race, China Gives Huawei the Steering Wheel: Huawei’s New Smartphone and the Future of Semiconductor Export Controls — Center for Strategic & International Studies
An Interview with Gregory C. Allen About China’s Chip Ban Response — Stratechery Interview
How the Big Chip Makers Are Pushing Back on Biden’s China Agenda — New York Times
Apple’s Latest China Challenge: A Crackdown That Could Shrink Its App Store — Wall Street Journal
Post by S.L. Kanthan — @Kanthan2030
Post by Jonathan P. Sine — @JonathonPSine
How Apple tied its fortunes to China — Financial Times
Kyrie Irving Is Now an Exec at Chinese Firm Tied to Human Rights Abuses — Rolling Stone
Post by Kyrie Irving — @KyrieIrving