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Bill Bishop is the author of Sinocism

On today’s show Andrew and Bill begin with the long-awaited updates to the Biden Administration’s export controls on chips. Topics include: Bad news for Nvidia and good news for PRC semi companies, initial responses from PRC leadership, and follow-up thoughts on the strategic calculus of the U.S. From there: Impromptu TikTok discussion in light of the export controls underscoring the importance of strategic considerations. Then: Xi welcomes Vladimir Putin back to Beijing, the state of the Russia-China partnership, and why Xi and Putin may see opportunity as war erupts in the Middle East. At the end: Brief thoughts on the Belt and Road Initiative, and Bill shares an abridged version of the Sinocism origin story to celebrate the site's six-year anniversary as a paid newsletter.

To email the show: email@sharpchina.fm

Belt and Road Forum concludes; Xi meets Putin; Q3 GDP; Reactions to updated semiconductor controls — Sinocism

Belt and Road Forum; US updates semiconductor controls; Cheng Lei speaks; Relief for local governments; US-PLA close encounters -- Sinocism — Sinocism

Commerce Department moves to cut key supply lines to China’s AI industry — Washington Post

U.S. curbs export of more AI chips, including Nvidia H800, to China — CNBC

Commentary: Belt and Road cooperation to hasten demise of "neocolonialism" — People’s Daily Online

China Chips and Moore’s Law — Stratechery

College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple — Sharp Tech

Will Xi Jinping’s Gamble on Vladimir Putin Pay Off? — Bloomberg

How the Israel-Hamas War Is Tilting the Global Power Balance in Favor of Russia, China — Wall Street Journal

Rush by west to back Israel erodes developing countries’ support for Ukraine — Financial Times

China Got a Big Contract. Nepal Got Debt and a Pricey Airport. — New York Times