Sharp China with Bill Bishop (Preview) US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H20s on Ice; What Beijing is Doing in New York City
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing’s motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.
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Bill Bishop is the author of Sinocism
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SCO Summit; PRC trade negotiator invites himself to DC; Trump wants more PRC students; AI+ Initiative; Nvidia - Sinocism
Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume - WSJ
Ambassador Xie Feng attended the U.S.-China Soybean Industry Partner Breakfast Reception and delivered remarks - PRC Embassy to the U.S.
China’s Soy Crushers May Be Facing a Winter Without US Beans - Bloomberg
Trump to allow 600,000 Chinese students entry to US for college as trade talks with China press on - New York Post
Send Harvard’s Chinese Students Home - WSJ
China has to give US magnets or face 200% tariff - Reuters
Joint Statement on a United States-European Union Framework on an Agreement on Reciprocal, Fair, and Balanced Trade - The White House
Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia - SCMP
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump - CNBC
Changing times: Cambricon tops Moutai as China’s costliest stock as chips trump baijiu - SCMP
China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks - FT
Nvidia Orders Halt to H20 Production After China Directive Against Purchases - The Information
Opinions of the State Council on Deepening the Implementation of the “Artificial Intelligence+” Initiative - Sinocism
How China Influences Elections in America’s Biggest City - N.Y.T.
Inside Our Investigation of China’s Influence Campaigns - N.Y.T.
Red Envelopes With Cash Are Changing Hands at Adams Campaign Rallies - N.Y.T.
How a Criminal With Close Ties to China Became a New York Power Broker - N.Y.T.
Red Packets in the USA! - Image Thief