Sharp China with Bill Bishop

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 To email the show: email@sharpchina.fm Woodside Summit and the San Francisco Vision; Fentanyl; Real Estate; Applied Materials and SMIC — Sinocism Li Qiang heads CFC; Real Estate; Taiwan election; US-China; Prosecutors and Xi Thought on Culture — Sinocism Watch: The moment Biden and Xi discuss presidential sedans — NBC News In Talks With Biden, Xi Defends China’s Rise, While Seeking to Reassure — New York Times Biden removes sanctions from Chinese institute in push for fentanyl help — Reuters The global network behind the fentanyl crisis — Financial Times Chinese propaganda frames Xi's US pivot — Reuters U.S. Executives Get No Reassurance From Xi on Tougher China Business Environment — Wall Street Journal Biden calls Xi a dictator after carefully planned summit — Reuters Why did Joe Biden call Xi Jinping a dictator? — China in Context/SOAS China Institute Taiwan’s Opposition in Disarray as Alliance Talks Stumble — Bloomberg Taiwan's former US envoy, well-known in US, vilified by China, named VP candidate — Reuters One of the Most Influential Ambassadors in Washington Isn’t One — New York Times Take heart, it looks like China could send new pandas to the US — AP The Amazing Panda Adventure (1995) Official Trailer — Rotten Tomatoes Classic Trailers YouTube Channel California Governor Presents Xi with Golden State Warriors Jersey — CCTV Video News Agency YouTube Channel Biden Panda Cold Open — Saturday Night Live YouTube Channel

Tech analyst Ben Thompson, author Bill Bishop, and commentator Andrew Sharp discuss topics such as the chip ban, China's response, TikTok's ban, the efficiency of authoritarian government, and the upcoming apex meeting in San Francisco. They explore the impact on tech companies, the US-China relationship, and the strategic benefits of the American system.

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 Xi Jinping’s trip to San Francisco and a likely meeting with President Biden next week. Topics include: A planned dinner with business leaders, why the PRC hasn’t yet confirmed the trip, modest goals for both sides, more ambitious concessions China and the US may seek. From there: Janet Yellen’s column in the Washington Post, the Wall Street Journal offers one calculation for foreign capital flight, and why changes at the as yet unscheduled Third Plenum may not allay investor anxiety. At the end: The detention of Zhang Hongli, a.k.a. Lee Zhang, in what appears to be another corruption investigation, warming relations between the PRC and Australia, and the pandas in Washington D.C. prepare for a long flight. To email the show: email@sharpchina.fm PRC-Australia back on the "right path"; He Lifeng to DC; Investor detentions and foreign funds outflows; Vanke; Hydropower — Sinocism More state capital for key areas; Prepping for Xi in San Francisco; More real estate support likely; PLA; Huawei AI chips; BRI — Sinocism US Defense Chief Lloyd Austin Asks to Meet With China’s Still-Unnamed Counterpart — Bloomberg There’s a way for the U.S. to compete with China — and to work with China — Washington Post Foreign Firms Pull Billions in Earnings Out of China — Wall Street Journal Wang Xiangwei's Thought of the Day on China — Wang Xiangwei's Thought of the Day on China China Opens Corruption Probe Into Ex-ICBC Banker Zhang Hongli — Bloomberg Inside a Brazen Scheme to Woo China: Gifts, Golf and a $4,254 Wine — New York Times Private schools rethink China future after flunking growth test — Reuters Australian and Chinese leaders talk pandas and wine as ties improve despite disagreements — AP Here’s How the Pandas Are Getting From the National Zoo to China — Washingtonian The hidden power of China’s pandas — and why the U.S. is losing them all — Washington Post Surprise panda goodbye — Axios

Li Keqiang and Wang Yi discuss US-China relations, mourning in China, and the Xiangshan Forum. Gavin Newsom plays basketball in China. Rahm Emanuel addresses resource extraction. The podcast also covers the decline in FDI in China, implications of overseas meteorological stations, and the impact of pollution on competitiveness. The United Front's role in shaping visitors' views of China is also discussed.

Bill Bishop, author of Sinocism, joins the podcast to discuss the tension in the South China Sea and the possibility of US involvement. They also cover the removal of Li Shangfu and Qin Gang from the State Council, spying accusations against the US, and scrutiny of Foxconn ahead of Taiwan's presidential election. They end by examining sentiments in China after Xi Jinping's first decade in power.

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 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

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

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 To email the show: email@sharpchina.fm A Global Community of Shared Future: China's Proposals and Actions; MSS head on national security in digital era; Qin Gang and Fu Xiaotian; US-China — Sinocism Xi in Zhejiang; Asian Games; Xi meets Assad; Huawei; US-China on road back to Bali — Sinocism Chinese TV presenter linked to missing foreign minister had surrogate child in US — Financial Times Blasting Bullhorns and Water Cannons, Chinese Ships Wall Off the Sea — New York Times The South China Sea Tribunal — Law of the Sea Asia Maritime Transparency Initiative — AMTI Philippines vows not to back down as China warns against 'trouble' at disputed shoal — Reuters Philippines and US accuse China of illegally targeting supply ships — Financial Times U.S. Support for the Philippines in the South China Sea — US State Department White House told U.S. ambassador to Japan to stop taunting China on social media — NBC News Senior Nomura banker barred from leaving mainland China — Financial Times Rahm Emanuel — @USAmbJapan How China’s Language Shifted After Landmark Xi-Biden Meeting — Bloomberg Panda Palooza: A Giant Farewell — Smithsonian The Panda Party’s Almost Over — Foreign Policy Giant panda Xiao Qi Ji celebrating 3rd birthday at National Zoo — YouTube The Amazing Panda Adventure (1995) Official Trailer — YouTube

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 To email the show: email@sharpchina.fm Qin Gang; Grim reports from chambers of commerce; Wang Yi in Russia; Huawei phone; Zhang Youxia — Sinocism US-China meetings; Spy balloon that was not spying?; Wang Yi to Russia; PRC diplomacy; PLA rumors — Sinocism China’s Former Foreign Minister Ousted After Alleged Affair, Senior Officials Told — Wall Street Journal Post by US Ambassador to Japan Rahm Emanuel — @USAmbJapan Chinese defence minister under investigation by Beijing, US believes — Financial Times AmCham Shanghai Releases Report on Business Climate in China — AmCham Shanghai China’s Worst Capital Outflow in Years Spells More Yuan Pressure — Bloomberg Europe’s Wind Industry Calls for Support Amid Mounting Struggles, China Competition — Wall Street Journal EV makers’ use of Chinese suppliers raises concerns about forced labor — Washington Post The bizarre secret behind China's spy balloon — CBS News In Risky Hunt for Secrets, U.S. and China Expand Global Spy Operations — New York Times Thread on US Export Controls and the Mate 60 Pro — Sinocism Chat No Evidence That China Can Make Advanced Chips ‘at Scale,’ US Says — Bloomberg Apple iPhone 15 Pro Max Deliveries Slip to November in Sign of Demand — Bloomberg Xiaotian Fu Garden — Churchill College Cambridge

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 Xi Jinping's visit to Heilongjiang during the G-20 Summit, President Biden's comments on containment and the likelihood of a Taiwan invasion, and why news that Wang Yi will skip the UN General Assembly next week does not necessarily tell us anything about Xi's plans for APEC in November. From there: Rahm Emanuel highlights a disinformation campaign centered on the Maui Wildfires and the disappearance of Defense Minister Li Shangfu, rumors continue to swirl about investigations of party leadership and members of the PLA, and there are reasons to be skeptical of a report that Xi was reprimanded by party elders at Beidaihe. At the end: Espionage arrests in the UK and an interference inquiry in Canada, Apple tries to avoid getting caught in the middle of the US-China rivalry, big decisions loom at the BIS, and a word about pronunciation. To email the show: email@sharpchina.fm Xi in Heilongjiang; G-20; Biden on China; MSS on another US spy; UK arrests; Warning to RMB shorts; Rumors — Sinocism Circular on Taiwan-Fujian; Real estate; More on UK spy/influence mess; House Committee goes to Wall Street; Semiconductor controls — Sinocism China’s Top Diplomat to Skip U.N. Assembly, Raising Doubts About Possible Xi Visit to U.S. — Wall Street Journal Remarks by President Biden in a Press Conference — The White House @USAmbJapan — X @USAmbJapan — X And Then There Were None — Agatha Christie China Sows Disinformation About Hawaii Fires Using New Techniques — New York Times China's defense minister not seen for two weeks — Nikkei Xi reprimanded by elders at Beidaihe over direction of nation — Nikkei Canada Appoints Judge to Probe Allegations of Foreign Interference in Elections — Wall Street Journal U.K. Arrests Parliamentary Researcher in China Spy Probe — Wall Street Journal Apple Risks Chinese Users Souring on iPhones Ahead of Launch — Bloomberg @CGMeifangZhang — X China AI & Semiconductors Rise: US Sanctions Have Failed — SemiAnalysis The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention — Sharp Tech Michigan Man Sentenced 48 Months for Attempting to Spy for the People’s Republic of China — US DoJ Game of Pawns — FBI YouTube Channel Mandarin Chinese Pinyin Chart — Dig Mandarin