(Preview) Chips and the Geneva Consensus; US Policy and the Chinese Century; Controversy Over Solar Power Inverters
Description
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
On today's show Andrew and Bill begin with the Commerce Department's guidance on Ascend Chips, caustic responses to that policy on the PRC side, citations to the "Geneva Consensus," and the news the U.S. will be partnering with Saudi Arabia and the UAE on AI investments in a move that may limit PRC influence in the region. From there: Reactions to a New York Times op-ed about divergent policy trajectories for the US and China, comments from Ding Xuexiang on accelerating technological self-reliance, and questions about the US retaining and recruiting global talent. At the end: Rogue communication devices are reportedly found in Chinese solar power inverters, and a word about diamonds.
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Lai's inauguration anniversary; Xi in Henan; Official belt tightening; Chip controls — Sinocism
Premier Li on domestic circulation; Ding on tech self-reliance; AI chips; Rare earth magnets; CO2 emissions decline — Sinocism
US warns against using Huawei chips ‘anywhere in the world’ — Financial Times
Trump administration considers adding Chinese chipmakers to export blacklist — Financial Times
An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism — Stratechery
Global supply chains threatened by lack of Chinese rare earths — Financial Times
In the Future, China Will Be Dominant. The U.S. Will Be Irrelevant. — New York Times
Remarks by Director Kratsios at the Endless Frontiers Retreat — The White House
Remarks by Director Kratsios at the National Academy of Sciences — The White House
China is opening a new front in its supply chain war — Washington Post
Rogue communication devices found in Chinese solar power inverters — Reuters
United States
