On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
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On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
(Preview) A US-China Trade Framework and Continuing Rare Earth Fun; The PRC and the War in Iran; Challenges in China's Car Industry?
Sharp China with Bill Bishop
13 minutes 55 seconds
4 months ago
(Preview) A US-China Trade Framework and Continuing Rare Earth Fun; The PRC and the War in Iran; Challenges in China's Car Industry?
On today’s show Andrew and Bill take stock of the US-China trade framework in the wake of last week’s negotiations in London. Topics include: US escalations that brought the PRC side back to the table, PRC rare earth leverage that forced a compromise but no additional export control concessions, and variables to watch as trade tensions continue. From there: A survey of the various implications for the PRC as Israel attacks Iran and Wang Yi condemns the violations of Iran’s sovereignty. At the end: The FT reports on struggles in the PRC auto industry, the politics of factory closures, another compelling data point undermining Xi rumors, and a Wall Street Journal story about new chip workarounds for PRC firms.
Sharp China with Bill Bishop
On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China's strategy for the past month. At the end: Reporting on a doomed push from Nvidia to sell Blackwell chips to China, new subsidies for China's AI leaders, a potential Nexperia resolution, and questions the forthcoming fentanyl cooperation between the US and China.
