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) Q&A on the Trade War: Rare Earths Anxiety, PRC Motivations, Mutual Risks, and the Capitulation or Escalation Era
Sharp China with Bill Bishop
15 minutes 52 seconds
3 weeks ago
(Preview) Q&A on the Trade War: Rare Earths Anxiety, PRC Motivations, Mutual Risks, and the Capitulation or Escalation Era
On today’s show Andrew and Bill react to the PRC’s announcement of expanded export controls on rare earths and related manufacturing equipment. Topics include: Why countries around the world were immediately concerned, clarifications offered from the PRC that may not allay those concerns, and why viewing these rules as a response to the recent BIS updates is overly simplistic. From there: The American response to the rare earth measures, including Trump's "Xi had a bad moment" comment, TACO predictions that may age poorly, why this move may have been a tactical error from Xi, and why capitulation or escalation may be a binary choice for the US. At the end: A supply chain wake-up call for the whole world, the Netherlands takes control of a Chinese-owned chipmaker, and lessons from the UK as the spy trial controversy continues to unspool.
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.
