Sharp China with Bill Bishop Podcast
1) (Preview) Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for ‘Stability’; Macron and the EU Conundrum
On today’s show Andrew and Bill begin with the news that the US is greenlighting the sale of Nvidia’s H200 chips to the PRC market. Topics include: Dubious claims in Trump’s Truth Social post announci...Show More
2) Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade ‘Impossible’
On today’s show Andrew and Bill begin with the call between Trump and Xi last week, a subsequent call between Trump and Japanese Prime Minister Sanae Takaichi, and the PRC’s ongoing tensions with Japa...Show More
3) (Preview) A Maximalist Response to Japan's PM; More Bad Real Estate News; Leaked Warnings on Alibaba; Hasan Piker Touring China
On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of Senkakk...Show More
4) (Preview) US-China Follow-Through; New Xi Textbooks and a New Aircraft Carrier; A Wolf Warrior Greets Japan’s PM; More Setbacks for Nvidia
On today's show Andrew and Bill begin with the implementation of this month's deal between the US and China, including a variety of early indications that both sides intend to follow through with comm...Show More
5) The US-China Deal One Week Later: Why Short-Term Stability Is Likely, Costs and Benefits of Escalation, and More Adventures with Nvidia
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 a...Show More
6) (Preview) A Basic Consensus on Arrangements to Address US-China Concerns; The New Five-Year Plan Sounds Familiar; Nexperia as an Object Lesson
On today's show Andrew and Bill begin with the looming Trump-Xi meeting in Seoul, South Korea, and the "consensuses" agreed upon in Kuala Lampur this past weekend. Topics include: Treasury Scott Besse...Show More
7) (Preview) The Questions Swirling Around the Fourth Plenum; PLA Purges Made Official; The Latest on the Trade War and Nexperia
On today's show Andrew and Bill begin with questions surrounding the Fourth Plenum as it continues in Beijing this week. Topics include: The Party's messaging on past successes, a timeline for policy ...Show More
8) (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 imme...Show More
9) (Preview) Official Secrets and a Royal Mess in the UK; Trillion Dollar Rumors in the Trade War; 300,000 Sim Cards in New York and New Jersey
On today's show Andrew and Bill begin with a mounting scandal in the UK after prosecutors dropped charges against two men accused of spying for China. Topics include: Fingers pointed and claims that P...Show More
10) TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks
On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDan...Show More