Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk 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 an excellent report from Semi Analysis, and the state of the U.S. export controls on semiconductors and chipmaking equipment. Topics include: New reports of TSMC sales to Huawei-linked firms, the Commerce Department's oversight of chip controls, the various loopholes being routinely exploited by SMIC, Huawei and related entities, and enforcement questions for future administrations. From there: The NPC Standing Committee meeting is set for next week, the latest reports on what might be announced, and questions concerning the timing of the meeting, which will coincide with the US election. At the end: The PRC's crackdown on the private tutoring industry might be lifting, and reports that Chinese hackers targeted data from both Presidential campaigns.
To email the show: [email protected])
@SharpTechPodcast Channel — YouTube)
@Stratechery Channel — YouTube)
Xi schools cadres; More stimulus talk; EU tariffs on PRC EVs go into effect; TSMC cuts of two customers over Huawei concerns — Sinocism)
NPCSC meeting; Politburo meeting on discipline; Politburo studies "building strong cultural nation; Huawei sanctions evasion; Pro-natal measures; Phone hacking — Sinocism)
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions — SemiAnalysis)
TSMC suspended shipments to China firm after chip found on Huawei processor, sources say — Reuters)
TSMC cuts off at least two chip clients over potential Huawei links — Nikkei)
TSMC Chips Ended Up in Devices Made by China’s Huawei Despite U.S. Controls — New York Times)
Exclusive: China considers over $1.4 trillion in extra debt over next few years — Reuters)
China's private tutoring firms emerge from the shadows after crackdown — Reuters)
Chinese Hackers Are Said to Have Targeted Phones Used by Trump and Vance — New York Times)
