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cover of episode (Preview) Chips and the Geneva Consensus; US Policy and the Chinese Century; Controversy Over Solar Power Inverters

(Preview) Chips and the Geneva Consensus; US Policy and the Chinese Century; Controversy Over Solar Power Inverters

2025/5/21
logo of podcast Sharp China with Bill Bishop

Sharp China with Bill Bishop
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Bill Bishop: 美国商务部对华为Ascend芯片采取更严格的出口管制措施，提醒大家使用这些芯片可能违反美国法律。虽然华为目前无法满足国内需求，但长期来看，如果华为试图将这些芯片推广到海外，可能会面临美国的制裁风险。我认为，美国此举旨在对抗中国建立与英伟达竞争的芯片生态系统的野心。TSMC可能在其中扮演了一定的角色，通过SoftGo等公司帮助华为规避了出口管制，但未来可能会面临美国的巨额罚款。 Andrew Sharp: 我认为，美国对华为芯片的管制，实际上是在提醒大家，如果公司使用华为的Ascend芯片，可能会面临违反出口管制的风险。虽然目前具体执行情况尚不明确，但这无疑对那些希望采用华为芯片的企业产生了寒蝉效应。同时，中国商务部对美国此举表示不满，认为这破坏了中美在日内瓦达成的共识。我认为，中国商务部此番言论，意在提醒特朗普政府，进一步的管制措施可能会危及中美贸易谈判。

Deep Dive

Chapters
The Commerce Department's stricter approach to AI chips, particularly Huawei's Ascend chips, has sparked controversy. This includes a chilling effect on usage globally and raises questions about the enforcement and implications for companies using these chips. The Chinese response highlights a potential lack of consensus on chip controls.
  • US Commerce Department issues guidance on using Huawei Ascend chips
  • Guidance states using these chips violates US export controls, regardless of location
  • China's Ministry of Commerce expresses unhappiness, citing undermined Geneva consensus
  • Uncertainty remains about enforcement and implications for companies using Huawei chips
  • US aims to counter China's ambitions to build a competing chip ecosystem

Shownotes Transcript

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 protected])

@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)