BU BÖLÜM HAKKINDA
On today’s show Andrew and Bill begin with a raft of proposed export controls from Beijing on AI related technologies, solar components, and machinery, as well as continued angst surrounding Japan’s rare earth access. Then: Reactions to strong Q3 GDP numbers in the PRC, continued stock market struggles, questions about GDP targets, and speculation about the agenda for next week’s Fifth Plenum. At the end: The EU signals a willingness to continue protectionist measures in new sectors, a report on new investment deals between the US and China, a potential Putin-Xi-Trump, sanctions on China’s version of Y Combinator, and a Politico report on OpenAI’s suddenly restrained export control lobbying, which spawns a variety of thoughts on the state of US chip policy.
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
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Q3 GDP growth on target; Xi on compute; Export controls; Fifth Plenum watch — Sinocism
Fifth Plenum approaching; EU signaling car deal just the start; Li Qiang going to Russia; The Great Expedition 伟大远征 — Sinocism
China Plans AI Export Curbs to Exert Control Over Key Tech — Bloomberg
Muse Spark Open, Meta + Apple, Thin and Thick — Stratechery Update
US Moves to Bar China’s DeepSeek From Federal Agency Systems — Bloomberg
China Slaps Export Curbs on More Drones and Industrial Machinery — Bloomberg
Japan ‘months’ from running out of critical rare earth as China squeezes supply — Financial Times
China’s economic growth picks up as exports boom, consumers balk — Reuters
Shanghai tops world in empty offices as overseas investment pulls away — Nikkei
China warns EU not to ‘fantasise’ on trade approach as Brussels confirms new ‘kill switch’ — SCMP
UK is prepared to align with EU tariffs on Chinese EVs, minister indicates — Politico EU
US-China negotiators race to nail down concrete deals as Shenzhen Apec looms — SCMP
US Sanctions Chinese Venture Firm in Google AI Secrets Case — Bloomberg
As lame-duck battle over chips heats up, OpenAI pulls back — Politico
The Desperate Hunt for AI Computing Power Is Upending Silicon Valley — Wall Street Journal
