(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News
Episode Description
On today’s show Andrew and Bill begin with last week’s indictment of Wally Liaw, the co-founder of Super Micro, and its implications for US chip policy. Topics include: Incredible details from the indictment, US enforcement options, and bipartisan calls for government action on Nvidia exports to China and Southeast Asia. Then: Xi takes three Standing Committee members and three other Politburo members to inspect the progress at Xiong’an, signaling continued commitment to the “new area” 60 miles south of Beijing. At the end: Reports that the US visit to China is delayed indefinitely, the PRC’s delicate diplomatic calculus as the Iran war continues, and tech news on Manus, Apple, OpenClaw, and an FCC ban on routers.
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Bill Bishop is the author of Sinocism
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Xi inspects Xiong’an; China Development Forum; Iran; Nvidia chip smuggling; SOE rules; Sleeping fish — Sinocism
Wang Yi speaks with Iranian counterpart; Japan-China; Router ban; Hong Kong bookstore owner arrested; Poyang Lake dam — Sinocism
Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China — DOJ
US must suspend Nvidia AI chip exports to China, senators say — Financial Times
China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show — Reuters
A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? — New York Times
The Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies — Bloomberg
Feng Shui: between spirituality and state legitimation — Sinocities
Trump-Xi summit on hold until Iran conflict ends, people briefed say — Politico
Chinese Founder of Router-Maker TP-Link Seeks a Trump Gold Card — Bloomberg
FCC Bans Wireless Router Imports, Citing Security Concerns — Bloomberg
China Ramps Up Scrutiny of a Meta A.I. Deal — New York Times
US-China; PRC-Vietnam; H200s; China cuts the “Apple tax”; Chinese Modernization and 15th Five-Year Plan — Sinocism