China playing rare earths card against Japan again; H200s; Scam tycoon Chen Zhi sent back to China; Liu Haixing The moderate introduction of advanced computing products can relieve demand pressure in certain application scenarios in the short term, partic... See more
This episode of Sharp China is outside the paywall. Show Notes: On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the pro... See more
Another day, another economic weapon aimed at Japan; “AI + Manufacturing”; H200 concerns; Manus; Platform rules In response to the US bullying acts, we launched a “combination punch” of 5 rounds of tariff and non-tariff countermeasures, forcing the US to ... See more
Tightening export controls on dual-use items to Japan and threatening rare earths export licenses; Stock market on a roll; Influencers to help improve “international communication” Today’s top items: 1. Tightening export controls on dual-use items to Japa... See more
China’s Venezuela Calculations; Real Estate Market Expectations; December Politburo and Democratic Life Meetings; Museum Scandal; 2026 Propaganda Tasks Happy New Year! I hope all of you who got some time off had a nice break. It has not been a quiet twelv... See more
