Sharp China: A Giant Mess with Super Micro; Completely Correct Xiong'an Progress; The PRC's Balancing Act on Iran; Manus, Apple and Router News

This is a free preview of a paid episode. To hear more, visit sinocism.comShow Notes: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.Related Readings:Xi inspects Xiong’an; China Development Forum; Iran; Nvidia chip smuggling; SOE rules; Sleeping fish -- SinocismWang Yi speaks with Iranian counterpart; Japan-China; Router ban; Hong Kong bookstore owner arrested; Poyang Lake dam -- SinocismThree Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China -- DOJUS must suspend Nvidia AI chip exports to China, senators say -- Financial TimesChina acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show -- ReutersA Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? -- NYTThe Big Hack: How China Used a Tiny Chip to Infiltrate U.S. Companies -- BloombergFeng Shui: between spirituality and state legitimation -- Sinocities从风水角度看雄安新区背后玄机，关乎千年国运！- 新浪财经重磅！雄安新区“风水格局”首次曝光，中轴线竟然对着……Trump-Xi summit on hold until Iran conflict ends, people briefed say -- PoliticoChinese Founder of Router-Maker TP-Link Seeks a Trump Gold Card -- BloombergFCC Bans Wireless Router Imports, Citing Security Concerns -- BloombergChina Ramps Up Scrutiny of a Meta A.I. Deal -- NYTUS-China; PRC-Vietnam; H200s; China cuts the “Apple tax”; Chinese Modernization and 15th Five-Year Plan -- Sinocism