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
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Show 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…
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