(Preview) Questions for BRICS and the NPC; PRC Nuclear Arsenal and Ambitions; Taiwan's Energy Security; Heightened Scrutiny on TSMC and the Biden Admin

Sharp China with Bill Bishop

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Bill Bishop is the author of Sinocism

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On today's show Andrew and Bill begin with Xi Jinping's visit to the16th BRICS Summit and Russia's rumored effort to build a platform for international payments that would be immune to Western sanctions. From there: The Power of Siberia-2 pipeline that may or may not materialize, waiting for news on the next meeting of the NPC standing committee, and one theory on how the US election could impact the timing of the next fiscal announcement. Then: Xi's visit to a PLA Rocket Force brigade in Anhui, the rhetoric Xi uses surrounding the PLA and its readiness, and thoughts on the continued buildout of the PRC nuclear arsenal. At the end: A note on Taiwan's energy security, clarity on the names of the National Zoo’s new pandas, and a flurry of reports and questions surrounding Huawei, TSMC and the Commerce Department's oversight of export controls on chipmaking equipment.

To email the show: [e-mail]

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@Stratechery Channel — YouTube

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Xi meets Putin; No announcement of NPC SC meeting; Rui Chenggang; Huawei and TSMC; Huawei's updated OS; VW exec deported — Sinocism

Xi in Anhui, inspects nuclear missile brigade; Q3 GDP and rate cuts; BRICS; Export controls — Sinocism

Xi Jinping to Attend the 16th BRICS Summit in Russia — MoFA

At BRICS summit, Russia to push to end dollar dominance — Reuters

Plan D — Doomberg

China Moves to Support Markets After Data Showing Economy Slowed — Bloomberg

Covering China’s National People’s Congress and its Standing Committee — NPC Observer

Xi calls on Anhui to write its own chapter of Chinese modernization — Xinhua

Adapting US strategy to account for China’s transformation into a peer nuclear power — The Atlantic Council

Huawei Technologies’ Latest AI Chips Were Produced by TSMC — Bloomberg

TSMC says it alerted US to potential violation of China AI chip controls — Financial Times

U.S. Probes TSMC’s Dealings With Huawei — The Information

Secretive Chip Startup May Help Huawei Circumvent US Sanctions — Bloomberg (2022)

D.C.’s new pandas are named what, now? — Washington Post

TSMC Cuts Off Client After Discovering Chips Diverted to Huawei — Bloomberg