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

About this episode

The episode discusses the implications of a recent indictment related to Super Micro and US chip policy, along with updates on Xiong'an and diplomatic relations involving Iran.

This is a free preview of a paid episode. To hear more, visit sinocism.com 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 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 -- 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…

People in this episode

Host: Bill Bishop

Guest: Andrew

Topics covered

• US chip policy
• Xiong'an progress
• Iran war
• Nvidia exports
• tech news

Keywords

• Super Micro
• Nvidia
• Xiong'an
• Iran
• chip policy
• tech news
• US-China relations

Mentioned in this episode

Organizations: Super Micro, Nvidia, PRC, Apple, FCC

Places: Xiong'an, China, Iran, Beijing

More episodes of Sharp China Podcast

• Sharp China: Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others · June 11, 2026 · 15 min
• Sharp China: Seizing the Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist · June 4, 2026 · 1h 11m
• Sharp China: Social Mobility and Hukou Reform; US Halts Taiwan Arms Sales?; Ongoing Pressure on Japan; An American Xinhua Journalist Arrested · May 28, 2026 · 16 min
• Sharp China: Constructing US-China Stability; Trump's Taiwan Comments and More Summit Takeaways; Putin in China · May 21, 2026 · 12 min
• Sharp China: 10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping · May 13, 2026 · 1h 2m
• Sharp China: Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting · April 30, 2026 · 15 min