ChinaTalk

By: Jordan Schneider
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  • Summary

  • Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider. Check out the newsletter on Substack at https://www.chinatalk.media/
    Jordan Schneider
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Political Science Politics & Government
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Episodes
  • Chips: Liberated? Trump’s Semis Tariff Gambits

    Chips: Liberated? Trump’s Semis Tariff Gambits
    Apr 19 2025
    Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill lays out the four clashing instincts driving policy in MAGA 2.0: revenge for decades of perceived slights, a bargaining bluff to coerce concessions, a fast‑cash revenue grab, and a fantasy of instant on‑shore fab construction. Jay walks through the on‑the‑ground fallout: chip designers worrying about losing China sales, GPU‑specific duties warping supply chains, and a loophole that lets boards assembled in Mexico skate by. We explore how blanket tariffs could accelerate China’s ascent in analog and trailing‑edge chips, undermine Biden‑era “ally‑first” export‑control diplomacy, and leave Commerce’s BIS badly under‑resourced to enforce the rules. We also get into whether allies will sign up for Washington’s crusade after being slapped themselves, and whether Nvidia, Intel, and Tesla are “too important to punish.” Outtro Music: Well Get It, Tommy Dorsey https://www.youtube.com/watch?v=FgiHzCiB5Aw Bible‑Verse Sign‑off “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 mins
  • Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry

    Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
    Apr 18 2025
    Dylan Patel is a man on a mission. We get into how: Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3 Outtro Music, a little texas country for you all: Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD Learn more about your ad choices. Visit megaphone.fm/adchoices
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    35 mins
  • How to Break Beijing

    How to Break Beijing
    Apr 15 2025
    Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of the century? “Tony Stark” is the author of Breaking Beijing, a Substack examining the military dimensions of US-China competition. Tony’s Substack goes deep on subjects you didn’t know you needed to understand, like Arctic policy, and takes a refreshing step back to look at great power competition holistically. Tony is also the author of Ex Supra, a sci-fi thriller about a near-future US-China war. Today, we discuss… What it will take to win the 21st century, and what America needs to prioritize in the short, medium, and long term, Why investing in education, basic science research, and foreign aid pay dividends in military readiness, Why Washington is short on coherent China strategy, Taiwan’s impact on global nonproliferation efforts, How AI could change warfare, even if AGI can’t be considered a “wonder weapon.” Outro music: Cmon - Fred Again (YouTube link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 2 mins

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