Episode
Sharp China: Party Building and Xi's Dominance; Memory Chips and ASML Accusations; Germany's Puzzling Push for Plaza Accords
- Podcast
- Sharp China Podcast
- Published
- Jun 24, 2026
- Duration seconds
- 852
- Processing state
not_requested- Canonical source
- https://sinocism.com/p/sharp-china-party-building-and-xis
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Summary
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 Xi Jinping Thought on Party Building and further signs that one year after from a summer of rumors and one year out from the 21st Party Congress, Xi’s power remains entrenched as ever. Then: MOFCOM and the Ministry of Finance announced restrictions on several dozen US firms, the global memory chip shortage is an opportunity for CXMT and YMTC, what to make of the U.S. government's scrutiny of ASML, and Elon Musk's alarmism at the West’s China vulnerabilities. At the end: Takeaways from the EU Council meeting on China, Germany's push for PRC currency revaluation, structural forces that yield EU inertia, and emails on Chinese soccer, space warfare, and the JIm Cramer of weather. Related Readings: Li Qiang inspects Dalian; Response to US expansion of China military companies list; Contaminated diapers; No “Plaza Accord” to help the EU; Invest in China -- Sinocism Introduction to the Main Entries in Volumes One and Two of the Selected Works of Xi Jinping on Party Building -- Sinocism Translation Xi Jinping’s Thought on Party Building and the Four Major Changes in CCP Governance -- China Thought Express China Tightens Rare-Earth Grip on U.S. Firms, Threatening Trade Clash -- NYT Why the Memory Crunch Is Almost Impossible to Solve -- WSJ Loosening Export Controls on China’s Memory Chip Makers -- Jimmy Goodrich Memory Chips and China, Microsoft and Chinese Models -- Stratechery US senators increase pressure on Apple over possible Chinese chipmaker deal -- FT (2022) US Tells ASML It’s Concerned China May Have Top Chip Tool -- Bloomberg Netherlands to join US-led Pax Silica AI initiative despite ASML dispute -- Reuters Germany backs EU’s tough China l…