Bill Bishop

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@niubi

Sinocism sinocism.com/about Co-founded Marketwatch.com. Sharp China Podcast sinocism.com/s/sharpchina

DC sinocism.com/about Joined April 2007

6.1K Following 201K Followers 936 Posts

Latest posts 5

Bill Bishop @niubi 4h

"Several US government agencies pushed for Singapore-based Megaspeed to be included on the so-called entity list of groups connected to China that allegedly posed national security risks, according to multiple people familiar with the deliberations. But the commerce department, which chairs the panel overseeing the list, sought over the past two months to delay new inclusions, one of the people said.

Demetri Verified account @AsiaLens 4h

SCOOP - US commerce department delays decision on #Megaspeed’s possible inclusion on trade blacklist

ft.com/content/afb6c9… via @ft
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Bill Bishop @niubi 6h

Nvidia board should say they are halting all sales to Singapore, Thailand, Malaysia and distributors in the region while they investigate and improve compliance process. Get ahead of congress, if they find problems find scapegoats like legal and sales people, but protect Jensen Huang. They can’t do nothing and they can’t say they have had no compliance issues. But I doubt they will; even after all these revelations they still have not said they have suspended business with Megaspeed

Bill Bishop @niubi 8h

MOFCOM West accounts are entertaining

Bill Bishop @niubi 8h

“Staff at the Bureau of Industry and Security, an office within the Commerce Department that oversees U.S. tech exports, had flagged the risk of Nvidia’s advanced chips being diverted to China in “dozens” of reports over recent months. But those warnings have not led to intervention or new restrictions on the company “in a meaningful capacity,” according to a person familiar with the matter granted anonymity to discuss it”

Sophia Cai Verified account @SophiaCai99 10h

Last year, the Commerce Department halted its investigation into Megaspeed, and senior Commerce officials, including Jeffrey Kessler and Howard Lutnick, have rebuffed requests from junior staff to pursue the issue and to take on Nvidia.
politico.com/news/2026/11/0…
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Bill Bishop @niubi 9h

"Before emerging at the heart of a scandal with Nvidia Corp. CEO Jensen Huang, Alice Huang worked at a Shanghai private equity firm alongside a veteran fund manager who was fined by Chinese securities regulators and now under criminal scrutiny, according to public filings and people familiar with the matter. Alice Huang, in her 40s and whose Chinese name is Huang Le, was a major shareholder and senior executive at Shanghai Hexi Investment Co. Ltd., a private equity firm founded by veteran fund manager Kang Wei."

Bill Bishop Verified account @niubi 9h

Caixin In Depth: Chinese Woman Linked to Nvidia CEO Has Ties to Shady Shanghai Fund Manager caixinglobal.com/2026-11-10/in-…
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