Posts Tagged ‘China’

Russia-China Strategic Partnership is Molotovribbentroperrific

Tuesday, March 28th, 2023

If you’re like me, you read a lot of Zerohedge, but treat any Russian news there with several grains of salt. Such is especially the case for their repeated drumbeats that a Russia-China teamup spells doom for the United States.

Recently Vladimir Putin and Xi Jinping announced a “strategic partnership.” Here’s Peter Zeihan explaining exactly what “strategic partnership” means.

  • “Vladimir Putin of Russia entertained president or chairman Xi Jinping of China, and they had one of the big hoity-toity summits where they pledged their unending support for each other. The reality, of course, is nothing of the sort.”
  • Putin used the magic phrase strategic partnership, which, for the uninitiated, sounds really important and like an alliance. But this is the phraseology that the Russians have been using for centuries, where they [want] a partnership with the country that they don’t trust, and they expect the other country to pay for everything, and they expect to stab that other country in the back at the earliest opportunity.

    Unless, you know, the other country is just cold and brutal enough to stab them in the back first.

  • “That’s the magic phrase that you know that they really, really, really, truly despise each other. And that this is only an alliance of convenience. It has to do with getting out from under some of the sanctions that had to do with Ukraine war. So let’s put that in a box.”
  • “Within hours of leaving Russia, Xi Jinping of China invited the leaders of Kyrgyzstan and Kazakhstan and Tajikistan and Uzbekistan to a summit with just him, not the Russians.”
  • “This is the Chinese making a naked power play for control of Russia’s backyard.”
  • Zeihan reiterates his theory that Russian rational for the war is plugging historical gaps through which they’ve been invaded. “There are other access points that the Russians are really paranoid about…one of them is the Altai Gap that leads straight to China.” AKA the Dzungarian Gate.
  • When the Russians see the Chinese making this sort of naked power play to get on the other side of that gap and position themselves politically, economically, maybe militarily with countries that are on the wrong side of that line while the Russians are occupied in Ukraine, the Russian mind immediately falls into kind of this revanchist position where they realize that they are now under assault from all possible angles. And this is like the worst case scenario for the Russians, and there’s not a damn thing they can do about it, because they have completely committed their entire conventional forces to their Western periphery in the war with Ukraine.

  • “Now that the Chinese are actually nibbling on the eastern periphery, we know that this relationship is now in its dying years, because the Russians know the Chinese absolutely cannot be trusted. I can’t say, for the rest of it, that’s really realization.”
  • It’s no secret that one of the motives behind Xi Jinping’s various actions on Hong Kong, Taiwan, etc., is China reasserting control over “historical lands,” and China lost a lot of land in Outer Mongolia and the Far East/Siberia to Russia in the 19th century that it had previously controlled. (See the treaties of Aigun (1858) and Peking (1860) for details.) And all that land is a lot closer to Beijing than Moscow.

    Like Hitler and Stalin, Xi and Putin deserve each other.

    Bald, Bearded, Bespeckled British Bloke’s YouTube Empire

    Sunday, March 26th, 2023

    Looking for something to blog about on a lazy Sunday, I saw this American Thinker piece on Communist China’s continued repression Falun Gong.

    I have rarely heard it mentioned in the mainstream media, but, according to reports, during the 1990s in communist China, thirty thousand members of Falun Gong were rounded up and executed. The founder of Falun Gong, Li Hongzhi, fled China and now lives in the U.S., while in China members of the order went underground. According to Freedom House, “Falun Gong practitioners across China have since [July 1999] been subjected to widespread surveillance, arbitrary detention, horrific torture, and extrajudicial killing — abuses which continue today.” Nonetheless, there are still some 100 million practitioners worldwide, and the movement continues to grow.

    Information concerning the repression of Falun Gong is a Chinese state secret, with severe penalties for anyone attempting to obtain data. As the Falun Data Infocenter puts it: “The CCP has also used political and financial influence around the world to either keep journalists silent, or drive false narratives about Falun Gong.” With total control inside China and compliance by foreign journalists, the Chinese Communist Party has driven a false narrative that minimizes the number of Falun Gong practitioners and hides data on the number of those abducted, tortured, killed, and killed for their organs, thus totally obscuring the record.

    Not exactly new, but worth mentioned that, yes, communists are still oppressive scumbags who murder people who essentially practice Tai Chi for their organs because they dared to object to being repressed.

    So i went looking for a good, recent video on the subject, only to find him again.

    Yes, it’s bald, bearded, bespeckled British bloke again. (Actually, his accent is a bit posh to be a proper “bloke,” but, you know, alliteration.) If you watch YouTube videos about technology, history, etc., pretty soon he’s going to show up. And it’s not like he has just one channel, he has multiple channels on different subjects.

    Bald, bearded, bespeckled British bloke is Simon Whistler.

    Media personality Simon Whistler was brought up in the south-east of England. After completing his university education (undergrad business BA, postgrad law diploma PGDL), he worked abroad for one year where he met his now wife and eventually ended up permanently moving to her home country, the Czech Republic.

    After working as a freelance voice over artist and podcast host, at the age of 28 he started working on his first YouTube channel, a collaboration with the popular website TopTenz.net. From there he launched another channel in collaboration with another website TodayIFoundOut.com.

    Soon enough both those channels had over a million subscribers, and Simon expanded his content to cover biographies on his Biographics channel and geography on his Geographics channel.

    From there is was a move into comedic business content with Business Blaze and later to covering humanities greatest achievements with his channel Megaprojects.

    Simon also runs a number of podcasts, merchandise lines, and has had his work featured on television and in print.

    Oh, multiple channels with over a million subscribers. Nuthin to it.

    That page lists seven channels Whistler has:

  • Business Blaze (which is now Brain Blaze) (posted three days ago)
  • Megaprojects (posted one day ago)
  • Today I Found Out (with over 3 million subscribers, this is his channel with the largest viewership) (posted three days ago)
  • Top Tenz (posted two days ago)
  • Biographics (posted three days ago)
  • Geographics (posted four days ago)
  • The Brain Food Show Podcast (with two posts and 16 subscribers, this seems like an embryonic spinoff of Today I Found Out)
  • But he has others:

  • Into the Shadows (posted three days ago)
  • Decoding the Unknown (posted one day ago)
  • Sideprojects (two hours ago)
  • Warographics (three hours ago)
  • Xplrd (posted one year ago, so maybe this one is moribund)
  • The Casual Criminalist (two days ago)
  • So that’s, what, twelve videos in four days? And I’m not sure I’ve found all his channels. There are also some sister channels to Today I Found Out (Higher Learning, Origins, Fact Quickie, etc.) where Whistler doesn’t seem to be in front of the camera but may still be involved in.

    This brings up a few questions:

  • When does this man sleep? Even assuming he has a staff of writers, editors, etc., that still seems like a grueling production schedule.
  • I’ve only clicked on a few of his videos before today, so why does he show up with such frequency in my feed? Why is he so beloved to the all-powerful algorithm?
  • How do we know that Simon Whistler isn’t, in fact, an AI host generated deep within the bowels of YouTube’s server farm?
  • Assuming he is but flesh and blood, I have to think he makes a somewhat handsome living from all this content. But in an era of rising interest rates, how long will the likes of Raid: Shadow Legends, Ridge wallets and Nord VPN continue to underwrite the YouTube economy?
  • None of this particularly sinister, but it is curious…

    LinkSwarm For March 17, 2023

    Friday, March 17th, 2023

    Another packed week with no time for a big LinkSwarm!

  • “Biden Family Members Paid by Chinese Firm with Ties to CCP.”

    A Chinese company based out of Hong Kong which paid at least $3 million to several members of the Biden family has since been revealed to have ties with the ruling Chinese Communist Party (CCP).

    According to the Daily Caller, State Energy HK Limited sent $3 million via wire transfer to Robinson Walker LLC, a company run by an associate of the Biden family named John Robinson Walker. The wire transfer took place in March of 2017, shortly after Joe Biden’s term as Vice President came to an end, according to a report released on Thursday by the House Oversight Committee.

    One of the direct subsidiaries of State Energy HK is State Energy Group International Assets Holdings Limited (SEIAH). At the time of the wire transfer, SEIAH’s chairman was Ren Qingxin, who previously worked for the CCP as a representative at a business organization.

    Shortly after the $3 million transfer, Ren was succeeded in his leadership position by Lei Donghui, who had been a member of the CCP since 2002, where he served as Secretary General of the International Engineering Business Bureau of China State Construction (CSC). CSC has since been designated by the Department of Defense as a “Communist China military company.”

    Subsequently, the $3 million sent to Robinson Walker was then transferred to four different members of the Biden family: Joe Biden’s son Hunter, brother James, daughter-in-law Hallie, and a fourth unidentified family member, the Oversight Committee reports. The transfers were sent in several transactions, both to the family members directly and to several of their companies, including Owasco PC, JBBSR Inc, and RSTP II, LLC.

    The previously-unknown involvement of Hallie – the widow of Biden’s elder son Beau, who later became Hunter’s girlfriend after Beau’s death – has proven to be one of the biggest bombshells yet in the GOP’s investigations into Biden family corruption.

  • Arrest Warrant Issued For President Putin By Hague-Based ICC.” Maybe ICC can hire Dog the Bounty Hunter…
  • Truth:

    (Hat tip: Not The Bee.)

  • DeSantis administration revokes Hyatt Regency Miami alcohol license after it hosted “A Drag Queen Christmas” in front of children.
  • Dutch Farmer’s Party poised to win 16 or 17 seats in parliament thanks to opposing that country’s mad global warming anti-meat mandates. “The Boer-Burger Beweging (BBB), or Farmer-Citizen Movement, is set to become the largest party in the country’s senate, winning more seats than Prime Minister Mark Rutte’s ruling conservative VVD party.”
  • Baltimore Democrats want to decriminalize murder for anyone under age 25. Evidently they’re jealous that New Orleans took their crown as murder capital…

  • Red Guards come to Maine. “Kristen Day said students affiliated with one of RSU 14’s Civil Rights Teams harassed her daughter. When her daughter refused to speak about her sexuality, two students affiliated with the club began to bully her and call her homophobic.” (Hat tip: Stephen Green at Instapundit.)
  • Oklahoma State Rep. Regina Goodwin: “‘DEI’ as in ‘deity.’ Diversity, Equity, and Inclusion is god!”
  • Roy McGrath, the ex-Chief of Staff for former Maryland Governor Larry Hogan, is evidently still on the run after an indictment on wire fraud charges. (Hat tip: Dwight.)
  • Eric Weinstein on Joe Rogan about what really happened with Kayne West. He suggests that West’s Hitler comments were simply him trying to channel Thomas à Kempis.
  • Tiger Woods’ girlfriend is told to pack for a short vacation…at which point he locks her out of his mansion and said she’s not allowed to return. Cold. Also effective.

    Cue up the Bill Burr rant about “gold digging whores.”

  • The first rule of cemetery machete fight club is you don’t talk about cemetery machete fight club. The second rule is you don’t drive over the headstones.
  • Man lives in a tiny house in a dumpster in London. Sadly, his name’s not Oscar.
  • Cockatootle doo.
  • The Nightmare Before St. Patrick’s Day.
  • Dear Chinese Workers in 2023: Sucks To Be You

    Monday, February 27th, 2023

    It turns out that having your ruling party alienate the entire world with a genetically engineered plague, rampant human rights abuse and widespread intellectual property theft is not conducive to continued economic success. Who knew?

    Hence comes the hashtag #SaveTheBoss, i.e. the company needs to survive to save jobs. I assume there’s more than a little irony to the tag, given how badly conditions suck in so many Chinese factories. .

    Takeaways:

  • “In the first half of 2022, 460,000 companies announced their closure, and 3.1 million self-employed people have canceled their business.”
  • “It’s hard to be a boss this year. All industries are in decline. In order to maintain the factory, profits have to be squeezed and squeezed. Many have even accepted orders with zero profit outright. The purpose is simply to keep the cash flowing.”
  • “According to data released by China’s General Administration of Customs, China’s exports fell 9.9 percent year on year in December 2022, widening the decline from 8.7 percent in November and marking the biggest drop since February 2020.” And those are the official numbers. It’s almost certainly worse.
  • “The once congested roads in this major terminal in Guangdong Province, and also in the Pearl River delta region, are now empty. Trucks are parked all over the parking lot, reflecting how depressed the foreign trade export industry is.”
  • “The Chinese government is carefully covering up the situation of its major economic regression, so it isn’t easy to tell from the statistics how serious the situation is.” But employers think it’s really bad.
  • “I heard that four or five factories are closing down here every day.”
  • Foreign companies are pulling out as well. “500 European companies have already moved to Singapore to set up their headquarters.”
  • Workers are returning from their Chinese New Year vacations only to find their factories shut down owing them back wages.
  • “At least 80,000 to 100,000 people are stranded in Suzhou, and there are probably more than 200,000 workers in the whole Yangtze River delta who are looking for work.”
  • “If someone promises to work in an electronics factory for 30 RMB, that is 4.3 USD an hour, don’t believe it. It’s all a lie.”
  • “Just after the Chinese New Year, the labor prices are dropping like an avalanche.”
  • And more foreign companies are pulling out of the country, like Toshiba, Microsoft and Panasonic.
  • “4.6 million factories are without orders.” I’ve got to think some of those “factories” have to be pretty small.
  • American capital firms are planning to pivot to Europe for foreign growth.
  • “The largest wave of unemployment in the history of CCP country is here.”
  • Many Chinese business owners are mystified by this drop in foreign orders.
  • Here’s a hint: Your crooked commie rulers acted like the biggest jerks in the world and everybody got tired of it. You reap what you sow…

    LinkSwarm for February 17, 2023

    Friday, February 17th, 2023

    Bit of a mini-LinkSwarm this time around, as this was a week that I almost caught up on stuff delayed by the ice storm.
    
    

  • Bidenomics: “Core CPI Rises 32nd Straight Month, Headline Inflation Hotter Than Expected.”
  • “Biden’s job growth is mostly immigrants working for low wages.” Also this: “The Department of Homeland Security has been issuing an unknown number of two-year work permits to illegal immigrants, which will keep them in the workforce suppressing wages and fanning the flames of discontent amongst Americans unable to find jobs until the next presidential election.” What the hell?
  • Auto repos hit new records.
  • California’s income tax revenues decline by 50%. Tax it, and they will leave. (Hat tip: Stephen Green at Instapundit.)
  • Disinformation Inc: State Department bankrolls group secretly blacklisting conservative media.”

    The Department of State has funded a deep-pocketed “disinformation” tracking group that is secretly blacklisting and trying to defund conservative media, likely costing the news organizations vital advertising dollars, the Washington Examiner can confirm.

    The Global Disinformation Index, a British organization with two affiliated U.S. nonprofit groups, is feeding blacklists to ad companies with the intent of defunding and shutting down websites peddling alleged “disinformation,” the Washington Examiner reported . This same “disinformation” group has received $330,000 from two State Department-backed entities linked to the highest levels of government, raising concerns from First Amendment lawyers and members of Congress.

    “Any outfit like that engaged in censorship shouldn’t have any contact with the government because they’re tainted by association with a group that is doing something fundamentally against American values,” Jeffrey Clark, ex-acting head of the Justice Department’s Civil Division, told the Washington Examiner. “The government or any private entity shouldn’t be involved with this entity that’s engaged in conduct that is either legally questionable or at least morally questionable.”

    GDI compiles a “dynamic exclusion list” that it feeds to corporate entities, such as the Microsoft -owned advertising company Xandr, emails show. Xandr and other companies are, in turn, declining to place ads on websites that GDI flags as peddling disinformation.

    The Washington Examiner revealed on Thursday that it is on this exclusion list. The list includes at least 2,000 websites and has “had a significant impact on the advertising revenue that has gone to those sites,” said GDI’s CEO Clare Melford on a March 2022 podcast.

    GDI has identified that the 10 “riskiest” news outlets for disinformation are the American Spectator, Newsmax, the Federalist, the American Conservative, One America News, the Blaze, the Daily Wire, RealClearPolitics, Reason, and the New York Post.

  • Huge earthquake rocks Syria and Turkey. That was less than a week ago and already it’s pretty much out of the news…
  • Another huge story that the news media has done it’s best to ignore: a toxic derailment in East Palestine, Ohio. The blew it up to prevent a BLEVE and ended up releasing Phosgene gas. That’s carrying your World War I reenactment too far.
  • 90-year California Democratic Senator old Dianne Feinstein to retire after 2024. But…
  • A few hour later she was evidently unaware she had retired. Increasingly, “crazy” or “senile” seem to be the two most common flavors of the Democratic Party…
  • Texas Governor Greg Abbott announces legislative priorities for the current session.
    1. Cutting Property Taxes
    2. End COVID Restrictions
    3. Education Freedom (School Choice)
    4. School Safety
    5. Ending Revolving-door Bail
    6. Doing More to Secure the Border
    7. Addressing the Fentanyl Crisis

    We’ll see if he follows through.

  • Followup: Transient encampment moved away from Headpsace Salon so they can go destroy someone else’s quality of life instead. (Previously.) (Hat tip: Dwight.)
  • Dumbass reaches for off-duty cop’s gun, with the expected results. (Hat tip: Dwight.)
  • Inside China’s livestreamer girl factories.
  • Updated contact information for the Austin City Council.
  • Not a Babylon Bee headline: “Catalytic converter stolen from Oscar Mayer Wienermobile in Las Vegas.”
  • I chuckled.
  • Biden Taken To Coroner For Annual Physical.
  • Peter Zeihan Thinks We Won The Great Balloon War

    Monday, February 13th, 2023

    After talking to his government sources, Peter Zeihan thinks that we won The Great Balloon War, having gained valuable insights by capturing Chinese tech, and that the entire episode is another symptom of high level CCP dysfunction.

    Some takeaways:

  • “What the Chinese were technically trying to do: They were doing overflight of a lot of our military bases, specifically our ICBM launch facilities, because the Chinese are new to having a nuclear deterrent.”
  • “Remember that as early as the 1970s, the United States had over 30,000 nuclear weapons, about one-third of which would have been deployed by missile. Now, with arms control treaties and the post-cold war environment, we have slimmed that down to just a few hundred.” Here Zeihan is wrong. The declared number of nuclear warheads the United States possesses is 3,750, but those numbers don’t count tactical nuclear weapons. Including those yields an estimate in the 5,500 range, though some 1,800 of those are slated for dismantlement.
  • “But the United States has a deep bench of experience in building and maintaining these things and the Chinese simply don’t.”
  • “Balloons are big, they’re slow moving, you can’t maneuver them very well, they’re obvious.”
  • He reiterates his theory that Xi has purged any possible successor and surrounded himself with slavish yes-men.
  • “It just never occurred to me that they could be that dumb. Well, turns out the rampant stupidity that is taking over decision making in Chinese policy has now reached a bit of a break point.”
  • “The Chinese have lost the ability to coordinate within their own system.”
  • “The Americans were reaching out to the Chinese, and the Chinese refused to take the call because they didn’t know what to say, because they couldn’t get directions.”
  • “The bureaucracy is seized up…there’s really only two types of people left: Those who will do nothing unless they are explicitly instructed to do something, or those who are True Believers.”
  • He doesn’t think that the Chinese got anything from balloon observation of our missile silos they couldn’t have gotten from satellites.
  • “The whole time U.S. hardware was tracking that balloon, tracking its emissions, taking digital renderings of the entirety of the structure, and, oh yeah, yeah, just just so we’re, clear this one’s not a weather balloon, this thing was 300 feet wide. That’s a big ass balloon. That’s like an order of magnitude bigger than weather balloons.”
  • “The equipment that was hanging from the bottom of the balloon, the payload was bigger than an Embraer [jetliner], and there were long range antennas and listening devices and computing capacity and solar panels on this thing, along with some propellers.”
  • “The diplomatic system seized up because the truth was so obvious, but the Chinese diplomatic corps had no idea that this was going on.”
  • He asserts that it we shot it down over Montana, there’s a good chance people would die, which is simply not the case, since there are vast stretches of Montana with very minimal population. (See also: the Columbia explosion.)
  • “We’re getting a better look at spy equipment out of China, and their capabilities, and their emissions, and how they handle information, and what they’re looking for, as a result of this incident than normally you would have gotten after a one or two year probing effort using more traditional methods.”
  • Zeihan and his sources either missed or omitted a more likely explanation for China’s spy balloon, mainly that they were more interested in signals intelligence and threat response communication than photographing ICBM silos (though they might well have done some of that too). Because radio waves bounce off the ionosphere, that’s the sort of information you can’t get from satellites. Maybe the point of the exercise was intended to see what sort of signals they could capture when we scrambled assets to take a look at them.

    Still an incredibly stupid thing to do, but more purposely stupid than Zeihan gives them credit for.

    American Business And Chinese Money

    Thursday, February 9th, 2023

    Despite increasing sanctions and scrutiny on hostile Chinese business practices and intellectual property theft, private equity firms have previously managed to mostly evade scrutiny for taking Chinese money. That may finally be changing.

    Takeaways:

  • “The US is starting to wise up on Chinese investments. It’s been cracking down by closing loopholes But not all the loopholes have been closed, Which means China could be getting US trade secrets.”
  • “Better late than never. This feels like your grandparents finally learning how to unplug and plug back in the WiFi router. Shouldn’t have taken this long to figure out something so obvious, but glad they eventually got there.”
  • “After years of letting China buy up sensitive US technology, property, and companies, the US government is finally putting its foot down. In 2018, Trump signed the Foreign Investment Risk Review Modernization Act, or FIRRMA. This changed how the Committee on Foreign Investment, or CFIUS, screened investments in the US for national security issues.”
  • “Before, CFIUS could only review foreign investments if they resulted in a controlling stake. Now CIFIUS can review any investment.”
  • “When Biden got into office, he ordered CFIUS to look at all investments that affect critical aspects of the US supply chain, or Americans’ personal data, and several other things.”
  • “As you might imagine, this has not gone over well with Wall Street, which loves Chinese money more than Snoop Dogg loves marijuana.”
  • “‘Wall Street now stands as an increasingly lonely voice arguing for more engagement with China.’ This was going on even as China was taking a wrecking ball to its economy with its zero covid policy, committing genocide against an ethnic minority, and selling the organs of political prisoners for profit. Find someone that loves you the way Wall Street loves Chinese money. They’re ride or die…and the people that die are political prisoners.”
  • “Private equity and venture capital firms were able to get an exception granted in FIRRMA for limited partners. That means that if a foreign entity becomes a limited partner in, say, a private equity fund, CFIUS doesn’t have any jurisdiction over it. Should have seen something like this coming. Finding loopholes is what Wall Street does best.”
  • “The type of investments that private equity firms are involved in means that Chinese companies could get access to critical technology. Stuff that could affect national security. Portfolio details could hold national economic or intelligence value.”
  • “The China Investment Corporation or CIC. At $1.3 trillion US dollars, it’s the largest sovereign wealth fund in the world. ‘CIC has said repeatedly that it separates commercial activities from governmental functions and makes its investment decisions independently.'”

  • “CIC’s board of directors includes representatives from the Chinese government.”
  • “CIC’s Deputy General Manager Qi Bin has explained that cooperation with developed economies is to be leveraged to obtain advanced technology.”
  • “CIC is also partnering with large investment companies, like Goldman Sachs, Japan’s Nomura Holdings, and France’s BNP Paribas. CIC’s Deputy General Manager Qi Bin has talked about leveraging these partnerships for the ‘win-win’ ‘mutual benefit’…of Chinese companies. Somehow I’m getting the sense that “win win” has a different meaning in China. I think in English we would call this ‘short-term win for long-term loss.’ I’ll give you my money and you give me your trade secrets.”
  • There’s finally some efforts for CFIUS to close private equity loopholes.
  • Pardon me if I express deep skepticism that the Biden White House will actually constrict the inflow of Chinese money…

    Japan, The Netherlands Join China Semiconductor Ban

    Tuesday, January 31st, 2023

    Japan and The Netherlands have evidently decided to sign onto the Chinese semiconductor ban.

    The talks between the US, Japan, and the Netherlands over wider bans on exports of semiconductor technology to China have reportedly seen the three agree to concerted action.

    As The Register has often chronicled, the US has restricted exports of critical chipmaking and silicon technologies to China, hoping to prevent its economic and strategic rival from developing military technologies – and to protest human rights abuses.

    While the Home of the Brave has spawned many of Earth’s most significant chipmakers and designers – Intel, AMD, Qualcomm and many others have headquarters stateside – other nations also export semiconductor tech to China. The Land of the Free would rather put a stop to that if possible.

    The Biden Administration also recognizes that its bans could be seen as creating an opportunity for other nations to cash in on the absence of US vendors in the Chinese market. The three-nation talks therefore have the extra dimension of making sure America’s policies have their desired effect against China and don’t harm the home team.

    Those twin desires saw Japan and the Netherlands in talks with the US last week, and according to numerous reports the meetings produced a unified approach to restrict semiconductor exports to China.

    Without equipment from the US, Japan and The Netherlands, you can’t equip and run a modern semiconductor fabrication plant.

    Peter Zeihan (him again), who has evidently lost a bet requiring him to dress as Gimli, discusses the ramifications.

    This is one case where Zeihan gets the generalities right, but is wrong on some specifics.

  • Right: The idea that China can just forge a complete “alternative” semiconductor supply chain out of thin air to replace western alternatives is indeed “hideously wrong.” “The nature of the semiconductor industry is more of an ecosystem. There are there’s very few places that without, significant industrial build out, could even pretend to do more than two or three steps of it, much less than a dozen or so steps that are necessary.”
  • However, in conflating semiconductor manufacturing and semiconductor equipment manufacturing (possibly to avoid contracting hypothermia) he’s muddied things up a bit. There are five essential semiconductor equipment manufacturers:
    • Applied Materials (USA)
    • ASML (The Netherlands)
    • KLA (USA)
    • LAM Research (USA)
    • Tokyo Electron (Japan)

    If you’re building a modern, sub-10nm fab, chances are pretty good you need all five. You have to have an ASML EUV stepper, or else you have to go with trailing-edge machines from Canon and Nikon and deal with the computational pain and complexity of self-aligned quadruple patterning. You need KLA inspection tools to raise and maintain yields, and you need, at the very least, one of AMAT, LAM or TEL to provide the rest. Take away all three and you can’t equip a fab, period.

  • “We now have an agreement, and very soon the Dutch will formally be joining the sanction system against the Chinese.”
  • “The best [chips], these are 10 nanometer and smaller. This is typically what’s in your cell phone or in your high-end computers and servers those about 80% percent of them are actually fabricated in Taiwan, with another 20% in South Korea.” No. Although TSMC and Samsung are indeed leaders in this space, Intel has had 10nm processes running in their advanced fabs is Hillsboro and Chandler for a while, even though they’ve suffered yield problems.
  • His assertion that only China does legacy 90nm and above processes is false, as a look at this list of wafer fabs will attest, as there are a lot of companies (TI, TowerJazz, Oki, Mitsubishi, etc.) still profitably running older nodes, though many are comparatively funky technologies like BiCMOS, Analog, GaAs, etc.
  • Some quibbles about the details, but he gets the big picture right.

    As for his suggestion that companies stick to over 10nm nodes, well, I don’t think much of it. Those that can do >10nm nodes will and push the technology forward, and those that can’t afford to won’t…

    LinkSwarm For January 27, 2023

    Friday, January 27th, 2023

    Democrats enabling sexual predators (yet again), more tanks for Ukraine information, and the unexpected return of Storm Drain Woman. It’s the Friday LinkSwarm!
    

  • Democrat-run California loves releasing pedophiles from prison early.

    Published in November of 2022, the story indicated “thousands of child molesters are being let out after just a few months, despite sentencing guidelines.”

    The story reported that more than 7,000 inmates convicted of “lewd or lascivious acts with a child under 14 years of age” were released from prison the same year they were incarcerated.

    The Daily Mail’s analysis was conducted using a database—created in 1994 after the federal Megan’s Law was passed—requiring law enforcement to make public information regarding registered sex offenders. The news organization examined data in California through July of 2019.

    “Everyone should be really upset and frightened by this,” Dordulian said.

    According to Dordulian, child molesters are the least likely of criminals to be rehabilitated and are four times more likely to commit the same crime again.

    “Once they’re out,” he said, “they are going to re-offend and there’s going to be another child that is victimized by these people.”

  • California’s repeal of an anti-loitering law has enabled pimps and human traffickers.

    Senate Bill 357. Signed by Governor Gavin Newsom in July, the measure decriminalized loitering with the intent to engage in prostitution. The bill did not officially take effect until January 1 of this year; but, from the moment it became law back in July, these women say, the on-the-ground reality changed. “The minute the governor signed it, you started seeing an uptick on the streets,” Powell said. “And on social media, the pimps were saying: ‘You better get out there and work because the streets are ours.’”

    The pimps were right: police stopped making arrests for crimes that would no longer be charged. The anti-loitering statute had provided the grounds for officers to question women and children whom they suspected might be trapped in a prostitution ring. “As a police officer, you need probable cause to stop and investigate,” Powell explained. “So if I have a law that says you can’t loiter in this area, with pasties and a G-string, flagging down cars, I could stop you for that because you’re loitering. But if I just say I’m stopping you because you look kind of young, that’s a little weak. So, it takes away a tool.” Without the statute, police hands were suddenly tied. Henceforth, questioning the girls—and potentially provoking a violent confrontation with pimps—came to seem a Pyrrhic gamble, one that California’s police officers would now avoid.

    (Hat tip: Stephen Green at Instapundit.)

  • Gavin Newsom’s wife’s films shown in school promote both the radical transexual agenda and Democrats.

    The films, which include “Miss Representation,” “The Mask You Live In,” “The Great American Lie” and “Fair Play,” are licensed to taxpayer-funded schools across every state and sometimes contain sexually explicit imagery and push students to feel “shame and sorrow” about American society split by privilege and oppression. They are paired with curricula that include discussion on Gov. Newsom’s comments within the films, urging them to gather their friends and vote for aligned politicians that support a “care economy” that “embraces universal human values.”

    (Hat tip: Ed Driscoll at Instapundit.)

  • Former Beaverton, Oregon Democratic mayor Dennis ‘Denny’ Doyle sentenced to six months for possessing child pornography. (Hat tip: Ace of Spades HQ.)
  • Closer to home: “Prosper ISD [Dallas County Metroplex] School Board President Arrested for Indecency with a Child.”
  • George Soros’ right-hand political man is working hand-in-glove with the Biden White House. (Hat tip: Ace of Spades HQ.)
  • Suchomimus has a video breakdown of which tanks from where are going to Ukraine.
  • Not mentioned: Morocco is sending upgraded T-72s.
  • Union membership hits record lows.
  • Scott Adams admits Flu Manchu vaccine critics were right.
  • When real life imitates The Babylon Bee: Illinois Democratic Governor “Pritzker Demands Black Queer History in AP African-American Studies.”
  • “Former Arlington teachers union president charged with embezzlement. A former president of the Arlington teachers union, who was ousted last spring, has been charged with embezzling more than $400,000 from the organization. Ingrid Gant, 54, of Woodbridge, was arrested yesterday (Monday) in Prince William County on four counts of embezzlement.” (Hat tip: Ed Driscoll at Instapundit.)
  • “Thirty years ago, Guan County, Shandong Province launched the ‘Hundred Childless Days‘ campaign under the aegis of national family planning, known in the West as the ‘one-child policy.’ The birthplace of the “Boxers” was deemed to have too high a birth rate by the provincial government. County officials sought to correct this by ensuring that not a single baby was born between May 1 and August 10, 1991.” (Hat tip: Ace of Spades HQ.)
  • EU: Eat the bugs, peasants.
  • The Five > All of CNN.
  • “Austin hair salon could shut down due to neighboring homeless camp.”

    North says they do not feel safe anymore, and she believes it all ties back to the large homeless encampment located only feet away from the salon.

    “Our safety started to become a big issue. We suffered from multiple break-ins. We’ve had our cars broken into. We clean up feces and needles on a weekly basis. It increased from that to, you know, people approaching us and threatening us with weapons, threatening rape, murder, all of those things,” said North.

    The salon has been up and running just off Ben White Blvd. for four years now. North says she has seen an uptick in crime for a while now, but the dangerous behavior from people living in this encampment picked up recently.

    “In the past year, it’s gotten increasingly worse and, in the past couple of weeks, it’s gotten to the point where I actually finally felt like this might shut my business down,” said North.

    Erin Mutschler, another co-owner of the salon, says they have called the police every time they have dealt with a situation like the one caught on video, but she says police often take 45 minutes to an hour for anyone to show up.

    The mayorship of Steve Adler is the gift that just keeps giving, even with him out of office… (Hat tip: Dwight.)

  • “Former Baltimore State’s Attorney Marilyn Mosby’s entire legal team has asked a federal judge to withdraw from representing the city’s top prosecutor.” (Hat tip: Dwight.)
  • Stop! Hammertime!
  • Insurance companies are refusing to insure Hyundais and Kias because they’re too easy to steal.
  • How easy? This easy. All you need is a screwdriver and a USB cable…
  • Intel reports quarterly loss.
  • Follow-up: Democratic State Rep. Harold Dutton: “Don’t Blame Abbott, Houston ISD Takeover Plan Was My Idea.” (Previously.)
  • A Florida woman was pulled from a storm drain for the third time in two years. Maybe she was looking for David Icke’s lizard people. Also, she sounds like a real winner: “Police said her license had been suspended 17 times from 2007 to 2020.” (Previously.) (Hat tip: Dwight.)
  • Jay Leno broke his collarbone, several ribs and both kneecaps in a motorcycle accident. But it sounds like a freak accident: “So I turned down a side street and cut through a parking lot, and unbeknownst to me, some guy had a wire strung across the parking lot but with no flag hanging from it…I didn’t see it until it was too late. It just clothesline me and, boom, knocked me off the bike.” (There’s no evidence the line was strung there by Conan O’Brien.) “But I’m OK!…I’m working this weekend.” (Hat tip: Instapundit.)
  • “Hillary Clinton Boasts Of Having No Classified Documents From Her Time As President.”