Posts Tagged ‘Samsung’

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Semiconductor Subsidies: The Wrong Solution For The Wrong Problem

Thursday, January 20th, 2022

There’s no problem that the federal government throwing money at it can’t make worse.

Today’s example: Democrats pimping billions in taxpayer subsidies for the semiconductor industry.

As the COVID-19 pandemic exacerbates supply chain backlogs and global computer chip shortages

Correction: It wasn’t the pandemic itself, it was government lockdowns and other overeactions that did that.

Democratic leaders in Congress as well as President Joe Biden want Congress to fast track a $250 billion bill to develop American independence from China and other competitors in chip manufacturing.

The Capital Region – home to SUNY Polytechnic Institute, the only publicly owned 300-millimeter semiconductor research and development center in the U.S. – stands to reap significant benefits from the enactment of Senate Majority Leader Charles E. Schumer’s multi-billion dollar bill, which he envisions as a direct investment in his home state’s economy.

“Sen. Schumer wrote this legislation with upstate New York always at the forefront of his mind,” Schumer’s spokeswoman Allison Biasotti said. “We are already seeing the excitement in major employer expansions and thousands of jobs on the horizon from GlobalFoundries’ planned expansion (in Malta) and (his) push for Albany Nanotech to be a hub for the National Semiconductor Technology Center.”

A focal point of the bill, which the New York Democrat co-sponsored with Sen. Todd Young, R-Ind., is a historic $52 billion investment in stateside semiconductor research and development to address a global chip shortage plaguing the automotive industry.

Lawmakers began to focus more on the low domestic production of semiconductors when the COVID-19 pandemic cut off supplies from overseas. Without access to chips, several automakers shut down their production lines, and manufacturers of essential medical devices and consumer electronics struggled to meet increasing demand.

Roughly 12 percent of the world’s semiconductors are manufactured in the United States, down from 37 percent in 1990, according to the Semiconductor Industry Association.

Either these stats are false or misleading (probably the latter). The most recent stats I can find show that the United States has some 47% of the semiconductor market. It’s possible that the 12% refers to the entire worldwide number of individual chips produced, including discrete components (transistors, resistors, etc.). Those are indeed semiconductors, but they’re produced on old amortized fabs (inside the industry these are referred to as “jelly bean factories”) and sell for pennies a piece (or less). If you’re already in that industry, those old fabs make small, steady profits every year, but nobody jumps into that business with new fabs.

The chips China make are generally either: A.) Cheap, or B.) intended for their internal market. No one sends cutting edge chips to be fabbed in China because they don’t have the tech to do it and everyone know they’ll steal your designs and crank out knock-offs on the sly whenever possible. China’s semiconductor industry is mostly smoke and mirrors all the way down.

Semiconductor subsidies have all the hallmarks of a classic Washington boondoggle: The wrong action at the wrong time for the wrong problem.

First, there are already signs that the automotive semiconductor crunch is easing, thanks not to the Biden Administration but to the actions of the free market.

Second, the shortage wasn’t the result of a “chip shortage,” it was the result of “a lack of available foundry wafer starts.” Automakers cancelled their orders for display drivers when it looked like Flu Manchu lockdowns were going to depress the economy for a while, and were caught off-guard by the V-shaped recovery under Trump, and got sent to the back of the line to get their product fabbed after they changed their mind. Remember, just about all foundries are running flat-out 24/7/365, pausing only to switch to different chips for different customers. There’s no slack in the system, and those wafer starts are already spoken for (and possibly paid for) by other customers well in advance. Just as nine woman can’t give birth to a fully grown baby in one month, you can’t just “make chips quicker” in an existing fab.

Third, remember that cutting edge semiconductor fabs are hideously expensive. Moore’s second law states that the cost of a new, cutting edge semiconductor plant doubles every four years. Samsung’s planned fab in Taylor, Texas is going to cost $17 billion.

Fourth, if you go to a random semiconductor company and go “Here’s 20 billion! Go build a state-of-the-art 5nm wafer fabrication plant!”, then:

A.) You’re looking at a very minimum of 2-3 years before the first production wafer comes off the line. You can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. And 2-3 years is probably the lead time to get an ASML EUV stepper.

B.) Unless you’re TSMC, Samsung or (maybe) Intel, the answer is probably “Uh, we’ll try, but no promises,” because those three companies are the only ones that actually having wafer fabs running 10nm or smaller process nodes. GlobalFoundries, mentioned in the article, has Fab 8 in Malta, NY, running 14nm, which is not horribly far off the state-of-the art, but not good enough to fab the really cutting-edge chips demanded of companies like Apple, NVIDIA, etc. Tiny problem: In 2018, GlobalFoundries stopped all work on 7nm development.

The contract maker of semiconductors decided to cease development of bleeding edge manufacturing technologies and stop all work on its 7LP (7 nm) fabrication processes, which will not be used for any client. Instead, the company will focus on specialized process technologies for clients in emerging high-growth markets. These technologies will initially be based on the company’s 14LPP/12LP platform and will include RF, embedded memory, and low power features.

So it was too hard a game for them to play, but with a big heap of taxpayer subsidies, I’m sure they’d be willing to give it another go.

Of course, you don’t need a cutting edge fab to build display drivers. Bosch just opened a $1.2 billion, 65nm fab in Dresden to do just that. But you don’t need subsidies to build trailing edge fabs.

$250 billion in taxpayer subsidies wouldn’t get you a single additional wafer start this year, and probably would accomplish little more than channeling money to politically connected firms and sticky pockets in a state (New York) that no one wants to build fabs in any more because of high costs, high taxes and union rule requirements.

It’s a bad idea congress should reject.

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Posted in Democrats | 4 Comments »

Samsung To Build $17 Billion Fab in Taylor, Texas

Tuesday, November 23rd, 2021

Reports indicate that semiconductor giant Samsung has picked Taylor, Texas as the site for a $17 billion wafer fabrication plant.

In recent days, Williamson County and the city of Taylor had seemed to emerge as the frontrunner to land a $17 billion chipmaking plant planned by Samsung.

Now, it seems the technology giant has indeed picked the small Central Texas city as the site for its next major operation, according to media reports.

Citing unnamed sources with knowledge of the decision, the Wall Street Journal reported Monday night that Samsung has picked Taylor over sites in Austin, Arizona and New York.

Samsung has not formally confirmed the decision, and a company spokesperson did not immediately respond to messages left by the American-Statesman on Monday evening. However, the announcement is expected to be made in a news conference with Gov. Greg Abbott at the Texas Capitol on Tuesday afternoon.

If Samsung does, in fact, build the facility at the Taylor site, it will be the latest in a stunning run of economic development wins for the Austin area, and for its technology sector in particular.

Tesla announced Oct. 7 that the automaker will move its corporate headquarters from California to Austin. That news came 15 months after Tesla chose an Austin-area site as the home for its $1.1 billion manufacturing facility. Software giant Oracle announced last December that it was moving its corporate headquarters from California to Austin, and a number of other technology giants — including Apple, Facebook, Google and Amazon — have recently expanded their operations in Central Texas.

Samsung recently overtook Intel as the largest semiconductor manufacturer in the world, and along with TSMC, those three are also the only real players in cutting-edge under-10nm processes. As I’ve mentioned before, new cutting edge fabs are hideously expensive to build. TSMC is a foundry (which means they fab other people’s chip designs), while both Samsung and Intel are integrated device manufacturers (IDMs), meaning they fab their own designs, though I think both dabble in foundry work as a sideline. (Samsung is also one of the largest flat panel screen manufacturers in the world; flat panel manufacturing uses semiconductor manufacturing techniques, but is fundamentally a different industry, and just about all flat panels are produced in Asia these days.)

The decision to eliminate New York from the list was probably quite easy. Back when IBM was running it’s state-of-the-art fabs in East Fishkill, there was considerable technological infrastructure in the state. Back In The Day IBM had some of the most respected process technology knowledge in the industry. But then they got out of the manufacturing business, and the East Fishkill fab got sold to Global Foundries, who later sold it to ON Semiconductor. But today New York constantly ranks among the worst states in the nation for business environment, due to high taxes, excessive regulation, and the gradual decay of infrastructure and institutions that comes with one-party Democrat control.

Arizona is a much stronger candidate. Intel has a huge complex of modern fabs in Chandler and TSMC is building a state of the art fab in Phoenix proper, which means there’s a lot of local talent and infrastructure to draw on. A purple state, Arizona usually ranks in the top ten for a business-friendly climate, but they do have a personal income tax.

Texas, by contrast, is constantly rated as the top or second best business climate the the country (occasionally losing to Florida), and has no state income tax. Samsung already has a fab in Austin, along with older legacy fabs from NxP (ex-Motorola) and Infineon, along with significant presence by the major semiconductor equipment manufacturing giants (Applied Materials, Tokyo Electron, etc.). Taylor is close enough to Austin to draw on the technical talent and infrastructure there, without having to worry about the crazy left-wing politics, as Williamson County, while having turned a bit more purple lately, is still safe Republican territory.

Another solid reason to locate in Taylor: ERCOT is headquartered there, which means the area will never be power-cycled in an emergency. The winter storm evidently cost Samsung $268 million in lost revenue from the outage, which I can well believe. When the power goes off, all the equipment needs to be requaled, which is a long, painful process for a single machine, much less the some 200+ needed in a modern fab.

America has lots of tech hubs: Silicon Valley, Seattle, the North Carolina triangle, greater Boston, etc. But nobody is building cutting edge fabs in those areas. Central Texas has rapidly expanding software, hardware and silicon industries.

Austin is primed to be one of the greatest global tech hubs of the 21st century, assuming Austin political leadership doesn’t screw it up…

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Posted in Austin, Economics, Texas | 5 Comments »

Supply Chain Update for October 28, 2021

Thursday, October 28th, 2021

Another week, another roundup on the supply chain issues plaguing America and the world.

  • The supply chain problem is one of the big reasons economic growth dropped to an anemic 2% in Q3. The Trump boom/post-Flu Manchu recovery has ended, and the Biden economy has kicked in.
  • Here’s a pretty revealing thread about the Los Angeles/Long Beach Port problems:

    All this, of course, is on top of the previous banning of older trucks and non-union owner operators.

  • But remember: There’s no problem a government “solution” can’t make worse: “Biden hopes fines on lingering cargo containers ease congestion at major U.S. ports.” “The twin ports of Los Angeles and Long Beach will charge carriers $100 per day for each container lingering past a given timeline starting Nov. 1.” Yeah, that’s going to magically conjure trucks and drivers out of thin air.
  • Another problem is the change in containers, and the requirements for matching truck chassis types, has added still another point of failure (from 2015):

    Ten years ago, the largest container vessels that entered the ports carried 8,500 twenty-foot containers, or TEUs. Each shipping company operated their own cargo ships. The containers inside were generally all the same, and they were loaded systematically for efficient unloading at each dock.

    Now, the ships are much larger, carrying 14,000 TEUs, said Philip Sanfield, a spokesman for the Port of Los Angeles, adding that the ships are only getting bigger, and soon ships carrying 16,000 TEUs will enter the seas. The companies have begun forming alliances with one another to share these larger ships. Each company’s cargo containers are different – so it takes longer for dock workers to sort and unload them. It saves the shipping companies money, but makes for longer hours for dock workers and truckers.

    “That’s an inefficiency in the system that is driven by an efficiency: the move toward larger vessels,” says Thomas O’Brien of the Center for International Trade and Transportation at Cal State Long Beach. “But the impact is felt on the dock side.”

    One example of how this plays out: a truck driver spends hours waiting at the docks for the container he or she has been assigned to haul, which has to be moved from the bottom of a tall stack of other containers.

    But even before waiting for a cargo container, the driver must be matched with a chassis – the trailer that the container sits on top of. That process also involves a lot of waiting, and often some hunting. Drivers have to find one that will match the cargo container that he or she has been assigned to haul.

    In the past, this matching process was relatively simple because the shipping companies also owned their own chassis fleets and managed them from their shipyards.

    But during the recession, the shippers got out of the chassis business, turning them over to third-party companies to lease and maintain. The transition has created scattered mix of chassis on various terminals, and ultimately, a chassis shortage at a time when bigger ships are showing up with more cargo. Truckers told KPCC it’s difficult for them to know where they can find a chassis that will match the container they are assigned to haul, and often find themselves on what amounts to a wild goose chase.

    “There were times, when we would have 10 to 15 guys looking for one particular chassis, and we just had to wait,” said Danny Lima, the employee truck driver. “I heard stories that there are no chassis at one certain terminal because they were all at another terminal. “

    “I’m praying that there is going to be a chassis,” says Rafael, the independent trucker. “Because I can spend an hour driving around the terminal looking for chassis.”

  • Another problem: California’s Flu Manchu restrictions.

    California had some of the most stringent COVID-19 limitations of any state in 2020 when the horrendous backlog began. There was a need for more workers as demand for imported goods was skyrocketing, but California had far fewer available due to drastic government restrictions.

    In addition, overly generous government unemployment payouts reduced the need or incentive for people to work, reducing the available supply of willing truckers or longshoremen.

    When the supply chain is pinched like this, inflation rears its ugly head.

    Federal Reserve Chairman Jerome Powell has blamed recent inflation on supply chain bottlenecks. When these bottlenecks occur, consumers and businesses soon experience shortages of basic commodities and goods like new and used cars, washing machines, or medical supplies. Inflation soon follows.

    Unfortunately, many bottlenecks in supply chains occur because of government meddling.

    Politicians’ recent alarm over the Port of Los Angeles should be focused on how government officials forced docks and logistics companies, and everyone else, to follow everchanging, arbitrary COVID-19 restrictions, which worsened repeated green and labor mandates that have gummed up supply chains for years.

  • A trade group for air cargo companies like UPS and FedEx is urging the Biden Administration to push out the vaccine mandate:

    A trade group for air cargo giants like UPS and FedEx is sounding the alarm over an impending Dec. 8 vaccine deadline imposed by President Joe Biden, complaining it threatens to wreak havoc at the busiest time of the year — and add yet another kink to the supply chain.

    “We have significant concerns with the employer mandates announced on Sept. 9, 2021, and the ability of industry members to implement the required employee vaccinations by Dec. 8, 2021,” Stephen Alterman, president of the Cargo Airline Association, wrote in a letter sent to the Biden administration and obtained by POLITICO.

    The letter, sent to the Office of Management and Budget , asks the administration to postpone the deadline until “the first half of 2022.” At issue is the requirement by the Biden administration that federal workers be fully vaccinated by Dec. 8. Unlike private businesses, companies that act as federal contractors cannot opt out by instead submitting their workforces to frequent Covid testing.

    (Hat tip: Not the Bee.)

  • Our supply chain problems are a culmination of years of bad policy decisions by America’s elites:

    Our vulnerability to supply chain disruption clearly predates the Biden Administration, forged by the abandonment of the production economy over the past 50 years by American business and government, encouraged and applauded by the clerisy of business consultants. The result has been massive trade deficits that now extend to high-tech products, and even components for military goods, many of which are now produced in China. When companies move production abroad, they often follow up by shifting research and development as well. All we are left with is advertising the products, and ringing up the sales, assuming they arrive.

    Unable to stock shelves, procure parts, power your home, or even protect your own country without waiting for your ship to come in, Americans are now unusually vulnerable to shipping rates shooting up to ten times higher than before the pandemic. Not surprisingly, pessimism about America’s direction, after a brief improvement Biden’s election, has risen by 20 points. The shipping crisis is now projected to last through 2023.

    Not everyone loses here. For years the American establishment saw China as more of an opportunity than a danger. High-tech firms, entertainment companies, and investment banks profit, or hope to, from our dependency, becoming in essence the new “China lobby.” Behind the scenes these representatives of enlightened capital often work to prevent condemnation for the Middle Kingdom’s mercantilist policy, and its joint repression of democracy and ethnic minorities.

    After all, the pain is not felt in elite coastal enclaves, but in Youngstown, south Los Angeles, and myriad other decaying locales. Meanwhile, by enabling China’s focus on production, and the conquest of technologies related to making goods, we have devastated large parts of our country. This shift has cost us 3.7 million jobs since 2000. Throughout the period between 2004 and 2017, the U.S. share of world manufacturing shrank from 15 to 10 percent, while our reliance on Chinese inputs doubled, even as our dependence on Japan and Germany shrank.

    Snip.

    Some businesses are catching the drift. McKinsey and Company surveyed supply chain executives last year and found that nearly all respondents agree that their supply chains are too vulnerable. According to March 2020’s Thomas Industrial Survey, COVID-19 supply chain disruptions accelerated the search for locally-sourced materials and services. Up to 70 percent of firms surveyed said they were “likely” or “extremely likely” to re-shore in the coming years.

    The exodus from China also includes Asian and other foreign firms. UBS projects 20 to 30 percent of all Chinese capacity moving, which on $2.5 trillion of Chinese exports would imply $500 billion to $750 billion shifting elsewhere, notably to the big market of North America. Last year, Taiwan Semiconductor Manufacturing, the world’s leading chip foundry, decided to build a $12 billion new plant in Arizona, and Samsung, a huge Korean chipmaker, is also shopping in the United States for a $17 billion plant. This would remove one of the most devastating causes of supply chain problems, which has dramatically slowed auto production.

    Some major American companies, including Black and Decker, Whirlpool, General Electric, Apple, Caterpillar, Goodyear, General Motors, Little Tykes, and Polaris have begun to reshore some production. They are not alone. In 2019, for the first time in a decade, the percentage of United States manufacturing goods that were imported dropped, notes a recent Kearny study, with much of the shift coming from east Asia.

  • “After years of ‘Made in China,’ supply chains consider alternatives.”

    The “Made in China” label is ubiquitous in the United States, stamped on everything from industrial machinery to a pair of flip flops. But risks — from rising costs, to a trade war, to a pandemic — have prompted companies to rethink their relationships with suppliers and China.

    “We’ve realized that we put too much power in a single country,” said Dawn Tiura, CEO of Sourcing Industry Group.

    Snip.

    The same risk factors that drove supply chains to diversify also drove them to think about reshoring to the U.S. Proximity allows shorter transit times, lower emissions and the ability to tout a “Made in USA” label. Import duties are no longer a concern. Total cost of ownership is often lower.

    A Thomas study that polled respondents in March found 83% of manufacturers are likely, very likely or extremely likely to reshore, up from 54% in March 2020. But reestablishing manufacturing bases in the U.S. could prove challenging, after decades of standing them up in Asia and Latin America.

    “It is extremely difficult to reverse the 30+ year trend of outsourcing and offshoring manufacturing to emerging market countries,” a chemical manufacturer in the Thomas survey said. “We no longer have the talent and expertise nor capital equipment to effectively manufacture key critical components of major products and assemblies.”

  • “Ace Hardware Shelves Go Bare While Supply Chain Crisis Rages.” “We order twice a week. Normally it just takes two or three days to get back in stock on something…But during the pandemic and then with a certain category being out of stock, we’ve been out of certain products for three or four months.”
  • More on part supply shortages:

  • Health supplies:

  • Heh:

    As far as local conditions in Texas, I can say that I’m only seeing small disruptions in the grocery store supply chain at my local HEB. Luncheon meat was very short there on a recent visit, but I didn’t notice any other particular absence. A few weeks ago, the big Member’s Mark store brand toilet paper at Sam’s was completely out, but it had been completely refilled a week later.

  • Reminder:

  • Here’s a piece that says lazy crane operators are to blame, according to some truck drivers. “The crane operators take their time, like three to four hours to get just one container.” Eh, something about this doesn’t ring true. Maybe they had to wait three or four hours for the operator to get their container off the stack.
  • Is the supply chain problem being deliberately inflicted on the American people to force them to swallow the vaccine mandate?

    Deputy Treasury Secretary Wally Adeyemo may have accidentally leaked the cause of America’s supply chain issues.

    “The reality is the only way we’re going to get to a place where we work through this transition is if everyone in America and everyone around the world gets vaccinated,” Adeyemo admitted in an interview with ABC News.

    Starve them out, let the dissenters suffer, and those who bought into this agenda will turn against them.

    Adeyemo said that the Biden Administration has already provided “the resources the American people need to make it to the other side.”

    Basically, everyone should give into the vaccine mandate or face the consequences. They are masking authoritarianism as utilitarianism. The vaccine has not been mandated at the federal level in the US, yet, but it is apparent that the government plans to make life as difficult as possible for those who do not obey.

    Echoing the Fed, Adeyemo said that inflation is “transitory,” and “as part of the transition we are seeing higher pieces for some of the things people have to buy… That’s exactly why the president was focused in the American Rescue Plan in ensuring on getting stimulus into the hands of the American people, so they’d be able to buy the products they need.”

    Yes, the government expects us, the Great Unwashed, to be thankful for their measly handouts to purchase unavailable products at an all-time high. There is a reason people have recently nicknamed the president “bare shelves Biden,” with the hashtags #BareShelvesBiden and #EmptyShelvesJoe becoming a viral sensation.

    Although the Biden Administration met with the Ports of Long Beach and Los Angeles, which handles 40% of the nation’s goods, the promise of a 24/7 operation has not yet occurred. There is no ETA for when the ports will begin 24/7 operations either. Some ships are allegedly waiting 12 days at anchor before reaching the dock, and over 60 vessels are idled in the San Pedro Bay at the moment. With one of the nation’s busiest shopping holidays approaching (Black Friday) followed by ongoing seasonal shopping, this matter is likely to turn ugly.

  • Other voices of the same opinion

  • Relevant to LA and Long beach’s problems: “Port of Houston Awards Contract to Begin Houston Ship Channel Dredging.”

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    Posted in Democrats, Economics, Regulation, unions | 6 Comments »

    LinkSwarm for September 10, 2021

    Friday, September 10th, 2021

    Yesterday Joe Biden launched a sneak attack on American freedom, and tomorrow is the 20 year anniversary of 9/11. Still working on the Afghan piece. Plus more Australian madness.

  • Biden won’t be making a live 9/11 anniversary address. Of course he won’t. The people actually running the Biden White House are terrified anytime Slow Joe goes out live…
  • Biden wants to mandate all employers to force their employees to take a Flu Manchu vaccine, on pain of termination, enforced by OSHA.
  • But: Biden is excluding postal workers from this mandate. If the unvaccinated are such an existential threat to the republic (spoiler: they’re not), then why exempt the one class of federal employee whose members are out among the general public touching their mail eight hours a day? The answer, of course, is that they have a powerful union.
  • Australia goes insane:

    At the start of the pandemic, Australia determined to squeeze out COVID with lockdowns and travel restrictions and, as an island nation, had considerable success. It was the last of the G-20 countries to hit 1,000 total COVID deaths.

    But this created an unrealistic expectation that Australia could have “COVID zero” as a goal for the duration, and use targeted restrictions and surveillance (“circuit-breakers”) to maintain it.

    As the pandemic has dragged on, this has become completely untenable and done violence to liberty and common sense in a great English-speaking nation.

    Lockdowns have cut a swath through the norms and conventions of an advanced Western democracy, from the suspension of a state-level parliament to the banning of protests to military enforcement of the COVID rules.

    With the Delta surge, more than half of Australians are locked down, often in response to a tiny number of cases.

    ustralian authorities don’t fool around. State premiers have vast powers, and use them. In Melbourne, located in the state of Victoria, a curfew is in place, and limits apply to people leaving their homes. There are hefty fines for noncompliance.

    The spirit of the lockdowns was perfectly captured a few months ago by the chief health officer of the state of New South Wales who warned, “Whilst it is in human nature to engage in conversation with others, to be friendly, unfortunately this is not the time to do that.”

    Ah yes, the public-health threat of over-chattiness.

    The Australian news media might as well be an arm of the public-health bureaucracy, producing stilted and hysterical reports about lockdown violators worthy of some dystopian future.

    The state of South Australia has developed an app to enforce home quarantines. As a news report explains, “the app will contact people at random asking them to provide proof of their location within 15 minutes.” If they fail to do so, the health department will notify the police, who will send officers to check on the possible malefactor.

    Unrestricted travel is a hallmark of a free society, but Australians can barely leave the country. Travel has been cut off between states, creating an arbitrary patchwork of states trying to isolate themselves from COVID cases elsewhere.

    Tens of thousands of Australians have been trapped overseas, unable to come back home because of monthly limits on returning Australians.

    All of this economic and social disruption and coercion hasn’t been enough to stamp out the Delta variant, which is outrunning the government controls.

    Australian prime minister Scott Morrison finally admitted the obvious the other day: “This is not a sustainable way to live in this country.”

  • And Australia’s lockdown has failed:

  • But it’s not enough just to snatch away Australian’s freedom, they’re also seizing booze from locked-down Aussies. “In New South Wales — a southeastern state encompassing Sydney — alcohol deliveries to apartments under COVID-19 lockdown are being confiscated if booze volume exceeds limits mandated by the Ministry of Health.” (Hat tip: Instapundit.)
  • Did you notice that Iran tried to kidnap an Iranian exile in Brooklyn a couple of months back?
  • Democrats love to talk about the threat of Republican “dark money,” but Democrats received $1.8 billion in dark money from labor unions in 2020.
  • “Remember the women at the L.A. spa who claimed a dude exposed himself and it was dismissed as a “transphobic hoax”? Yeah, charges have now been filed against the man, who is a registered sex offender.”
  • UNC Journalism Dean Worried ‘Diversity of Thought’ Would Interfere with Social Justice ahead of Nikole Hannah-Jones Appointment. Understand that our political, educational and journalistic elites value social justice above all other values and act accordingly.
  • Peter Boghossian: “My University Sacrificed Ideas for Ideology. So Today I Quit. The more I spoke out against the illiberalism that has swallowed Portland State University, the more retaliation I faced.”

    Over the last decade, it has been my privilege to teach at the university. My specialties are critical thinking, ethics and the Socratic method, and I teach classes like Science and Pseudoscience and The Philosophy of Education. But in addition to exploring classic philosophers and traditional texts, I’ve invited a wide range of guest lecturers to address my classes, from Flat-Earthers to Christian apologists to global climate skeptics to Occupy Wall Street advocates. I’m proud of my work.

    I invited those speakers not because I agreed with their worldviews, but primarily because I didn’t. From those messy and difficult conversations, I’ve seen the best of what our students can achieve: questioning beliefs while respecting believers; staying even-tempered in challenging circumstances; and even changing their minds.

    I never once believed — nor do I now — that the purpose of instruction was to lead my students to a particular conclusion. Rather, I sought to create the conditions for rigorous thought; to help them gain the tools to hunt and furrow for their own conclusions. This is why I became a teacher and why I love teaching.

    But brick by brick, the university has made this kind of intellectual exploration impossible. It has transformed a bastion of free inquiry into a Social Justice factory whose only inputs were race, gender, and victimhood and whose only outputs were grievance and division.

    Students at Portland State are not being taught to think. Rather, they are being trained to mimic the moral certainty of ideologues. Faculty and administrators have abdicated the university’s truth-seeking mission and instead drive intolerance of divergent beliefs and opinions. This has created a culture of offense where students are now afraid to speak openly and honestly.

  • “Top CDC Official Steps Down Weeks After Emails Surface Showing Collusion With Teachers Union.”
  • Priorities unaddressed in the recently completed Texas special session. There’s another one coming down the pike soon…
  • Chinese junk bond panic. You never know when all that smoke and mirrors are going to come crashing down…
  • Samsung is edging closer to building a $17 billion semiconductor fabrication plant in Taylor in Williamson County.
  • Goodbye to Omar and Leonard.
  • “Cannabis Use Doubles Risk of Heart Attack in Young Adults.”
  • Woman to Biden: “You ain’t my pimp!”

  • Florida man plays stupid games, wins stupid prizes. Despite some poor situational awareness by deputies. (Hat tip: Dwight.)
  • Que es mas macho!
  • How one foil-wrapped home survived the Caldor fire. (Hat tip: Director Blue.)
  • Here’s a man doing extensive testing of locking pliers. The best brand turned out to be the Malco Eagle Grip, which is both the most expensive pair of pliers, as well as the only brand made in America.
  • Heh:

  • Celebrating the thirtieth anniversary of Slowdive’s Just For A Day.
  • I smiled:

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    Posted in Austin, Crime, Democrats, Foreign Policy, Jihad, Social Justice Warriors, Texas, unions | 2 Comments »

    LinkSwarm for August 28, 2021

    Friday, August 27th, 2021

    Greetings, and welcome to another Friday LinkSwarm! Biden’s Afghan debacle continues to top the news:

  • At least 90 people, including 13 American soldiers, were killed in in a bombing at an entrance to the Kabul airport.
  • Un-Fucking believable: “U.S. officials provided Taliban with names of Americans, Afghan allies to evacuate.”

    U.S. officials in Kabul gave the Taliban a list of names of American citizens, green card holders and Afghan allies to grant entry into the militant-controlled outer perimeter of the city’s airport, a choice that’s prompted outrage behind the scenes from lawmakers and military officials.

    The move, detailed to POLITICO by three U.S. and congressional officials, was designed to expedite the evacuation of tens of thousands of people from Afghanistan as chaos erupted in Afghanistan’s capital city last week after the Taliban seized control of the country. It also came as the Biden administration has been relying on the Taliban for security outside the airport.

    But the decision to provide specific names to the Taliban, which has a history of brutally murdering Afghans who collaborated with the U.S. and other coalition forces during the conflict, has angered lawmakers and military officials.

    “Basically, they just put all those Afghans on a kill list,” said one defense official, who like others spoke on condition of anonymity to discuss a sensitive topic. “It’s just appalling and shocking and makes you feel unclean.”

    “French officials gave the Nazi occupiers a list of Parisian Jews they wanted to remain safe…”

  • What is behind Biden’s inexplicable trust for the Taliban?

    It is becoming increasingly difficult to draw any conclusion other than that President Biden knowingly and willfully surrendered Afghanistan to the Taliban.

    To be clear, this is different from concluding that Biden committed to a recklessly premature date for withdrawing all U.S. forces (which, practically speaking, would necessitate NATO’s departure, too) while being aware that the Taliban were capturing territory and that the Afghan security forces might be unable to hold them off over the ensuing months.

    That would be bad, but not as damning as what I am deducing.

    I now believe Biden long ago reasoned that the Taliban were going to take over the country inevitably and decided to treat them as the de facto government. Consistent with this — and with the progressive Democratic orientation that American military power is needlessly provocative, and that concessions are the preferred way to inspire rogues into good behavior — Biden determined back in the spring that he would set a firm deadline to pull our forces out, and then demonstrate to the Taliban that the deadline was real.

    Snip.

    Biden saw the Taliban as the regime in waiting, with whom his administration was energetically negotiating. If he proved to the Taliban that the U.S. really was leaving no matter what, then he figured the Taliban would allow — even facilitate — the evacuation of thousands of American civilian workers, contractors, and diplomatic personnel. Biden would pull out American troops and trust the Taliban, thus appeased, with the fate of the remaining Americans.

    This is mind-boggling, but not the half of it. Biden was also effectively administering the coup de grace to the Afghan government, and not only by elevating the Taliban to the sole Afghan party with which his administration would negotiate the terms of the U.S. departure. Biden would also pull out in a manner that undermined the Afghan security forces’ capacity to fight the Taliban. After all, if U.S. troops and contractors continued providing technical and logistical support to the Afghan ground and air forces, the Taliban might interpret that as an American commitment to continue the war. Biden would make sure the jihadists had no cause for doubt.

    In this, Biden had to know he would be leaving to the Taliban the fate of tens of thousands of Afghans who supported American combat, intelligence, training, and nation-building efforts over the last 20 years. Though many government officials, members of Congress, and influential commentators pleaded with the Biden administration to fast-track the visa process and evacuate the Afghans while American forces were still in control, Biden plainly rationalized that this could provoke the Taliban into retaliatory measures — potentially against Americans — that would put public pressure on him to maintain U.S. forces in the country. Biden’s priority was to withdraw them. Ergo, the Taliban — yes, that Taliban — would be trusted to deal benignly with America’s Afghan allies.

    Read the piece for Andrew McCarthy’s reasoning behind this conclusion, including the Bowe Bergdahl swap, and evacuating Bagram in the dead of night. My only quibble with his analysis is that his working assumption that Biden is making the decisions of the Biden Administration. I rather doubt it…

  • On the ground in Afghanistan: things are bad:

    “My phone is melting, and my inbox is jammed, from grown Afghan men pleading, crying to get out with their wives and children,” my reader begins:

    All of them used to work for our company. They are engineers, electricians, lab technicians, urban planners, CAD drafters, surveyors, concrete masons, welders — all skilled technical and professional people who enjoyed what we would consider a solid middle-class life. Some went on to become lecturers at university. These aren’t herders and farmers — they are civilized, educated, middle class tradesman and professionals who trusted their government to maintain the safety and security of the nation. Their average age of the parents is late thirties. Their average family size is seven. The youngest child among them is 10 days old. Inside of a month, their lives are uprooted by bloodthirsty barbarians. They are hunted because they helped the Americans.

    One of our families has been waiting in the Entry Control Point for four days straight – living in trash and filth, with no shelter, jammed among thousands of others. The parents know full well what awaits if they are fortunate to get out. They are willing to live the life of a refugee in a camp near a military installation. Essentially a one room United Nations Refugee Center shack, or group expeditionary tents, no indoor plumbing, no kitchen. They share public toilets and showers and live in a fenced compound in a sea of other shacks or tents surrounded by gravel — for at least 12-18 months while they wait for the State Department to process their visas. They are willing to walk away from their middle-class comforts and live in refugee camps for well over a year, possibly two, for the freedom and liberty of the United States. Amanullah asked me yesterday if I could get him to Mexico so he could walk to Texas so he wouldn’t have to live in a refugee camp. They know.

    Don’t let anyone claim that Afghans who worked for America or international organizations will be fine.

    “Here’s a kick in the gut,” my reader continues. “Fawad — not his real name — called me crying last night after midnight. His brother-in-law was killed by the Taliban earlier that day. He had worked for an American contractor in Zabul [a southern province considered part of the Taliban’s heartland]. He was beaten in the street and then shot in the head so the villagers could see.”

  • More of that California ballot fraud that doesn’t exist. “300 recall ballots, drugs, multiple driver’s licenses found in vehicle of passed out felon: Torrance police.” I’m going to go out on a limb and guess that Random X. Felon wasn’t working for Larry Elder…
  • Speaking of which: Democrats have the State of California investigating Larry Elder’s campaign.
  • Speaking of voting fraud, polls show growing support for voter ID.
  • Supreme Court upholds reinstatement of President Trump’s “stay in Mexico” policy for illegal aliens. Texas and Missouri were the lead plaintiffs.
  • The Supreme Court also struck down Biden’s eviction moratorium.

    “It would be one thing if Congress had specifically authorized the action that the CDC has taken. But that has not happened,” the Court majority wrote in an unsigned opinion.

    “Instead, the CDC has imposed a nationwide moratorium on evictions in reliance on a decades-old statute that authorizes it to implement measures like fumigation and pest extermination,” the opinion continued. “It strains credulity to believe that this statute grants the CDC the sweeping authority that it asserts.”

  • On his way out the door, disgraced New York Governor Andrew Cuomo granted clemency to Weather Underground cop-killer David Gilbert.

    David Gilbert is the father of San Francisco District Attorney Chesa Boudin. He had Chesa with his then-partner Kathy Boudin.

    David Gilbert was also a member of the Weather Underground, the domestic terrorist group responsible for the 1981 Brink’s armored car robbery in New York.

    Gilbert and Boudin dropped off infant Chesa with a babysitter before driving to the robbery.

    The terrorists, with members of the Revolutionary Armed Task Force and Black Liberation Army, robbed the truck and wounded guard Joe Trombino and killed his co-worker Peter Paige. Police officers Waverly Brown and Edward O’Grady died in the shootout.

    A jury convicted Gilbert of three counts of second-degree murder and four counts of first-degree robbery.

  • Oh: They also took his Emmy away. The one they gave to him after we all knew he was a Granny-murderer…
  • Politico sells to German publishing giant Axel Springer for about $1 billion. Hopefully this will result in Axel Springer CEO Mathias Dopfner firing some snowflakes when he insists they do actual reporting rather than waging social justice… (Hat tip: Director Blue.) (Previously.)
  • Emerald Robinson: “How I Murdered The Weekly Standard“:

    My modest proposal was that the 3% of Republicans who never approved of President Trump should stop pretending that they were spokesmen for the 97% of Republicans who did. In the corporate media, where 97% of that 3% were keeping a high profile on cable news, the distortions became preposterous. This seemed to me elementary logic. But for the tiny group of delusional Never Trumpers, my modest proposal fell on them like a ton of bricks.

    In the end, my essay ignited a kind of public war among conservative intellectuals that helped to bring down the neocons and the Never Trumpers in the media. Not only did the Weekly Standard shut down, but the National Review kicked out Jonah Goldberg, and the neocon’s peewee prince Bill Kristol went to work for Democrats – all in six months. How did that happen? They had no base of support outside of the Beltway, and they were in willful denial about their own unpopularity. This dynamic was obvious at all levels of media, but let’s take a high visibility example: the old panel at Fox New’s Special Report with Bret Baier. Now, Bret Baier is obviously a very quiet Never Trumper but if you stacked your daily panel with Stephen Hayes, A. B. Stoddard, and Jonah Goldberg and these were the “conservative” pundits you picked to defend President Trump’s policies then it’s obvious what Bret was doing.

    A week or so after my essay appeared, I got a very short and shrill phone call from one of Bret’s staffers – who was a rabid Hillary Clinton supporter, no less. When I picked up the call, she was angry and breathless and did not want to do small talk. She said: “You don’t know what you’ve done, you don’t understand the damage you’ve caused to this show.” I asked her to calm down, and be specific. She hung up instead.

    This bizarre exchange piqued my interest enough to watch Bret Baier’s show that night, which was an emotion I rarely felt for Special Report. Sure enough, Bret Baier ended the episode with an odd little “farewell” segment to Stephen Hayes. The gist of it was that Hayes was suddenly taking “a one year vacation to Spain” with the family. My first thought was: who does a video farewell when they take a vacation? The whole thing was pure baloney. It was now perfectly clear why Bret’s hysterical staffer had called. Apparently my essay had been a crucial factor in getting Stephen Hayes kicked off TV. Someone over at corporate had finally looked at the piss poor ratings Bret was getting and the light bulb went off: no one wants to listen to Hayes anymore. That was certainly true. (A few months later, the sour puss A. B. Stoddard also disappeared from the Special Report show – this time without a video farewell.)

    Hayes getting axed left me surprised. How was I to know that Fox executives could read? How was I to know that Baier and Hayes were roommates in college? Did Hayes sail to Spain on one of those idiotic cruises that he was always pushing on his subscribers? Jonah Goldberg had been taunting me from the pages of the National Review that the Never Trumpers were all doing fine – and then suddenly none of them were doing fine. In his video farewell, Hayes wanted everyone to know that he’d be back in a year, and that he was still the chief editor of the Weekly Standard magazine. Both of these statements actually turned out to be false.

    Five months later, I got a call from an insider that all the employees at the Weekly Standard were being asked to prepare for the worst. Had anyone run with this story yet? No they hadn’t. Had it somehow fallen to me to be the first to announce the end of the celebrated neocon magazine where Bill Kristol and Stephen Hayes had regularly taunted the American working class? Yes it had. The Lord had delivered them into my hands

    Honestly, it was less of a murder than documenting a suicide…

  • “Snopes co-founder and owner caught plagiarizing dozens of articles and Snopes went ahead and fact-checked it for us.”
  • Communist purges communists:

    Like the Soviet Union under Stalin, Current Affairs is the private kingdom of one man, in this case the dandy communist Nathan Robinson. For five years, Robinson has been all over Current Affairs like a cheap suit, while a small team of deluded volunteers has labored in his salt mine, generating content for the greater glory of the revolution, and their leader, the Potemkin page-turner. But even five-year plans go awry.

    Lyta Gold, who was hired to generate ‘Amusements’, is not amused. Gold claims that when the staff attempted to form a workers’ co-operative, Robinson fired them all.

    It would take a heart of stone not to laugh… (Hat tip: Ed Driscoll at Instapundit.)

  • “Israeli Study Shows Natural Immunity 13x More Effective Than Vaccines At Stopping Delta.”
  • “Large CDC Study Doesn’t Support Mask Mandates in Schools.” This is the sort of science Democrats don’t want settled. (Hat tip: Stephen Green at Instapundit.)
  • In an administration that sucks, Jen Psaki stands out for really sucking hard.
  • Speaking of sucking, here’s Spanish-language media omitting embarrassing information in their translation:

  • “Texas Wins Preliminary Victory Against Biden Administration in Medicaid Lawsuit. The district court’s order temporarily suspends the Biden administration’s revocation of Texas Section 1115 Medicaid waiver.” The Biden Administration retroactively denied a waiver issued by the Trump Administration in an attempt to force ObamaCare down the state’s throat.
  • Texas election integrity law finally passes the Texas House, meaning Democrat’s quorum-busting stunts got them Jack and Squat.
  • Herschel Walker is running for the U.S. Senate.
  • “Germany Schnitzels Itself After Ditching Nuclear, Coal Power For Green Pipe Dreams.” Keep enjoying the highest energy costs in Europe, Deutschland…
  • Samsung tops Intel as world’s largest semiconductor manufacturer.
  • Not news: Vultures eating dead cows. News: vultures eating live cows.
  • The Shat at 90.
  • Who should you back with your Go Fund Me money, Brett Butler or Spinal Tap’s Viv Savage? (I did toss a little money Brett’s way, as I knew her a little back in my standup comedy days…)
  • “Americans At Mercy Of Taliban Just Glad We Don’t Have A President Who Posts Mean Tweets Anymore.”

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    Posted in Border Control, Democrats, Elections, Foreign Policy, Jihad, Media Watch, Military, ObamaCare, Regulation, Supreme Court, Texas | 1 Comment »

    A Good Explanation of the Semiconductor Shortage

    Tuesday, April 6th, 2021

    A semiconductor shortage has been plaguing the automobile industry for several months, and this piece explains why:

    To understand why the $450 billion semiconductor industry has lurched into crisis, a helpful place to start is a one-dollar part called a display driver.

    Correction: The semiconductor industry itself isn’t in crisis, it’s making money hand-over-fist right now. It’s certain industries relying on semiconductors that have the problem.

    Hundreds of different kinds of chips make up the global silicon industry, with the flashiest ones from Qualcomm Inc. and Intel Corp. going for $100 apiece to more than $1,000. Those run powerful computers or the shiny smartphone in your pocket. A display driver is mundane by contrast: Its sole purpose is to convey basic instructions for illuminating the screen on your phone, monitor or navigation system.

    The trouble for the chip industry — and increasingly companies beyond tech, like automakers — is that there aren’t enough display drivers to go around. Firms that make them can’t keep up with surging demand so prices are spiking. That’s contributing to short supplies and increasing costs for liquid crystal display panels, essential components for making televisions and laptops, as well as cars, airplanes and high-end refrigerators.

    “It’s not like you can just make do. If you have everything else, but you don’t have a display driver, then you can’t build your product,” says Stacy Rasgon, who covers the semiconductor industry for Sanford C. Bernstein.

    Now the crunch in a handful of such seemingly insignificant parts — power management chips are also in short supply, for example — is cascading through the global economy. Automakers like Ford Motor Co., Nissan Motor Co. and Volkswagen AG have already scaled back production, leading to estimates for more than $60 billion in lost revenue for the industry this year.

    A bit of background here: Back in the dim mists of time, some major car manufacturers used to have their own captive wafer fabrication plants for automotive components. They were more art-of-the-state than state-of-the-art, as well as heavily unionized. (Your etch machine broke? Better figure out whether you need the union plumber or the union electrician to fix it…) GM shut down their last semiconductor plan in Kokomo, Indiana (which I think was running a 500 nanomemter process, which was beyond old even then) in 2017.

    The situation is likely to get worse before it gets better. A rare winter storm in Texas knocked out swaths of U.S. production. A fire at a key Japan factory will shut the facility for a month. Samsung Electronics Co. warned of a “serious imbalance” in the industry, while Taiwan Semiconductor Manufacturing Co. said it can’t keep up with demand despite running factories at more than 100% of capacity.

    “I have never seen anything like this in the past 20 years since our company’s founding,” said Jordan Wu, co-founder and chief executive officer of Himax Technologies Co., a leading supplier of display drivers. “Every application is short of chips.”

    The chip crunch was born out of an understandable miscalculation as the coronavirus pandemic hit last year. When Covid-19 began spreading from China to the rest of the world, many companies anticipated people would cut back as times got tough.

    “I slashed all my projections. I was using the financial crisis as the model,” says Rasgon. “But demand was just really resilient.”

    People stuck at home started buying technology — and then kept buying. They purchased better computers and bigger displays so they could work remotely. They got their kids new laptops for distance learning. They scooped up 4K televisions, game consoles, milk frothers, air fryers and immersion blenders to make life under quarantine more palatable. The pandemic turned into an extended Black Friday onlinepalooza.

    Automakers were blindsided. They shut factories during the lockdown while demand crashed because no one could get to showrooms. They told suppliers to stop shipping components, including the chips that are increasingly essential for cars.

    Then late last year, demand began to pick up. People wanted to get out and they didn’t want to use public transportation. Automakers reopened factories and went hat in hand to chipmakers like TSMC and Samsung. Their response? Back of the line. They couldn’t make chips fast enough for their still-loyal customers.

    Here’s the crux of the problem:

    Wu explained that he can’t make more display drivers by pushing his workforce harder. Himax designs display drivers and then has them manufactured at a foundry like TSMC or United Microelectronics Corp. His chips are made on what’s artfully called “mature node” technology, equipment at least a couple generations behind the cutting-edge processes. These machines etch lines in silicon at a width of 16 nanometers or more, compared with 5 nanometers for high-end chips.​

    ​The bottleneck is that these mature chip-making lines are running flat out. Wu says the pandemic drove such strong demand that manufacturing partners can’t make enough display drivers for all the panels that go into computers, televisions and game consoles — plus all the new products that companies are putting screens into, like refrigerators, smart thermometers and car-entertainment systems.

    There’s been a particular squeeze in driver ICs for automotive systems because they’re usually made on 8-inch silicon wafers, rather than more advanced 12-inch wafers. Sumco Corp., one of the leading wafer manufacturers, reported production capacity for 8-inch equipment lines was about 5,000 wafers a month in 2020 — less than it was in 2017.

    Hell, there are people still running some four inch fab lines out there, though usually it’s for something funky like gallium arsenide, old analog signal processes, etc.

    The problem is, no one is building any new capacity in those old geometries because fabs are too expensive to build and need 2-3 years of lead time to get up and running. Moore’s second law states that the cost of a new, cutting edge semiconductor plant doubles every four years. You can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. And equipment manufacturers like Applied Materials and LAM Research aren’t going to sell you old technology machines to build older geometry chips because they’re not making them anymore. And if you have to pay full price for the equipment, you might as well fab higher-value chips in current geometries anyway.

    TSMC is already spending $100 billion for expanded manufacturing capacity over the next three years, and Intel another $20 billion. That spiraling fab cost is why so many former integrated device manufacturers went to a fabless model, designing chips but letting the manufacturing be handled by foundries like TSMC, UMC and Global Foundries. (And Intel is expanding their own foundry business at the same time they’re paying TSMC to fab some of their top-end chips. You can’t tell the players without a scorecard…)

    The other problem is the extremely cyclical nature of the semiconductor industry. In booms, fabs make money hand over fist. During busts, some segments (like RAM) barely break even. The foundry model has smoothed the spikes out somewhat, but as the current shortage shows, not entirely.

    Just-In-Time delivery was one of the great disruptive business innovations. Leaner, more tightly-coupled computerized inventory lead to decreases in unused parts and faster times to market. But when there’s a hiccup in the supply chain, it makes it more immediately disruptive. It’s hard to obtain additional semiconductor parts if everyone’s fab is already at full capacity, so expect shortages to extend into the year.

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    Posted in Economics, Uncategorized, unions | 29 Comments »

    LinkSwarm for November 8, 2019

    Friday, November 8th, 2019

    Welcome to another Friday LinkSwarm!

  • Trump is derailing the elite’s gravy train:

    Like the garbage French elite of long ago, our American garbage elite of today has learned nothing and forgotten nothing. For four years, it has been focused entirely on deep sixing Donald Trump for his unforgivable crime of demanding that our ruling caste be held accountable for its legacy of failure. Instead of focusing on not being terrible at their job of running America’s institutions, our elitists have decided that the real problem is us Normals being angry about how they are terrible at their job of running America’s institutions. So, let’s imagine that they finally vanquish Trump, though every time they come up against him they end up dragging themselves home like Ned Beatty after a particularly tough canoe trip.

    What happens then?

    What happens then is that it’s back to business as usual, and for decades, business as usual for our garbage elite has not merely been running our institutions badly but pillaging and looting our country for power, prestige and cash.

    The difference is that in the future they will be much more careful to ensure that no one who is not in on the scam will ever again come anywhere near the levers of power. You can already see it – the demands that we defer to the bureaucrats they own, the attacks on the idea of free expression, and the campaign to disarm us. Their objective is no more Trumps, just an endless line of progressive would-be Maduros with the march toward despair occasionally put on pause for a term by some Fredocon Republican who hates us Normals just as much as the Dems, but won’t admit it until after he’s out of office.

  • So #NeverTrumpers are upset because Trump called them scum? Well boo freaking hoo:

    If you were involved in the 2016 election and, at any point, decided that Hillary Clinton was very bad for the nation and that Evan McMullin was a f***ing bug-eating tool and that Donald Trump was not Beelzebub incarnate, then you became the target of abuse. In my personal experience, there are people who I’d considered friends for several years who I would no longer pee on if they were on fire today because of the abuse and scorn the heaped upon people who disagreed with them and the cheap bullying that they engaged in. Trumpkin. Trumptard. Trumpaloo. Trumphumper. And all manner of other cute names.

    Snip.

    For three years these people have degraded, demeaned, and libeled anyone who simply decided that, for all his flaws, Trump was better than any Democrat. No grace was offered to people who had considered them friends and colleagues. No common cause was allowed to be made. They stopped being conservatives and Republicans who simply disliked the candidate and then the president and became active Democrat partisans who simply called themselves something else. Every hoax and bad faith allegation made against the President and his administration, from the Russia bullsh** to defending illegal FISA warrants to the “Muslim ban” to “kids in cages,” was spearheaded by NeverTrumpers flagellating themselves with their principles and yodeling “we’re better than that.”

    In 2020, these people have a choice to make. They can either earn their way back in–Prodigal Son, and all that–or they can stay gone. I don’t care who they vote for because Trump won last time without them and he’s in a much stronger position today than he was in November 2016. But, no matter what path they choose, there should be no forgetting of how these people have acted and what they’ve done. No one should allow them to forget why no one–right or left–wishes to have anything to do with them. No one should ever forget that they are dangerous, timorous and unfaithful allies and should not be allowed to do any more than hold the coats for the rest of us.

  • Full State Department review of Hillary Clinton’s emails show nearly 600 security violations.
  • Former Virginia democratic governor forgives current Virginia democratic governor for wearing blackface. “We’ve moved on,” says former Clinton crony Terry McAuliffe. As Stephen Green says, “it’s easy to move on when your side can’t be held accountable.”
  • President Donald Trump begins process to formally withdraw from the Paris climate accord. I’m not sure this is strictly necessary, as it was never binding on the U.S. because it was never submitted to the senate for ratification. As opposed to being nonbinding on the rest of the world because they’re just lying about following it anyway.
  • Sanctions against Iran really biting into its oil revenues, especially as the U.S. becomes more sophisticated about counter attempts to evade it.

    As recently as mid-2019, Iranian leaders openly boasted of selling its oil to foreign customers despite the 2017 sanctions. At the time of that boast, Iran was getting a million BPD (barrels per day) out to export customers. In contrast, before the sanctions, Iran exported two million BPD. But by July 2019 exports had been reduced to 365,000 BPD and in August it was a record low 160,000 BPD and that did not change much in September. What the Iranians don’t issue press releases about is how well sanction enforcement efforts have been at reducing those illegal exports to record lows.

    (Hat tip: Austin Bay at Instapundit.)

  • The UK is finally having a general election after essentially a year of deadlock. If history is any guide, parties promising to deliver Brexit will win, then not deliver Brexit…
  • “Maryland Officials Drop Sanctuary Policy After Illegal Alien Sex Crimes.”
  • Related: Sanctuary city proposition goes down in flames in Tucson. Funny how not enforcing laws against illegal aliens enjoys crushing defeat when actual voters get a chance to chime in.
  • Meanwhile, the illegal alien debate in the Democratic Party is between the hard left and the loony left. “While the rest of America frets about illegal alien criminals escaping authorities with the eager help of liberal politicians, liberals are more concerned about proving to each other how wonderful and tolerant they are by opening the border and allowing anyone and everyone with a sob story to be welcomed and cared for.” (Hat tip: Stephen Green at Instapundit.)
  • “Comedians Taking Sides In The Woke Wars.”

    A recent string of high-profile comments brought “Cancel Culture” to the fore. Stand-up routines by Dave Chappelle, Bill Burr and Sebastian Maniscalo forced the subject back into the limelight.

    “No Safe Spaces,” a documentary about the Left’s serial attacks on free expression, debuts this weekend at the near-perfect time. Comedian Adam Carolla and syndicated radio star Dennis Prager unite to explore how universities are clamping down on healthy debate, and why that woke sentiment is leaking into society at large.

    “Joker” director Todd Phillips, who previously helmed the “Hangover” series, amplified the cause. He told Vanity Fair he created “Joker” because making comedies is no longer fun.

    “Go try to be funny nowadays with this woke culture,” he says. “There were articles written about why comedies don’t work anymore—I’ll tell you why, because all the f***ing funny guys are like, ‘F*** this s***, because I don’t want to offend you.’

  • Science Fiction tries to erase its past over crimes against Social Justice Warrior orthodoxy. To be fair, the people who handed out the (now being renamed) James Tiptree Award were always far-left radical feminist lunatics. The question is why have the theoretically more sober people behind the John W. Campbell and World Fantasy Awards also given in to this Orwellian, history-erasing lunacy?
  • Is anyone really surprised when a progressive treats institutional charity money as a personal slush fund?

    The former head of the L.A.-based anti-poverty nonprofit Youth Policy Institute improperly used the organization’s funds to pay the property taxes on his house, buy furniture for his home office and make national political donations, the group alleged in court documents filed this week.

    Dixon Slingerland, who was fired as the group’s chief executive in September, spent the nonprofit’s money on an array of unauthorized and personal expenses, including private tutoring for his children, contributions to his wife’s pension, and “lavish” dining, travel and entertainment, according to a Chapter 7 bankruptcy filing lodged by the nonprofit in federal court.

  • “Federal agents raided a Long Island tech firm early Thursday and arrested its top executives amid concerns the company was selling Chinese-made equipment to the U.S. military while claiming it had been manufactured in the United States. According to federal prosecutors, Aventura Technologies of Commack has been running the alleged scheme since 2006, selling equipment with “known cybersecurity vulnerability” to government and other customers.”
  • MSM amnesia:

  • Out-of-state Justice Democrats money props up Texas candidate:

    Texas candidate Jessica Cisneros has been one of the most high profile candidates backed by Justice Democrats, the liberal group seeking to defeat incumbents they perceive as insufficiently progressive. While Cisneros has received praise from freshman Rep. Alexandria Ocasio-Cortez (D., N.Y.), local residents appear more skeptical. She has received just $3,585 of her $190,000 (1.8 percent) in itemized contributions from inside the San Antonio district she hopes to represent.

    Cisneros is primarying Democratic incumbent Henry Cueller for the Texas 28th Congressional District. She does not appear to be former San Antonio Mayor Henry Cisneros’ daughter.

  • “Democrat Elizabeth “Eliz” Markowitz and Republican Gary Gates are headed to a runoff to decide who will fill the unexpired term of State Rep. John Zerwas (R–Richmond)” for Texas House District 28. Gates is a seven time loser, the founding money behind the “Texas Citizens Coalition” (whose mailers I have not seen recently), and was last seen running a dishonest campaign against Wayne Christian for the Railroad Commission. Still, I can only imagine that he’ll be preferable to a Democrat, and even though Markowitz garnered more votes in the election, all the other candidates were Republicans for a Republican-leaning seat, giving Gates a good chance to retain it.
  • Harris County Clerk Diane Trautman tried to illegally transmit voting information over the Internet. (Hat tip: Holly Hansen.)
  • Disruptive Democrats crushed in The Woodlands.
  • “Plastikov 3D printed AK. 900 rounds on the front receiver, 550 on the rear – with no signs of damage. 7.62×39 goodness in a 7 dollar PLA receiver.” Not quite a revolution, since he used metal parts for the ejector and rails, and spent a total of $393 for all the parts, but definitely interesting, since the receiver is what the federal government counts as the “gun.” Caveat: 7.62x39mm evidently generates lower firing pressure than 5.56 NATO. But I’m hardly an expert here. Still: interesting. (Hat tip: Sal the Agorist.)
  • Samsung lays off it’s entire Austin design team. I used to work in the building where it was housed, a few jobs ago…
  • Rudy Boesch, decorated Navy SEAL. He was also evidently on some reality TV show.
  • America: Hey Berlin, you want a statue of Ronald Reagan? You know, “tear down this wall” and all of that? Berlin: Nein. America: Too bad.
  • Another day, another fake hate crim—wait, a real one? Oh, against a Catholic Church. In New York City. Now I get it.
  • “Fringe Conspiracy Theorist Believes Epstein Just Killed Himself.”

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    Posted in Austin, Border Control, Crime, Democrats, Elections, Foreign Policy, Global Warming, Guns, Media Watch, Military, Republicans, Social Justice Warriors, Texas, Uncategorized | No Comments »

    Remember When Japan Was Going To Take Over the World?

    Monday, February 13th, 2017

    Do you remember those fabulous 80s?

    Reagan was President, cyberpunk was new, and Jennifer Grey had a nose.

    Also, everyone knew that Japan was going to take over the world.

    Giant Japanese electronic companies like Sony, Toshiba and Fujitsu were leaders in their markets, Japan had a big export surplus, and Japanese companies were buying up iconic American assets like Rockafeller Center. Experts assured us that Japan was ascendant and that we needed to follow the “Japan Inc.” model of public/private partnerships, as well as the heavy vertical integration of the Japanese zaibatsu conglomerates, if we wanted to compete in the world market.

    It turns out that almost all that just about every aspect of that prescription was horribly wrong:

    Fast-forward 30 years. When one of Japan, Inc.’s leading corporations makes the news, as often as not it’s the result of an accounting scandal in which corporate profits were grossly overstated for years as a matter of policy–a policy intended to mask the stagnation in the company’s sales, product lines, competitive position and profits.

    What happened to the often-copied, much-vaunted Japan, Inc.? Many observers see Japan’s core problem as demographics: as its birth rate has fallen below replacement levels, the population of Japan is aging rapidly. Since young people start households and spend money, economic growth depends largely on the spending of young people rather than the declining spending of older people.

    While a decline in the youthful demographic certainly impacts growth, this view overlooks the larger problem: Japan, Inc.–its educational system, government, banking and corporate sector–was optimized for the mode of production that existed in the postwar world from the late 1940s to the late 1980s.

    Now that the Digital-Industrial Revolution is remaking the way goods and services are produced and distributed, the system that worked wondrously well in 1960 no longer aligns with the needs of this emerging mode of production.

    In the 1980s, Japan’s optimized-for-industrial-exports system reached its zenith, and many US pundits built careers predicting that Japan would soon eclipse the US in every economic and financial metric.

    But the excesses of Japan’s banking sector and the rise of new technologies that didn’t lend themselves to gradual improvement and vertically integrated corporations disrupted the predictions of Japan’s global dominance.

    Just as Sony ate the lunches of slower, less efficient American companies like RCA, soon the Japanese electronic giants found themselves being beaten by more nimble and disruptive international competitors like Apple and Samsung.

    Toshiba is now so broke they may need to spin-off their semiconductor business, despite it being the most central and profitable business in their company, probably because building a new state-of-the-art 300mm wafer fabrication plant for 10nm process technology can now cost up to $14 billion.

    Many other Japanese companies have been rocked by accounting scandals:

    In the five years since a $1.7bn accounting scandal was uncovered at Olympus, the number of improper accounting cases exposed each year in Japan has nearly doubled. It hit an all-time high of 58 cases in the 2015-16 fiscal year, according to Tokyo Shoko Research, which provides data on corporate failures.

    In many cases, the revelations have shone a light on malpractice and subterfuge dating back years — the legacy of management terrified of failure but left fighting decades of economic stagnation, squeezed costs and a shrinking domestic market.

    And those demographics don’t make anything easier:

    Children accounted for 12.8% of the population, the ministry said. By contrast, the ratio of people aged 65 or older was at a record high, making up 25.6% of the population. Jiji Press said that, of countries with a population of at least 40 million, Japan had the lowest ratio of children to the total population – compared with 19.5% for the United States and 16.4% for China…

    The proportion of people aged 65 or over is forecast to reach nearly 40% in 2060, the government has warned.

    Japan’s government has been running huge budget deficits since 2009, and debt now stands at about twice the size of the economy.

    For a while, the South Korean chaebol looked like they were going to supplant the Japanese zaibatsu as world beaters, but Samsung and LG have started running into some of the same problems.

    The lesson here is not “Merica, fark ye!”, it’s that capitalism works. The creative destruction of capitalism is necessary to keep economic progress moving forward. My biggest fear is that in his efforts to save American jobs, President Trump will prop up the GMs and Boeings of the world at the expense of smaller, nimbler competitors looking to supplant them.

    For the country’s long-term economic well-being, government should get out of the business of picking winners and losers entirely.

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    GTA 5 Mod Let’s You Use Samsung Galaxy Note 7s as Grenades

    Thursday, October 20th, 2016

    You’ve probably heard that Samsung has recalled and cancelled the Galaxy Note 7 phone after numerous incidents where the battery exploded.

    You may not have heard that someone did a mod for the video game Grand Theft Auto 5 that lets you use Samsung Galaxy Note 7s as grenades.

    Since Samsung has evidently forced YouTube to take down video of the mod in “arguably the worst misuse of the DMCA we have ever come across,” I thought I would share two other videos.

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    Posted in Uncategorized, video | No Comments »

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