Posts Tagged ‘Semiconductors’

Has Microsoft Finally Gotten The MicroSlop Message?

Saturday, March 21st, 2026

When last we checked, Microsoft CEO Satya Nadella was busy trying to shove Copilot, their AI tool, into every crevice of every Microsoft product. Finally, enough users seem to have complained loudly enough to get them to rethink the strategy.

Microsoft is vowing to focus on quality with future Windows 11 releases, which includes better performance and reeling in the company’s Copilot footprint over the OS.

“Quality” and “performance” go together with Windows like vanilla ice cream and used motor oil.

On Friday, Microsoft President for Windows and Devices, Pavan Davuluri, announced the “commitment to quality” in both a blog post and an email to users.

Davuluri previously graduated from the Indian Institute of Technology in Madras. Try to contain your shock.

The plan calls for bolstering the “performance, reliability and well-crafted experiences” over the OS for this year.

That sort of suggests that “performance, reliability and well-crafted experiences” were not priorities for Windows in previous years, doesn’t it?

“These areas have meaningful impact on how you experience Windows: how fast it starts and responds, how stable it is under real workloads, and how consistent and thoughtful the experience feels,” Davuluri wrote.

PC users will be happy to know that one goal is reducing Windows 11’s resource usage to free up more capacity.

This would be great news if anyone trusted them to do that. Countless times in the past, Microsoft has pledged to reduce resource usage in Windows, but the bloat always returns.

Another priority is “less noise, less distraction and more control across the OS.”

Surprisingly, the blog post makes little mention of AI. Instead, Davuluri merely says the company wants “to be thoughtful about how and where we bring AI into Windows.”

“​​You will see us be more intentional about how and where Copilot integrates across Windows, focusing on experiences that are genuinely useful and well‑crafted. As part of this, we are reducing unnecessary Copilot entry points, starting with apps like Snipping Tool, Photos, Widgets and Notepad,” he said. Users can expect the change to roll out this month and in the next for Windows 11 preview releases.

Finally, the backslash against MicroSlop has gotten so loud that it’s even penetrated Redmond’s C-Ring. This is indeed progress, given that earlier this month Microsoft was literally banning users from its Discord for using the term. So give them credit for at least realizing that they have a problem.

Davuluri made the announcement months after he faced backlash for tweeting that “Windows is evolving into an agentic OS,” which caused some users to retort the company was obsessing about AI over basic Windows 11 performance. A January Windows 11 release that prevented PCs from booting up or going to sleep sparked more complaints about the OS’s stability.

There’s that vaunted Microsoft quality again.

Last month, Davuluri indicated he was taking the criticism seriously. Microsoft is also facing increased competition from Apple, which released its most affordable MacBook so far, the Neo, which has been a hit among consumers and reviewers.

Yeah, let’s talk about the state of Windows-based PCs and the competition. This was supposed to be a big year for PCs, but then reality hit.

There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that somewhere around 1 billion PCs worldwide stopped receiving security updates. This is less of an issue in the consumer PC market, but it’s a big deal in the business PC market.

PC OEMs like HP were set up for success in 2026, but the AI boom has complicated the situation. Enormous demand for DRAM and NAND chips from the AI infrastructure build-out, coupled with memory chip manufacturers shifting production to server products, has left the PC market with scraps. Memory chip prices have surged, pushing up the bill of materials and forcing price increases.

Gartner expects PC prices to surge by 17% this year, prompting consumers and businesses to hold onto their current PCs for longer. Budget PCs as a category could essentially disappear, leaving a large swath of consumers in a bind. Gartner expects PC shipments to tumble by 10.4% in 2026.

In one of life’s little ironies, the same AI bubble that Microsoft was trying to shove down user’s throats is what’s making buying a new PC less affordable and crushing sales. But it’s not stopping Apple.

HP is an obvious loser in this scenario, but there’s a surprising winner as well: Apple….

Apple is also exposed to rising memory chip prices across its entire device business. However, the company is seizing an opportunity to bring Windows PC users into its ecosystem.

Apple announced the MacBook Neo last week. The 13-inch entry-level MacBook starts at $599, a price that PC OEMs like HP will have trouble hitting as memory prices spiral higher. The Neo is powered by the A18 Pro chip, the same SoC used in the iPhone 16 Pro family. Higher-end MacBooks use Apple’s M-series chips, but the underlying technology is essentially the same.

Apple has equipped the Neo with 8GB of unified RAM, shared between the CPU and GPU, as well as a 256GB solid-state drive. These are really the bare minimums for a usable PC, but it’s enough for a solid entry-level experience. Early reviews have been positive, although full third-party reviews haven’t yet arrived ahead of launch.

Apple is playing the long game here. If there was ever a time to launch a budget MacBook, it’s right now. With memory prices driving up the cost of Windows PCs, a $599 MacBook should be appealing to budget-conscious consumers. Apple also offers the Neo to the education market for a discounted price of $499.

If Apple can grow its Mac install base and steal away market share from Windows-based PCs, the company will be setting up its Mac business for stronger growth down the road. Once the memory situation normalizes and the macroeconomic environment improves, Apple will have a larger base of Mac users eager to upgrade when the time comes.

This is probably correct. $599 is getting down around the price range for what used to be called netbooks, though that market segment seems to have largely died, at least among Windows users. (There still seems to be a market there for Linux users.)

Remember: Apple is the company that saw other companies dumping dump-trucks full of cash into AI build-outs and went “Nah, bro, I’m good.”

Google will spend approximately $90 billion on AI infrastructure this year. Meta has committed $65 billion. Microsoft, Amazon, and Alphabet are collectively spending over $300 billion. Apple, meanwhile, is spending just $12.7 billion on capital expenditure for the entire fiscal year.

As a hardware manufacturer, Apple can just wait for the AI wars to shake out and partner with the winner (if any).

And here’s a mildly amusing video on the whole situation.

Honestly, I sort of forgot Chromebooks were a thing. And at 1.86% of the global desktop market, it looks like consumers have as well.

I’m pretty sure Microsoft users wouldn’t object to Copilot if it was something optional you could turn off, and if the granularity of control allowed users to keep it entirely out of products they don’t want it in. But no, letting users decide isn’t the Microsoft Way, and they had to try shoving it into everything to justify the huge sums of money they were throwing into AI.

So far, it seems to be a lose/lose proposition.

LinkSwarm For March 13, 2026

Friday, March 13th, 2026

Happy Friday the 13th!

Iran Strikes: Day 14, lots of counter-drone measures, more welfare state fraud in California and Pennsylvania, a bishop raids the children’s fund, a new refinery rises in Brownsville, Old Glory 1, dirty antifa commie 0, caffeine is good for your brain, BuzzardFeed, and the cutest hotel greeters. It’s the Friday LinkSwarm!

  • “Trump says he thinks Iran’s new supreme leader is alive but ‘damaged.'”

    President Donald Trump said that he thinks new Iranian Supreme Leader ‌Mojtaba Khamenei, whose father, the former supreme leader, was ‌killed on the first day of the U.S. and Israel’s war on ​Iran, is alive but “damaged.”

    Khamenei has not been seen by Iranians since his selection on Sunday by a clerical assembly, and his first comments were read out by a television presenter ‌on Thursday.

    An Iranian official ⁠told Reuters on Wednesday that the newly appointed supreme leader was lightly injured but was ⁠continuing to operate, after state television described him as war-wounded.

    “I think he probably is (alive). I think he is damaged, but I ​think ​he’s probably alive in some ​form, you know,” Trump said ‌in an interview on Fox News’ “The Brian Kilmeade Show.” His remarks were published by Fox News late on Thursday.

  • Trump also said that we’ve eliminated all military targets on Iran’s Kharg Island.

    Military targets on Iran’s Kharg Island – the loading site for most of the Islamic Republic’s oil exports – were “totally obliterated” by US airstrikes during a historic bombing raid in the Persian Gulf, President Trump announced Friday.

    “Moments ago, at my direction, the United States Central Command executed one of the most powerful bombing raids in the History of the Middle East, and totally obliterated every MILITARY target in Iran’s crown jewel, Kharg Island,” Trump wrote on Truth Social.

    The island, located about 16 miles off the Iranian coast, is one-third the size of Manhattan and controls 90% of Iranian crude oil exports.

    Trump said the island’s oil infrastructure was not targeted but may be hit in future strikes, if the Iranian regime doesn’t allow ships to pass through the Strait of Hormuz.

  • “Israeli Drones Striking IRGC Goons in the Streets.”

    Most IRGC facilities have been bombed into oblivion, but the IRGC is still functioning as a Secret Police force, threatening Iranians with death if they take to the streets to protest or rise up against the regime.

    Snip.

    Iranian state media claim the overnight strikes on Basij checkpoints were meant to stir unrest inside the country.

    “This is an attempt to undermine public confidence in Iran’s stable security apparatus. The enemy is trying to open a new internal front,” one outlet said.

    Fars news agency reported that at least 10 security and Basij personnel were killed in attacks at several sites across Tehran.

    At this point, the crucial war-winning strategy is to destroy the IRGC’s ability to intimidate a populace desperate to get rid of them.

    loitering munition-type drones now appear to be operating over Tehran.

    More than 10 checkpoints, as well as several mobile IRGC (IRGC) military vehicles in different areas of the city, are said to have been targeted and destroyed by drone strikes. (@etelaf10)

    This type of weapon can patrol for a long time over an area, wait for targets to appear, and then strike. This is all the easier when enemy air defense systems are degraded or neutralized.

    This could facilitate the emergence of a broader national uprising, by weakening the regime’s control at the street level.

    Good work, IDF. (Hat tip: Ace of Spades HQ.)

  • Power outages are reported in Tehran as Israel reportedly hits Iranian electrical infrastructure.
  • Uncle Sam cues up more Whoop Ass: “The USS Tripoli, and the 2,500 Marines on the amphibious assault ship, are headed to the Middle East to bolster U.S. military power there as the war in Iran enters its third week.” Maybe they’ll be occupying Kharg Island in the near future, and we’ll let China beg us to sell them Iranian oil…
  • Iran also attacked a refinery in northern Iraq. Maybe Iran is trying to see if they can survive as a state that exports nothing but terror…
  • Update on that KC-135 crash: Two KC-135s were involved, and four airman were killed the crash of one.
  • Another update from yesterday’s Iran news: One of those French soldiers wounded in that Iranian drone attack in Iraq has died.
  • While U.S. gas prices have ticked up, China is enjoying miles long gas lines.

    Communist China is facing a devastating energy crisis as massive gas lines stretch for miles across the country, with desperate Hong Kong residents rushing across the border to fill their tanks amid fears that escalating war with Iran could cripple global oil supplies.

    The scenes coming out of China paint a picture of panic and desperation — exactly what happens when authoritarian regimes fail to secure reliable energy for their people. While President Trump’s America First energy policies have made us energy independent, China’s reliance on hostile nations like Iran has left them vulnerable and scrambling.

    Hong Kong citizens, already suffering under Beijing’s iron fist, are now forced to join endless queues just to get basic fuel for their vehicles. The images are reminiscent of the Carter administration’s gas crisis — a stark reminder of what happens when nations don’t prioritize energy independence.

    The Carter-era gas lines weren’t from a shortage of supply, they were from the federal government’s monkeying with allocation.

  • Hospice fraud is rampant in California.

    Medicare is federally administered, and hospices must be certified for reimbursements. But the state issues the licenses for hospices to operate.

    Three years ago, California’s state auditor sounded the alarm that Los Angeles County had seen a 1,500% increase in hospice companies since 2010 – more than six times the national average relative to its elderly population.

    Auditors estimated LA County hospices overbilled Medicare by $105 million in a single year.

    The state revoked 280 hospice licenses, but things have only gotten worse since then.

    The CBS News analysis reveals that over 700 of the roughly 1,800 hospices in LA County trigger multiple red flags for fraud as defined by the state.

    It goes downhill from there:

    There are about 1,800 licensed hospices in Los Angeles County, California, which is more than six times the national average for the county’s senior population.

    Nearly 500 hospices are operating within a 3-mile radius, the densest concentration of agencies in the county.

    89 companies are registered to a single building in Van Nuys.

  • The illegal alien voter fraud that Democrats swear up and down never happens happened again. “ICE arrests illegal migrant who allegedly fraudulently voted in seven federal elections.”

    The Department of Homeland Security has announced the arrest of an illegal migrant who allegedly voted in seven federal elections since 2008, despite being deported over 20 years ago.

    DHS said Mahady Sacko, who came to the United States illegally from the African country of Mauritania, was arrested by Immigration and Customs Enforcement officers and the FBI in Philadelphia. He has been charged with voter fraud.

    “This criminal illegal alien committed a felony by voting in federal elections dating back to 2008.”

    (Hat tip: Stephen Green at Instapundit.)

  • If you’re waiting in long lines at the airport, you can thank Democrats love of illegal aliens. “Democrats Block DHS Funding Despite Airport Delays, Rising Iranian Threat.”

    Senate Democrats have blocked another test vote on Thursday, pushed by Republicans attempting to end the ongoing 27-day partial government shutdown impacting the Department of Homeland Security (DHS). Republican leaders contend that Democrat lawmakers refuse to negotiate in good faith and are only interested in abolishing U.S. Immigration and Customs Enforcement (ICE), a subagency under DHS.

    (Hat tip: Director Blue.)

  • Meta can’t even be bothered to outsource the invasion of your privacy to American contractors. “Meta hired a Kenyan firm to review video from people’s A.I. glasses … and I mean ALL the video.”

    Nairobi-based contractors have seen footage capturing bathroom visits, naked people, and intimate moments, according to an investigation from two Swedish newspapers.

    That’s right. This report from the newspapers Svenska Dagbladet and Göteborgs-Posten claims Meta is outsourcing video to Sama, a tech firm in KENYA, where human workers pore over millions of hours of video to help train Meta’s A.I. assistant that is paired with the glasses.

    See, A.I. isn’t really A.I. That’s just a marketing label. These programs are Large-Language Models (LLMs) that can search and summarize vast quantities of data in a split second, but they require an army of human input to train them so they can provide accurate answers to users. Once the programs run out of data provided by humans, they stall out.

    Sama was also used by OpenAI to train its LLM. Why? Well, labor in Africa is CHEAP. If you can pay thousands of workers $2 an hour instead of $30 an hour to train your overhyped search bot, you save billions of dollars.

    The other advantage is anonymity … for the companies, that is. If you were paying Americans to watch videos of fellow Americans undressing and having sex, they would probably report it to the media en masse.

    What a shock that Facebook “smart glasses” are simply another way to invade your privacy…

  • “HUGE Storm Shadow Strike on Bryansk Electronics Factory.” Plus a look at the aftermath. “90-94% of its production goes into Russian weapons – semiconductors, circuit boards, power modules for missiles, radars, drones, aircraft and more.” And as we know, Russia has very little in the way of semiconductor production.
  • “Big Storm Shadow/ATACMS Strike Destroys Shahed Drone Storage at Donetsk Airport.”
  • “Ukraine Counters Fibre-Optic Drones with Lasers That Fry the Cables.”
  • Sweden boards a second Russian shadow fleet tanker.
  • Russian aviation is falling apart.

    Russian skies have turned into Russian roulette.

    Russian planes can barely fly in the right direction. They are catching fire in midair. Technical failures are increasing. Emergency landings are happening one after another…There is a dramatic increase in both military and civilian plane crashes.

    Hundreds of thousands of Russians are now afraid to even buy tickets. Flights are being postponed indefinitely. This is not a scene from a disaster movie. These images are from Russia.

    And for millions of people, airports are now like giant open air prisons. The collapse of the system has reached such a terrifying scale that it can no longer be hidden.

    A good bit of this was predicted when sanctions against Russian aviation came down in 2022.

    Then there’s the story of civilians flown on an unheated military cargo plane in sub-zero temperatures…

  • Stephen Green: “I Have Seen the Future of Anti-Drone Warfare, and It’s Dirt-Cheap (Really!)”

    Today’s news about Ukraine’s Sting counter-drone caught my eye, and what it might mean for U.S. and other Western forces going forward.

    I vaguely remembered reading something about the Sting a year or more ago, but I just learned today that they’re both dirt-cheap and extremely effective — mostly at shooting down Russia’s Geran-2 one-way attack drones, which are licensed copies of Iran’s Shahed that have caused us considerable trouble in Operation Epic Fury.

    Ukraine needs tons of these things, because Geran is essentially a terror weapon aimed in large numbers — currently 100 to 200 per attack — at Ukraine’s cities and infrastructure. Larger attack waves include anything from 300 up to just over 800 Geran-2s in one night.

    So the concept behind Sting is simply enough: Make something cheap and fast to build, easy to use, yet still capable of knocking a Geran-2 out of the sky far enough out from its target for some degree of safety.

    And a local startup firm called Wild Hornets delivered on all three counts.

    A typical quadcopter design and just over a foot tall, Stings are made mostly from 3D-printed parts and can be assembled in about two minutes. Unlike some drones that must be launched into the air via catapult (really), Sting takes off vertically like a helicopter before tipping over and using its stubby wings to fly like a plane, with an intercept range of 15 miles or so. Vertical takeoff allows operators to deploy and launch in less than 15 minutes.

    The Ukes designed themselves a mini Osprey. That goes boom. Nifty.

    There’s a camera on board, which the operator then uses to fly into incoming Geran-2s. With a top speed of about 190 MPH, they’re fast enough to enjoy a reported 80-90% successful intercept rate — and better than 90% in more recent operations. There’s a faster — and presumably more difficult to intercept — jet-powered Geran-3, but they’re much more expensive to build, require more fuel, and have shorter range. Russia uses far fewer of those.

    The best part of Sting? The basic model costs about $2,500 to manufacture, compared to an estimated $70k–$80k for each Russian-built Geran-2. The economics of mass drone warfare are brutal.

  • “Indian H1B Scammers Found Guilty In Multi-Million Dollar Fraud In Pennsylvania.”

    A federal jury in Philadelphia has delivered a resounding guilty verdict against two Pennsylvania brothers and a longtime associate, convicting them of masterminding one of the most elaborate and prolonged racketeering operations uncovered in recent years. The scheme, which prosecutors say drained more than $32 million from Pennsylvania’s Medicaid program while exploiting vulnerable foreign workers through the H-1B visa system, spanned over a decade and involved layers of deception across multiple states.

    At the center of the criminal enterprise – self-dubbed the “Savani Group” – were brothers Bhaskar Savani, 60, a trained dentist from Ambler, Pennsylvania, and Arun Savani, 58, from Blue Bell, Pennsylvania. Bhaskar controlled the group’s extensive network of dental practices, while Arun oversaw finances and real estate holdings. Together, they built what U.S. Attorney David Metcalf described as a “complex web” of sham entities and fraudulent operations, amassing tens of millions through outright fraud “at every turn.”

    A third defendant, Aleksandra “Ola” Radomiak, 48, of Lansdale, Pennsylvania—a longtime associate—was also convicted for her role, primarily in the healthcare fraud components.

    The multi-faceted conspiracy encompassed several interlocking schemes:

    • Visa fraud and worker exploitation: The group filed numerous false H-1B visa petitions with the U.S. Department of Labor and U.S. Citizenship and Immigration Services. These applications misrepresented job titles, duties, and other details to bring in foreign workers—most from India—who were dependent on the Savani Group for their legal status. Once employed, many were coerced into kicking back portions of their salaries and paying additional fees back to the enterprise, creating a captive, underpaid workforce.
    • Healthcare fraud against Medicaid: After the Savani Group’s legitimate dental practices lost their Medicaid contracts due to prior issues, the conspirators pivoted to using nominee-owned shell entities and sham dental practices. They fraudulently billed Pennsylvania Medicaid in the names of non-treating dentists for services that were either unnecessary, never performed, or grossly inflated. This alone resulted in over $32 million in improper payments, robbing taxpayers and depriving the healthcare system of vital resources.
    • Money laundering and tax evasion: Proceeds from the fraud were funneled through a sophisticated network of financial transactions, including concealment and transactional money laundering. The group also conspired to defraud the U.S. Treasury via wire fraud tied to false tax returns.
    • Obstruction of justice: When federal investigators closed in, the conspirators actively obstructed a grand jury probe.
  • “Former Members Of Alleged Texas Antifa Cell Shed Light On Ideology During Trial.”

    Two cooperating government witnesses, Lynette Sharp and Seth Sikes, both pleaded guilty to one count of providing material support to terrorists and testified against [Benjamin] Song.

    Sharp alleged Song admitted to shooting someone when she helped him evade law enforcement after the officer was shot.

    Likewise, Sikes alleged that Song said, “Get to the rifles,” and testified he heard gunshots coming from behind him where Song was and turned to see a muzzle flash.

    Sharp met Song in 2022, and Sikes met him in 2024 while Song was teaching martial arts at a Fort Worth community center.

    Both witnesses testified that they became friends with the defendants.

    “I love them,” Sharp said on the stand, after wiping tears.

    Sikes testified he and others trusted Song, whom he described as a “very charismatic person” that people would follow.

    Cameron Arnold (also known as Autumn Hill), Zachary Evetts, Bradford Morris (also known as Meagan Morris), Maricela Rueda, and Song face the most serious charges of attempted murder, discharging a firearm during a crime of violence, and providing material support to terrorists.

    Other defendants facing lesser charges include Savanna Batten, Elizabeth Soto, Ines Soto, and Daniel Rolando Sanchez-Estrada.

    All have pleaded not guilty.

    Sharp and Sikes said group members considered themselves victims of society or those who wanted to protect “marginalized” people.

    This ideology led them to become caught up in protest culture, offering a rare glimpse into the inner workings of protestors known as Antifa.

    Antifa is modeled after a group that worked as the violent arm of the Communist Party in Germany in the 1930s. Some symbols from the original group are still used by the movement today, such as the logo and the raised-fist salute.

    Song, who received an “other than honorable” discharge from the Army, recruited Sharp and Sikes to train with the Socialist Rifle Association (SRA), often described as a left-wing alternative to counter the National Rifle Association (NRA).

    Sharp and Sikes said they learned gun safety and practiced marksmanship. Various defendants in the Antifa case frequently trained with AR-style weapons, they said.

  • “Federal appeals court hands Trump win, overrules judge who blocked deportations to third countries.”

    The First Circuit U.S. Court of Appeals lifted a block Wednesday on a lower court ruling that prevented the Trump administration from deporting illegal migrants to “third countries” that are willing to accept them.

    The Trump administration had appealed U.S. District Judge Brian Murphy’s ruling last week, after he ruled in February that the Department of Homeland Security’s deportation policy was unlawful and violates due process protections under the U.S. Constitution.

    The administration argued Murphy’s order violated two previous Supreme Court rulings and created an “unworkable scheme” that threatened to derail negotiations with other countries, along with thousands of deportations, per Fox News.

  • “Refinery Shutdowns, EV Dreams, and $8 Gas: The Price of California’s Climate Delusion. Chevron has warned that California could face an economic collapse under Governor Gavin Newsom’s policies.”

    California’s climate-cult-driven political leaders assumed gasoline demand would fade quickly as electric vehicles took hold. Acting on that prediction, they created conditions that forced refineries to close, blocked new projects, and added regulations expecting everyone would share their disdain for fossil fuels and reliable internal combustion engines.

    But reality didn’t match their models. Tens of millions of drivers still rely on gasoline every day, and by shrinking supply faster than demand declined, our eco-activist bureaucrats created a fragile, high‑risk system.

    Californians are being warned to brace themselves for the FO phase of the FAFO cycle.

    Gavin Newsom’s green agenda and global oil turmoil will risk sending California’s gas prices above a wallet-crushing $8 a gallon — potentially returning drivers to the desperate fuel rationing not seen since the 1970s, state lawmakers and industry experts warned.

    With drivers in the Golden State already facing the highest gas prices in the US, Southern California state Sen. Suzette Valladares has urged the governor to scrap California’s cap-and-invest program that charges oil makers for carbon emissions. She dubbed Newsom’s program the “cap-and-tax” scheme, and warned that closing any further oil refineries in the state could trigger economic collapse.

    “It’s not scaremongering at all,” Valladares told The California Post of a report from the USC Marshall School of Business that found gas prices could reach $8 a gallon by the end of 2026.

    The way things are going, it wouldn’t shock me to see California gas prices hit $8 a gallon this month…

  • Things that make you go “Hmmmm“: “FBI secretly seizes election records from Arizona’s largest county as voting probe expands.”

    The FBI is expanding its criminal probe into suspected election irregularities, secretly obtaining a large tranche of voting records from Arizona’s largest county with a recent grand jury subpoena, multiple people familiar with the probe told Just the News.

    The sources, who spoke only on condition of anonymity because of the secrecy of the grand jury probe, said FBI agents are receiving terabytes of electronic election data from Maricopa County, about a month after the bureau first disclosed an investigation into election irregularities by raiding a warehouse near Atlanta and seizing ballots from the 2020 election conducted in Fulton County, Georgia’s largest metropolis.

    The subpoena comes five years after the GOP-led Arizona state Senate conducted a lengthy investigation into the 2020 election and concluded there were significant irregularities.

  • “As Democrats make anti-ICE messaging a centerpiece of their midterm election strategy, a new NBC poll shows that the Democratic Party is more unpopular than ICE. Of the 14 subjects surveyed—a list that also included “AI, that is Artificial Intelligence”—only Iran had a lower approval rating than the Democratic Party.”
  • Roundup of how Trump-endorsed candidates did in the Texas Republican primary: Broadly, but not universally, successful.
  • First New American Oil Refinery in Nearly 50 Years to be Built in Brownsville. The new refinery will process American oil and produce an estimated 60 billion barrels per year.”
  • “ExxonMobil announced that its board of directors unanimously agreed to redomicile the corporation’s legal home from New Jersey to Texas.”

    Chairman and CEO Darren Woods said about the decision, “Texas has made a noticeable effort to embrace the business community. In doing so, it has created a policy and regulatory environment that can allow the company to maximize shareholder value.”

    Its attraction to the state, according to ExxonMobil, is due in part to its de facto status as the company’s home, with 30 percent of the company’s global employee base and 75 percent of its domestic employee base located in Texas. The company is already headquartered in Spring.

    “Texas’ legal and regulatory environment, including its modernized business statutes” was also referenced as a strategic reason for the relocation, along with the presence of the Texas Business Court, which ExxonMobil praised as “designed to resolve complex disputes efficiently.”

  • It would take a heart of stone not to laugh. “Antifa Activist Accidentally Sets Himself On Fire While Burning American Flag.”
  • Thanks to Democrats’ soft on crime policies in California, not even luxury apartments are immune from rampaging mobs.

    A group linked to a late-night street takeover forced its way into a luxury downtown Los Angeles apartment tower early Sunday, fighting with staff and leaving shattered glass and overturned furniture behind, according to police and video of the incident, according to the NY Post.

    The disturbance happened around 3 a.m. at the Circa LA Apartments on South Figueroa Street, the Los Angeles Police Department said.

    Authorities told KTLA that a crowd involved in a nearby street takeover moved toward the upscale high-rise and began vandalizing the property.

    Video shows a large group gathering outside the building before targeting the lobby. One person is seen throwing an object at a suited employee who appeared to be working near the front desk. The worker initially stood outside but retreated inside as other staff gathered in the lobby.

    The crowd soon forced its way into the building. Outside, several people smashed glass doors and windows, while one individual used a metal barricade to ram the entrance.

    The Post writes that once inside, members of the group knocked over furniture and ran through the lobby as the scene descended into chaos. At one point, a person appeared to grab a box from the front desk while others rummaged through it before the group dispersed as sirens approached.

    This is your city on Democrats…

  • “Michigan rep not seeking reelection because she can’t “be a faithful follower of Jesus Christ while remaining a member of the Democratic Party.” “Michigan State Representative Karen Whitsett announced she will not seek re-election and will not run for public office again, saying the decision is faith-based and rooted in her commitment to Jesus Christ and the authority of Scripture.”

    I have compromised my relationship with Jesus for too long, and I’m grateful God did not give up on me. He gave me time to repent, turn, and be fully devoted to Him

    That conviction includes the issues I cannot reconcile with Scripture: abortion, the normalization of the gay lifestyle, and the push to redefine gender.

    Ya think?

  • “ICE Detains Nashville Immigration Reporter For Being Illegally In The Country.”
  • As part of the conspiracy to destroy Britain’s past, they’re taking Winston Churchill off the pound note.
  • Pope Leo XIV accepts San Diego bishop’s resignation over embezzlement scandal. Bishop Emanuel Shaleta stepped down from his post at Saint Peter’s Chaldean last month, the Vatican said in a bulletin Tuesday. Bishop Saad Hanna Sirop has replaced him in the interim.”

    Shaleta has been charged with eight counts of embezzlement, eight counts of money laundering, and an “aggravated white collar crime” enhancement related to $272,000 in missing funds from the church, according to NBC News, and pleaded not guilty to all charges during a court appearance Monday.

    Authorities allege that Shaleta spent months pocketing $30,000 in monthly cash payments from a tenant and hid the crime by moving money from a church account that held funds to help the less fortunate into the church’s operations account.

  • “PM who ran New Zealand into the ground during Covid flees country for greener pastures.” Former Prime Minister Jacinda Ardern, who locked down harder and longer than just about any other country, has emigrated to Australia. Hopefully a Bunyip or Drop Bear will eat her…
  • BlackRock is like a roach motel: Your money can check in, but it can never check out. “BlackRock (NYSE:BLK) is blocking investors from fully exiting its $26 billion HPS Corporate Lending Fund after redemption requests hit 9.3% of shares in Q1, well above the fund’s 5% quarterly cap. It marks the first time withdrawal requests have exceeded that limit.”
  • “Trump Set To Suspend Jones Act To Help Tame Oil Prices.” The century old Jones Act “that requires American-built ships to be used to transport goods between US ports.” I’m sure that right now Peter Zeihan is already working on a video to celebrate…
  • Unexpected South Carolina Democrat senate candidate Alvin Greene, RIP. They didn’t even mention his comic book…
  • Speaking of novelty candidates, Literally Anybody Else is running for mayor of North Richland Hills, a Metroplex city northeast of Fort Worth. That’s the name of the guy running: Literally Anybody Else. His cause for running against incumbent mayor Jack McCarty is “lying to the people about carport regulations.”
  • Ian McCollum examines whether force reset triggers will destroy the value of existing legal-to-own machine guns. The answer, from recent auction results, is probably not. Particularly eye-opening is two registered drop-in auto-sears, which allow conversion of certain modern sporting rifles to full-auto, went for $40,000 and $52,000. For what is essentially a stamped bit of metal.
  • Rick Beato has a theory that all those people building AI data centers are going to go bankrupt, because people can run AI tools and datasets on their own computers. He compares this to how recording studios who had borrowed money to buy expensive mixing boards circa 1999 went out of business when Napster crashed the music business. I think his larger point is correct, but I think a lot of musicians were already already into cheaper prosumer digital tools in the early 1990s.
  • Finally, my excessive Diet Dr Pepper habit is paying off! “Large Study Shows High Caffeine Intake Linked To Reduced Dementia Risk.”
  • BuzzFeed is buzzard feed. “BuzzFeed, the digital media empire that captured the attention of millennials in the mid-2010s through shareable listicles, viral video content and more, expressed ‘substantial doubt’ Thursday about its ability to continue operations.”

    (Hat tip: Clownfish TV, from whom I’ve stolen the buzzard feed line.)

  • Critical Drinker is considerably less than impressed with The Bride! “Jesus Fuck Mothering Christ. I have seen a lot of crappy movies in my time, but I don’t think I’ve seen many that were so completely determined to waste such an insane amount of money and talent.”
  • Today’s Habitual Linecrosser:

    “Aloha Snackbar.” I’m pretty sure I’ve heard that one before, but it’s still funny…

  • U.S. Embassy In Minneapolis Evacuated Over Safety Concerns For American Citizens.”
  • “Democrats Condemn Hegseth For Using Money To Feed Soldiers When It Could Have Gone To Somali Daycare.”
  • “Democrats Expel Fetterman After Repeated Warnings To Stop Supporting America.”
  • “Media: No Motive Yet In Attack On Jewish Synagogue By Radical Muslim.”
  • “Europe Under Persistent Delusion Anyone Cares What It Thinks.”
  • “Many Worried That The Giant Spiders Attacking New York Could Lead To An Increase In Hateful Arachnophobia.”
  • Every hotel should have a pair of goldendoodles greeting guests. (Hat tip: Ace of Spades HQ.)
  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    AI News Roundup For February 5, 2026

    Thursday, February 5th, 2026

    A bunch of AI-related news has popped up this week, so let’s do a roundup.

  • Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough:

    Asianometry notes that TSMC’s caution at expanding is amply justified by the boom-and-bust nature of the semiconductor industry:

    • “I’m hearing many similar views in the Silicon Valley Borg that TSMC is the break or limiter on the AI boom, as if they’re the reason why we don’t have AGI yet. Because they didn’t and still don’t believe.”

    • “If we can ever say that a company that spent $41 billion on capital expenditure in 2025, with another $53 to $56 billion in 2026 planned, is sitting on its hands, doing nothing.”
    • “TSMC having 90% share of the AI chip market looks pretty unhealthy. That should go down and it will. Samsung seems to be doing well so far.”
    • “The cold, hard reality is that shortages are a fact of life in semiconductors, as are horrific gluts.”
    • “What we are flippantly labeling as TSMC we really mean is the AI supply chain. And that supply chain is as complicated as you can possibly imagine. Like an iceberg, it looks big enough on the surface of the water, but goes way far deeper underneath. TSMC has thousands of suppliers in two categories: Equipment like the famed ASML lithography tools and materials like photoresist, silicon wafers, acid etch gases and so on. These are not generalized tools and materials. They are not fungeible like AWS compute units.”
    • “And then there are the memory guys. You cannot ship an AI system without memory. DRAM and NAND. Nvidia’s AI chips use a special form of DRAM called high bandwidth memory, and they use quite a lot of it. The memory industry is just as consolidated as the logic industry, with the major players being Samsung, SK Hynix and Micron.”
    • “The chip guys are last to know when the party is getting started, but first they get batoned in the face when the police shut things down.”
    • He points out that semiconductor manufacturers have log supply chains. He uses a different metaphor (the beer distribution game, or a bullwhip), but back when I was working at Applied Materials, it was described as trains linked together with slinkys. First software takes off, then hardware gets yanked along, then the chip manufacturers get yanked, and then, finally, semiconductor equipment manufacturers get yanked into motion, and shortly after that happens, the bust hits the front of the train, and the trailing cars all crash into each other. It’s a regular boom/bust cycle.
    • “From 1961 to 2006, electronics consumption in the United States grew positively but with wild volatility swings between 0 to 20%. But for the semiconductor makers, that translates to swings anywhere from 20% to 40%. And for the equipment makers, it is amplified even more, plus or minus 60%. The whip hits particularly hard in the semiconductor industry because of the industry’s long lead times. It takes 4.5 months to fabricate and package a chip. It takes 18 months to 2 years to build a fab. Meaning from shovels down to producing chips, and it takes 12 to 18 months to produce and install something like an EUV machine into the fab. Another 6 months before that machine actually starts patterning wafers.”
    • “Long lead times mean having to make very long demand forecasts, which leads to extreme volatility swings during up and downturns even if those up or downturns are relatively small.” People forget that in 1998, during the time we now think of as the DotCom Boom, there was a small semiconductor downturn that had Applied Materials forcing employees to take unpaid leave.
    • “ASML just reported 2025 earnings, and we see the bullwhip in full effect. TSMC raised capital expenditure 35% but ASML announced €13.2 billion of net new bookings. Analysts had expected just €6.32 billion. This is because ASML collected orders not just from TSMC, but also Samsung, Intel and the memory guys. When it rains it pours, right? Again, this is why I fear that another AI foundry would not mean our compute shortage is solved, because ultimately, when those foundries start scaling their capacity, they all go to the same suppliers.”
    • He goes over how car manufacturers cancelled orders during Flu Manchu, and then scrambled when the economy took off afterwards. “TSMC was trying to discern between double booked orders and real demand, which is not an uncommon experience for them. Customers lie about their own demand all the time, or at least we can say that they are eternally optimistic. TSMC tried to respond in 2022. The Taiwanese giant poured $36 billion into capital expenditure. They went to their suppliers and pushed like no tomorrow.”
    • “It turned out those customers really were double booking orders and artificially inflating demand. When the macro environment turned in 2022, the automotive, smartphone, and PC chips that were so hot during the COVID era fell out of vogue and customers started cutting orders.”
    • “Meanwhile, deeper down in the supply chain, TSMC and the rest of the semiconductor industry were getting bullwhipped by COVID hangover. Utilization at TSMC’s multi-billion dollar N7 fabs crashed, Semi analysis wrote in April 2023. Now, Semi analysis data indicates that the 7nm utilization rates were below 70% in Q1. Furthermore, Q2 gets even worse with 7nm utilization rates falling to below 60%. This is primarily due to weakness in both smartphones and PCs, but there is a broader weakness in most segments. A fab’s break even utilization rates are about 60% to 70%. So those N7 Taichung fabs were taking financial losses potentially on the order of hundreds of millions, maybe even billions. The financial burdens of low utilization are another reason why I’m skeptical another AI foundry could have rushed into the AI chip fray to save the day.”
    • He says that Intel incurred losses during this period due to an unnecessary fab expansion, which is probably true, but that was a secondary factor next to their longer running problem of getting their process wrong.
    • “ChatGPT was released in November 2022, and that kicked off a massive increase in capex amongst the hyperscalers in particular, but it sure seems like TSMC didn’t buy the hype. That lack of increased investment earlier this decade is why there is a shortage today and is why TSMC has been a de facto break on the AI buildout/bubble.”
    • “I recall news in mid 2024 of TSMC struggling with CoWoS capacity bottlenecks and yield problems, including one design issue that caused cracks in the Nvidia chips packaging.” CoWoS is Chip on Wafer on Substrate, which involves fabbing an interposer as a substrate for faster connections between your processing chips and memory.
    • “I also recall news in late 2024 noting how the vendors in charge of making the server racks for Nvidia’s Blackwell servers struggled with overheating, liquid cooling leaks, software bugs, and connectivity issues. Such technical difficulties delayed server deployment until early to mid 2025, creating a weird situation for several months where TSMC was pumping out chips that just went into storage. So that gated things, because you don’t scale until you first fix the technical problems.”
    • Then there’s the power-scaling issue, which is a whole ‘nuther can of worms.

  • There’s a lot of talk about a SaaSpocalypse going on thanks to a new AI tool. (SaaS is “Software as a Service.” Instead of hosting your own payroll or sales-tracking or whatever servers, you hire a company that already has cloud software setup to do it and you just tie into that, which can considerably reduce startup costs. A whole lot of successful new tech companies over the last decade plus have been SaaS companies.)

    The software sector was jolted overnight with what analysts are calling a “SaaSpocalypse” — a sudden and severe selloff triggered by new artificial intelligence tools unveiled by US AI startup Anthropic. The episode has sharpened investor fears that AI is no longer merely helping software companies but may now begin replacing them.

    Anthropic has expanded its enterprise AI platform, Claude Cowork, by launching 11 new plugins aimed at automating a wide range of professional tasks. Claude Cowork is an agentic, no-code AI assistant built for corporate users, allowing companies to automate workflows without writing software. The new plugins are designed to handle tasks across legal, sales, marketing and data analysis functions. The most recent addition is Anthropic’s Claude Legal agent, which can perform routine legal work such as document and contract review, and compliance checks.

    Anthropic has said that the tool does not provide legal advice and that all AI-generated outputs must be reviewed by licensed attorneys. Even so, the breadth of automation signals a step change in how much white-collar work AI systems can now perform.

    Here are the current plugins for Claude Cowork:

    • Productivity — Manage tasks, calendars, daily workflows, and personal context
    • Enterprise search — Find information across your company’s tools and docs
    • Plugin Create/Customize — Create and customize new plugins from scratch
    • Sales — Research prospects, prep deals, and follow your sales process
    • Finance — Analyze financials, build models, and track key metrics
    • Data — Query, visualize, and interpret datasets
    • Legal — Review documents, flag risks, and track compliance
    • Marketing — Draft content, plan campaigns, and manage launches
    • Customer support — Triage issues, draft responses, and surface solutions
    • Product management — Write specs, prioritize roadmaps, and track progress
    • Biology research — Search literature, analyze results, and plan experiments

    A lot of those are already automated elsewhere, but I suspect a lot accountants and paralegals just felt a goose strut across their grave. On the other hand, who is really going to turn over, say, Accounts Payable to an AI? One glitch, and your entire bank account is drained…

    If it works (a big if, give so many AIs are prone to hallucinations), this is potentially good news for Anthropic and the companies using their tools, and bad for SaaS companies and the employees currently doing those jobs.

    I note there’s no plugin for technical writing…yet.

  • Google/Alphabet just reported $400 billion in earnings in 2025. CEO Sundar Pichai:

    And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products.

    We’re seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.”

  • Remember how Nvidia was going to invest $100 billion in OpenAI? Yeah, not so much.

    In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI infrastructure. At the time, the companies said they expected to finalize details “in the coming weeks.” Five months later, no deal has closed, Nvidia’s CEO now says the $100 billion figure was “never a commitment,” and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.

    Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAI’s Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.

    After the Reuters story published and Nvidia’s stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: “We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from.”

  • You know who’s not winning the AI war? Microsoft.

    Microsoft’s Copilot chatbot has become central to its artificial-intelligence strategy as the company’s close partnership with OpenAI diminishes. But the effort to build it up as a ChatGPT alternative has been tough going.

    Remember, Copilot is the AI that wants to take pictures of your desktop every few seconds. Golly, can’t imagine why it’s unpopular..

    Confusing brand positioning and interoperability problems have frustrated users, current and former employees who have worked on Microsoft’s AI products said.

    Interoperability problems? With a Microsoft product?

    Only a small proportion of subscribers to Microsoft’s enterprise suite use Copilot, and the percentage who favor it over Google’s Gemini or other tools has decreased in recent months, according to data reviewed by the Journal.

    The stakes are high for Microsoft because Copilot is core to a push by Chief Executive Satya Nadella to transform Microsoft into an AI-first company, much as he transformed it into a cloud-first company around a decade ago. Copilot is one of Nadella’s top priorities, current and former executives said.

    Microsoft shares tumbled after its earnings report last week sparked investor concern that growth in its most important unit, the Azure cloud-computing business, is slowing, and that its AI business is reliant on OpenAI while Copilot remains unproven. Shares fell nearly 3% Tuesday amid a slide in software stocks prompted by fresh concerns that AI tools will make enterprise subscriptions less necessary.

    For other AI companies, we merely suspect they’re evil. For Microsoft (and Google), we already know they’re evil…

  • LinkSwarm For January 30, 2026

    Friday, January 30th, 2026

    Uncle Sam assembles another big stick for Iran, the radical leftwing networks in Minnesota continue to get exposed, silver shatters, two state Democrats get clipped in separate forgery cases, the rise of the Amelia memes, Microsoft update breaks everything (again), and are malls actually reviving?

    And Neville Roy Singham’s fingerprints are visible everywhere.

    It’s the Friday LinkSwarm!

  • As of right this moment, America hasn’t gone kinetic on the Mullahs yet, but we’re assembling an awful big stick.

    USS Abraham Lincoln has gone dark, with no transponder or communication, signaling possible preparation for action against Iran.

    A third US carrier strike group, USS George H.W. Bush (CVN-77), is moving into the Middle East theater.

    Snip.

    Some very interesting developments in the last 48 hours indicate something big is about to happen.

    The EU all of a sudden has decided the next thing on their agenda is to declare the IRGC a terrorist group. Curious timing, that.

    (Hat tip: Ed Driscoll at Instapundit.)

  • DataRepublican NUKES Every Alleged Donor to MN Anti-ICE Signal Group.”

    Minnesota agitators, including elected officials, have been organizing efforts to stalk, harass, and even hunt ICE agents in a Signal group chat that was infiltrated by Cam Higby and others.

    It has been insane looking at the messages and the actual people involved.

    And now DataRepublican has the donor list … you know, the people actually paying to make sure this all happens.

    DataRepublican has also helpfully linked to their social media profiles.

    You can download he data yourself. And DataRepublican has already turned in all the captured information to the Feds…

    (Hat tip: Ed Driscoll at Instapundit.)

  • Director Blue also has some infographics up.

  • “Minnesota Wasn’t an Accident. It Was a Test Lab.”

    This is the story of how Minnesota became a political laboratory—first for the 2020 George Floyd protests, then for a sustained campaign against federal immigration enforcement. The players are the same. The money flows through familiar channels. And the strategy, according to those who designed it, was always meant to be replicated.

    Snip.

    Understanding how The People’s Forum operates requires following the money. And the money leads to Shanghai.

    Neville Roy Singham is an American tech entrepreneur who sold his software company, ThoughtWorks, for approximately $785 million in 2017. He now lives in Shanghai, where, according to a 2023 New York Times investigation, he “works closely with the Chinese government media machine and finances propaganda worldwide.”

    The Network Contagion Research Institute (NCRI), a Rutgers University-affiliated research organization, published a comprehensive report in May 2024 documenting what it calls the “Singham Network”—a web of nonprofits, fiscal sponsors, and alternative media outlets that share funding, personnel, and messaging.

    According to NCRI, The People’s Forum received over $20 million from Singham and his wife, Jodie Evans (co-founder of the anti-war group CODEPINK), between 2017 and 2022. The money moved through a complex network of donor-advised funds and shell companies, including the Justice and Education Fund, the United Community Fund, and the Goldman Sachs Philanthropy Fund.

    The People’s Forum has acknowledged receiving Singham funding. In a December 21, 2021 post on X (then Twitter), the organization defended its financial relationship with Singham against critics.

    Congressional investigators have taken notice. On September 4, 2025, House Ways and Means Committee Chairman Jason Smith sent a formal letter to [People’s Forum Executive Director Manolo] De Los Santos demanding records and alleging that The People’s Forum had “acted as a foreign agent of the Chinese Communist Party” while enjoying tax-exempt status.

    “Public reporting suggests that The People’s Forum has received over $20 million from Mr. Singham and his wife,” Smith wrote. “Multiple reports have found that The People’s Forum is part of Mr. Singham’s network of non-profit organizations that serve as his conduits to spread pro-CCP narratives.”

    The Senate Judiciary Committee separately requested that the Department of Justice investigate whether The People’s Forum should register under the Foreign Agents Registration Act.

    De Los Santos himself has deep ties to Cuba. According to his biography at the Black Alliance for Peace, he “was based out of Cuba for many years” and “worked toward building international networks of people’s movements and organizations.” The New York Post reported that De Los Santos first traveled to Cuba in 2006 and was there as recently as March 2024. He has been photographed meeting with Cuban President Miguel Díaz-Canel.

    Footnotes excised. Snip.

    What makes Minnesota different from other immigration flashpoints is the degree to which organizers have been explicit about their strategy.

    The NCRI report notes that activists in the Singham network view the 2020 protests as proof that “the ability for mass struggle now exists inside the United States.” This framing treats George Floyd’s death not as a singular tragedy but as a tactical validation—evidence that the right combination of outrage, infrastructure, and outside support can produce transformational results.

    De Los Santos’s April 2024 call to recreate “the violent protests of the summer of 2020” was not a slip of the tongue. It was a statement of doctrine.

    The IDN’s establishment before Operation Metro Surge began—funded by nearly $1 million from the Bush Foundation—demonstrates pre-positioning rather than organic response. The explicit training of thousands in “rapid response” and “legal observation” tactics, the encrypted communication networks, the coordinated media strategies: none of this materialized spontaneously after Good’s death.

    It was waiting.

    The evidence assembled here—from congressional investigations, foundation records, tax filings, academic research, and organizers’ own statements—establishes that what is happening in Minnesota is neither spontaneous nor accidental.

    The same network that helped turn George Floyd’s death into a national uprising has spent five years building the capacity to do it again. They have studied what worked in 2020, professionalized their operations, secured substantial funding, and pre-positioned infrastructure across Minnesota.

    When Renée Good was killed on a Minneapolis street, that infrastructure activated precisely as designed.

    Minnesota was chosen—first as the place where 2020 proved the model, then as the laboratory where that model would be refined and redeployed. The current crisis is not an accident of geography or politics.

    It is the product of strategy.

    (Hat tip: Director Blue.)

  • “‘Bring this country to a halt’: Sarsour, Singham network, students vow nationwide anti-ICE shutdown.”

    A collection of far-left groups — led by a Communist activist network tied to CCP-linked millionaire Marxist Neville Roy Singham — is attempting to organize a nationwide anti-ICE school and business shutdown, with anti-Israel activist Linda Sarsour declaring that “we will bring this country to a halt.”

    The general strike effort, scheduled for this Friday, is an attempt to replicate a Minnesota-wide anti-ICE shutdown which occurred last Friday and which was organized by many of the same far-left groups — but now with designs to do so on a national scale. The planned “National Shutdown” announced early this week includes plans for large-scale marches and a day of “no work, no school, no shopping” around the country.

    The Manhattan-based Marxist revolutionary People’s Forum, the left-wing BreakThrough News media outlet, the Party for Socialism and Liberation (PSL), the far-left Code Pink anti-war group, and the Act Now to Stop War and End Racism (ANSWER) Coalition are all involved in either promoting or organizing the nationwide shutdown effort.

    Just the News recently reported on how the forum, its propaganda machine, and the PSL were key players in pushing last week’s Minnesota-focused shutdown effort. Just the News also previously reported on how these and other radical activist groups have leadership links or financial ties to the funding network backed by Singham, whom others in his network call “Comrade.”
    Social media used as organizing platform

    The plans for Friday allegedly started with calls by a number of student groups at the University of Minnesota — the Somali Student Association, the Liberian Student Association, the Ethiopian Student Association, and the Black Student Union — who called for “Justice for Alex Pretti & Renee Nicole Good — NATIONWIDE SHUTDOWN” on Instagram on Sunday.

    An investigation by Just the News shows that the forum was likely involved in creating the “National Shutdown” website which is now serving as an organizational hub for the coming Friday strike.

    Did anyone notice a “nationwide shutdown” today? Mother Nature did a 100,000% better job shutting things down with Winter Storm Fern…

  • Stephen Green: Soros-backed DA Larry Krasner is threatening ICE agents.

    You gotta hand it to those Soros-sponsored district attorneys across the nation because when it comes to playing with fire, they play like they’ve never been burned.

    The latest example is Philadelphia DA Larry Krasner. Not exactly a household name across the country,

    But one that should be well-known to BattleSwarm readers.

    Soros-linked groups have been his single largest financial backing source — helping him bypass traditional party fundraising and local contribution limits.

    About a decade ago, Soros contributed about $1.7 million to the Philadelphia Justice and Public Safety PAC while Krasner was still a relative unknown in a seven-candidate race for district attorney. The Philly PAC is part of Soros’s nationwide Justice and Public Safety groups that fund “progressive” DAs in blue city contests.

    According to public sources, in 2017, Soros’s donation to just one candidate accounted for nearly 30% of all campaign spending in the seven-person race. For his 2021 reelection, Soros groups gave Krasner another $1.2 million, including $259,000 for Philadelphia Justice and Public Safety PAC to run ads on Krasner’s behalf. Soros supported Krasner again last year, although I wasn’t able to find the dollar amounts before going to press.

    Prior to getting all that Soros money to run for D.A., Krasner defended Black Lives Matter and Occupy Philadelphia members in court — and let’s just say Soros got his money’s worth. Or maybe it’s our money, given how intermingled Soros’s private funds are with taxpayer-funded NGOs purpose-tuned to push his causes.

    Snip.

    Here’s the quick and dirty transcript of Krasner talking about ICE officers: “This is a small bunch of wannabe Nazis — that’s what they are — in a country of 350 million. We outnumber them… If we have to hunt you down the way they hunted down Nazis for decades, we will find your identities, we will find you, we will achieve justice.”

    What have I been repeating since the first attempt on President Donald Trump’s life last summer?

    The left paints its enemies — we are no longer mere political rivals — as enemies, over and over, until some crazy decides to take justice into his own hands.

  • Hispanics are so outraged with Trump deporting illegal alien Somali felons in Minnesota that his poll numbers are up 30 points with them. Usual poll caveats apply.
  • The FBI raided a Fulton County election office, evidently looking for evidence of the elction fraud carried out against president Trump in 2020. And it might be connected to…Nicolas Maduro?
  • Silver prices just plunged plunged over $30 an ounce today after a huge run-up. This means I’m either a genius when I sold a small amount of it last week (when prices were above where they are now), or an idiot for not selling all of it…
  • Will President Trump’s 500% tariffs force Russia to capitulate?

    For three years, the world has waited for the Russian economy to implode. Instead, we watched a “Kalashnikov economy” defy gravity, fueled by high oil prices and a “friendship without limits” with Beijing. But as of January 2026, the gravity of basic math has finally caught up with Vladimir Putin.

    The catalyst isn’t just the stalemate on the front lines; it’s a legislative “kill shot” from Washington and a quiet betrayal from the East. Between the new Graham-Trump Sanctioning Russia Act and a mounting domestic liquidity crisis, the Kremlin isn’t just running out of options—it’s running out of time.

    The most significant development of 2026 isn’t a new missile system; it’s a tariff. The Graham-Trump Bill, greenlit by the White House on January 7, has fundamentally rewritten the rules of economic warfare. By threatening a mandatory 500% tariff on any country—including China and India—that continues to purchase Russian petroleum or uranium, the U.S. has finally weaponized the one thing Russia’s allies value more than cheap crude: access to the American consumer.

    The shockwaves were instantaneous. On January 15, reports emerged that China’s largest state banks, including ICBC and Bank of China, began halting Ruble-denominated settlements. They aren’t waiting for the bill to be signed into law; they are pre-emptively cutting Russia loose to save their own export margins. When Beijing chooses its $500 billion trade surplus with the U.S. over its “strategic partner” in Moscow, the Russian war machine loses its primary life support system.

    While the external walls are closing in, the internal floor is rotting. On New Year’s Day, Russia’s VAT officially jumped to 22%. This isn’t a sign of strength; it’s an act of desperation. The Kremlin is cannibalizing its own middle class to plug a federal budget revenue gap that fell 20% short of targets in 2025.

    We are now seeing the first signs of a systemic banking fracture. In cities like Yekaterinburg and Novosibirsk, reports of ATM shortages are no longer fringe rumors—they are the physical manifestation of a “liquidity trap.” When the state raises taxes while inflation remains double-digit and interest rates hover near 20%, the result is a “medically induced coma” for the civilian economy.

  • “Trump Nominates Kevin Warsh for Federal Reserve Chairman.” Maybe he can get the “no hire, no fire” economy moving again…
  • “Contractors accused of disrupting ICE raid at Hardin Valley construction site.”

    Federal officials have charged two contractors with conspiring to disrupt Immigration and Customs Enforcement officers in Knoxville earlier this month.

    The U.S. Attorney’s Office for the Eastern District of Tennessee unsealed a multi-count indictment on Friday against Tyler Shane Wells, 33, of Morristown, and 18-year-old Alexander Bonilla Servin of Smyrna.

    They are charged with conspiracy to conceal and harbor illegal aliens, conspiracy to forcibly impede federal agents while engaged in performance of official duties, and conspiracy to prevent, by force, intimidation, or threat, federal agents from discharging their official duties from January 5 through January 13.

    Bonilla-Servin is also charged with forcibly impeding federal agents engaged in the performance of their official duties.

    Wells appeared in court on Friday and pleaded not guilty to the charges and a detention hearing is set for Monday. A trial date has been set for March 31, 2026.

    Federal authorities accuse the two of plotting to block the entrance to a Hardin Valley construction site with Bonilla-Servin’s pickup truck in an effort to impede ICE agents. According to a Department of Justice release, the vehicle was put in position after federal agents were seen surveilling the site. Servin is also accused of hitting agents’ vehicle with the truck as it attempted to enter the site on January 13.

    (Hat tip: Instapundit.)

  • “Newly released records reveal 725% increase in Medicaid for Illinois children without SSNs.”

    After more than a year of digging, Statehouse candidate Bailey Templeton’s most public records collection shows 1,085 Illinois children under 18 without SSNs had Medicaid bills of $66 million in 2025. That’s up 725% from $8 million for 450 children in 2021.

    “It’s roughly $40 million spent on inpatient treatment, that’s a lot of time for children to be in hospitals,” Templeton told The Center Square Friday.

    The data only generates more questions for Templeton.

    “It raises questions about what would be called medical trafficking, where things are conducted on to children when they’re too young to be able to consent to these things,” she said.

    Why, it’s almost like Democrats imported millions of illegal aliens and put them on welfare rolls…

  • Belgorod Power Plant Hit by HIMARS! Drone Waves Hit Three More Power Plants & Substations in Russia!”
  • Russia is abandoning Qamishli air base in Syria.
  • Russia loses two fighters in one night, an Su-30 and Su-34.
  • 15 Russian Aircraft Destroyed By One Unit in 2025 in Crimea!” Note that this is a roundup video for all of 2025, so some of these we’ve seen before.
  • “Japan Commits $6 Billion in Humanitarian and Technical Aid to Ukraine for 2026.” Good, though Japan needs to get its own fiscal house in order before sending out foreign aid.
  • Man tries to kill mayor in the Philippines with an RPG. (Never mind that The Sun calls it a bazooka.)
  • Idiot Hawaiian Democrat Senator Brian Schatz asks Marco Rubio a really stupid question, and Rubio hands him his ass:

    “That’s statutory. The Helms Burton Act, the US embargo on Cuba, is codified. It was codified in law and it requires regime change in order for us to lift the embargo.”

    Classic.

  • California may have its ability to issue commercial drivers licenses yanked if it doesn’t quit screwing around.

    Transportation Secretary Sean Duffy just dropped what I’ve been calling the nuclear option.

    In an appearance on Katie Pavlich Tonight Thursday, Duffy made clear that withholding $200 million in federal funding isn’t the end of this fight. If California doesn’t come into compliance on the non-domiciled CDL issue, Duffy said, “we will eventually pull their ability to issue commercial driver’s licenses to anybody in California.”

    Not just the 17,000 non-domiciled CDLs at the center of this fight. Every single CDL in the state.

    I’ve written extensively about this standoff since the FMCSA released its audit findings last September, which showed that roughly 25% of California’s non-domiciled CDLs were improperly issued. I’ve covered the $160 million funding hit. I’ve warned about the decertification authority in 49 U.S.C. 31312 and 49 CFR 384.405, which most people in this industry didn’t even know existed.

    This didn’t start with the Trump administration’s September 2025 emergency rule restricting non-domiciled CDLs to certain visa categories. That rule, which limited eligibility to H-2A, H-2B, and E-2 visa holders, has been stayed by the D.C. Circuit since November. The court found that petitioners were “likely to succeed” on their claims that the FMCSA violated federal law in its rulemaking.

    The California problem predates all of that.

    FMCSA’s August 2025 Annual Program Review found California had been violating federal regulations that existed long before Duffy took office. The state was issuing CDLs with expiration dates extending years beyond drivers’ lawful presence documentation. In one case that still makes my blood boil, California issued a driver from Brazil a CDL with passenger and school bus endorsements that remained valid months after his legal presence expired.

    That’s not a new rule problem. That’s a California screwed-up problem.

    California agreed in November to revoke all 17,000 improperly issued licenses by January 5, 2026. Then, on December 30, the California DMV unilaterally announced a 60-day extension to March 6, citing the need to ensure it doesn’t wrongfully terminate licenses for drivers who actually qualify.

    Duffy’s response on X was blunt: “Gavin Newsom is lying.”

    FMCSA never agreed to the extension. California proceeded anyway. On January 7, DOT made good on its threat and withheld approximately $160 million in National Highway Performance Program and Surface Transportation Block Grant funds. That’s on top of the $40 million already withheld over California’s refusal to enforce English language proficiency requirements.

    California has more than 700,000 CDL holders. The state is home to the nation’s largest trucking workforce, with over 138,000 truck drivers moving freight through the ports of Los Angeles and Long Beach, the agricultural heartland of the Central Valley, and every retail distribution center feeding the country’s largest consumer market.

    Under full decertification, California would be prohibited from issuing, renewing, transferring, or upgrading any commercial learner’s permits or commercial driver’s licenses until FMCSA determines the state has corrected its deficiencies. Previously issued CDLs would technically remain valid until their stated expiration dates, but here’s where it gets ugly.

    Other states could refuse to recognize California credentials during the noncompliance period. FMCSA could issue guidance declaring CDLs issued by a noncompliant state invalid for interstate commerce. The Commercial Driver’s License Information System, which enables interstate verification, could flag every California license.

    For the 700,000 CDL holders in the Golden State, decertification wouldn’t just be an administrative headache.

    It would effectively ground them from operating in interstate commerce.

    Blue state governors should stop trying to protect their precious illegal aliens and start following federal law.

  • Don Lemon finally arrested for church invasion.
  • American TikTok is now mostly ChiCom free.

    TikTok has finalized a deal to create a new American entity, avoiding the looming threat of a ban in the United States that has been in discussion for years on the platform now used by more than 200 million Americans.

    The social video platform company signed agreements with major investors including Oracle, Silver Lake and the Emirati investment firm MGX to form the new TikTok U.S. joint venture. The new version will operate under “defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation and software assurances for U.S. users,” the company said in a statement Thursday. American TikTok users can continue using the same app.

  • “Tesla Owner Elon Musk Touts ‘Most Advanced Lithium Refinery in the World‘ in South Texas.”

    Tesla North America announced the completion of a major lithium refinery in Robstown, Texas, with Elon Musk calling it “the most advanced lithium refinery in the world.”

    Robstown is just west of Corpus Christi.

    In the promotion video, Jason Bevon, the site manager at the Gulf Coast lithium refinery, explains that the refining process used in Robstown is “inherently much more environmentally friendly.” The company claims that the process used by the refinery eliminates hazardous byproducts of the refining process and is more sustainable than traditional methods.

    Bevon explained that the refinery “enables us to have access to the critical minerals for energy storage, for battery manufacturing, and ultimately for [electric vehicle (EV)] growth.”

    “It enables us to accelerate Tesla’s mission by regionalizing supply chains for battery minerals and materials, by providing jobs, by cutting emissions from the transportation network that is required for these supply chains.”

    “It really allows us to usher in energy independence for North America.”

    Columbia University’s Center on Global Energy Policy explains that raw lithium needs to be processed into a “chemical in the form of lithium carbonate or lithium hydroxide, before being used in batteries,” which is done through refining. Currently, China dominates the global trade and production of key minerals, and leads the world in lithium refinement capabilities.

    The need for lithium batteries has grown exponentially in recent years, with lithium batteries being required for EVs, smartphones, laptops, and renewable energy receptacles such as solar panels.

    Also, you’re partially paying for it:

    This political shift and the operation of the refinery are complemented by recent grants through the Texas Semiconductor Innovation Fund (TSIF), which was established when the Texas CHIPS Act, House Bill 5174, was signed into law in 2023. The TSIF totals “approximately $948 million in total appropriations” and is used for “semiconductor manufacturing and design,” according to the Texas Economic Development and Tourism Office.

  • “Webb County Sheriff and Staff Indicted in Federal Fraud Case
.”

    Webb County’s sheriff and his assistant chief are facing federal charges for allegedly using office resources to create and profit from a disinfecting business during the COVID-19 pandemic.

    Sheriff Martin Cuellar Jr., 67, and Assistant Chief Alejandro Gutierrez, 47, have both appeared before a federal grand jury after turning themselves in. Their indictments have now been unsealed, revealing that they both are accused of misappropriating Webb County Sheriff’s Office funds between 2020 and 2022.

    Cuellar is the brother of U.S. Rep. Henry Cuellar (D-Laredo).

    According to the indictment, around April 2020 Cuellar opened a for-profit business called Disinfectant Pro Master (DPM), which used resources belonging to the WCSO. He reportedly enlisted Gutierrez and Ricardo Rodriguez, an assistant chief, to assist in the start of the venture that provided disinfecting services to local businesses, residents, and the local school district.

    Federal prosecutors allege none of the three made any personal investments in the startup company but used county resources, vehicles, and equipment. DPM also reportedly used county funds on multiple occasions to purchase supplies for the company. Staff from the sheriff’s office were often utilized to conduct the company’s operations during their regularly scheduled shifts according to the indictment.

    The indictment also claims records show that payroll was not ever issued from the company to compensate the staff that was utilized to carry out its business.

    During its operation, DPM received multiple contracts with local businesses, including a $500,000 contract with the United Independent School District, where Rodriguez served on the school board.

    The company eventually closed in August 2022 after UISD did not renew its contract following media coverage and public scrutiny at a school board meeting over the contract being awarded to a board member’s company.

    During the duration of the company’s operation, Cuellar, Gutierrez, and Rodriguez each reportedly received over $175,000. It is alleged in the indictment that Cuellar used his revenue to purchase a 10-acre property in Laredo.

    As you might expect, Martin Cuellar is a Democrat.

  • Narco sub sinks in the Atlantic after authorities seize nine tons of cocaine off it. It’s a pretty crude-looking thing, and is described as “semi-submersible.”
  • Nurse who called for poisoning ICE agents canned.
  • Dwight documents not one but two of state-level Democrat congresscritters (state rep Ayshia “Ajay” Pittman in Oklahoma and former state senator Sonya Jaquez Lewis in Colorado) being involved in forgery scandals.
  • Nose-ringed leftist “Grace Carol Brown is charged with arson and burglary, and is ‘accused of smashing an exterior window, unlawfully entering the Comal County (TX) Republican Party headquarters, and starting a deliberate fire inside the building’ overnight on January 13/14.”
  • Clayton Bigsby sighted in Philadelphia.

  • Oh, for fuck’s sake! “Parents say their trans son killed himself because his church employer wouldn’t let him wear French maid outfit, cat ears.”
  • Simon Whistler on Every Saudi Gigaproject in Vision 2030. Neom is still a ridiculous pipe dream, and Whistler is far too easily impressed with “zero carbon” claims, but some of these projects are actually worth doing and on-track.
  • Keir Starmer’s Labour government created the character of Amelia, a purple-haired nationalist Goth girl, for a lame Flash-style game to “combat far right extremism” (i.e., anyone who objects to importing illegal alien Islamist rapists into the UK), but now that she’s been adopted and memed by the right, that move backfired big time.
  • New Windows update breaks Outlook, Calculator, and even Notepad.
  • Louis Rossmann reports that downgrading to an earlier operating system bricks the latest OnePlus Android phone. I’d never heard of OnePlus, but it turns out it’s a Chinese brand, so you shouldn’t be buying it in the first place…
  • Twin Peaks files for bankruptcy. Like Hooters, Twin Peaks has been harmed by the rise of OnlyFans. And that shootout didn’t help…
  • Surprise! American shopping malls aren’t dying off.

    Shopping malls, long an economic and cultural fixture of American life, are facing sustained pressure but are not disappearing altogether.

    Instead, the sector is undergoing creative destruction, as traditional mall formats give way to new concepts that reflect shifting consumer behavior and market conditions, according to recent industry data.

    A research report by Capital One Shopping (COS) outlines the magnitude of the challenge facing the mall sector, citing rising mall closures that remain vacant for an average of nearly four years, as well as vacancy rates that are 112 percent higher than the overall retail vacancy rate.

    COS also estimates that as many as 87 percent of large shopping malls could close over the next decade.

    At the same time, COS data indicate a reversal of earlier trends. From 2021 through 2025, mall openings exceeded mall closures, suggesting adaptation rather than terminal decline. In 2025 alone, 9,410 new mall stores opened, nearly double the number that closed.

    Additional evidence of revival appears in a recent article published by Growth Factor. Author Clyde Christian Anderson reported that indoor mall foot traffic in March 2024 rose 9.7 percent year over year, open-air shopping center traffic increased 10.1 percent, and outlet mall traffic climbed 10.7 percent—each exceeding pre-COVID-19 pandemic levels.

  • Every book I bought in 2025, most from early in the year when I still had a contract job and money in the bank…
  • “Tim Walz Says He Will Do Anything To Keep Minnesota Residents Safe Except Cooperate With Federal Law Enforcement.”
  • A dog and his horses. (Hat tip: Ace of Spades HQ.)
  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    LinkSwarm For January 9, 2026

    Friday, January 9th, 2026

    Iran teeters, Walz falls, more Russia’s shadow fleet has an epically bad week, more Minnesota Somali fraud fallout, more computer security vulnerabilities, and a policeman transformed into a frog using the power of AI! Plus the Austro-Hungarian and Achaemenid empires. It’s the Friday LinkSwarm!

    Personally, this week has been deeply frustrating, as I’ve been trying to withdraw money from my 401K account to pay my property taxes, a process I began mid-December, and it’s still not done. “Oh, these things take time,’ says 401K company. Then it’s “Oh, we haven’t heard back from your former employers.” Former employer: “Oh, we haven’t received the request from your 401K company.” Then: “Oh, the third party company we hired to handle 401K requests hasn’t received the request.” Now it’s “Oh, they’ve just started working on it, but they’re always slow at the end of the year.” It’s frustrating to have to jump through so many hoops to access my own money.

    On to the LinkSwarm!

  • From the outside, it’s hard to tell how serious the chances of protesters are to free their own country, but they’re so fed up with the mullah’s rule that they’re burning mosques.

    Iranian protestors demonstrating against the theocratic regime will face harsh punishment with absolutely zero leniency, Iran’s top judge has warned — as footage emerged Friday of mosques burning on the streets of Tehran amid the ongoing riots.

    Chief Justice Gholamhossein Mohseni Ejei, the head of Iran’s judiciary, issued the stark warning after President Trump vowed to back those peacefully demonstrating across the country.

    Signaling a potentially violent crackdown, Ejei vowed the punishment for rioters would “be decisive, maximum and without any legal leniency.”
    Protesters gather as vehicles burn in Tehran, Iran.

    Things in Iran seem to be moving very fast indeed…

  • “Authorities report that Mahmoud Haqiqat, a police station commander in Iranshahr, Iran’s southeastern Sistan and Baluchestan Province, was shot and killed by unknown assailants this week in a drive-by attack. Video circulating online appears to show gunmen firing on Haqiqat’s vehicle before it crashed. Social posts and video descriptions identify him as the former head of the city’s intelligence and allege that he was involved in operations targeting anti-regime Baluch groups in the area.” Add Balochs to Kurds and Lurs as ethnic minorities pissed at the mullah’s government. There’s also a substantial Baloch population in Pakistan, and they don’t like the Pakistani government either. Hell, history records the Balochs rebelling against the Achaemenid Empire three millennia ago…
  • “Blue states created an election trimester for ballots, now Trump conservatives are pushing back.”

    With constant pressure from liberal activists, some states now dispatch mail-in ballots 45 to 60 days before Election Day and allow the counting of such absentee votes as many as three weeks afterward, creating an election trimester that causes vote tallies to wildly fluctuate days after polls close and increasingly erodes Americans’ trust.

    But conservatives are now fighting back, first with an executive order by President Donald Trump requiring all ballots to be counted on election night, followed by a challenge to Mississippi’s counting process that has not reached the U.S. Supreme Court and then the Ohio legislature’s vote to require all its ballots to arrive on election night to be tallied.

    “It’s common sense that ballots should arrive by Election Day,” Ohio Secretary of State Frank LaRose told Just the News this week after his state became the 35th to require mail-in ballots to arrive by Election Night in order to be counted. Previously, the state had a four-day grace period for ballots to arrive after Election Day.

    “I think that trying to reduce complexity should be our goal in government, and certainly when it comes to the rules for how elections run,” LaRose said in a wide-ranging interview with the John Solomon Reports podcast. “If you were to stop the average person on the street last year and say, what’s the deadline for your ballot to get back to the board of elections, they would not know that it’s four days after. It’s kind of an arbitrary date.”

    The National Conference of State Legislatures reported that many states now mail out ballots as early as 45 days to two months before Election Day and about a dozen states allow them to be counted days later — as long as three weeks afterward in Washington state, 14 days in Illinois, 10 days in Maryland and seven days in California and New York.

  • There’s not a violin small enough. “Minnesota Governor Tim Walz Drops Reelection Bid amid Somali Fraud Scandal.”

    Tim Walz is dropping his bid for a third term as governor of Minnesota amid a national political firestorm sparked by the identification of massive welfare fraud in the state’s Somali community.

    Walz released a statement Monday morning ahead of a late morning press conference announcing his withdrawal from the race.

    “But as I reflected on this moment with my family and my team over the holidays, I came to the conclusion that I can’t give a political campaign my all. Every minute I spend defending my own political interests would be a minute I can’t spend defending the people of Minnesota against the criminals who prey on our generosity and the cynics who prey on our differences,” Walz said. “So I’ve decided to step out of the race and let others worry about the election while I focus on the work.”

    Translation: “I got caught, and I need to see if I can get away from this giant pile of graft as quickly as possible.”

    Walz and fellow Minnesota Democrats have been subjected to withering attacks at the hands of Trump and his allies over the staggering scale of welfare fraud that’s taken place under their noses in recent years. Federal prosecutors announced last month that the cost of the welfare fraud perpetrated against state-run Medicaid services alone could exceed $9 billion, half or more of the $18 billion paid out since 2018.

    A federal probe into the matter has been initiated, and Minnesota officials have until January 9 to provide the administration with more information regarding who is receiving the welfare benefits in the state.

    It’s amazing that anyone can give Gavin Newsom a run for the title of America’s Most Incompetent Governor, but Walz is just that special.

  • A few facts on Somalis in Minnesota:
    • 54% of Somalis are on food stamps
    • 73% on Medicaid
    • 81% on Welfare
    • 78% on Welfare after 10 years

    The perfect Democrat constituency…

  • It’s been going on a while. “Minnesota Inspector General [Carolyn Ham] covered up hundreds of millions in Somali childcare fraud in 2018.”

    You know how the Somali childcare fraud has been a big thing, kind of an open secret in Minnesota for years now?

    Well, not only has this been happening for at least a decade, but, according to this report, the state has known about it for at least that long.

    Check out these receipts from Maze on X detailing a nine-year-old investigation into the fraud at Minnesota’s Child Care Assistance Program — an investigation that went nowhere.

    The Minnesota child care fraud saga is so strange because years ago it was fully investigated, documented, and reported on by a team of state investigators set up to catch and stop child care fraud.

    They spent years gathering evidence including many hours of surveillance footage. In 2018 they compiled a detailed report and delivered it to their boss, the DHS Inspector General.

    Directly from the report: ‘Investigators, as well as the Supervisor and Manager of this unit believe that the overall fraud rate in this program is at least 50% of the $217M paid to child care centers in CY2017.’

    What did the Inspector General do with this information? She refused to meet with her own team, refused to discuss the findings of the report, and then spent $90,000 of taxpayer money to have an outside company write a report saying the fraud isn’t quite as bad as her own team of investigators was claiming.

    Woke is a heckuva drug, isn’t it?

    So is corruption, scamming, and Democratic politics in general.

  • “Growing List Of Democratic Billionaire Kings & Queens Funnel Millions Into Terror-Tied Nonprofits.”

    Former Wall Street Journal reporter Asra Nomani, now at Fox News, is investigating the left-wing, billionaire-funded dark money networks in the nonprofit world and offering much-needed coverage for mainstream Americans on how these NGOs influence protest movements, unleash riots, and conduct sophisticated political pressure campaigns.

    Snip.

    Key details from the report:

    • MacKenzie Scott disclosed sending at least $5 million in a new round of donations to the Solidaire Network, on top of a $10 million gift in 2021 via her philanthropy vehicle, Yield Giving.
    • Solidaire funds a network of radical anti-Israel activist groups, including Students for Justice in Palestine and American Muslims for Palestine, both of which are under House and Senate investigation for alleged coordination with Hamas-linked activities.
    • Other Solidaire-backed groups include the Palestinian Youth Movement and the US Palestinian Community Network, which publicly justified Hamas’s October 7, 2023 attack on Israel.
    • Scott’s grants are unrestricted, allowing recipients to spend funds freely. Solidaire used this flexibility to finance campaigns promoting “Palestinian liberation,” campus protests, and direct-action activism, including efforts to block U.S. military logistics supporting Israel.
    • Funding was often routed through fiscal sponsors such as WESPAC Foundation and Tides Foundation, structures that have drawn scrutiny from Republican lawmakers investigating possible links to extremist groups.
    • Scott’s cumulative charitable giving has reached roughly $26 billion since 2019, surpassing the lifetime donations of George Soros, and placing her at the center of growing political controversy over billionaire-funded activist networks.

  • Doug Ross provides more leftwing funding network graphics.

  • Somalia’s UN Ambassador, Implicated in a Medicare Scandal, May Have Acquired American Citizenship Under False Pretenses.”

    The Somali ambassador to the United Nations, Abukar Dahir Osman, who is tied to a daycare company in Ohio under investigation in Washington, might have acquired an American citizenship fraudulently, according to a source in Somaliland.

    Ambassador Osman, who currently serves as the rotating president of the UN Security Council, first entered America in the mid-1980s and again in 1989. He claimed to be a refugee of a minority in Somaliland persecuted by the Somali regime at the time, a Somaliland ambassador at large who tweets under the name of Haggoogane, tells the Sun via text.

    Haggoogane, whose real name is Mustafa Osman but is unrelated to the ambassador, says that the current Somali UN ambassador was far from a refugee fearing extermination by the Somali regime. Instead, he tells the Sun, the UN ambassador was part of that regime in the late 1980s. “His job was to identify anyone the regime saw as a threat,” Haggoogane says.

    Between 1960 and 1991 the government of Somalia killed hundreds of thousands of ethnic Isaaq and others in Somaliland, which declared independence of Mogadishu in 1991.

    Following Israel’s recognition of Somaliland last month, the Israeli foreign minister, Gideon Sa’ar, visited its capital, Hargeisa, on Tuesday, and met with President Abdirahman Mohamed Abdullahi. After Israel became the first UN member to recognize Somaliland’s independence, Mr. Osman, the Somali UN ambassador, convened an “emergency session” of the security council.

    At Washington on Tuesday, the deputy secretary at the Department of Health and Human Service, Jim O’Neill, confirmed a rumor regarding the Somali ambassador, which has long been whispered in UN corridors.

    “I can confirm public speculation that Ambassador Abukar Dahir Osman, Permanent Representative of Somalia to the UN and President of the Security Council, is in fact associated with Progressive Health Care Services, a home health agency in Cincinnati,” Mr. O’Neill wrote on X. “HHS has previously taken action against Progressive in response to a conviction for Medicaid fraud. More to come.”

  • US seizes Russian-flagged tanker, intercepts ‘dark fleet’ ship in Venezuela sanctions crackdown.”

    The United States seized a Russian-flagged oil tanker in the North Atlantic this week while also intercepting a separate stateless “dark fleet” vessel tied to Venezuelan oil exports, US officials said, marking a significant escalation in Washington’s enforcement campaign against sanctioned energy shipments.

    According to US officials, the Russian-flagged tanker Marinera, previously known as Bella-1, was seized on Wednesday near Iceland after being tracked for more than two weeks across the Atlantic, reports Reuters. The operation occurred as Russian military assets, including a submarine, were operating in the general area, though officials said there were no signs of confrontation.

    In a post on X, US European Command said the tanker was seized for violating US sanctions. Defense Secretary Pete Hegseth responded, writing, “The blockade of sanctioned and illicit Venezuelan oil remains in FULL EFFECT — anywhere in the world.”

    Two US officials said the operation was carried out by the US Coast Guard with support from the US military. The Coast Guard declined to comment. Russian officials have not issued a response, though Russian state media outlet RT published an image showing a helicopter hovering near the ship.

    The Marinera had previously evaded US enforcement efforts in the Caribbean and refused boarding attempts. After those encounters, it re-registered under a Russian flag and changed its name, officials said. Sources indicated the vessel may now be heading toward British territorial waters, though its final destination has not been confirmed. The UK Ministry of Defence declined to comment.

    Separately, US Southern Command confirmed that the Coast Guard intercepted another tanker, the Panama-flagged M/T Sophia, in Latin American waters early Wednesday. The vessel was described as a “stateless, sanctioned dark fleet motor tanker” linked to Venezuelan oil shipments.

  • “Prosecutor Calls Newsom ‘King Of Fraud‘ For Oversight Failures.”

    U.S. First Assistant Attorney Bill Essayli Thursday called California Gov. Gavin Newsom “the king of fraud,” accusing him of a lack of oversight on spending to address homelessness.

    Essayli made the comments on the “Fox and Friends” telecast, during which he discussed the federal fraud charges that were filed in October against real estate executives Steven Taylor and Cody Holmes for allegedly misusing grant money meant for homeless housing.

    Holmes, 31, of Beverly Hills was charged with mail fraud charge that was allegedly linked to millions of dollars in grant money that the state paid Shangri-La Industries to purchase, build and operate homeless housing in Thousand Oaks, just north of Los Angeles. Holmes was Shangri-La’s chief financial officer.

    Taylor, 44, of Brentwood, was charged with seven counts of bank fraud, one count of aggravated identity theft and one count of money laundering.

    Essayli Thursday said the charges are the “tip of the iceberg” in an investigation he launched with a task force in April. He said more charges would be coming, probably later this month.

    The state spent $24 billion in the last five years to address homelessness and can’t account for where the money went, Essayli said on “Fox and Friends.”

  • California Democrats: “Hey, let’s institute a wealth tax on billionaires!” California billionaires: “See ya!

    A ballot measure that could tax the wealthiest people in California may reportedly push billionaires Larry Page and Peter Thiel to leave the state, while other wealthy residents have condemned the idea, whose supporters claim could generate up to $100 billion—though the measure has yet to be considered by state officials or voters.

    • Thiel, who cofounded PayPal and Palantir, and Google cofounder Page have held discussions to reduce their ties to California by the end of the year because of the billionaire tax proposal, The New York Times reported, citing people familiar with their thinking.
    • Thiel operates the investment firm Thiel Capital and may open an office for the company in another state, with plans to spend more time outside of California, while Page has filed documents to incorporate three limited liability companies in Florida, according to the Times.
    • Bill Ackman weighed in, calling California “on a path to self-destruction,” adding, “Hollywood is already toast and now the most productive entrepreneurs will leave, taking their tax revenues and job creation elsewhere.”
    • Billionaire Chamath Palihapitiya wrote on X the proposed ballot measure would result in an “exodus of the state’s most talented entrepreneurs” who would opt to “build their companies in less regressive states,” and argued the middle class would be the worst hit by the tax.

    Dear Fleeing Billionaires: Welcome to Texas! Please be sure to discard any liberal ideas you brought with you in the nearest trash receptacle…

  • “Ukrainian Drones Hit Usman Oil Depot in Lipetsk & Ball Bearing Factory in Penza.”
  • Major train crash on key route used to feed Putin’s war machine with North Korean military equipment…A freight train hauling 35 wagons spectacularly derailed in Russia’s remote Amur region on the Transbaikal Railway – a strategic line linked to the famed Trans-Siberian route.”
  • Ukraine also hit the Oryol power plant.
  • Ukraine also hit Russian shadow fleet tanker Elbus in the Black Sea off the coast of Turkey. It’s been a bad week all around for Russia’s shadow fleet…
  • France and UK bomb Islamic State targets in Syria. This isn’t the first time France has bombed Islamic State terrorists, as they also participated in Operation Chammal in 2014, back when the would-be caliphate was much closer to the extremely short zenith of its limited powers.
  • Minnesota woman tries to run over ICE agent, immediately enters find out phase.

    Immigration and Customs Enforcement officers fatally shot a woman during an operation in Minneapolis Wednesday.

    As videos of the incident went viral, the Department of Homeland Security justified the shooting on self-defense grounds, calling the slain woman a “violent rioter” who “weaponized her vehicle” by driving towards federal agents.

    Today, ICE officers in Minneapolis were conducting targeted operations when rioters began blocking ICE officers and one of these violent rioters weaponized her vehicle, attempting to run over our law enforcement officers in an attempt to kill them—an act of domestic terrorism. An ICE officer, fearing for his life, the lives of his fellow law enforcement and the safety of the public, fired defensive shots,” said DHS assistant secretary Tricia McLaughlin.

    “The alleged perpetrator was hit and is deceased. The ICE officers who were hurt are expected to make full recoveries. This is the direct consequence of constant attacks and demonization of our officers by sanctuary politicians who fuel and encourage rampant assaults on our law enforcement.”

  • She wasn’t the only idiot dirtnapped trying to run over ICE agents. A Tren de Aragua scumbag tried the same trick, and met the same fate, in Portland. Naturally, the usual leftist idiots there rioted.

    Yesterday, Border Patrol officers had to shoot a dangerous criminal gang member in self-defense after he committed a vehicular assault on them to evade arrest. Leftists in the sanctuary city of Portland, Ore., promptly turned out to protest his shooting — and apparently to try to accomplish his deadly intention against federal officers.

    In case you still have any illusions that the Democratic Party is not essentially a criminal organization, just look at the fury and violence the last few days in blue cities over the shootings of individuals who deliberately tried to seriously injure or kill Immigration and Customs Enforcement (ICE) or Border Patrol officers. Renee Good in Minnesota and the Venezuelan Tren de Aragua member in Oregon were both violently and dangerously ramming their vehicles into officers at the time they were shot. That makes them leftist heroes and martyrs, it seems.

    The American left is trying to do a repeat of the summer of love and mostly peaceful protests in 2020. They want to burn down what is still standing after their previous riots. With Democrat politicians and media lying to fuel violence and their followers cheering for murder, how can we avoid the conclusion that the Democratic Party is acting like a terror organization?

    (Hat tip: Stephen Green at Instapundit.)

  • “U.S. Department of Homeland Security Suspends Funds for Immigration Work of Catholic Charities RGV. The charity is accused of grant violations and incomplete recordkeeping.”

    The U.S. Department of Homeland Security (DHS) has suspended the funding for Catholic Charities of the Rio Grande Valley (CCRGV) pending an investigation into whether or not the charity is complying with federal grant requirements.

    According to CCRGV, the charity learned of the suspension in late November 2025. It claims that it is “committed to compliance with federal grant requirements and will work expeditiously with DHS to resolve the matter.”

    The charity stated that all of its funding was used to care for people brought to CCRGV by U.S. Customs and Border Patrol (CBP) — individuals who were “released by CBP with a document that gave them permission to travel to their points of destination with instructions on where to follow up with their immigration proceedings.”

    CCRGV runs the Humanitarian Respite Center in McAllen, a place that offers food and shelter to immigrants who are awaiting court hearings.

    According to reporting by Fox News, CCRGV was suspended after a DHS investigation revealed what the outlet called “major grant violations.”

    The suspension follows “months of warnings and data reviews that auditors say uncovered sweeping inaccuracies, large gaps in migrant records, and significant billing outside federally allowed timeframes,” Fox News reported.

    The investigators also reportedly found 248 instances in which CCRGV billed the federal government for services to immigrants outside of the 45-day window allowed by federal rules.

  • “North America Leads Largest LNG Export Surge Since 2022.”

    Surging liquefied natural gas exports from new North American export plants likely pushed global LNG shipments in 2025 by the most since 2022, Kpler data showed on Tuesday.

    The annual rise in 2025 would be the steepest increase in global LNG exports since 2022, when shipments grew by 4.5% compared to 2021, the data showed.

    North America was the key supplier of new LNG volumes, as Canada’s first-ever export facility, LNG Canada, started shipments in the middle of 2025, and Plaquemines LNG in Louisiana launched operations and ramped up shipments throughout the year.

    Thanks to rising capacity and volumes, the U.S. is set to become the first LNG exporter in the world to have passed in 2025 the threshold of 100 million tons of LNG exports in one year.

    Additional LNG supply is poised to hit the market between 2026 and 2030 as more U.S. export plants come online and Qatar begins shipments from its huge capacity expansion of the North Field export facilities.

    The U.S. is set to export 14.9 billion cubic feet per day of LNG in 2025, up by 25% from 2024, the Energy Information Administration (EIA) said in its latest Short-Term Energy Outlook (STEO) for December. With new projects ramping up, the EIA expects U.S. LNG exports to jump to an average of 16.3 billion cubic feet per day in 2026.

  • “Trump blocks chips deal over national security, China-related concerns.”

    President Donald Trump on Friday blocked the Delaware firm HieFo Corporation from acquiring assets in New Jersey-based aerospace and defense specialist Emcore for $3 million, citing national security and China-related concerns.

    The president claimed HieFo was “controlled by a citizen of the People’s Republic of China,” and that there was evidence to believe HieFo, through the merger, may “take action that threatens to impair the national security of the United States.”

    “The Transaction is hereby prohibited,” Trump said and ordered HieFo to “divest all interests and rights in the Emcore assets, wherever located,” within 180 days.

    Snip. “HieFo purchased Emcore’s chips business and indium-phosphide wafer-fabrication operations for $2.92 million.” Indium-Phosphide is a pretty exotic wafer material used in optics and photonics chips.

  • Leprino Foods, the world’s largest mozzarella producer and a vital supplier to major pizza chains like Domino’s, Pizza Hut, and Papa John’s, moved its operations from California to Texas. “For over a century, the Lemoore plant in California’s Central Valley served as a cornerstone of the dairy industry, but the company is now shifting billions of dollars and hundreds of jobs into a new $870 million facility in Lubbock, Texas.”
  • Progress! “Corporation for Public Broadcasting votes itself out of existence. The private agency, which has distributed federal funding to PBS, NPR and hundreds of local television and radio stations across the country for more than a half-century, saw its appropriations from Congress eliminated this past summer.” They promised Big Bird and delivered leftwing propaganda.
  • NYC Bus Fares Raised To $3 Despite Mamdani’s Promise To Make It Free.” Commies breaking promises?

  • Borepatch: The 2025 most dangerous software exploits list.

    I get an incredible sense of deja vu all over again looking at Mitre’s list of top 25 exploits for 2025.

    The top 4 are all very, very old. I myself demonstrated #4 when I taught a computer security class (with corporate IT Security present) back in 1994. That’s three decades ago.

    And what’s with numbers 11 and 14? One of the classic papers on software security is Smashing The Stack For Fun And Profit – from 1996.

    Numbers 3, 6, and 22 are web server vulnerabilities that are over 20 years old, and I’ve posted about them before.

    17, 19, and 21 have been known since before I was in this industry. Call it the 1980s, although it’s likely older.

    Number 2 is literally the Little Bobby Tables exploit…

  • “Cops Forced to Explain Why AI Generated Police Report Claimed Officer Transformed Into Frog.” (Hat tip: Commenter CayleyGraph2015.)
  • Ubisoft studio unionizes. Company lays them all off.
  • Sony PlayStation 5 boot keys have been leaked online, making it much easier to jailbreak systems.
  • Critical Drinker is cautiously optimistic about Avengers: Doomsday.
  • A new Peter Gabriel album is in the works.
  • Why the Austro-Hungarian army sucked in World War I.
  • Did ancient Roman soldiers carry a multi-tool?
  • Philly weirdo steals 100 skeletons from graveyard. That’s taking your Halloween LARPing too far…
  • “I don’t know if you know this, but all the presidents in South America, they’re free. You can just go take them.”
  • “Tim Walz Retiring To Spend More Time In Prison‬.”
  • “Trump Has Delta Force Operators Tell Maduro ‘You’re Fired.'”
  • “Trump To Choose Next Venezuelan President In Inaugural Season Of ‘El Aprendiz.'”
  • Trump Leads SEAL Team To Capture Rogue Dictator Gavin Newsom.”
  • “Aides Tell Disappointed Trump That Maduro And Mamdani Are Different People.”
  • “Democrats Once Again Threaten Civil War To Stop Republicans From Taking Away Their Slave Laborers.”
  • “Democrats Confused Why Venezuelans Cheering Downfall Of Nice, Warm Collectivism.”
  • “Anthropologists Discover Uncontacted Tribe In Remote Area Of IKEA.”
  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    Japan Halting Photoresist To China?

    Saturday, December 20th, 2025

    I haven’t been able to verify this yet, but according to China Observer, “Japan’s Ministry of Economy, Trade, and Industry may have escalated export controls on November 20-21, adding 12 types of core semiconductor materials and related services to its “End User List,” placing about 110 semiconductor-related entities from mainland China under heightened scrutiny. Mainland China is more than 60% reliant on imports for photoresist, with ArF/EUV almost entirely dependent on Japan and the Netherlands.”

    Every time you pattern a semiconductor wafer via a lithography stepper, you first have to deposit photoresist across the entire surface of the wafer. Once you’ve done that, the lithography pattern projected on the wafer hardens, letting some areas get stripped away during etch to create the interconnect patterns for other processes to fill with circuits for the chips. Getting proper photoresist uniformity across the entire wafer has some technical challenges, but it’s something like ten orders of magnitude less complex than EUV lithography. But getting the formula for EUV photoresist exactly right, and then manufacturing it ultrapure in quantity? Yeah, that’s not exactly something you can do in a high school chemistry lab.

  • “The Japanese have directly pulled out of the entire photoresist business in China. 90% of the photo resist we use is imported, with 60% coming from four Japanese companies. Without them, we can’t operate in the high-end sectors. With Japan’s withdrawal of supplies, domestic semiconductor factories are in chaos. Production capacity is declining and yield rates are crashing. Once production lines stop, they lose millions of yen a day.”
  • “The entire semiconductor industry is suffering massive losses.”
  • “A blogger in one video pointed out that few people know that in China’s semiconductor industry, the true bottleneck isn’t the photolithography machine, but a small bottle of liquid costing 50,000 RMB: photoresist.”
  • Section on China having a hissy fit over Japan’s prime minister Sanae Takaichi stating that Japan would defend Taiwan in the event of a Chinese invasion (touched on in this LinkSwarm) skipped.
  • “Japan [quietly] and decisively retaliated. According to a report by Chinese media outlet East Money, Japan’s Ministry of Economy, Trade, and Industry may have escalated export controls on November 20th to 21st, adding 12 types of core semiconductor materials and related services to its end user list, placing about 110 semiconductor related entities from mainland China under heightened scrutiny.”
  • “Among the most notable measures are those affecting photoresist and photolithography machine after-sales services regarding photoresist.”
  • “Four Japanese companies (JSR Corporation, Shin-Etsu Chemical Company, Tokyo Ohka Kogyo Co., Ltd. and Fujifilm) have suspended deliveries of ArF [Argon-Fluoride laser] immersion and EUV photoresist to mainland Chinese customers while high-end KrF [Krypton-Fluoride laser] products have been significantly delayed.”
  • “Mainland China is more than 60% reliant on imports for photo resist, with ArF UV almost entirely dependent on Japan and the Netherlands.”
  • “Canon and Nikon have informed their Chinese customers that, starting in November, the supply of certain DUV photography machine parts and on-site maintenance services will depend on export licensing conditions. Currently, China has over 1,200 DUV photography machines, 90% of which depend on Canon and Nikon for after sales service.”
  • ” After Canon and Nikon further restrict services, China’s stock of spare parts for photography machines will only last about 3 to 6 months, with photoresist being one of the most critical components.” Well, consumable supply rather than component.
  • “Industry insiders say this means that many Japanese-made photography machines currently in operation will face a supply shortage in the short term and could become scrap metal in the long term.” This is an overstatement, as there’s usually a healthy demand for such machines on the secondary market, either to replace a old machine, or to cannibalize for parts, for research fabs, or for someone trying to put together a trailing-edge fab on the cheap.
  • “Unlike the open ban on 23 types of equipment in 2023, Japan is now adopting a gray customs clearance strategy where rather than announcing an outright embargo. It is using case-by-case approvals, indefinite delays in issuing licenses and cutting off parts and technical support, effectively a supply cut off.”
  • The U.S. has also applied pressure on Japan to implement restrictions.
  • “Photoresist is far more complex than it seems.”
  • “First, the shelf life of high-end photo resist is extremely short, often only 6 months or even less. This means it’s impossible to stockpile and if supply is cut off, production lines will immediately shut down.”
  • “Second, the extreme purity requirements. The formula for photoresist contains dozens of chemical substances with each proportion error not exceeding 1 millionth. The metal impurity limit is as low as 0.001 parts per million, like 1 microgram per kilogram. To put this into perspective, imagine eight Olympic swimming pools full of water. If even a single drop of impurity is mixed in, it must be identified and removed.”
  • “This isn’t just a challenge in terms of the formula. It’s a critical test for the entire chemical purification, filtration, transport, and storage process.”
  • “Third, the ecological [I think they mean ecosystem -LP] barrier. Why are Japanese companies so dominant in the photoresist market? Because over the past 30 years, they have developed their expertise alongside semiconductor giants like TSMC, Intel, and Samsung. Producing photoresist isn’t enough. It must be tested on photography machines worth billions of dollars. The verification cycle takes 2 to 5 years with a high failure rate. Without top semiconductor foundaries to conduct these trial and error processes, your photoresist will never make it out of the laboratory.”
  • “Japan’s dominance in the photoresist market dates back to the 1970s when the country’s economy surged. The government and businesses jointly invested heavily in the semiconductor industry, focusing partially on materials.”
  • “In addition to the high technical barriers and lengthy R&D cycles which take years and require immense investment, Japan holds an overwhelming patent monopoly, 70% of related patents globally. It’s virtually impossible to bypass this barrier.”
  • “Major global chemical companies like the US’s DuPont and Germany’s BASF have less than 10% of the photoresist market share. South Korea has tried but still depends on imports for high-end products. Japanese companies are not only technologically advanced, but their strong industrial chain cooperation in photography machines and silicon wafer production makes it nearly impossible for external competitors to enter.”
  • “According to a 2024 Nikki survey, Japan holds the number one market share in three out of five semiconductor material categories, with photoresist being one of them.”
  • China has tried to develop their photoresist, but when they try them out in fabs, their yield rate crashes. Even if China can steal the right formula, they can’t steal all the intermediary steps necessary to produce the formula.
  • “This issue involves a country’s mastery and accumulation of basic materials and processes, which cannot be solved simply by hiring people to steal technology.”
  • “Japan’s precision manufacturing processes are beyond the reach of China.”
  • For the sake of brevity, I’m skipping over an extensive list of other areas of semiconductor technology where China is heavily dependent on Japan.
  • A whole lot of people freaked out over China’s near-monopoly on rare earth minerals, but China is a lot more dependent on the west for a whole lot of things much higher on the technological food chain.

    Communist China Still Infiltrating Texas

    Thursday, December 11th, 2025

    Communist China is always looking to steal technology from the West through its “Thousand Talents” espionage program, and this week brought two more instances from Texas.

    First up: A Chinese AI chip smuggling ring busted by the Feds.

    Federal officials say a Houston-based smuggling ring funneled some of the world’s most advanced artificial intelligence technology to China, marking one of the largest known violations of U.S. export-control laws in recent years.

    The case, outlined in a release from the U.S. Attorney’s Office for the Southern District of Texas, centers on Hao Global LLC and its owner, 43-year-old Missouri City resident Alan Hao Hsu.

    According to prosecutors, Hsu and a network of partners moved tens of thousands of restricted Nvidia H100 and H200 GPUs out of the country between late 2024 and early 2025. These are the same high-end chips that drive large-scale AI development, from national security research to sophisticated military systems.

    Hsu pleaded guilty earlier this fall after admitting he knowingly exported or attempted to export more than 160 million dollars’ worth of controlled GPUs to the People’s Republic of China, Hong Kong, and other destinations where federal law bars their shipment.

    According to investigators, the group disguised the nature of the products, falsified shipping records, and routed more than 50 million dollars in wire transfers originating from China to finance the operation. Hsu is the first person ever charged and convicted in an AI diversion case.

    Court documents describe mislabeled cargo, falsified customer identities, and a steady flow of high-value chips moved through U.S. warehouses before being pushed overseas. Prosecutors say the conspirators relied on a network of intermediaries to hide the ultimate destination of the technology, which the U.S. considers critical to maintaining its strategic advantage in artificial intelligence.

    While Hsu pleaded guilty, the case did not end with him. Two others now face federal charges: 43-year-old Fanyue “Tom” Gong, a Chinese national living in New York, and 58-year-old Canadian citizen Benlin Yuan of Mississauga, Ontario. Both men were arrested in recent weeks.

    Gong, who owns a New York tech company, is accused of using straw purchasers and overseas partners to obtain GPUs, strip their Nvidia labels, rebrand them with a fake company name, and ship them overseas as generic computer parts. Prosecutors say he coordinated with employees at a Hong Kong logistics firm and a China-based AI company to move the technology into restricted jurisdictions.

    Yuan, meanwhile, allegedly helped organize teams to inspect mislabeled shipments and coached associates on how to provide false information to federal agents. Court filings indicate he discussed fabricating a cover story after authorities detained some of the hardware. He also faces accusations that he assisted with handling and storing additional restricted GPU shipments tied to the same Hong Kong firm.

    Hsu faces up to 10 years in federal prison at his sentencing in February. Gong could receive up to 10 years if convicted, while Yuan faces as many as 20 years on conspiracy charges. Hsu remains free on bond. Gong and Yuan are being held pending further proceedings.

    Federal officials framed the case as a direct threat to national security.

    U.S. Attorney Nicholas Ganjei said the smuggling network undermined the country’s technological edge at a time when AI capability is tightly linked to military strength. Ganjei noted, “These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips will control AI technology; the country that controls AI technology will control the future. The Southern District of Texas will aggressively prosecute anyone who attempts to compromise America’s technological edge.”

    Eh, the “country that controls these chips will control AI technology” is an overstatement. Nvidia’s Tensor Cores are highly efficient at performing matrix operations, but they’re not magic. There’s no calculation they do you can’t perform on a CPU or GPU, albeit it more slowly and at a much higher cost per watt.

    The second case of Chinese espionage comes from Texas A&M:

    Texas A&M’s associate head of graduate studies of chemistry resigned and returned to his homeland to work at a Chinese government-funded laboratory. A research security specialist called this a security failure on the university’s part.

    In October 2025, Yongjiang Laboratory in Ningbo, China, announced that Dr. Lei Fang had taken a leadership position at the lab. Up to that time, he had worked at Texas A&M since 2013 before resigning this spring.

    Research security specialist Allen Phelps of IPTalons identified Yongjiang as a Chinese government-funded nonprofit, and part of China’s network of state-backed labs. The U.S. Office of the Director of National Intelligence identified China as a national security threat in its 2025 Annual Threat Assessment.

    “From the day I set foot outside the country, I knew I was coming back,” Dr. Fang said, according to a Google translation of the Yongjiang press release. Born in 1983 in Poyang, China, Dr. Fang’s loyalty to his homeland appears to have never left his mind. Despite studying and working in multiple American universities since 2006, Phelps’ research showed Dr. Fang “extensively traveled” to China to attend conferences and give lectures between 2014 to 2020.

    In a report he provided to Texas Scorecard, Phelps’ analysis of open source information found a “clear, documented pattern of foreign engagement” that he believes should have alarmed Texas A&M because of his work while employed by them.

    For example, Phelps reported that Dr. Fang licensed a Texas A&M-owned U.S. patent to Ningbo Kunpeng Environmental Sci-Tech Co., Ltd., a company Dr. Fang co-founded in 2017. Phelps called this a “stunning conflict of interest.” He added that “this not only raises questions about the proprietary nature of the research but also about whether his primary commitment was to the American taxpayer who funded the underlying science, or to his foreign commercial and academic partners.”

    Beyond just Texas A&M, there are national security concerns. “Dr. Fang was not just a professor; he was a recipient of prestigious, sensitive federal grants … that were active up to or beyond his 2025 departure,” Phelps wrote the report.

    Dr. Fang was a panelist at the National Defense Science and Engineering Graduate Fellowship in 2016 and 2017, and was a technical reviewer for American research proposals. Phelps wrote this gave Dr. Fang “privileged, non-public access to the cutting-edge research” of competing scientists in America. Phelps wrote that Dr. Fang took this “sensitive information” back with him to help run Yongjiang Lab.

    Phelps also noted Dr. Fang’s public resume showed that during the same time he received U.S. federal funding, he had a “Flexible Joint Visiting Professor” position with Nanchang Hangkong University’s Key Laboratory of Jiangxi Province—a Chinese lab known to engage in national defense research.

    Dr. Fang joining Yongjiang is another red flag. Phelps reported this lab seems to serve as a central hub for Chinese talent recruitment programs. Such efforts have long been part of China’s infiltration operation of American universities. A February 2020 report from the U.S. House Foreign Affairs Committee sounded the alarm on China’s talent recruitment efforts as a means “to supercharge Chinese innovation at U.S. taxpayers’ expense.”

    At this point, we should ban Chinese nationals from holding any position at any U.S. research university, laboratory or institute that takes federal money. China will always demand their citizens steal from the west if put into a position to do so.

    LinkSwarm For November 29, 2025

    Saturday, November 29th, 2025

    Greetings, and welcome to a rare Saturday LinkSwarm! This week: The Supreme Court stays the injunction against the Texas redistricting map, a bunch of Twitter fakes exposed, Trump drops the boom on Somali illegal alien scumbags,

  • “U.S. Supreme Court Temporarily Stays Ruling Against Texas’ New Congressional Map.”

    U.S. Supreme Court Justice Samuel Alito issued an administrative stay of Tuesday’s ruling by an El Paso panel of federal judges that rendered the new congressional map passed by Texas Republicans this summer unusable for the 2026 midterm election.

    The order restored the new map, pending consideration of the appeal by the State of Texas, and directed the Democratic-aligned parties to submit their response by Monday.

    Snip.

    The ruling drew a particularly pointed dissent from Judge Jerry Smith, the lone dissenter on the panel, who asserted that the motivation behind the redraw was clearly partisan gain — a position that sits outside the jurisdiction of the court.

    Following that ruling, Attorney General Ken Paxton appealed the ruling to the U.S. Supreme Court on Friday, asking for an administrative stay — which Alito granted.

    “Compounding the harm, the district court entered its sweeping injunction far too late in the day — ten days after Texas’s candidate filing period had already opened. The injunction changes the boundaries of all but one of the State’s 38 congressional districts, enjoining Texas from using its duly enacted 2025 map and resurrecting the repealed 2021 map,” Texas wrote in its appeal.

    “The chaos caused by such an injunction is obvious: campaigning had already begun, candidates had already gathered signatures and filed applications to appear on the ballot under the 2025 map, and early voting for the March 3, 2026, primary was only 91 days away. The lateness of the district court’s injunction (issued 38 days after the hearing) alone warrants a stay.”

    As things stand, Texas Republicans’ map is back in effect while the U.S. Supreme Court considers the case in expedited fashion.

    Texas’ candidate filing deadline is December 8, 2025.

  • Twitter/X turns on locations and it turns out a lot of “American” account pushing that “GOP civil war”` nonsense were foreign psyops.

    There are thousands of accounts like this. Many of them explicitly claim to be American or Western, but are run by random people in Asia and Africa to sow chaos and get clicks.

    And a whole lot of “besieged Gazans” turn out to be posting from Europe…

  • The State Department drops some truth bombs about mass, unassimilated illegal immigration.
  • “Trump revokes protected status for Somalis in Minnesota after new terrorist fraud scheme is exposed: ‘Send them back.'”

    Temporary Protected Status (TPS) is supposed to be used in extreme cases of humanitarian need for short terms (usually for 6, 12, or 18 months), allowing foreign refugees a safe haven in America.

    As deportation efforts have ramped up, however, the American public has learned that some foreigners have remained in the country on TPS for decades. Some politicians and businesses have purposely imported large numbers of foreigners into small American towns, such as Haitians in Ohio and Pennsylvania, as cheap labor to replace Americans.

    Faster, please.

  • Hmmm.

    President Donald Trump’s initiative to eliminate government waste and fraud through a Department of Government Efficiency (DOGE) has quietly disbanded with a full 8 months still left on its charter.

    Earlier this month when Reuters asked Office of Personnel Management Director Scott Kupor about the status of DOGE, Kupor replied, “That doesn’t exist.”

    Representative Tim Burchett (R-TN) said that Elon Musk, who headed up the DOGE effort, was pushed out Washington D.C. because he was getting too close to exposing corrupt officials who are enriching themselves through dark money non-governmental organizations (NGOs).

    Burchett told Benny Johnson, “NGO money pours into Washington and ends up in politicians’ pockets as dark money.”

    DOGE had made dramatic impact on the federal government during the early months of Trump’s second term, shrinking the size of federal agencies and cutting their budgets or revealing astonishing amounts of questionable money flowing through NGO coffers.

    Sound like a good reason to continue the work, not abandon it…

  • Speaking of defunding the left: “The Planned Parenthood Closures Keep Coming: 45th Center to Close Friday.” (Hat tip: Stephen Green at Instapundit.)
  • Clintons ordered to appear at Epstein deposition next month.”

  • All that “don’t obey illegal orders” nonsense Democrats are regurgitating? Yeah, it’s Soros-funded, “Sponsored by Win Without War, a progressive advocacy group,” which in turn is funded by Soros’ Open Society Foundations.
  • Ukrainian drones hit the Syzran oil refinery some 900km from the border.
  • They also hit the Saratov oil refinery for the fifth time.
  • Drones hit the Shatura power station and nearby oil storage facilities. Shatura is east of Moscow in the Moscow oblast.
  • Ukraine damages an Alligator-class landing ship at Novorossiysk.
  • Russia Loses Ability for Manned Space Missions After Collapse of Launchpad at Baikonur Cosmodrome” after a blast shield failed to deploy during a launch.
  • Marjorie Taylor Greene resigned from congress. As in the NFL, there’s always someone that has to “set the edge,” and MTG was the person who did that in the Trump era.
  • What the hell? Is China committing war crimes in Philippines coastal waters?

  • House passes resolution to condemn socialism, and House Democrats split pretty close down the middle whether they’re socialist or not.

  • Why Russia’s T-14 Armata failed.

    The apparent reason Armata failed is this: sanctions.

    But there’s more to the story, too. In fact, several interlocking factors account for the T-14’s failure to materialize as intended.

    Let’s first look at costs and priorities: the unit cost of the T-14 was estimated at several million dollars – far higher than Russia had budgeted for.

    The increase in cost meant that it couldn’t actually be sustained at scale. And, faced with heavy losses in Ukraine and urgent demands to ramp up numbers, Moscow opted to modernize its legacy platforms, such as the T-90, rather than invest in an expensive and unproven system. A tough choice, but a logical one.

    The domestic production line for the T-14 never actually achieved accurate serial output, in large part thanks to sanctions and industrial bottlenecks.

    There was no assembly line. Yes, really: every vehicle was hand-built like a luxury car. Sanctions and supply-chain constraints further hindered the manufacture of key components and high-end electronics required for the platform.

    But even if Russia had been able to assemble more of the tanks before the sanctions really kicked in, it might not have changed the reality on the battlefield. Even when the war in Ukraine created a burning need for armored vehicles, Russia hesitated to commit T-14 units to the frontline for one worrying reason: they were vulnerable.

    With the rise of automated systems, drone warfare, and long-range combat, those tanks may have proven as vulnerable as older units – and losing tanks built pre-sanctions would mean replacing them with older tanks.

    That wouldn’t have made sense.

    For more than a decade, the T-14 Armata has embodied Russia’s ambition to leap ahead of the West in tank design and warfare.

    But it failed.

  • The usual lefty sorts are trying to raise Maryland’s minimum wage to $25. Virginia’s minimum wage will be $12.77 in 2026. Which state will businesses choose?
  • “Uvalde Judge Suspended After Indictment for Official Oppression. Judge [William R.] Mitchell allegedly had a UPS delivery driver handcuffed for disorderly conduct after he refused to deliver up multiple flights of stairs.” Does sound like a clear abuse of power…
  • Speaking of judges behaving badly:

    Brown County Judge Shane Britton was suspended from office without pay on Tuesday, one day after he was arrested on multiple charges that included allegations he assaulted a female prosecutor and interfered with the prosecution of a family violence case.

    According to indictments handed down by a grand jury last week, Britton has been charged with three felonies: tampering with a witness in a family violence case, assault of a public servant, and tampering with a government document.

    Britton is a Republican.

  • Soros-backed Dallas DA John Creuzot evidently feels that an illegal alien beheading a man in front of his wife and kids isn’t sufficient reason to seek the death penalty.
  • “Modular Reactor Tide Rising: Nano Nuclear To Study Siting Multiple MMRs To Generate 1GW Energy In Texas.” Those AI data centers are chugging down massive amounts of power.
  • Recently released footage from San Antonio shows another Sig Sauer P320 discharging in a security guard’s holster.
  • An interesting deep dive into how Google’s Tensor Processing Unit works.

    To understand the difference, it helps to look at what each chip was originally built to do. A GPU is a “general-purpose” parallel processor, while a TPU is a “domain-specific” architecture.

    The GPUs were designed for graphics. They excel at parallel processing (doing many things at once), which is great for AI. However, because they are designed to handle everything from video game textures to scientific simulations, they carry “architectural baggage.” They spend significant energy and chip area on complex tasks like caching, branch prediction, and managing independent threads.

    A TPU, on the other hand, strips away all that baggage. It has no hardware for rasterization or texture mapping. Instead, it uses a unique architecture called a Systolic Array.

    The “Systolic Array” is the key differentiator. In a standard CPU or GPU, the chip moves data back and forth between the memory and the computing units for every calculation. This constant shuffling creates a bottleneck (the Von Neumann bottleneck).

    In a TPU’s systolic array, data flows through the chip like blood through a heart (hence “systolic”).

    • It loads data (weights) once.
    • It passes inputs through a massive grid of multipliers.
    • The data is passed directly to the next unit in the array without writing back to memory.

    What this means, in essence, is that a TPU, because of its systolic array, drastically reduces the number of memory reads and writes required from HBM. As a result, the TPU can spend its cycles computing rather than waiting for data.

    Google’s new TPU design, also called Ironwood also addressed some of the key areas where a TPU was lacking:

    • They enhanced the SparseCore for efficiently handling large embeddings (good for recommendation systems and LLMs)
    • It increased HBM capacity and bandwidth (up to 192 GB per chip). For a better understanding, Nvidia’s Blackwell B200 has 192GB per chip, while Blackwell Ultra, also known as the B300, has 288 GB per chip.
    • Improved the Inter-Chip Interconnect (ICI) for linking thousands of chips into massive clusters, also called TPU Pods (needed for AI training as well as some time test compute inference workloads). When it comes to ICI, it is important to note that it is very performant with a Peak Bandwidth of 1.2 TB/s vs Blackwell NVLink 5 at 1.8 TB/s. But Google’s ICI, together with its specialized compiler and software stack, still delivers superior performance on some specific AI tasks.

    The key thing to understand is that because the TPU doesn’t need to decode complex instructions or constantly access memory, it can deliver significantly higher Operations Per Joule.

    “TPU v6 is 60-65% more efficient than GPUs.”

  • Austin’s APL bookstore Recycled Reads will be closing in January and the stock distributed to individual library sales shelves. I doubt I’ll be visiting various library branches to book scout. Maybe they should go back to the book sale events they used to hold.
  • WhistlinDiesel arrested on dubious tax evasion charge over a car registered in another state.
  • Gustav Klimt painting sells for a record $236.4 for a modern art piece. And it’s not even a top Klimt…
  • You know who else liked bowling?
  • “Iranian Tech Expo Features ‘Robots’ That Are Just Humans In Costumes.”
  • I missed that they’re now selling William F. Buckley, Jr. stamps until Dwight pointed it out to me.
  • Glorious turkey disaster montage:

    (Hat tip: Ace of Spades HQ.)

  • Colorized video footage of flying over World War I battlefields in 1919.
  • A modular synth version of Philip Glass’ “Opening.”
  • “Breaking: Hamas Breaches White House Perimeter.” And now the pic:

  • “Microsoft Introduces Convenient New 47-Factor Authentication.” And your Windows machine will still get hacked…
  • “Man Torn Between Learning New Board Game And Getting PhD In Quantum Physics.”
  • “Jesus Heals Demon-Possessed Man By Taking Away His Smartphone.”
  • “‘So, What’s For Dinner?’ Asks Teen Boy Immediately After Eating 50,000-Calorie Thanksgiving Meal At 3 PM.”
  • “Mom Continues Longstanding Tradition Of Making Cranberry Sauce For No One.”
  • “Family Holding Out Hope This Will Finally Be Thanksgiving Where Turkey Explodes In Epic Fireball.”
  • “Suspicions Raised As Wormtongue’s X Account Reveals He’s Based In Isengard.”
  • Instead of a separate dog post, here’s this week’s Daily Dose of Pets compilation:

  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    LinkSwarm For November 14, 2025

    Friday, November 14th, 2025

    Happy Anti-Communism Week everyone! (In addition, of course, to May 1st being one of two Victims of Communism Day.) The #SchumerShutdown ends with a whimper, a whole lot of SNAP fraud has been uncovered, more Democrats committing fraud, Chip Roy wants a complete immigration halt, Ukraine hits a bunch more Russian oil refineries, some semiconductor shenanigans, another company leaves Delaware for Texas, some tech companies in trouble, an interesting new pistol design, and a novel theory on “AI-related layoffs.”

    It’s the Friday LinkSwarm!

    As a side note, the mosquitos have been brutal the last few days. Possibly because it’s been a very warm (though largely dry) November, and the bats have already migrated south.

  • Our short, mild national nightmare is officially over.

    President Donald Trump on Wednesday night signed a continuing resolution at the White House that ends the record-breaking 42-day federal government shutdown.

    The Senate passed the resolution on Monday and the House passed it earlier Wednesday evening. The resolution will keep the entire government funded through Jan. 30, and extends funding for military construction, Veterans Affairs, the Department of Agriculture, and Congress beyond that, through Sept. 30.

    Trump slammed Democrats for causing the shutdown by refusing to go along with a clean continuing resolution for over a month, and urged voters to remember the party responsible for causing the six-week-long chaos during next year’s midterms.

    “Republicans never wanted a shutdown and voted 15 times for a clean continuation of funding,” Trump said. “The Democrats shutdown has inflicted massive harm … So I just want to tell the American people, you should not forget this when we come up to midterms and other things. Don’t forget what they’ve done to our country.”

    The resolution gives backpay to many federal workers and reinstates employees who were fired during the shutdown, but does not include an extension of Affordable Care Act subsidies despite it having been a key Democratic demand in the shutdown. The subsidies are set to expire at the end of the year.

  • And what did Chuck Schumer get for shutting down large portions of the federal government for more than a month? Two things: “Jack” and “Squat.”

    I hear that if you call Senate Minority Leader Chuck Schumer’s office, the hold music is Cheap Trick’s “Surrender.”

    Last Tuesday night, Democrats were jubilant, convinced they had just inflicted the first of many consequential defeats upon their detested foes, President Trump and the Republican Party. And now here we are, six days later, and Democrats are once again disappointed, infuriated, and at each other’s throats.

    For the past 41 days, Republicans have had 53 senators willing to reopen the government, joined by Catherine Cortez Masto of Nevada, John Fetterman of Pennsylvania, and “independent” Angus King of Maine, who caucuses with the Democrats. But it requires 60 votes to cut off debate and bring the legislation to the floor for a vote, and thus to reopen the government, Republicans needed at least four more Democrats to change their mind.

    Last night, five additional Democratic senators agreed to vote to reopen the government — and in the eyes of their fellow Democrats, effectively surrendered. Tim Kaine of Virginia, Dick Durbin of Illinois, Maggie Hassan of New Hampshire, Jacky Rosen of Nevada, and Jeanne Shaheen of New Hampshire shifted their positions.

    Those eight agreed to reopen the federal government at current funding levels through January 30, and in exchange, all they needed was a pledge from Senate Majority Leader John Thune of South Dakota to hold a vote on legislation to extend the Obamacare exchange premium subsidies by the second week of December.

    There are one or two other deal-sweeteners in there for Kaine, notably an attempt to reverse more than 4,000 federal layoffs the Trump administration announced in the shutdown, and language to prevent future layoffs through January 30.

    Snip.

    Republicans just got the government reopened in exchange for a promise of a vote — not even promise of passage! — and rehiring government workers who were on the job on September 30. That’s a very small price to pay, and Republicans didn’t have to get rid of the filibuster, the ultimate short-term gain, long-term loss for Republicans in the Senate.

  • 500K Double Dippers, 5K Dead People Found on SNAP in 29 States.”

    Across three-fifths of the United States, the Trump administration has found half a million people receiving SNAP benefits twice over and 5,000 dead people receiving them. In deep blue states, the fraud is probably much worse.

    It is important to clarify that 20+ states out of the 50 did not comply with the federal government’s request for information on SNAP beneficiaries, likely because they are trying to hide how many illegal aliens are illicitly receiving food stamps. So the horrifying numbers revealed by U.S. Secretary of Agriculture Brooke Rollins on Laura Ingraham’s Fox News show, The Ingraham Angle, are actually incomplete, and will probably be much higher if the administration can make radical Democrat states provide the necessary data.

    Snip.

    The secretary continued to list off food stamp recipient statistics: “80% [are] able-bodied Americans, meaning they can work, they don’t have small children at home, they’re not taking care of an elderly parent. They can work, and they choose not to work, of course, because they’re getting significant benefits from the taxpayer.”

    We need to restore shame to able-bodied adults living on the public dole.
    (Hat tip: Stephen Green at Instapundit.)

  • Texas Republican congressman Chip Roy wants a complete immigration freeze until the system is fixed.

    A Texas congressman is proposing a “freeze” on all immigration until the federal government fixes the country’s broken system.

    U.S. Rep. Chip Roy (R–TX) said Wednesday he is introducing a bill called the “Pause Act” that will freeze all immigration until Congress achieves certain objectives, including reforming chain migration and birthright citizenship and ending H-1B visas.

    He said the nation’s record-high foreign-born population is creating “a cultural problem about who we are as Americans.”

    Roy, who is in a four-way race to be the Republican nominee for Texas attorney general in 2026, explained his proposal on The Benny Show.

    In addition to the immigration freeze and related reforms, Roy called for revisiting Plyler v. Doe, a case originating in Texas that resulted in a 1982 U.S. Supreme Court decision requiring states to fund the education of illegal alien children.

    Roy also said his bill would require vetting people for their adherence to Sharia law.

    “Why are we importing any human being that is adherent to Sharia law, which is totally contrary to the Constitution, and our values, and Western civilization?” Roy asked host Benny Johnson.

    “In Texas, we’ve been dealing with the brunt of the illegal immigration influence. But now we’re seeing, I think, the ramifications of the H-1B system and how it has been abused, in addition to chain migration and diversity visas, which we’ve been trying to fix for a long time, and we’ve been unable to do so,” said Roy.

    Mostly agree with this, though there would probably have to be a way for individual exceptions to be made (say, a foreign Christian under a death threat from jihadists, or a Russian or Chinese defector, or a foreign NBA draft choice). But it should be so narrow as to require the personal approval of DHS Director Kristi Noem…

  • There are Somalis in Minnesota who wouldn’t vote for far leftist Somali Omar Fateh because he was from a different Somali clan, and they want members of the rival clan kicked out of the country…
  • Ukrainian drones hit the Saratov oil refinery for the fourth time since August.
  • They also hit the Orsk oil refinery, some 1600km from the Kharkiv.
  • Ukrainian drones also attacked the Russian Taneko oil refinery in Nizhnekamsk.
  • They also hit multiple targets in Novorossiysk, including both the oil terminal and the S-300/400 system defending it. Also, there’s no way I can donate €100 right now, but I really want one of those “This Is Fine” patches…
  • They also hit two oil depots and a fuel train in Crimea.
  • “Nearly 7,000 transport companies in Russia on verge of bankruptcy.
  • Glorious footage of a Ukrainian Mi-8 door gunner taking out a Shahed drone with a minigun:

  • “Top 20 Outrages of Norm Eisen’s War on America.”

    Orchestrating Over 180 Anti-Trump Lawsuits Through CREW: As co-founder of Citizens for Responsibility and Ethics in Washington (CREW), Eisen led hundreds of ethics complaints and lawsuits against the Trump administration, often perceived as partisan harassment that politicizes oversight and strains constitutional separation of powers.

    Snip.

    Involvement in USAID Funding Scandal: Accused of ties to $17M misappropriation via family-linked NGO, raising corruption concerns in foreign aid.

    Plenty more at the link.

  • (Heavy sigh) Look, I’ve been avoid the whole stupid Tucker Carlson thing because he hasn’t been a particularly important part of the mediascape for a while, and plenty of other people were already dog-piling him. Yet, this week he seemed to turn up some pretty interesting information on would-be Trump assassin Thomas Crooks. Namely that he was a pro-Trump supporter…until he radically changed his tune in early 2020.

    On July 19, 2019 Crooks writes: “Ilhan Omar and others are invaders and should honestly be killed and their dead bodies sent back.”

    On July 20, 2018, Crooks writes: “If youre saying trump is a bad president you arent a patriot as trump is the literal definition of Patriotism”

    Seven hours after that comment, Crooks writes: “I hope a quick painful death to all the deplorable immigrants and anti-trump congresswoman who dont deserve anything this countru [sic] has given them”

    Later that evening he wrote: “Everyone of the Trump hat-ing democrats deserve to have their heads chopped of and put on steaks for the world to see what happens when you fuck with America”

    These types of comments continued for months, “and became increasingly violent.”

    “If any of the democratic candidates win. They wont be in there for long. Because unlike the dems we have guns and lots of them”

    He also quoted Mao – writing “The only real political power comes from the barrel of a gun.”

    The Change:

    In early 2020 as the pandemic shifted into the headlines, crooks “radically” changed – writing of “trumps stupidity.”

    He then began to mock the idea of the deep state – writing that “The deep state is simply made up of anybody who dis-agrees with the right wing. Conversation over.”

    In Feb. 2020, Crooks called out Trump supporters as “brainwashed,” and a “cult.”

    Later that day, Crooks called Trump a racist.

    And in April 2020 when the COVID panic was in full swing, Crooks became pro-lockdown, writing “It seems that you people don’t understand that sometimes Public safety comes before your Personnel rights.”

    He then wrote: “…going to a chinese new years party in america isn’t putting you at risk for corona virus because believe it or not viruses don’t spread through race like Tucker Carlson probably told you.”

    In May of 2020, Crooks called Republican concerns over voter fraud “ignorant.”

    He then wrote a comment that sounded like a “digital manifesto,” Carlson reports.

    “they only way to fight the gov is with terror-ism style attacks, sneak a bomb into an essential building a set it off before anyone sees you, track down any important people/politicians/military leaders etc and try to asasinate them. Any sort of head fight is suicide and even ambush/surprise attacks likely aren’t going to end well.”

    Sounds like another “known wolf,” doesn’t it? And the assertion that “there’s no deep state” (combined with what else we know about the assassination) makes you go “Hmmm.”

  • “Obamacare’s Effect on Health Insurance Costs: It Makes Everyone Else Poor.'”

    Senator Mike Lee (R-UT) is pushing back on the idea that the Affordable Care Act (ACA), known as Obamacare, has made health insurance costs more affordable, saying, “Obamacare makes everyone else poor.”

    Lee shared a graphic, first posted by President Trump on Truth social, showing how major health insurance company stocks have performed since the ACA was enacted in 2010 to November 2025.

    The seven major health insurance companies depicted on the graph show gains of anywhere from 414% to 1177% in their stock prices between March 2010 and November 2025.

    Lee called out the insurance providers, noting that they’re “making money hand over fist” but not because they are providing “new & innovative ways of making Americans healthier.”

    Instead, Lee says, these health insurance companies are prospering due to the bureaucratic barriers that prevent new competition and from massive subsidies from the federal government.

  • The Saudis are getting ready to purchase 48 F-35s.
  • “California Governor Gavin Newsom’s Former Chief of Staff Indicted on Public Corruption Charges.

    California Governor Gavin Newsom’s former chief of staff Dana Williamson was arrested Wednesday in an FBI corruption probe and charged with multiple counts of bank and wire fraud.

    Federal authorities accused Williamson, 53, of participating in a scheme to funnel campaign money from former federal Secretary of Health and Human Services Xavier Becerra into a personal account. Sean McCluskie, Becerra’s former chief of staff, was named as a co-conspirator.

    “This is a crucial step in an ongoing political corruption investigation that began more than three years ago,” U.S. Attorney Eric Grant said in a statement. “As it always has, the U.S. Attorney’s Office will continue to work tirelessly with our law enforcement partners to protect the people of California from political corruption.”

    Williamson and McCluskie stole $225,000 between February 2022 and September 2024 from Becerra’s dormant state campaign fund, the federal indictment says. The Department of Justice investigation into the matter began three years ago, under former President Joe Biden’s administration, FBI Sacramento Special Agent in Charge Sid Patel said.

    “The news today of formal accusations of impropriety by a long-serving trusted advisor are a gut punch,” Becerra told local outlet KCRA 3.

    Williamson was hit with 23 charges, including conspiracy to commit fraud, conspiracy to defraud the United States and obstruct justice, subscribing to false tax returns, and making false statements, the U.S. Attorney’s Office said.

    Democratic political consultants are so money-hungry they’ll rake graft off other Democrats. Big fleas have little fleas…

  • Man, it sure seems like a lot of prominent Democratic politicians are committing mortgage fraud. ‘Rep. Eric Swalwell (D-Calif.) was hit with a federal criminal referral for alleged mortgage and tax fraud related to his purchase of a $1.2 million home in Washington, DC, that he claimed as a primary residence.” As Dwight notes: “You may remember Eric Swalwell for such hits as ‘banging a Chinese spy‘” and “threatening to use nuclear weapons against gun owners.”
  • Stephen Green wonders how the hell we let China buy a trailer park next door to a stealth bomber base.

    So a Chinese fraudster connected to Communist intelligence services wandered in from Canada and bought a trailer park next door to a stealth bomber base in Missouri.

    This is not the opening line of a surreal joke.

    Whiteman Air Force Base is home to our tiny fleet of B-2 bombers, and yet an RV park just a mile away “is one of several properties near U.S. military interests acquired by a web of shell companies, which are ultimately owned by a couple who live in Canada and belong to organizations controlled by disgraced Chinese tycoon and self-described former CCP intelligence ‘affiliate,’ Miles Guo,” according to a bombshell Daily Caller report.

    Someone in the federal government needs to get this fixed. Get a warrant to toss the entire trailer park to see what spectrum warfare equipment they might be using, then seize the place under eminent domain for national security reasons.

  • “Kansas AG charges small town mayor with illegally voting as a non-citizen day after winning second term.”

    ‘We now have tools, thanks to the current White House, that we haven’t had in over 10 years,’ said Kansas Secretary of State Scott Schwab, ‘that we can check through the SAVE program, to find out if folks end up on our voter rolls. And they could be a legal resident, but they’re not a citizen. We want to make sure that gets clarified.’

    Deport him.

  • Least you think I’m never critical of President Trump, I want to note that his trial balloon for 50 year mortgages is a really bad idea. It’s not a way to build wealth, and the only party getting rich off that deal is the banks. Financially, you’d be better off living in a van for a few years until you can afford a real mortgage.
  • This certainly has a whiff of scandal: “Houston ISD Sues Texas Attorney General to Block Release of Emails with California PR Firm. The district wants to keep communications with a PR firm from becoming public.”

    Houston Independent School District (ISD) filed a lawsuit against Texas Attorney General Ken Paxton to block the release of emails between the district and Los Angeles public relations firm Bryson Gillette.

    Bryson Gillette is former Obama aide Bill Burton’s public relations firm run by Democratic operatives. White House Press Secretary Jen Psaki was a senior adviser there.

    Bryson Gillette was involved with the district’s rebranding in May. Houston ISD’s Chief of Public Affairs and Communications Alex Elizondo told an advisory committee that the district had a brand identity that “isn’t inviting or super compelling.”

    A Houston ISD spokesperson said the rebrand came at no additional cost to the district and coincided with the rollout of new district and campus website designs scheduled for August.

    According to the suit, ABC13 News requested one month of emails between Houston ISD and Bryson Gillette on May 8, which the district received on May 9. On May 21, the district asked Paxton to withhold documents and submitted the required materials to the Office of the Attorney General (OAG) asserting attorney-client privilege.

    The OAG issued a ruling on August 12, ordering Houston ISD to release the records and stating that attorney-client privilege did not apply.

    Houston ISD filed a lawsuit in Travis County on September 11, looking to block the emails from release.

    Makes you wonder what they’re hiding, doesn’t it?

  • Federal judge threatens to sanction California for ‘misleading’ him in ‘gender secrecy’ case. State claimed lawsuit over muzzling teachers, hiding students gender identity from parents was moot because it removed FAQ page with challenged policies, but they secretly popped up again in required teacher training.”

    California Gov. Gavin Newsom has repeatedly slurred a federal judge by name, echoing President Trump’s history of diatribes against judges even before the current Democrat started copying the former Democrat’s social media style and insulting nicknames.

    The perceived contender for the 2028 Democratic nomination for president may cluck his tongue again when he sees the latest order from U.S. District Judge Roger Benitez in a lawsuit against The Golden State’s alleged mandate on school districts to hide from parents their children’s asserted gender identity at odds with sex.

    The President George W. Bush nominee ordered state Attorney General Rob Bonta and the California Department of Education to “show cause” on why they should not be sanctioned for “misleading” Benitez so he would remove them from the suit by teachers who allege their school district muzzled them and parents of “gender incongruent children.”

    The state defendants’ motions to dismiss and opposition to the plaintiffs’ motion for summary judgment claimed that CDE had “withdrawn and conclusively replaced” an FAQ page that contained the challenged policies, which they claimed was the “only basis” for being named defendants and thus made the case moot, Benitez wrote.

    “However, evidence demonstrates that the CDE may have merely moved the challenged content of the FAQ page to a new, required ‘PRISM’ training module,” as documented by the plaintiffs’ lawyers at the Thomas More Society, the judge said, ordering state defendants to explain their behavior Nov. 17 in court.

    “From day one, officials from the local school district all the way to the governor’s mansion have tried to deflect responsibility” but “have now been caught not only lying to California taxpayers but attempting to mislead the Court to escape accountability,” TMS Executive Vice President Peter Breen said in a statement.

  • “The special election for Texas Senate District 9 will continue into a runoff with two candidates: Republican Leigh Wambsganss and Democrat Taylor Rehmet.”

    Based on early voting and some voting day results, no candidate secured over 50 percent of the votes cast, so the two highest vote recipients will move on to the runoff election, the date of which remains to be set by Gov. Greg Abbott.

    The North Texas Senate seat was vacated when former state Sen. Kelly Hancock (R-North Richland Hills) resigned and was appointed by Abbott to fill the vacancy as the Texas Comptroller of Public Accounts.

    Snip.

    Wambsganss was endorsed early on in the race by Lt. Gov. Dan Patrick, who has vocally opposed expansion of casino gambling in Texas. She has also received support from Texans United for a Conservative Majority (TUCM), which opposes gambling expansion as well. Texans for Lawsuit Reform, a group not frequently on the same side of an electoral battle as TUCM, has also supported Wambsganss.

  • Leave it to Sargon of Akkad to point out the obvious: Female prison guards shouldn’t guard male prisoners. And vice versa.
  • “Substrate’s claims about revolutionary ASML-beating chipmaking technology scrutinized.” That’s because they’re bunk.

    The Substrate startup has been doing the rounds in the news lately, thanks to its proposition of making chips using particle accelerators and X-rays instead of conventional EUV lithography, claiming it can eventually have angstrom-sized features at only $10,000 per wafer—in U.S. fabs, no less.

    Oooo, where to begin? IBM tried experimenting with x-ray lithography in the 1980s and 90s, and found the rays were too energetic to use because they damaged wafers.

    And technically, semiconductor equipment manufacturing already has particle accelerators: they’re called ion implanters and they’re used for gate dopants. Axcelis (formerly Eaton Semiconductor) and Applied Materials (both companies I worked for in the 1990s) make good money selling them, and there are a whole bunch of limits-of-physics reasons why you can’t use them for lithography. (Historical trivia: Applied Materials used to have their own in-house designed ion implanters, but their current offerings trace back to a competitor named Varian they bought in 2011.)

    Those are bold claims, and an article by Fox Chapel Research (FCR) is seriously questioning whether they pay off.

    The write-up is the first of two parts, and takes aim at not just the seemingly outlandish technological claims, but also at the track record of the venture’s founders, as well as the overall messaging on Substrate’s website. The start-up is backed by various investment funds, namely but not only Founders Fund, of whom Peter Thiel is part of.

    The report says the founders are James and Oliver Proud, who reportedly have no experience in the semiconductor industry, nor do any of the investor funds. James’ latest venture was apparently the Sense sleep tracker, a product that had its inception on Kickstarter to the tune of $2.5m, but didn’t materialize until funding rounds raised over $50m. After release, the tracker was found to be borderline useless by reviewers and drew many comparisons to a scam.

    Yeah, that reeks of a scam. Avoid. (See also: “China’s Semiconductor Industry: Shell Games All The Way Down.”)

  • “Wendy’s Is Closing Roughly 300 Restaurants This Year and Next.”

  • ClowfishTV floats an interesting theory: A lot of those “AI-related” layoffs are just companies using that as an excuse to purge the woke from the ranks.

  • Coinbase Leaves Delaware For “Greener Pastures” In Texas As Exodus Continues.”

    For more than half a century, Delaware stood as America’s corporate capital, renowned for its business-friendly laws, respected Chancery Court, and consistent legal rulings. But in recent years, leftist activist lawmakers and politicized judges have undermined that very foundation, sparking an exodus of major companies seeking stability and fairness to more welcoming states like Texas and Nevada.

    On Wednesday morning, Coinbase joined the growing exodus, announcing on its website and in a Wall Street Journal op-ed by Chief Legal Officer Paul Grewal that it is moving its state of incorporation from Delaware to Texas.

    “For decades, Delaware was known for predictable court outcomes, respect for the judgment of corporate boards, and speedy resolutions,” Grewal wrote in the op-ed.

    However, he pointed out that recent inconsistent Chancery Court rulings and reliance on ad hoc legislative fixes do not create a sustainable business environment.

    “Our decision to leave is about ensuring more predictable opportunities for the company, our shareholders, our customers and the new on-chain ecosystem we’re building,” he noted, adding, “Texas offers efficiency and predictability, in part thanks to recent corporate-law reforms that enhance governance flexibility and legal predictability.”

    Grewal concluded, “Delaware wasn’t always the go-to choice for companies. At one point it was New Jersey, and before that New York. We’ve reached another inflection point in corporate law. The more states that can credibly attract companies, the better—and we’d like to see Delaware step up to stay in the mix. But as for Coinbase, you can find us in Texas….”

    The exodus list from Delaware increases:

    • Tesla: Moved to Texas.
    • SpaceX: Moved to Texas.
    • Trump Media & Technology: Moved to Florida.
    • Dropbox: Moved to Nevada.
    • TripAdvisor: Moved to Nevada.
    • Roblox: Moved to Nevada.
    • Pershing Square: Moved to Nevada.
    • The Trade Desk: Moved to Nevada.
    • AMC Networks: Moved to Nevada.
    • Madison Square Garden Sports: Moved to Nevada.
    • Fidelity National Financial: Voted to move to Nevada.

    So was a Delaware judge letting Elon Musk know how much he hated him for supporting Trump worth it?

  • Texas Governor Abbott officially files for a fourth term, and is endorsed by President Trump.
  • Incumbent state rep Tom Craddick (R-Midland) has filed for re-election to his 30th term.
  • San Francisco train driver falls asleep while driving. Brown alert ensues. It’s a greatfentanylmystery how this could happen…
  • “Brazil carves through Amazon rainforest for new highway to ferry global climate conference elites.”

  • “750-meter-long Chinese bridge partially collapses just weeks after opening.” From a landslide, but I’m betting the usual Chinesium/tofu drugs construction quality didn’t help…
  • Google is investing $40 billion in Texas AI data centers.

    At its Midlothian Data Center, alongside a number of state officials, Google announced a $40 billion data center infrastructure investment in Texas.

    Sundar Pichai, CEO of Google and its parent company Alphabet, said that the investment will go toward the construction of three data center campuses located in Armstrong and Haskell counties.

    Armstrong County is southeast of Amarillo. Haskell County is north of Abilene. Both counties have a whole lot of nothing there.

    “They say that everything is bigger in Texas – and that certainly applies to the golden opportunity with AI,” Pichai stated.

    “This investment will create thousands of jobs, provide skills training to college students and electrical apprentices, and accelerate energy affordability initiatives throughout Texas.”

    Gov. Greg Abbott said the new Google AI data center announcement is “a Texas-sized investment in the future of our great state.” U.S. Sens. John Cornyn (R-TX) and Ted Cruz (R-TX) were also in attendance, along with Congressman Jake Ellzey (R-TX-06) and a number of other local officials.

    “Google’s $40 billion investment makes Texas Google’s largest investment in any state in the country and supports energy efficiency and workforce development in our state,” Abbott added. “We must ensure that America remains at the forefront of the AI revolution, and Texas is the place where that can happen.”

    Google has already officially broken ground on two other data centers in the state: one in Midlothian in 2019, and the other in Red Oak in 2023. The technology company has since announced further investments into data and cloud infrastructure to the tune of $2.7 billion.

    This most recent announcement of a $40 billion investment will focus on building out infrastructure to support the three new data centers. Some of that investment includes building up new and existing energy storage facilities, advanced water use operations, and partnering with universities to offer technology training and education.

    My reservations about Google’s AI notwithstanding, that will offer a bunch of real jobs for real Texans…assuming the AI bubble doesn’t burst before they get built.

  • Remember when Adobe’s new terms and conditions demanded you give them unlimited rights to anything you created with their tools, forever? Well, now their stock is in the toilet, you can’t own any of their software, only rent it, and there’s a big class action lawsuit against them.
  • Speaking of tech firms in trouble, video game maker Ubisoft (makers of Prince of Persia and Assassin’s Creed games) has not only postponed an earnings report, they’ve suspended stock trading. I can’t recall a single instance where that was a good sign. The last time we mentioned Ubisoft, they were pissing off Japanese gamers for including a black samurai in one of their games…
  • Ian McCollum looks at the new Rideout Arsenal Dragon, a low-bore-axis, lever-delayed pistol. It’s funky looking and has some interesting features, including complete non-tool disassembly. However, the price point would make it way too expensive to consider even if I had a job, he experiences several firing malfunctions testing it (though it is a prototype), and I fear the tiny little tabs it uses may not hold up under heavy use. Still a pretty interesting design.
  • Hasan Piker arrested in China over meme. Sadly, they let him go before he could get to experience more of the communism he professes to love…
  • Disney+ wants to flood you with AI slop.
  • Critical Drinker on the Production Hell of Groundhog Day.
  • “With Cheney Dead, Iraq Finally Admits They Had WMDs All Along.”
  • “Democrats Agree To End Shutdown In Exchange For 15% Off Coupon To Cracker Barrel.”
  • “Congress Prepares To Pivot From Doing Nothing Because Of The Shutdown To Doing Nothing Because They’re Congress.”
  • Dave Ramsey In Critical Condition After Learning Of 50-Year Mortgage.”
  • “Latest Tucker Guest Bigfoot Reveals How Mind-Controlling Chemtrails Are Sprayed Over The Flat Earth By The Jews.”
  • Stampede!

    (Hat tip: Ace of Spades HQ.)

  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    China Tries To Backward Engineer ASML Stepper, Wrecks It

    Monday, October 27th, 2025

    Every time I cover the vast technological gulf between China’s semiconductor ambitions and their actual native technological knowledge, some commenter blithely states that it’s easy for China to reverse engineer all Western semiconductor technology, which is why they’re already successfully producing chips at the [insert latest CCP propaganda here]nm node, etc. In this they’re engaged in the time-honored rhetorical device known as “talking out their ass.”

    Semiconductors are hard. Not only do you have to exactly machine the thousands of painstakingly precise parts in the equipment itself, you need to possess the deep institutional knowledge necessary necessary to tweak the thousands of differing process parameters for different types of chips. Steppers, the lithography machines that actually project the patterns necessary to make each layer of the chip, are at the very top of the mountain in terms of technological complexity, and ASML dominates the stepper market. If it was easy to build steppers, Applied Materials, LAM, or Tokyo Electron would have come out with their own steppers long ago, and they haven’t.

    But China would love to get their hands on that technology, which is why they tried to disassemble and backward engineering an ASML DUV stepper and ended up ruining it in the process.

    A Chinese firm reportedly has sought technical support from ASML, the world’s largest chipmaking equipment supplier, after it failed to reassemble a deep-ultraviolet (DUV) lithography machine following an internal teardown for alleged reverse engineering.

    Note that a DUV stepper is not ASML’s top of the line model. Their Extreme Ultraviolet (EUV) NXE and EXE steppers are far more complex and selling them to China is embargoed.

    “An ASML DUV machine that China has used to make their chips recently broke down. They called the Dutch company for help repairing it,” Brandon Weichert, a senior national security editor at The National Interest, says in a X post. “ASML sent some techs. They discovered that the Chinese broke the machine when they disassembled it and tried to put it back together.”

    “The reason Chinese technicians took apart their older ASML DUV system is simple. They are trying to find a way around US sanctions on the newest machines,” Weichert says. “By taking apart the older model and attempting to rebuild it, they hope to learn how to produce their own advanced versions. But it seems they still can’t figure it out.”

    Weichert says he was unsure whether ASML had repaired the system. He adds that, in his view, although China maintains service agreements with the Dutch company, ASML would be unlikely to honor them given what he characterized as apparent foul play by the customer.

    The fact that they couldn’t get the machine back together correctly rather belies the idea that China has world-class semiconductor technical knowledge.

    Some Chinese commentators have noted that reverse-engineering ASML’s immersion DUV lithography machines is an exceptionally complex challenge.

    A Guangdong-based columnist writing under the pen name “Chengwa” highlighted four key difficulties:

  • Extreme precision: DUV systems use 193-nm argon fluoride (ArF) lasers and a thin water layer beneath the lens. Even the tiniest misalignment can cause a chain reaction of system errors.
  • Complex mechanics: Inside modern DUV immersion tools, twin wafer stages move rapidly under the lens with sub-nanometer accuracy and process around 330 wafers per hour. Removing one stage without factory calibration can destroy the delicate alignment that field engineers cannot easily restore.
  • Highly integrated technology: ASML’s equipment depends on intricate optical systems, motion platforms and control software perfected in Europe over decades. Replicating all these technologies from scratch is extraordinarily difficult.
  • Precision calibration: The system’s accuracy depends on closed-loop calibration linking optics, sensors and motion control. Dismantling the tool can lead to particle contamination, interferometer drift and loss of key reference points. These problems require vendor-level software keys and procedures to correct.
  • Like I noted, down below 10nm, everything is exceptionally hard.

    After the US banned sales of ASML’s extreme ultraviolet (EUV) lithography machines to China in 2019, Beijing began pouring substantial investment into homegrown lithography development. However, much of that funding has been marred by inefficiency and corruption scandals, limiting technological progress.

    Snip.

    Last month, the Financial Times reported that China’s leading chipmaker, Semiconductor Manufacturing International Corporation (SMIC), was testing a DUV immersion lithography machine made by Yuliangsheng.

    The machine is understood to be an immersion DUV scanner targeting 28-nm chip production, roughly matching the performance of ASML’s Twinscan designs in 2008. Yuliangsheng planned to deploy it on production lines by 2027.

    China using their IP-stealing and backward engineering skills to finally replicate a 19-year old design sounds about right…