This is going to be pretty esoteric for many of my readers, but in previous semiconductor posts covering ASML, some commenters have suggested that fabs can do multi-patterning for smaller nodes rather than having to use ASML’s extreme ultraviolet stepper. The following video explains why, below a certain threshold, no, you really can’t.
I’m not going to summarize every point, but the largest takeaway is that multi-patterning is computationally prohibitive. Double-patterning splits a single mask into two masks, each of which only create half of the mask pattern on the die. Double-patterning was fine for a while, but triple patterning and self-aligned double-patterning start making finding optimal solutions to the mask splitting problem exponentially more difficult.
Take a square. A square has four nodes in it. With double patterning, each of the two masks handle opposing sides of the square. And with this four-node shape, there are two double patterning options available for coloring. The EDA software thus has to check through them for design rule violations and whatnot. With triple patterning, the number of variations explodes exponentially. For that same square four node structure, triple patterning has 18 variations rather than just two with double patterning. A five node structure, 30. And so on. A semiconductor design can have hundreds of different nodes and design variations. The software needs to check through at least a good portion of these. This problem is not solvable in polynomial time. In other words, for you computer science nerds out there, it is an NP complete problem.
And then there’s the cost. “Depending on whose cost model you consult, [10nm]’s triple patterning makes its lithography module 3.85x higher than [28nm].” And the non-EUV 7nm node required triple-patterning and something called “self-aligned quadruple patterning.” And on Intel: “Brian Krzanich has said that in certain cases the company needs to use quad (4x), penta (5x), or hexa (6x) patterning for select features, as they need to expose the wafer up to six times to “draw” one feature. I am not super surprised that it wouldn’t yield. No wonder GlobalFoundries ditched their 7nm node.”
And this summary glosses over big differences between different fab technologies on different companies. TSMC’s 7nm isn’t the same as Intel’s 7nm.
Anyway, all this goes a long way to explain: Multi-patterning is much more painful than simply ponying up the cost for an ASML EUV stepper. And if you want to do 6nm, you have to use EUV.
Welcome to another in the continuing “Why Russia’s X Is Screwed” series! It seems that Russia’s technological infrastructure is even more screwed than their airline industry.
Some takeaways:
If the sanctions are maintained, they will “almost certainly cause the collapse of Russia’s economy on short notice, and will set the country’s technological progress back by decades.”
Russian state entities and miltech was put in “a complete black box.”
“Even non-military end users were still barred from key technologies, such as semiconductors, telecommunication, encryption security, lasers, sensors, navigation, avionics and maritime technologies. Other countries from the EU to Japan and South Korea all imposed similar sanctions of their own.”
Even many private companies that lobbied for special carve-outs from sanctions changed their mind and suspended all business with Russia.
Just about every car and truck manufacturer. “95% of car parts in Russia are imported.”
Apple, Samsung, Dell, HP, Oracle, SAP, and Microsoft have all halted sales.
“Overnight, many industries in Russia are just gone.”
Every high tech company in Russia relies heavily on foreign inputs and expertise.
He talks about the embargo on semiconductors (more on this in the video below), but says that it applies even to chips made with embargoed tech. So if SMIC used an Applied Materials PVD machine, those chips couldn’t legally be shipped to Russia. I am skeptical this is actually the case (and it would be very hard to enforce on Chinese companies).
“The Russian economy did not prepare itself for sanctions anywhere near this severe.”
Two-thirds of Russia’s foreign reserves of $643 billion were parked abroad, which was all frozen when sanctions came down.
“Every part of the Russian economy has just received major damage, and there’s no way they can pivot everything all at once.”
“They’re simply not survivable in the long-term.”
Russia has increased interest rates to 20% to keep the ruble from collapsing further.
Even China has slowed-down or halted loans to Russian entities.
Russia is going to run out of cash “in a few weeks to a few months.”
Russia is heavily reliant on foreign tech, but for most tech companies, Russia is a minor market.
Expect a brain drain as wealthy and skilled Russians lose their jobs, then move abroad.
Many national industries simply cannot exist without foreign inputs. Substitutes would take years, if not decades.
Conclusion:
If these sanctions continue, there will be no economy left to support the Russian military. Russian technological progress will be thrown back by years, if not decades, across the board. And in just a couple of weeks, or maybe months, the vultures will start circling, and they will start picking off every interesting
Russian asset, every interesting Russian employee, oil fields, anything that they can get their hands on. And they’ll start transporting that out of the country as well. I cannot believe that Putin started a war expecting any sanctions anywhere near this scale.
Now on to semiconductors:
TSMC halted all shipments to Russia, as has AMD and Intel.
The Soviet Union had a massive technology gap between it and the United States, which only got worse as time went on.
All the computing power in every computer in the Soviet Union in 1991 combined would fall two generations short of a single Cray.
“The most advanced semiconductor production facilities were in East Germany, Belarus, Ukraine, and so on.”
JSC Mikron is Russia’s largest semiconductor manufacturer. “Today it fabs RFID tickets, SIM cards, and other smart card products.” They did about $260 million in business in 2020 (including government subsidies). They bought IP from STMicroelectronics.
In 2014, Mikron announced “the successful achievement of the 65 nanometer node at a volume of 500 200mm wafers a month.” [record scratch] 500 wafer starts a month??? That’s nothing. TSMC’s top of the line fabs generally do 120,000 wafer starts a month. It’s maybe OK if you’re running weird, demanding, high profit, low-volume processes (say, Gallium-Arsenide chips for use in satellites), but not for Mikron’s main business line (RFIDs).
But all that is beside the point, since they didn’t have a stepper capable of doing 65 nanometer. “Fujitsu, Toshiba, and TSMC started shipping their commercial 65 nanometer nodes in 2005. So this means that Russia’s gap with the leading edge has grown from 9 years to 15+.”
Russia’s Angstrem offers a wafer foundry doing “130 nanometer and 90 nanometer process nodes on 200mm wafers. Their capacity is about 180,000 wafers a year.” They declared bankruptcy around 2019. They were also hit by U.S. sanctions after the Crimean invasion. Successor company NM-Tech has a pie-in-the-sky plan to do 10nm in 10 years. Don’t hold your breath.
(I notice he makes no mention of “Crocus Nano Electronics,” which supposedly runs Russia’s only 300mm wafer fab (“Established in 2011, Crocus Nano Electronics is the world’s first and only 300mm fabrication facility, located in Russia”), but when you get down into their press releases, it says “The development and production of Crocus Nano Electronics ReRAM memory chips were manufactured on 55 ULP CMOS by Shanghai Huali Microelectronics Corporation (HLMC).” So either they’re a fabless design house, or they only do the metal interconnects fabrication and nothing else in the process, which is so weird a model I can’t really wrap my head around it.)
I’m omitting the coverage of various fabless design houses, since they’re dead-in-the-water without access to decent foundry technology or foreign markets.
They can probably get stuff fabbed at China’s SMIC.
If Russia had turned into a regular country after 1991, there’s no reason they couldn’t have launched a competitive domestic tech industry. The Soviet Union had large number of frequently bloody flaws, but they didn’t stint on STIM education, and maintained very competitive space capabilities despite numerous handicaps. But instead, they turned into a corrupt oligarchy-turned-dictatorship, and all that human capital either emigrated or withered on the vine.
And now, thanks to Vlad’s Big Ukraine Adventure, they’re even more screwed than they were before.
At this point, there seems to be no indication that Russian forces are measurably closer to their goal of controlling all of Ukraine.
Here’s a LiveMap snapshot.
From a pure strategic viewpoint, those Russian tendrils snaking toward Kiev from the northeast look like a bad idea, since there’s no way to protect their supply lines.
(Always remember that the map is not the territory, and that both sides are working hard to put out propaganda, though the Russians seem to be manifestly incompetent at it.)
Here’s a fascinating thread reportedly leaked from an active Russian FSB (successor to the KGB) analyst about how badly everything is screwed up.
Kadyrov's squad was absolutely demolished before they even had a chance to fight and they got blown to pieces. I do not have any info that it was an FSB leak to Ukraine, so I’d give it a 1-2% chance – but can’t exclude this possibility completely.
I assume that’s Ramzan Kadyrov, corrupt head of the Chechen Republic, former resistance fighter against Russia who defected in 1999 and was appointed by Putin in 2007. Bit of a jihadist scumbag to boot, and just a generally nasty piece of work. I assume by “Kadyrov’s squad” they mean the Kadyrovtsy, the militia forces under his direct control.
Our Blitzkrieg has totally collapsed. It is impossible to complete the task: If Zelensky and his deputies were captured in the first 3 days, all key buildings also captured, and they were forced to read an address of their surrender to the country,
Some tweets about who could they even get post-Zelensky to sign a treaty (Medvechuk? Tsaryova? Yanukovich?) snipped.
2) Our logistics are already over-extended today. We can send a much large contingent into Ukraine, and what would we get? Ukraine – a territorially enormous country, and their hate towards us is astronomical.
With regards to Russian military losses: I don’t know the reality – no one does. There was some information the first 2 days, but now no one knows what is happening in Ukraine. We’ve lost contact with major divisions. (!!)
Because all of this was planned at the top (in Russia), because we were told that such a scenario will not happen (Ukraine invasion) except only if we were to be attacked first.
Now, civilian losses in Ukraine will follow a geometric pattern progression, and resistance against us will only get stronger. Infantries already tried to enter cities – out of 20 paratrooper groups, only one had “provisional” success.
And so, with the Ukrainian question we lunged as if going for a 100m sprint, but turned out we’d signed up for a marathon. And this is a rather brief overview of the current events.
Cheap Chinese tires have been blamed for a Russian convoy of armoured vehicles being unable to reach Kyiv.
Yesterday, the Ministry of Defence issued an update revealing that a convoy of Russian tanks advancing on the capital of Ukraine remained 30km from the centre of the city having made little progress over the previous three days because of “Ukranian resistance, mechanical breakdown and congestion.”
Karl Muth, an academic based at the University of Chicago and a self-described tire expert, took to Twitter to set out a theory blaming cheap Chinese tires for the slow advance of Russian vehicles.
“Those aren’t Soviet-era heavy truck radials,” Muth said, commenting on a photo of a Russian army vehicle with ripped tires.
Instead Muth believes the trucks use “Chinese military tires, and I believe specifically the Yellow Sea YS20.”
“This is a tire I first encountered in Somalia and Sudan. it’s a bad Chinese copy of the excellent Michelin XZL military tire design,” he continued.
Former pentagon staff member Trent Telenko also got stuck into the debate and said “poor Russian army truck maintenance practices” has created a risk of equipment failure.
“When you leave military truck tires in one place for months on end. The side walls get rotted/brittle such that using low tire pressure setting for any appreciable distance will cause the tires to fail catastrophically via rips,” Telenko said.
Morgan Stanley analyst says that Russia is heading toward debt default as soon as April 15. Those are dollar-denominated bonds, which means they can’t be paid with devalued rubles.
There are reportedly more than 400,000 “volunteer hackers” helping Ukraine fight its cyberwar against Russia.
Victor Zhora, deputy chief of Ukraine’s information protection service, told Bloomberg last week that Ukraine was putting up a “cyber resistance” against its invasion that would work to try and weaken Russia.
Zhora said: “Our friends, Ukrainians all over globe, [are] united to defend our country in cyberspace. [Ukraine is working to do] everything possible to protect our land in cyberspace, our networks, and to make the aggressor feel uncomfortable with their actions.”
He also said that volunteers were helping Ukraine obtain intelligence in order to fight back at Russian military systems.
They are also trying to get the message out to Russian citizens, who have been Fed a starkly different narrative from their government than the rest of the world has seen play out. Volunteers are working to “address Russian people directly by phone calls, by emails, by messages” and “by putting texts on their services and showing real pictures of war.”
There aren’t 400,000 real hackers around the world. But 10,000 hackers and 390,000 script kiddies can sill do a lot of damage…
More than a week into the Russian invasion of Ukraine, the Russian Air Force has yet to commence large-scale operations. Inactivity in the first few days could be ascribed to various factors, but the continued absence of major air operations now raises serious capability questions.
One of the greatest surprises from the initial phase of the Russian invasion of Ukraine has been the inability of the Russian Aerospace Forces (VKS) fighter and fighter-bomber fleets to establish air superiority, or to deploy significant combat power in support of the under-performing Russian ground forces. On the first day of the invasion, an anticipated series of large-scale Russian air operations in the aftermath of initial cruise- and ballistic-missile strikes did not materialise. An initial analysis of the possible reasons for this identified potential Russian difficulties with deconfliction between ground-based surface-to-air missile (SAM) batteries, a lack of precision-guided munitions and limited numbers of pilots with the requisite expertise to conduct precise strikes in support of initial ground operations due to low average VKS flying hours. These factors all remain relevant, but are no longer sufficient in themselves to explain the anaemic VKS activity as the ground invasion continues into its second week. Russian fast jets have conducted only limited sorties in Ukrainian airspace, in singles or pairs, always at low altitudes and mostly at night to minimise losses from Ukrainian man-portable air defence systems (MANPADS) and ground fire.
Snip.
While the early VKS failure to establish air superiority could be explained by lack of early warning, coordination capacity and sufficient planning time, the continued pattern of activity suggests a more significant conclusion: that the VKS lacks the institutional capacity to plan, brief and fly complex air operations at scale. There is significant circumstantial evidence to support this, admittedly tentative, explanation.
First, while the VKS has gained significant combat experience in complex air environments over Syria since 2015, it has only operated aircraft in small formations during those operations. Single aircraft, pairs or occasionally four-ships have been the norm. When different types of aircraft have been seen operating together, they have generally only comprised two pairs at most. Aside from prestige events such as Victory Day parade flypasts, the VKS also conducts the vast majority of its training flights in singles or pairs. This means that its operational commanders have very little practical experience of how to plan, brief and coordinate complex air operations involving tens or hundreds of assets in a high-threat air environment. This is a factor that many Western airpower specialists and practitioners often overlook due to the ubiquity of complex air operations – run through combined air operations centres – to Western military operations over Iraq, the Balkans, Libya, Afghanistan and Syria over the past 20 years.
Second, most VKS pilots get around 100 hours’ (and in many cases less) flying time per year – around half of that flown by most NATO air forces. They also lack comparable modern simulator facilities to train and practise advanced tactics in complex environments. The live flying hours which Russian fighter pilots do get are also significantly less valuable in preparing pilots for complex air operations than those flown by NATO forces. In Western air forces such as the RAF and US Air Force, pilots are rigorously trained to fly complex sorties in appalling weather, at low level and against live and simulated ground and aerial threats. To pass advanced fast jet training they must be able to reliably do this and still hit targets within five to ten seconds of the planned time-on-target. This is a vital skill for frontline missions to allow multiple elements of a complex strike package to sequence their manoeuvres and attacks safely and effectively, even when under fire and in poor visibility. It also takes a long time to train for and regular live flying and simulator time to stay current at. By contrast, most VKS frontline training sorties involve comparatively sterile environments, and simple tasks such as navigation flights, unguided weapon deliveries at open ranges, and target simulation flying in cooperation with the ground-based air-defence system. Russia lacks access to a training and exercise architecture to rival that available to NATO air forces, which routinely train together at well-instrumented ranges in the Mediterranean, North Sea, Canada and the US. Russia also has no equivalent to the large-scale complex air exercises with realistic threat simulation which NATO members hold annually – the most famous of which is Red Flag. As such, it would be unsurprising if most Russian pilots lack the proficiency to operate effectively as part of large, mixed formations executing complex and dynamic missions under fire.
Third, if the VKS were capable of conducting complex air operations, it should have been comparatively simple for them to have achieved air superiority over Ukraine. The small number of remaining Ukrainian fighters, conducting heroic air-defence efforts over their own cities, are forced to operate at low altitudes due to long-range Russian SAM systems and consequently have comparatively limited situational awareness and endurance. They ought to be relatively easily to overwhelm for the far more numerous, better armed and more advanced VKS fighters arranged around the Ukrainian borders. Ukrainian mobile medium- and short-range SAM systems such as SA-11 and SA-15 have had successes against Russian helicopters and fast jets. However, large Russian strike aircraft packages flying at medium or high altitude with escorting fighters would be able to rapidly find and strike any Ukrainian SAMs which unmasked their position by firing at them. They would lose aircraft in the process, but would be able to attrit the remaining SAMs and rapidly establish air superiority.
Russia has every incentive to establish air superiority, and on paper should be more than capable of doing so if it commits to combat operations in large, mixed formations to suppress and hunt down Ukrainian fighters and SAM systems. Instead, the VKS continues to only operate in very small numbers and at low level to minimise the threat from the Ukrainian SAMs. Down low, their situational awareness and combat effectiveness is limited, and they are well within range of the MANPADS such as Igla and Stinger which Ukrainian forces already possess. The numbers of MANPADS are also increasing, as numerous Western countries send supplies to beleaguered Ukrainian forces. To avoid additional losses to MANPADS, sorties continue to be primarily flown at night, which further limits the effectiveness of their mostly unguided air-to-ground weapons.
How Russian propaganda has sold some of the Russian people on Project Z. But Russian troops are finding things quite a different story. Warning: Bodies, and at about 18 seconds in one, I think strewn body parts:
But once they realised that there will be resistance and the war looks like this, their enthusiasm started declining. Which means it will be much harder to find new volunteers to go fight to Ukraine. But you need them. What are you gonna do? pic.twitter.com/ItmwcYSwIe
“Sources have been telling me, sources that are well connected to the Russian Security Services, that the offensive is not going well, that some special forces, the Russian Spetsnaz, are furious because they have been sent into battle without proper support, and many of them have been killed. They say that the national guard forces and the regular army, the national guard forces include those Chechen units, that two of them are not coordinating on the field. And that the overall battle plan is somewhat disjointed in that it’s partly a plan for war and partly a plan for peacekeeping and so-called de-Nazification of this country. And it has led to a lack of cohesion,” Engel reported.
“A lot of this goes back to the man who’s behind it all, Vladimir Putin, who I’m told is now increasingly isolated, is just taking advice from his inner circle, that there are only about three people who matter right now,” Engel continued. “And that speech, you mentioned it a short while ago, that Putin gave yesterday — bizarre location, speaking at Aeroflot, to a group of flight attendants. He sounded incredibly angry. He sounded detached. He was talking about how the Ukrainians here are machine-gunning people, that they’re driving around in cars packed with explosives, jihadi-style. And he went very deep and repeatedly on this theme that they’re fighting against the Nazis. It was the angriest I’ve ever seen him.”
This is from a couple of days ago. Have Spetsnaz pissed off at you doesn’t seem like a good long-term survival strategy for a Russian leader. On the other hand, this report probably deserves some skepticism, since it fits too easily into what we would like to hear about the situation, so some salt is in order. (Hat tip: Director Blue.)
“Ukraine says it has RE-TAKEN Chuhuiv city and killed two high-ranking Russian commanders during the battle.” (Hat tip: Instapundit.)
“A Complete Summary Of All Russia Sanctions And Developments.” Read on for exciting blow-by-blow summaries of foreign exchange surcharges and debt repayment details…
What rolls down stairs/alone and in pairs/and up-armors your Russian truck? Caveat: They call this improvised armor, but it could also be on-hand materials for traction in muddy areas.
Ukraine fights back, Biden isn’t going to do jack about it, Kyle Rittenhouse is going to sue everyone, inflation soars, the Canadian “emergency” is ended, disaster looms for Democrats, and Ilhan Omar gets an unusual challenger. It’s the Friday LinkSwarm!
While reports of the battle are confused and preliminary, it appears that Ukrainian forces counterattacked, shot down some Russian helicopters, and have so far been able to prevent the Russians from landing reinforcements. Initial claims that the Russian force at the airfield had been “destroyed” were later clarified; it now seems that the battle at Gostomel is continuing. It’s easy to understand how crucial this battle is, simply by looking at a map. If the Russians could gain control of the Gostomel airfield, they could score a quick knock-out of the Ukrainian capital as part of what is being called their “decapitation” strategy.
Russian news services are claiming they’ve taken the airfield, but that may be stale news or propaganda.
Ukrainian forces take up positions in Kiev. Also: “Reports that the Ukrainian military has delivered a strike on a Russian airfield in Millerovo, Rostov Oblast have now been confirmed.”
The invasion of Ukraine by the armed forces of Russia at Russian President Vladimir Putin’s orders marks the first time since 1945 that Russia has engaged in a conventional war with a near-peer nation.
Ukraine isn’t restive Warsaw Pact nations, it isn’t Afghanistan, it isn’t Chechnya, it isn’t Georgia, and it isn’t Crimea.
The conflict launched by Putin is on a far grander scale than the invasion of Crimea in 2014, launched as Ukraine’s last pro-Russia president, Viktor Yanukovych, was driven from office in a popular uprising.
Putin, by choosing to reach beyond the ethnic-Russian majority separatist provinces of Donetsk and Luhansk in the Donbas Basin, has decided to end the independent, Western-looking Ukrainian government of President Volodymyr Zelenskyy and install a pro-Putin quisling.
And while the fog of war, some deliberate mis-and disinformation operations by the combatants, and the far-from-perfect filter of Western media leaves much unknown at this time, what is known is that Zelenskyy is still in power a day after the Russian offensive. Further, the Ukrainian military appears to be taking a toll on the Russians invading from three sides: south across the Pripyat Marshes from Russian satellite Belarus; west from Russia, including Donbas; and north from the Black Sea in the region of Odessa and Transnistria, a Russian client breakaway state in Moldavia.
Modern conventional war is extremely difficult to do well. Imagine being a conductor of an orchestra, all while the audience was lobbing soccer balls at you and your musicians as you perform J.S. Bach’s Chaconne in D — that’s modern warfare. Putin is attempting a highly complicated operation over large distances in the face of a determined foe. Further, he’s doing so with an army largely composed of conscripts serving for only one year.
Since Putin has decided to oust the Ukrainian government, this means that every day Zelenskyy remains in office is another day that adds to Ukrainian national confidence to resist — and another day that Putin looks to have miscalculated.
A Russian Military Ship telling 13 Ukrainian troops on Snake Island to surrender. They were met with a response of " Russian military Ship, go fuck yourself."
Both the EU and the Biden Administration offer sanctions they admit will not do Jack Squat.
FULL DOCUMENT: This is the general license that US Treasury has issued exempting any "energy" related dealings from the sanctions imposed on some of the biggest Russian banks. It's so wide ranging that even includes "wood" as a form of energy exempted | #Ukraine#OOTTpic.twitter.com/3X5t0LFi3W
WATCH: AP reporter roasts Biden's State Department spokesman over the "frankly huge" list of exemptions in Biden's sanctions on Russia.pic.twitter.com/gzAWB4LwMg
Taiwan joins sanctions against Russia, including their semiconductor industry. I don’t know if any fabless Russian chip design company gets their chips fabbed at TSMC, so I’m not sure how badly this hurts their economy in the long run.
It is the West’s wacko environmentalists who handed Russian President Vladimir Putin the leverage and money to invade Crimea in 2014 and Ukraine this week.
Without these wackos, Putin would be just another gangster in charge of a crumbling country, and maybe one on the verge of a revolution to depose him.
But the facts are the facts are the facts, and the facts are these… Thanks to the West’s environmentalists, those smug greenies who are more concerned with carbon output than world peace, this gangster controls much of the energy going to the European Union (E.U.).
Thanks a lot, Greta…
A great mystery:
Under Carter, Russia invaded Afghanistan. Under Obama, Russia took over Crimea. Under Biden, Russia is invading the rest of Ukraine. Russians do land grabs when Democrats control the White House. Democrats get pissed when you point it out. But it is still true.
Biden is demonstrably more hostile to American oil and gas companies than he is to Russian companies, having frozen oil and gas leasesdespite a court order otherwise.
Thanks to Biden’s inflation, the cost of everything is going up. “70 percent of Americans are living paycheck to paycheck.”
Fellow former finance reporter Chrystia Freeland — someone I’ve known since we were both expat journalists in Russia in the nineties — announced last week that her native Canada would be making Sorkin’s vision a reality. Freeland arouses strong feelings among old Russia hands. Before the Yeltsin era collapsed, she had consistent, remarkable access to gangster-oligarchs like Boris Berezovsky, who appeared in her Financial Times articles described as aw-shucks humans just doing their best to make sure “big capital” maintained its “necessary role” in Russia’s political life. “Berezovsky was one of several financiers who came together in a last-ditch attempt to keep the Communists out of the Kremlin” was typical Freeland fare in, say, 1998.
Then the Yeltsin era collapsed in corrupt ignominy and Freeland immediately wrote a book called Sale of the Century that identified Yeltsin’s embrace of her former top sources as the “original sin” of Russian capitalism, a “Faustian bargain” that crippled Russia’s chance at true progress. This is Freeland on Yeltsin’s successor in 2000. Note the “Yes, Putin has a reputation for beating the press, but his economic rep is solid!” passage at the end:
It looks as if we’re about to fall in love with Russia all over again…
Compared to the ailing, drink-addled figure Boris Yeltsin cut in his later years, his successor, Vladimir Putin, in the eyes of many western observers, seems refreshingly direct, decisive and energetic… Tony Blair, who has already paid Putin the compliment of a visit to Russia and received the newly installed president in Downing Street in return, has praised him as a strong leader with a reformist vision. Bill Clinton, who recently hot-footed it to Russia, offered the equally sunny appraisal that “when we look at Russia today . . . we see an economy that is growing . . . we see a Russia that has just completed a democratic transfer of power for the first time in a thousand years.”
To be sure, some critics have lamented Putin’s support for the bloody second war in Chechnya, accused him of eroding freedom of the press…and worried aloud that his KGB background and unrepenting loyalty to the honor of that institution could jeopardize Russia’s fragile democratic institutions. But many of even Putin’s fiercest prosecutors seem inclined to give him the benefit of the doubt when it comes to the economy…
Years later, she is somehow Canada’s Finance Minister, and what another friend from our Russia days laughingly describes as “the Nurse Ratched of the New World Order.” At the end of last week, Minister Freeland explained that in expanding its Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) program, her government was “directing Canadian financial institutions to review their relationships with anyone involved in the illegal blockades.”
The Emergencies Act contains language beyond the inventive powers of the best sci-fi writers. It defines a “designated person” — a person eligible for cutoff of financial services — as someone “directly or indirectly” participating in a “public assembly that may reasonably be expected to lead to a breach of the peace.” Directly or indirectly?
She went on to describe the invocation of Canada’s Emergencies Act in the dripping-fake tones of someone trying to put a smile on an insurance claim rejection, with even phrases packed with bad news steered upward in the form of cheery hypotheticals. As in, The names of both individuals and entities as well as crypto wallets? Have been shared? By the RCMP with financial institutions? And accounts have been frozen? As she confirmed this monstrous news about freezing bank accounts, Freeland burst into nervous laughter, looking like Tony Perkins sharing a cheery memory with “mother.”
Angeleno’s tax dollars at work:
A city audit found LA spends $837,000 to house one homeless person. Perhaps this is why Newsom has done everything he can to block my statewide audit.
China is getting a good return on its investment in the Biden clan: “DOJ shuts down China-focused anti-espionage program. The China Initiative is being cast aside largely because of perceptions that it unfairly painted Chinese Americans and U.S. residents of Chinese origin as disloyal.” We can’t let national security stand in the way of political correctness…
In what may be remembered as one of the greatest miracles of all time, it seems that an upcoming American election cycle is set to put an end to the great COVID pandemic in regions that have been clinging to “mitigation” tactics despite them being proven ineffective long ago. What science couldn’t do for blue state governors, politics is about to. Meanwhile, much of the rest of the country has already adopted an “endemic” approach to COVID. In my Indiana community, for instance, school systems have been in-person and maskless for well over a year.
A combination of experience and common sense led local officials to recognize that while COVID was a serious virus, and an often-times unpleasant condition to endure, we just weren’t experiencing the kind of mortality rates or critical hospitalizations that would require the suspension of normal life. If I was guessing, I would say that there are more counties, cities, and communities in the United States like mine than not.
While mainstream media may be drawn like a moth to the bright lights of urban areas with all the restrictions, mandates, and panic-fueled policies enacted there, most Americans have been “living with” the virus for a long time now.
In fact, if my community is any bellwether for the nation, most Americans are already wondering why anyone is still attempting to take a non-endemic approach at this point. The virus has proven itself to be, like all other viruses, prone to seasonal surges that are largely unaltered by our theatrical mitigation techniques. Not that anyone with their head screwed on straight ever thought there was value in wearing a porous cloth mask while standing up at a restaurant, then taking it off while sitting down, but the comical nonsense of mask histrionics is now widely appreciated as a goofy spectator sport. Behold:
So silly. And so as opinion polls continue showing that an ever-increasing number of Americans are infuriated by this nonsense, and that they are done with all the aggressive pandemic restrictions that proved unnecessary a long time ago, a public pivot of massive proportions is underway amongst the political class.
Whether it’s big blue state governors like California’s Gavin Newsom hilariously announcing that he will be transitioning his state to the country’s first “endemic” virus policy – meaning they’re going to start doing some things that Texas, Florida, South Dakota, Indiana, and so many others have been doing for over a year – or whether it’s blue city school boards like San Francisco’s being recalled by angry voters for their abusive and needless shutdown and masking policies, it’s clear where we’re headed.
Despite that, the midterm news for Democrats is not good.
Democrats know that they should be preparing for a brutal showing in this November’s midterm elections. Glenn Youngkin’s victory in the Virginia gubernatorial race last year — and, more to the point, the substance and style of his successful campaign — were the first sign of it.
But the hits have kept on coming. In San Francisco last week, two progressive parents succeeded in their campaign to oust three school-board members for being . . . too progressive. Irked initially at how long it was taking for area schools to reopen for in-person learning during the pandemic, these two single parents did some digging and discovered even more to be upset about: an enormous budget shortfall, an intensive campaign to rename dozens of school buildings, and the replacement of a merit-based admissions program with a diversity-minded lottery, among other issues.
Suggesting just how central education has become to politics, San Francisco’s intensely progressive mayor, London Breed — who last fall violated her own mask mandate at a concert and defended herself by saying she was “feeling the spirit” — endorsed the school-board recall effort.
“My take is that it was really about the frustration of the board of education doing their fundamental job,” Breed said after the results were in. “And that is to make sure that our children are getting educated, that they get back into the classroom. And that did not occur. . . . We failed our children. Parents were upset. The city as a whole was upset, and the decision to recall school-board members was a result of that.”
San Francisco–based writer Gary Kamiya suggests in a piece for the Atlantic that the results of the recall seem to confirm the conservative narrative. Kamiya writes that conservatives have argued “that the Democratic Party is out of step not just with Republicans, but with its own constituents. . . . Progressives rejected such conclusions, insisting that the recall was simply about competence and was driven by an only-in-San-Francisco set of circumstances.” Kamiya concludes that the best way to read the outcome is “closer to the conservative view.” “At a minimum,” Kamiya writes, “the recall demonstrates that ‘woke’ racial politics have their limits, even in one of the wokest cities in the country.”
Over in Texas, meanwhile, failed Senate candidate and failed presidential hopeful Beto O’Rourke is gearing up to become a failed gubernatorial candidate, too. Running against incumbent Republican governor Greg Abbott, O’Rourke was most recently seen trying to pretend that he isn’t a fan of radical gun-control measures.
Asked about the promise he made during his run for president that he would “take away AR-15s and AK-47s,” O’Rourke attempted a hard about-face.
“I’m not interested in taking anything from anyone,” he said. “What I want to make sure that we do is defend the Second Amendment. I want to make sure that we protect our fellow Texans far better than we’re doing right now. And that we listen to law enforcement, which Greg Abbott refused to do. He turned his back on them when he signed that permitless-carry bill that endangers the lives of law enforcement in a state that’s seen more cops and sheriff’s deputies gunned down than in any other.”
As Charlie Cooke has noted, this is utter tripe. It also isn’t working. The latest poll of the race from the Dallas Moring News has Abbott up by seven points, 45 percent to 38 percent. O’Rourke himself remains underwater with voters: Only 40 percent view him favorably, while 46 percent say they have an unfavorable view of the candidate.
Republicans win a Jacksonville City Council race:
It's a citywide race, and this result will more or less match the average partisanship of the city for the past decade or so. But this was a Dem-held seat, and losing it in this fashion has to hurt the local party. And doesn't portend well in other races.
Kyle Rittenhouse is finally ready to sue, including lawsuits against Whoopi Goldberg and Cenk Uygur. I hope he bankrupts anyone who called him a white supremacist.
Former Houston Rockets draft bust Royce White is running for Congress as a Republican against “Squad” member Ilhan Omar. Hopefully he can be on the campaign trail more than he was on the floor for the Rockets…
More Democrats accepting foreign payola, Russia sabre-rattles over Ukraine, a Supreme Court justice retires, Canada revolts, Harris County’s soft-on-crime policies are getting cops killed, and the war over tranny madness spreads. It’s the Friday LinkSwarm.
Long time Democratic power broker Tony Podesta has earned $1 million over the past half year lobbying the Biden White House at the behest of a blacklisted Chinese tech giant, recent federal disclosures show. Huawei, which was placed under trade sanctions during the Trump administration, paid Podesta $500,000 in the fourth quarter of 2021 in an attempt to shake off the trade impact of the restrictions, according to the disclosure form filed on the evening of Jan. 20.
With the $500,000 Podesta made from the previous three months lobbying the White House, he has been compensated $1 million over a six-month period for the lobbying effort.
Podesta’s latest lobbying campaign targeted the Executive Office of the President and centered around “telecommunications services and impacted trade issues,” the disclosure said.
Huawei, once the world’s largest telecom makers, has been facing international scrutiny in recent years. U.S. authorities have flagged the China-based company as a national security threat, saying the company’s close ties with China’s ruling communist regime, as well as Chinese law, could make it a potential espionage tool for Beijing.
A stream of U.S. sanctions since 2019—which have barred Huawei from using U.S. technology and software, and shut out its gears from critical U.S. infrastructure—have slashed the company’s annual revenue by a third. In November, President Joe Biden signed into law a bill that further tightened restrictions on Huawei by restricting it from receiving new equipment licenses from U.S regulators.
Battered by the restrictions, Huawei has ramped up its U.S. influence operation in recent months. Podesta is one of half a dozen lobbyists the firm has engaged since July, which includes a former congressman and one former congressional aide, according to disclosure filings….
Tony Podesta’s brother, John Podesta, served as White House chief of staff to former U.S. President Bill Clinton and the chairman of Hillary Clinton’s 2016 presidential campaign. He was also a former counselor to President Barack Obama, overseeing climate and energy policies.
There’s your swampy Democratic Party corruption and graft, right there out in the open for all to see.
Affiliates of two European companies that fund Russia’s Nord Stream 2 pipeline contributed to the campaign of Senate Majority Leader Chuck Schumer (D., N.Y.), who Republicans say has blocked sanctions on the Kremlin-backed project.
ENGIE North America and BASF Corporation each gave $2,500 to Schumer in September through their corporate political action committees, according to newly disclosed Federal Election Commission records. ENGIE North America’s parent company and a BASF subsidiary are part of a consortium of five companies that finance Nord Stream 2, which will transport natural gas from Russia to Germany. While President Joe Biden has called the pipeline a geopolitical threat to Europe that helps Russian president Vladimir Putin, last year he waived sanctions on the project.
Republicans have pushed for legislation to enforce sanctions only to be met with resistance from Senate Democrats and the White House. Schumer for months blocked Republican requests to vote on a sanctions bill. He approved a vote on sanctions legislation proposed by Sen. Ted Cruz (R., Texas) earlier this month in exchange for Cruz lifting holds on several State Department nominees. The bill received bipartisan support by a 55-44 vote, but Senate Democrats used filibuster rules to block its passage. Democrats say they want to use sanctions against the pipeline as a last resort should Russia invade Ukraine.
Convicted pedophile, UAE adviser and central witness in former special counsel Robert Mueller’s Russia investigation, George Nader, has pleaded guilty to his role in helping the UAE funnel millions of dollars in illegal campaign contributions into US campaigns during the 2016 presidential election, according to The Intercept, citing federal court documents filed last month.
In a December sentencing memo, federal prosecutors disclosed that Nader had agreed months early to plead guilty to a single count of felony conspiracy to defraud the US government by pumping millions in donations to Hillary Clinton’s campaign – concealing the foreign origin of the funds.
Snip.
Nader is accused of taking instructions from UAE Crown Prince [Mohammed bin Zayed], and gave regular updates on his efforts to get close to Clinton.
In total, Nader transferred nearly $5 million from his UAE business to [Los Angeles businessperson Ahmad “Andy”] Khawaja – CEO of a Los Angeles-based payment processing company. According to prosecutors, the funds were disguised as a routine business contract between the two men. Of the total transferred, more than $3.5 million came from the UAE government and was given to pro-Clinton Democratic political committees. Prosecutors have yet to publicly identify what happened to the remaining $1.4 million Nader transferred to Khawaja.
Khawaja’s money laundering for Democrats was previously mentioned in this LinkSwarm. How many of the travails of the last five years boil down to Democrats trying to avoid going to jail for their corruption?
Supreme Court justice Stephen Breyer announced he’s retiring. Biden, pandering as always, announces he’s going to nominate a black woman.
How massive would the protest have to be to make Justin Trudeau change course? Leftists hate giving up government control of people’s lives, no matter how unpopular….
Tracy Compton, a mother of two in Fairfax, Virginia, had voted for Democrats for as long as she can remember, until the COVID-related school closures.
‘I tried and went to apply to work with the Democratic Party. I was told I was not allowed to become a member of the Democratic Party [in Fairfax].’
A recording of a reorganization meeting showed fellow Democrats deeming Compton too ‘anti-school’ to be part of their political efforts.
What made Compton anti-school?
She wanted the public schools to fully reopen.
When Compton worked to collect signatures for a recall petition for the local school board, she was welcomed out of the rain by a Republican party tent, even after telling them she was a Biden voter.
In contrast, when Compton offered the petition to those inside the Democrat party tent, she was yelled at.
Now? Given a hypothetical matchup between Kamala Harris or President Joe Biden vs. Florida Governor Ron DeSantis, she said she’d vote for the Republican in a heartbeat.
All Florida trends are coming up sunshine for continued freedom from Covidstan. Recently Republican registrations surpassed Democrats in the state for the first time. Net domestic migration to the state also increased during COVID. Many commentators attribute both to Governor Ron DeSantis’s pandemic management policies. Just how bad does 2022 look for Democrats in the state? According to the Miami Herald:
Evidence is piling up that Democrats in Florida have no clear bench of candidates willing to challenge Republican incumbents in South Florida, in what’s expected to be a daunting and expensive 2022 cycle for their party.
Two first-time candidates who made early announcements they would run for South Florida House seats have both since dropped their bids to pursue runs for state office. A rumored likely candidate for federal office, former state Sen. José Javier Rodríguez, was recently nominated by President Joe Biden to serve as an assistant secretary at the Department of Labor.
The three Florida seats in question represent districts in Miami, including Reps. Carlos Giménez, Maria Elvira Salazar, and Mario Diaz-Balart. Giménez is the former mayor of Miami-Dade County and an immigrant from Cuba. Salazar defeated Clinton ally Donna Shalala in 2020, and Diaz-Balart has represented his district since 2002. The Herald called these districts competitive and said redistricting provided Democrats an opportunity.
However, the only potential candidates are a few retreads who lost in 2020. Reportedly, Shalala, who is knee-deep in Clinton ick, may be considering a rematch with Salazar. She served as Bill Clinton’s Secretary of Health and Human Services and as President of the Clinton Foundation from June 2015 to March 2017. Former representative Debbie Mucarsel-Powell, who lost to Giménez in 2020, may also jump in the race. To date, neither woman has announced their intentions.
Unless you owe someone favors, why run an almost certainly losing campaign in a red wave year?
Masks don’t work:
Update from the Fargo, North Dakota masking study: Two neighboring K-12 districts (same community) both with around 12,000 students 🔵 Mask mandate 🟡 Masks optional (<5% masking) Y axis= % of students positive for covid Green vertical line: when🔵 went masks optional pic.twitter.com/OoU9vmsbiz
Unvaccinated people in Austria have been locked down for two-and-a-half months. I wonder if people will stop pretending they are to blame for infection rates. pic.twitter.com/AjVpp7IvNI
“During the last year’s attempts to defund the police and reduce the number of violent encounters on the street, Baltimore kicked off what they call the Safe Streets Project.” Surprise! A Safe Streets worker was one of three people killed in a shootout. Dwight would be disappointed if I didn’t include this:
In addition to looting, murder and arson, the primary accomplishment of #BlackLivesMatter seems to be making donations disappear.
No one appears to have been in charge at Black Lives Matter for months. The address it lists on tax forms is wrong, and the charity’s two board members won’t say who controls its $60 million bankroll, a Washington Examiner investigation has found.
BLM’s shocking lack of transparency surrounding its finances and operations raises major legal and ethical red flags, multiple charity experts told the Washington Examiner.
“Like a giant ghost ship full of treasure drifting in the night with no captain, no discernible crew, and no clear direction,” CharityWatch Executive Director Laurie Styron said of BLM.
BLM co-founder Patrisse Cullors appointed two activists to serve as the group’s senior directors following her resignation in May amid scrutiny over her personal finances. But both quietly announced in September that they never took the jobs due to disagreements with BLM. They told the Washington Examiner they don’t know who now leads the nation’s most influential social justice organization.
Paul Kamenar, counsel for conservative watchdog group the National Legal and Policy Center, said a full audit and investigation into Black Lives Matter Global Network Foundation, the legal entity that represents the national BLM movement, is warranted.
“This is grossly irregular and improper for a nonprofit with $60 million in its coffers,” Kamenar said.
Sundown Joe unwittingly greenlights a Russian invasion of Ukraine. Right now there’s a lot more jaw-jaw than war-war. I’ve avoid penning a thumbsucker on the situation because I’ve been too busy.
Virginia Republican Delegate Nick Freitas is done with having Critical Race Theory advocates calling all who oppose them racist:
Enough. I have had it, my constituents have had it, and I am no longer going to sit here while a member of this body accuses us of being bigots simply because we disagree on policy. pic.twitter.com/dx0uMyFmnB
Today’s unexpected ally in the war on transgender madness: actor Sean Penn.
Sean Penn is doubling down on his defense of traditional gender roles.
In two separate interviews this month, the two-time Academy Award-winner and ex of Madonna made comments bemoaning his perception that men are becoming more feminine.
“I am in the club that believes that men in American culture have become wildly feminized,” the 61-year-old told the UK-based publication The i in an interview ahead of the UK release of his new film “Flag Day.”
“I don’t think that being a brute or having insensitivity or disrespect for women is anything to do with masculinity, or ever did. But I don’t think that [in order] to be fair to women, we should become them.”
In a subsequent interview the “Milk” star did with The Independent this week, he dug his heels into the polarizing opinion, going even further in his critique of men who challenge gender norms.
“There are a lot of, I think, cowardly genes that lead to people surrendering their jeans and putting on a skirt,” he told the publication. Furthermore, he noted that the women in his life don’t seem bothered by the patriarchy.
“I have these very strong women in my life who do not take masculinity as a sign of oppression toward them,” he said.
Penn is wrong about an awful lot, but he’s right about this.
Intel to build $20 billion chip manufacturing facility near New Albany, Ohio (near Columbus), starting with two fabs. Intel had already announced a big investment initiative, and announced their were building two new fabs in Arizona last year. The Ohio location is a surprise, since there’s no fab infrastructure there, but evidently Ohio is throwing lots of money at them.
Vegetarian “meat” company Impossible Foods just laid off a bunch of people. “Technocratic elites have decided in the so-called ‘Great Reset’ in a post-COVID world that peasants should eat plant-based meat instead of the real thing as a way for ‘sustainable nutrition.'”
Yikes!
You may need to get a prescription of beta blockers after watching this video.pic.twitter.com/6GKk09DmjG
The new Superman is a “bisexual climate warrior.” Those comic book issues aren’t exactly flying off the shelf.
Speaking of comics: This comic page just sold for $3.3 million. A wee bit rich for my blood. And is possibly more than the artist made over his entire career working at Marvel…
Heh.
Yoko Ono has threatened to have her music added to Spotify unless Joe Rogan is removed
— State Line Crosser Dennis (LGB) (@Buzzsaws1990) January 28, 2022
As the COVID-19 pandemic exacerbates supply chain backlogs and global computer chip shortages
Correction: It wasn’t the pandemic itself, it was government lockdowns and other overeactions that did that.
Democratic leaders in Congress as well as President Joe Biden want Congress to fast track a $250 billion bill to develop American independence from China and other competitors in chip manufacturing.
The Capital Region – home to SUNY Polytechnic Institute, the only publicly owned 300-millimeter semiconductor research and development center in the U.S. – stands to reap significant benefits from the enactment of Senate Majority Leader Charles E. Schumer’s multi-billion dollar bill, which he envisions as a direct investment in his home state’s economy.
“Sen. Schumer wrote this legislation with upstate New York always at the forefront of his mind,” Schumer’s spokeswoman Allison Biasotti said. “We are already seeing the excitement in major employer expansions and thousands of jobs on the horizon from GlobalFoundries’ planned expansion (in Malta) and (his) push for Albany Nanotech to be a hub for the National Semiconductor Technology Center.”
A focal point of the bill, which the New York Democrat co-sponsored with Sen. Todd Young, R-Ind., is a historic $52 billion investment in stateside semiconductor research and development to address a global chip shortage plaguing the automotive industry.
Lawmakers began to focus more on the low domestic production of semiconductors when the COVID-19 pandemic cut off supplies from overseas. Without access to chips, several automakers shut down their production lines, and manufacturers of essential medical devices and consumer electronics struggled to meet increasing demand.
Roughly 12 percent of the world’s semiconductors are manufactured in the United States, down from 37 percent in 1990, according to the Semiconductor Industry Association.
Either these stats are false or misleading (probably the latter). The most recent stats I can find show that the United States has some 47% of the semiconductor market. It’s possible that the 12% refers to the entire worldwide number of individual chips produced, including discrete components (transistors, resistors, etc.). Those are indeed semiconductors, but they’re produced on old amortized fabs (inside the industry these are referred to as “jelly bean factories”) and sell for pennies a piece (or less). If you’re already in that industry, those old fabs make small, steady profits every year, but nobody jumps into that business with new fabs.
The chips China make are generally either: A.) Cheap, or B.) intended for their internal market. No one sends cutting edge chips to be fabbed in China because they don’t have the tech to do it and everyone know they’ll steal your designs and crank out knock-offs on the sly whenever possible. China’s semiconductor industry is mostly smoke and mirrors all the way down.
Semiconductor subsidies have all the hallmarks of a classic Washington boondoggle: The wrong action at the wrong time for the wrong problem.
Second, the shortage wasn’t the result of a “chip shortage,” it was the result of “a lack of available foundry wafer starts.” Automakers cancelled their orders for display drivers when it looked like Flu Manchu lockdowns were going to depress the economy for a while, and were caught off-guard by the V-shaped recovery under Trump, and got sent to the back of the line to get their product fabbed after they changed their mind. Remember, just about all foundries are running flat-out 24/7/365, pausing only to switch to different chips for different customers. There’s no slack in the system, and those wafer starts are already spoken for (and possibly paid for) by other customers well in advance. Just as nine woman can’t give birth to a fully grown baby in one month, you can’t just “make chips quicker” in an existing fab.
Third, remember that cutting edge semiconductor fabs are hideously expensive. Moore’s second law states that the cost of a new, cutting edge semiconductor plant doubles every four years. Samsung’s planned fab in Taylor, Texas is going to cost $17 billion.
Fourth, if you go to a random semiconductor company and go “Here’s 20 billion! Go build a state-of-the-art 5nm wafer fabrication plant!”, then:
A.) You’re looking at a very minimum of 2-3 years before the first production wafer comes off the line. You can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. And 2-3 years is probably the lead time to get an ASML EUV stepper.
B.) Unless you’re TSMC, Samsung or (maybe) Intel, the answer is probably “Uh, we’ll try, but no promises,” because those three companies are the only ones that actually having wafer fabs running 10nm or smaller process nodes. GlobalFoundries, mentioned in the article, has Fab 8 in Malta, NY, running 14nm, which is not horribly far off the state-of-the art, but not good enough to fab the really cutting-edge chips demanded of companies like Apple, NVIDIA, etc. Tiny problem: In 2018, GlobalFoundries stopped all work on 7nm development.
The contract maker of semiconductors decided to cease development of bleeding edge manufacturing technologies and stop all work on its 7LP (7 nm) fabrication processes, which will not be used for any client. Instead, the company will focus on specialized process technologies for clients in emerging high-growth markets. These technologies will initially be based on the company’s 14LPP/12LP platform and will include RF, embedded memory, and low power features.
So it was too hard a game for them to play, but with a big heap of taxpayer subsidies, I’m sure they’d be willing to give it another go.
Of course, you don’t need a cutting edge fab to build display drivers. Bosch just opened a $1.2 billion, 65nm fab in Dresden to do just that. But you don’t need subsidies to build trailing edge fabs.
$250 billion in taxpayer subsidies wouldn’t get you a single additional wafer start this year, and probably would accomplish little more than channeling money to politically connected firms and sticky pockets in a state (New York) that no one wants to build fabs in any more because of high costs, high taxes and union rule requirements.
In recent days, Williamson County and the city of Taylor had seemed to emerge as the frontrunner to land a $17 billion chipmaking plant planned by Samsung.
Now, it seems the technology giant has indeed picked the small Central Texas city as the site for its next major operation, according to media reports.
Citing unnamed sources with knowledge of the decision, the Wall Street Journal reported Monday night that Samsung has picked Taylor over sites in Austin, Arizona and New York.
Samsung has not formally confirmed the decision, and a company spokesperson did not immediately respond to messages left by the American-Statesman on Monday evening. However, the announcement is expected to be made in a news conference with Gov. Greg Abbott at the Texas Capitol on Tuesday afternoon.
If Samsung does, in fact, build the facility at the Taylor site, it will be the latest in a stunning run of economic development wins for the Austin area, and for its technology sector in particular.
Tesla announced Oct. 7 that the automaker will move its corporate headquarters from California to Austin. That news came 15 months after Tesla chose an Austin-area site as the home for its $1.1 billion manufacturing facility. Software giant Oracle announced last December that it was moving its corporate headquarters from California to Austin, and a number of other technology giants — including Apple, Facebook, Google and Amazon — have recently expanded their operations in Central Texas.
Samsung recently overtook Intel as the largest semiconductor manufacturer in the world, and along with TSMC, those three are also the only real players in cutting-edge under-10nm processes. As I’ve mentioned before, new cutting edge fabs are hideously expensive to build. TSMC is a foundry (which means they fab other people’s chip designs), while both Samsung and Intel are integrated device manufacturers (IDMs), meaning they fab their own designs, though I think both dabble in foundry work as a sideline. (Samsung is also one of the largest flat panel screen manufacturers in the world; flat panel manufacturing uses semiconductor manufacturing techniques, but is fundamentally a different industry, and just about all flat panels are produced in Asia these days.)
The decision to eliminate New York from the list was probably quite easy. Back when IBM was running it’s state-of-the-art fabs in East Fishkill, there was considerable technological infrastructure in the state. Back In The Day IBM had some of the most respected process technology knowledge in the industry. But then they got out of the manufacturing business, and the East Fishkill fab got sold to Global Foundries, who later sold it to ON Semiconductor. But today New York constantly ranks among the worst states in the nation for business environment, due to high taxes, excessive regulation, and the gradual decay of infrastructure and institutions that comes with one-party Democrat control.
Arizona is a much stronger candidate. Intel has a huge complex of modern fabs in Chandler and TSMC is building a state of the art fab in Phoenix proper, which means there’s a lot of local talent and infrastructure to draw on. A purple state, Arizona usually ranks in the top ten for a business-friendly climate, but they do have a personal income tax.
Texas, by contrast, is constantly rated as the top or second best business climate the the country (occasionally losing to Florida), and has no state income tax. Samsung already has a fab in Austin, along with older legacy fabs from NxP (ex-Motorola) and Infineon, along with significant presence by the major semiconductor equipment manufacturing giants (Applied Materials, Tokyo Electron, etc.). Taylor is close enough to Austin to draw on the technical talent and infrastructure there, without having to worry about the crazy left-wing politics, as Williamson County, while having turned a bit more purple lately, is still safe Republican territory.
Another solid reason to locate in Taylor: ERCOT is headquartered there, which means the area will never be power-cycled in an emergency. The winter storm evidently cost Samsung $268 million in lost revenue from the outage, which I can well believe. When the power goes off, all the equipment needs to be requaled, which is a long, painful process for a single machine, much less the some 200+ needed in a modern fab.
America has lots of tech hubs: Silicon Valley, Seattle, the North Carolina triangle, greater Boston, etc. But nobody is building cutting edge fabs in those areas. Central Texas has rapidly expanding software, hardware and silicon industries.
Austin is primed to be one of the greatest global tech hubs of the 21st century, assuming Austin political leadership doesn’t screw it up…
Greetings, and welcome to the Halloween season! Manchin and Sinema are the only thing that stands in the way of a giant, economy-destroying meteor of leftwing pandering, energy crises ramp up in China and Europe, Biden nominates a commie, and more Flu Manchu shenanigans.
Inflation hits a 30 year high, yet Democrats are furious two of their own party aren’t letting them run even bigger deficits.
West Virginia Democratic Senator Joe Manchin calls the giant runway Porkulus fiscal insanity.
“What I have made clear to the President and Democratic leaders is that spending trillions more on new and expanded government programs, when we can’t even pay for the essential social programs, like Social Security and Medicare, is the definition of fiscal insanity,” Manchin said in a statement Wednesday.
Manchin says that any reconciliation bill must include a Hyde Amendment to bar federal taxpayer funding of abortion. I’m pretty sure Democrats would prefer kicking Manchin out of the party than give compromise on their holy of holies.
‘What if — and hear me out here,” writes Robert Reich, “we stopped letting two corporate Democrats singlehandedly block every single progressive policy we elected Democrats to pass?”
Okay, Robert. But how, exactly? The Democrats have 50 seats in the Senate. To pass a bill through reconciliation, the Democrats need 50 votes in the Senate. Two of the people who hold those 50 seats do not agree with the rest of the party on “every single progressive policy.” If the other 48 senators do agree — which is far from clear — the Democratic Party will have 48 votes for its agenda, two short of what it needs. Those two, not the Robert Reichs of the world, are the ones with the power to “stop” things.
“Should all of this just hinge on those two?” Representative Cori Bush (D., Mo.) asked yesterday. “Absolutely not.” But should doesn’t enter into it. The question is does “all of this” hinge on Sinema and Manchin? The answer is yes. Yes it does. And why? Because, again, “all of this” requires 50 votes in the Senate, and two of those votes aren’t on-board.
Underneath the complaints that Reich and Bush have leveled sits the erroneous implication that, come election time, American voters are obliged to press a button marked “Republican” or “Democrat,” and that, having done so, they are shipped a drone-like representative of the winning team from a central repository in Washington, D.C. Reich complains that “we elected Democrats.” But this is correct only in the aggregate. In fact, 50 different “we”s elected one hundred senators and 435 Representatives, who between them make up our majority and minority parties. There is nothing in this deal that obliges those emissaries to agree with one another.
Senators Manchin and Sinema are not a pair of uninvited interlopers who are unexpectedly gumming up the gears; they, themselves, are among the gears. This being so, the duo cannot be said to be “blocking” the Democrats’ de facto Senate majority so much as they are sustaining the Democrats’ de facto Senate majority. Why? Because their decision to caucus with the Democrats rather than the Republicans is the only reason that majority exists in the first place. To hear progressives talk, one would assume that in order to take one’s place within the firmament one must first swear a blood oath to Dick Durbin. Shockingly enough, one is obliged to do no such thing.
If there’s one thing we know about the looming debt limit crunch and the warnings about the dire consequences of default, it’s this: The government is not going to default.
The recurring brinksmanship over the debt limit and the partisan refusal to get Republican fingerprints on the increase don’t say much for our political class. But the U.S. Treasury isn’t full of stupid people, and they’ve been through this drill before. Back in July 2011, when the debt ceiling of $14.3 trillion was about to be reached, the Washington Post reported:
The Treasury has already decided to save enough cash to cover $29 billion in interest to bondholders, a bill that comes due Aug. 15, according to people familiar with the matter.
You can bet they’re making similar plans today. The difference is that 10 years later the debt ceiling is $28.4 trillion, just about doubled, and we’re about to bump into it again.
Back in that summer of discontent I talked to a journalist who was very concerned about the “dysfunction” in Washington. So am I. But I told her then what’s still true today: that the real problem is not the dysfunctional process that’s getting all the headlines, but the dysfunctional substance of governance. Congress and the president will work out the debt ceiling issue, probably just in the nick of time. The real dysfunction is a federal budget that doubled in 10 years, unprecedented deficits as far as the eye can see, and a national debt (more accurately, gross federal debt) yet again bursting through its statutory limit of $28.4 trillion and soaring past 120 percent of GDP, a level previously reached only during World War II.
The Cornell University law school professor [Saule Omarova]’s radical ideas might make even Bernie Sanders blush. She graduated from Moscow State University in 1989 on the Lenin Personal Academic Scholarship. Thirty years later, she still believes the Soviet economic system was superior, and that U.S. banking should be remade in the Gosbank’s image.
Snip.
Ms. Omarova thinks asset prices, pay scales, capital and credit should be dictated by the federal government. In two papers, she has advocated expanding the Federal Reserve’s mandate to include the price levels of “systemically important financial assets” as well as worker wages. As they like to say at the modern university, from each according to her ability to each according to her needs.
In a recent paper “The People’s Ledger,” she proposed that the Federal Reserve take over consumer bank deposits, “effectively ‘end banking,’ as we know it,” and become “the ultimate public platform for generating, modulating, and allocating financial resources in a modern economy.” She’d also like the U.S. to create a central bank digital currency—as Venezuela and China are doing—to “redesign our financial system & turn Fed’s balance sheet into a true ‘People’s Ledger,’” she tweeted this summer. What could possibly go wrong?
The FBI’s annual report Monday made official what most unfortunately presumed: The United States in 2020 experienced the biggest rise in murders since the start of national record-keeping 60 years ago.
The Uniform Crime Report detailed a murder increase of nearly 30 percent.
The previous largest one-year change was a 12.7 percent increase back in 1968. The national rate of murders per 100,000, however, still remains about one-third below the rate in the early 1990s.
The FBI data show around 21,500 total murders last year, which is 5,000 more murders than in 2019. More than three-fourths of reported murders in 2020 were committed with a firearm, the highest rate ever reported.
Now before you start jumping to conclusions about a correlation between the leftist fever to defund the police and a huge jump in the nation’s murder rate, you should probably be aware of the fact that the Democrats want you to know that there’s no problem at all.
That’s right, the same people who want us all to live in mortal fear of being breathed on by a stranger at Kroeger are trying to poof away a pile of bodies.
Speaking of Flu Manchu, here’s NBA player Jonathan Isaac calmly explaining why he doesn’t feel he needs the vaccine:
This is a calm, intelligent, respectful statement as to why @JJudahIsaac is hesitant about getting the Covid vaccine. Instead of screaming at those who are still figuring it out, listen to his response. pic.twitter.com/Q1xMLw8boX
The Lancet just gives up on trying to determine the origins of Flu Manchu, much like OJ has given up on finding the real killers.
China is trying the classic idiot price controls strategy for its self-inflicted energy crisis:
China is officially panicking.
Now that the global energy crisis has slammed China’s economy, leading to the first contractionary PMI since March 2020 as a result of widespread shutdowns of factory and manufacturing, not to mention hundreds of millions of Chinese residents suffering from periodic blackouts, Bloomberg reports that China’s central government officials “ordered the country’s top state-owned energy companies to secure supplies for this winter at all costs.”
Translation: Beijing is no longer willing to risk social anger and going forward China will be subsidizing coil and nat gas, which will lead to even higher prices, which will lead to even higher prices for other “substitute” commodities such as oil, which is why oil surged on the news.
The news follows a report on Wednesday that China will allow soaring coal prices to be passed on to factories in electricity prices. But prepare for a surge in PPI, which will likely not be allowed to be passed on to CPI due to ‘common prosperity’. Which logically means margin collapse, and shutting down – so even more structural shortages. Unless we get state subsidies of some sort, or differential pricing for the foreign and domestic market. There used to be a name for that kind of economy. Wall Street used to pretend it didn’t like it.
“We don’t want normal,” said activist Earnest Greer. “We want radical change. What if everything goes back to the way it was without us completely dismantling and rebuilding the system?”
Liberals saw the pandemic as an opportunity to get people less clingy to individual freedom and more accepting of government planning significant parts of everyone’s lives. Normal would mean relinquishing that power, which is anathema to the Left.
All across the world, supply chains that were disrupted by Flu Manchu lockdowns don’t seem to have fully recovered. Maybe it’s because some political entities are still doing lockdowns, or maybe it’s because vaccine mandates are making critical worker shortages worse. Here are a few data points:
Remember The Great Toilet Paper Panic of 2020? It’s back!
Costco warned customers this week about a toilet paper shortage as the wholesale retailer is having challenging time stocking shelves due to supply chain disruptions, according to Fox News.
Costco told Fox News via an email statement, “Due to increased volumes, you may see a slight delay in the processing of this order.” The retailer noted that the company is “working to fulfill everything as quickly as possible.”
Costco announced purchasing limits on some products but didn’t mention specific items, saying, “some warehouses may have temporary item limits on select items.”
Some shoppers have reported other items of Costco warehouses are either in short supply or there are purchase limits.
Bottled water seems another shortage item.
As for myself, I made sure to start picking up one of the giant megapacks of toilet paper every trip to Sam’s back when lumber prices started spiking, on the “wood = paper” theory, so I’m set for a while.
The semiconductor shortage is getting worse. “A wave of delta-variant cases in Malaysia, Vietnam and the Philippines is causing production delays at factories that cut and package semiconductors, creating new bottlenecks on top of those caused by soaring demand for chips.” Eh, the slice-and-dice portion of the business is some 20 orders of magnitude less demanding than the actual fabrication process, so I expect that hiccup to be overcome quickly. The fab capacity constraints are going to be with us until next year when more capacity starts coming online (or the Biden Recession starts driving the smaller fabless design houses out of business, freeing up foundry capacity). And Biden Administration threats to invoke the Defense Production Act over semiconductor shortages shows that they have no frigging clue how the semiconductor industry works. The auto manufacturers screwed up by cancelling foundry runs last year, which means they’re paying the price this year. No bureaucratic inquiry is going to result in expanded fab capacity, any more than nine women can get together to produce a healthy baby in one month, and there’s no “hoarding” going on.
Shortages are also reported of big rig and diesel parts:
Everyone's worried about computer chip shortage for graphics cards, personal vehicles, but they all forget… The supply line that runs it.
Big diesel trucks. The chips are so short handed now trucks are sitting for weeks. pic.twitter.com/LgTEm3cgtV
On the ammo shortage front, I’m hearing from friends that it’s still pricey, but can be found a bit more readily than last year. According to this report, handgun ammo is starting to be more available, but rifle ammo is still very scarce with hunting season looming.
Finally, from back in August, here’s a piece on how supply chain disruptions were going to get worse.
The demand for shipping containers greatly exceeds the supply, and this has pushed global shipping container rates to levels we have never seen before.
And once shipping containers are delivered to U.S. ports, there isn’t enough port workers to unload them all.
It can now literally take months for products that are made in China to get to the U.S. retailers that originally ordered them.
Some data points for your consideration rather than attempted prognostication on whether things are getting better or worse.
Yesterday Joe Biden launched a sneak attack on American freedom, and tomorrow is the 20 year anniversary of 9/11. Still working on the Afghan piece. Plus more Australian madness.
But: Biden is excluding postal workers from this mandate. If the unvaccinated are such an existential threat to the republic (spoiler: they’re not), then why exempt the one class of federal employee whose members are out among the general public touching their mail eight hours a day? The answer, of course, is that they have a powerful union.
At the start of the pandemic, Australia determined to squeeze out COVID with lockdowns and travel restrictions and, as an island nation, had considerable success. It was the last of the G-20 countries to hit 1,000 total COVID deaths.
But this created an unrealistic expectation that Australia could have “COVID zero” as a goal for the duration, and use targeted restrictions and surveillance (“circuit-breakers”) to maintain it.
As the pandemic has dragged on, this has become completely untenable and done violence to liberty and common sense in a great English-speaking nation.
Lockdowns have cut a swath through the norms and conventions of an advanced Western democracy, from the suspension of a state-level parliament to the banning of protests to military enforcement of the COVID rules.
With the Delta surge, more than half of Australians are locked down, often in response to a tiny number of cases.
ustralian authorities don’t fool around. State premiers have vast powers, and use them. In Melbourne, located in the state of Victoria, a curfew is in place, and limits apply to people leaving their homes. There are hefty fines for noncompliance.
The spirit of the lockdowns was perfectly captured a few months ago by the chief health officer of the state of New South Wales who warned, “Whilst it is in human nature to engage in conversation with others, to be friendly, unfortunately this is not the time to do that.”
Ah yes, the public-health threat of over-chattiness.
The Australian news media might as well be an arm of the public-health bureaucracy, producing stilted and hysterical reports about lockdown violators worthy of some dystopian future.
The state of South Australia has developed an app to enforce home quarantines. As a news report explains, “the app will contact people at random asking them to provide proof of their location within 15 minutes.” If they fail to do so, the health department will notify the police, who will send officers to check on the possible malefactor.
Unrestricted travel is a hallmark of a free society, but Australians can barely leave the country. Travel has been cut off between states, creating an arbitrary patchwork of states trying to isolate themselves from COVID cases elsewhere.
Tens of thousands of Australians have been trapped overseas, unable to come back home because of monthly limits on returning Australians.
All of this economic and social disruption and coercion hasn’t been enough to stamp out the Delta variant, which is outrunning the government controls.
Australian prime minister Scott Morrison finally admitted the obvious the other day: “This is not a sustainable way to live in this country.”
And Australia’s lockdown has failed:
Cases in Australia are up 15,800% since the Washington Post said they had almost eliminated COVID by putting faith in science.
They’re up 5,863% just since late June when Sydney locked down and brought back masks.
But it’s not enough just to snatch away Australian’s freedom, they’re also seizing booze from locked-down Aussies. “In New South Wales — a southeastern state encompassing Sydney — alcohol deliveries to apartments under COVID-19 lockdown are being confiscated if booze volume exceeds limits mandated by the Ministry of Health.” (Hat tip: Instapundit.)
“Remember the women at the L.A. spa who claimed a dude exposed himself and it was dismissed as a “transphobic hoax”? Yeah, charges have now been filed against the man, who is a registered sex offender.”
UNC Journalism Dean Worried ‘Diversity of Thought’ Would Interfere with Social Justice ahead of Nikole Hannah-Jones Appointment. Understand that our political, educational and journalistic elites value social justice above all other values and act accordingly.
Peter Boghossian: “My University Sacrificed Ideas for Ideology. So Today I Quit. The more I spoke out against the illiberalism that has swallowed Portland State University, the more retaliation I faced.”
Over the last decade, it has been my privilege to teach at the university. My specialties are critical thinking, ethics and the Socratic method, and I teach classes like Science and Pseudoscience and The Philosophy of Education. But in addition to exploring classic philosophers and traditional texts, I’ve invited a wide range of guest lecturers to address my classes, from Flat-Earthers to Christian apologists to global climate skeptics to Occupy Wall Street advocates. I’m proud of my work.
I invited those speakers not because I agreed with their worldviews, but primarily because I didn’t. From those messy and difficult conversations, I’ve seen the best of what our students can achieve: questioning beliefs while respecting believers; staying even-tempered in challenging circumstances; and even changing their minds.
I never once believed — nor do I now — that the purpose of instruction was to lead my students to a particular conclusion. Rather, I sought to create the conditions for rigorous thought; to help them gain the tools to hunt and furrow for their own conclusions. This is why I became a teacher and why I love teaching.
But brick by brick, the university has made this kind of intellectual exploration impossible. It has transformed a bastion of free inquiry into a Social Justice factory whose only inputs were race, gender, and victimhood and whose only outputs were grievance and division.
Students at Portland State are not being taught to think. Rather, they are being trained to mimic the moral certainty of ideologues. Faculty and administrators have abdicated the university’s truth-seeking mission and instead drive intolerance of divergent beliefs and opinions. This has created a culture of offense where students are now afraid to speak openly and honestly.
