Posts Tagged ‘Netherlands’

LinkSwarm For October 24, 2025

Friday, October 24th, 2025

The Schumer Shutdown continues, “No Kings” rallies turns out to be a shuffling parade of elderly white dorks, Ukraine continues destroying Russia’s oil infrastructure, that Dutch chip company seizure has bigger ramifications than I anticipated, Canada wants to steal people’s homes, an NBA gambling scandal erupts, and you have a chance to buy a painting from the Iron Lady Collection.

It’s the Friday LinkSwarm!

  • “Senate Democrats Kill Bill to Pay Essential Workers During Shutdown.”

    Senate Democrats killed a bill proposed by GOP Sens. Ron Johnson (WI) and Todd Young (IN) that would have paid government essential workers during the extended shutdown.

    It failed 54-45. It needed 60 votes to advance.

    Only Democrat Sens. John Fetterman (PA), Raphael Warnock (GA), and Jon Ossoff (GA) voted with the Republicans.

    “Democrats have voted down the stopgap bill 12 times.”

  • “How Did California Spend Billions on Homelessness Only for It to Get Worse? Two New Criminal Cases Offer a Clue.” Honestly, the first sentence supplies its own answer even without the second.

    How did California manage to spend $24 billion in taxpayer money to address homelessness over the past years, only for the problem to get substantially worse?

    The state has not offered any explanation since that figure was revealed in a state audit released earlier this year. But the arrest of two California men on Thursday suggests that at least some of the money may have been stolen through fraud.

    Cody Holmes, the former chief financial officer at a downtown Los Angeles-based developer of affordable housing, was arrested on a federal criminal complaint charging him with mail fraud. In a separate case, Steven Taylor is accused of defrauding lenders to aid his property-flipping business. He is charged with seven counts of bank fraud, one count of aggravated identity theft, and one count of money laundering.

    The arrests come as part of a larger federal investigation into homelessness funding fraud in the Golden State.

    “Accountability begins today,” said acting U.S. Attorney Bill Essayli when he announced the arrests on Thursday. He said the two cases are part of a pattern of the larger misappropriation of billions in state funds meant to combat homelessness.

    An audit released by the state in April revealed that California has spent more than $24 billion over the past five years to address the state’s homelessness crisis. The acting U.S. attorney formed a Homelessness Fraud and Corruption Task Force earlier this year to investigate where those tax dollars have gone.

    “The two criminal cases announced is only the tip of the iceberg and we intend to aggressively pursue all leads and hold anyone who broke any federal laws criminally liable,” Essayli said.

    Holmes, 31, is accused of fraudulently obtaining $25.9 million in state grant money for Shangri-La Industries, the developer of affordable housing for which he served as CFO. That money was intended to be used to purchase, construct, and operate homeless housing in Thousand Oaks under a state project called “Homekey.”

    Holmes allegedly knowingly submitted inflated, fake bank records to the California Department of Housing and Community Development (HCD), to falsely prove the company had the capacity to fulfill homeless housing projects. However, authorities say the bank accounts that Holmes said contained these funds did not exist.

    Holmes is now accused of using more than $2 million in state grant money to pay credit card bills that he was associated with, including purchases at luxury retailers.

    HCD had previously paid millions of dollars to Shangri-La to buy, build, and operate housing for the homeless in Redlands and King City, among other California cities.

    If convicted, Holmes faces up to 20 years in federal prison.

    Meanwhile, Taylor, 44, is accused of using fake bank statements and false cash representations to obtain loans and lines of credit to operate his real estate business from August 2019 to July 2025.

    The Brentwood man is also accused of lying to lenders about his intended use of various properties. He allegedly lied to the lender behind his purchase of a Cheviot Hills property, telling the lender he intended to renovate and use the property himself. However, he apparently had already contracted to sell the property, which he bought for $11.2 million thanks to a loan acquired through the use of fake bank statements. He was contracted to sell the property to a homeless housing developer who was purchasing the property with public funds from the city of Los Angeles and the state of California for $27.3 million in a double-escrow transaction hidden from the victim lender and others.

    If convicted, Taylor would face up to 30 years in federal prison for each bank fraud count, up to ten years in federal prison for the money laundering count, and a two-year prison sentence for the aggravated identity theft count.

    I’m sure this is only the tip of the Homeless Industrial Complex iceberg…

  • Speaking of homeless industrial complex fraud: “FBI raids homes of Charlotte activist Cedric Dean in health care fraud investigation.”

    The FBI raided the home of Cedric Dean, a well-known community activist in Charlotte’s Palisades neighborhood, on Thursday.

    The search is part of a federal investigation into an alleged multi-million dollar health care fraud scheme, according to federal court documents released to Queen City News.

    A spokesperson for the FBI confirmed on Thursday that agents were “engaged in court-authorized investigative activity,” but did not offer further details.

    Court documents obtained by QCN reveal that Dean and his company, Cedric Dean Holdings, are accused of fraudulently billing Medicaid for mental health services that were never provided. Investigators said Dean targeted vulnerable people, including those experiencing homelessness, in exchange for their Medicaid information, offering food or temporary shelter in return.

    Dean allegedly submitted inflated or false claims to Medicaid, sometimes using fake diagnoses, and paid staff and recruiters through services like CashApp. Authorities said his company billed roughly $1 million per month and operated without enough staff to actually provide care.

  • Clay Travis looks at the “No Kings” rallies and says that Democrats are doomed.

    “They’ve lost culture… Calling someone a Democrat is an insult,” Travis noted, adding “Calling someone a Kamala voter is an insult. This is white, black, Asian, Hispanic: young men across America are over the BS that they saw at this No Kings rally.”

    “Look at the dance. These are huge dorks. They have no power. They are losers. No one wants to hang out with them,” Travis continued, pointing to the event as emblematic of the party’s disconnect.

    “They’re old, 1960s protesters who now are on the side that they used to protest against. They don’t realize that the world has shifted around them and they are awkward lunatics,” he further emphasized.

  • No Kings? They don’t mean it, as they rebranded as “No Tyrants” in countries with monarchies.
  • Two oil depots hit by drones in Crimea, in Hvardiiske and Karyerne.
  • Eleven Oil Tanks Destroyed At Feodosia Oil Depot In Two Drone Strikes This Week.” “Ukraine appears to be drying up Crimea’s oil supply with these strikes.”
  • “Ukraine hit Russia’s Novokuybyshevsk refinery in Samara, one of Rosneft’s key plants, processing 8.8M tons of crude annually, about 3% of Russia’s total refining capacity,” some 1,000km from Ukraine.
  • “Big Drone Strike on Orenburg Gas Processing Plant,” also 1,000km from Ukraine.
  • They also used Storm Shadow to hit a chemical plant in Bryansk, as well as a drone attack to hit the Dagestan oil refinery.
  • They also hit the Ryazan oil refinery yet again.
  • Reporting from Ukraine is reporting on separatist activity in ethnic republics of Yakutia, Chechnya, Dagestan and Ingushetia, including some armed resistance.
  • Ukraine could be getting 150 Gripen fighter jets from Sweden. The downside: Not this year. And probably not next year, either.
  • What Ukraine could hit with Tomahawk cruise missiles.
  • Hamas is carrying out the terms of the ceasefire every bit as well as you would expect. “After Attack on Troops, Israel Hits Hamas Terror Targets in Gaza BBC. Hamas carried out ‘multiple attacks against Israeli forces beyond the yellow line.'”

    Israel struck terrorist targets in southern Gaza after Hamas terrorists attacked its troops located inside the agreed ceasefire line, violating the U.S.-brokered agreement. “The Israel Defense Forces (IDF) carried out airstrikes in the Rafah area on Sunday morning in response to violations of the ceasefire by Hamas,” the Israeli TV channel i24NEWS reported.

    In response to Hamas’s action, the Israeli military targeted terror tunnels used in the sneak attacks. “Earlier, an IED or anti-tank explosion struck near an IDF engineering vehicle in the same area,” the broadcaster added. “Reports from Gaza indicate the strikes targeted Hamas positions shortly after the terror group fired an anti-tank missile at IDF forces.”

    Trump’s genius wasn’t getting an agreement that would bring lasting peace for all time, it was getting the remaining living hostages out before Hamas inevitably violated the ceasefire.

  • “Palestinian illegal alien arrested by FBI for participating in October 7th terror attack.” “The complaint described the man, identified in court documents as Mahmoud Amin Ya’qub al-Muhtadi, as an operative for a paramilitary group in Gaza that has fought alongside Hamas.” Naturally, the media refers to him as “Louisiana Man.”
  • “Haitians who replaced American workers in tiny Pennsylvania town will be unemployed as factory shuts down.” “Many of these migrants were employed by a meatpacking plant known as Fourth Street Barbecue, also operating under the name Fourth Street Foods. They displaced native-born workers, drained local resources, and wired their paychecks overseas to third-world countries.”
  • Remember Nexperia, the Chinese-owned semiconductor company the Dutch government seized? Evidently the company is already causing shortages in the global auto industry.

    One day after German tabloid newspaper Bild reported that Volkswagen had suspended production of the Golf at its Wolfsburg factory due to a worsening semiconductor shortage caused by a supply stoppage of Nexperia chips, the Dutch chipmaker, recently seized by the Netherlands government, warned Japanese automakers on Thursday that it may no longer be able to guarantee chip supply. The chip crisis spreading from Europe to Japan has set off alarm bells across the industry.

    Bloomberg reports that the Japan Automobile Manufacturers Association (JAMA) has confirmed that its members, Toyota, Nissan, and Honda, have received warnings from Nexperia about chip supply woes and are working with customers to mitigate disruptions.

    JAMA cautioned that chip shortages could have a “serious impact” on global auto production and urged governments to reach a “prompt and practical solution.”

    “The chips manufactured by the affected manufacturers are important parts used in electronic control units, etc., and we recognize that this incident will have a serious impact on the global production of our member companies,” JAMA wrote in a statement, adding, “We hope that the countries involved will come to a prompt and practical solution.”

    There’s something weird going on here. Any global manufacturing giant worth it’s salt should have second-source contingency plans for such lowly parts as semiconductor discretes. Even in Europe, there are other discrete manufacturers like Infineion and STMicroelctronics. Somebody (or a whole lot of somebodies) dropped the ball here.

  • “In just 7 minutes, thieves allegedly mounted a ladder, stole priceless jewels from the Louvre and fled on motor scooters.” No painstaking disarming of the alarm system? No sophisticated computer intrusion? No hanging from a cable to avoid triggering the floor alarm? Just smashing windows and cases with brute force? The ghosts of a century’s worth of French screenplay writers sigh in disappointment…
  • Hitman hires hitman who hires hitman who hires hitman who hires hitman who tells police.” Why yes, this did happen in China…
  • Texas Sen. Brian Birdwell Nominated by Trump for Assistant Secretary of Defense. Birdwell served in the state Senate for 15 years after a two-decade distinguished career in the U.S. Army.” You may remember Birdwell as the author of the campus carry bill.
  • “Abbott Names Former State Solicitor General Kyle Hawkins to Texas Supreme Court. Hawkins previously served as the Texas solicitor general and clerked for the U.S. Supreme Court.” He’s replacing retiring justice Jeff Boyd.
  • Why does Michigan Gov. Gretchen Whitmer want to murder a baby deer?
  • UK demands 4Chan bow down to their au-thor-i-ty. 4Chan tells them to get stuffed, tells them their legal briefs were “bitter and salty and smelled of failure.” (Hat tip: Stephen Green at Instapundit.)
  • First Canada disarmed their citizens. Now its taking their homes.

    Welcome to Richmond, British Columbia, a suburb of Metro Vancouver.

    This is a letter the city sent to residents to notify them that their home might belong to the natives who once camped there 200 years ago.

    Please take note that the recent BC Supreme Court decision of Cowichan Tribes v Canada, 2025 BCSC 1490 made some very important decisions which could negatively affect the title to your property. A briefing paper prepared by City of Richmond staff is attached for your reference.

    If you look at the draft map attached to the briefing, your property is located within the Claim Area outlined in green. For those whose property is in the area outlined in black, the Court has declared aboriginal title to your property which may compromise the status and validity of your ownership – this was mandated without any prior notice to the landowners. The entire area outlined in green is claimed on appeal by the Cowichan First Nations.

    Snip.

    A liberal female judge issued an 863-page ruling ordering that private properties, some of which have been in families for generations, must return to the hands of a nomadic tribe that once loosely lived on the land hundreds of years ago, long before anyone who is currently alive was ever born.

    This matter was so important to the judge and other liberal allies that it was the “longest trial in Canada’s history.” It is also seen as setting a precedent for confiscating property across the nation.

    Now you know why the radical left keeps pushing those bullshit “land acknowledgements.”

  • Progress at UT.

    A tenured professor at the University of Texas at Austin says he was dismissed from his senior administrative post due to “ideological differences,” marking the latest shake-up in Texas’ statewide effort to reform higher education and curb campus DEI influence.

    Last week, Art Markman posted that UT leadership had dismissed him in late September as academic affairs senior vice provost.

  • Climate activist David Bookbinder admits its a shakedown. “Essentially, the tort liability is an indirect carbon tax. You sue an oil company, an oil company is liable, the oil company then passes that liability on to the people who are buying its products.”
  • “Trump, Australian Prime Minister Anthony Albanese sign agreement on rare earth minerals.”
  • NBA gambling scandal: “ESPN is reporting the arrest of Portland Trail Blazers head coach Chauncey Billups. Also arrested: Terry Rozier, guard for the Miami Heat.”

    Billups, an NBA Hall of Famer, has been charged with partaking in an alleged illegal poker ring tied to the Bonanno, Genovese and Colombo crime families, sources told The Post.

    A total of 31 people across the country are charged with running rigged games, which took place in Manhattan, the Hamptons and Las Vegas, sources said.

    The players involved were being paid by mobsters to play in card games fixed with technology and card shuffling machines to give the house the advantage, sources familiar with the case said.

    The athletes were told to take a dive when they had to and win when they were told. It didn’t appear as if they were attempting to pay off any debts, sources said.

    Rozier is being charged with point-shaving.

  • Director Blue has a lot more details about the mob guys running the games, and the sophisticated technologies used, like special contact lenses to read marked cards, cryptocurrency money laundering and x-ray tables.
  • Sweden refuses to deport illegal alien Muslim who raped a 16-year old.
  • Texas game wardens praised for saving people during the Texas floods.
  • The Critical Drinker walks through every Disney Star Wars film, how much they cost, and how much they made or lost. Since they received substantial tax credits for filming in the UK, they evidently had to submit real numbers rather than the usual Hollywood Accounting bullshit. The Force Awakens evidently cost $638.9 million to make, which would probably rank it as the most expensive film of all time.
  • Evidently Margaret Thatcher owned a crapload of art, and now it’s being auctioned off.”
  • James May tries Franklin’s Barbecue, likes it.
  • Evidently the “Hasan shocks his dog” story has taken on a meme life of its own.
  • David Letterman interviews The Professor of Rock.
  • “Democrats Enjoy Their Favorite Pastime Of Holding All-White Rallies.”
  • “Next ‘No Kings’ Protest To End By 4 P.M. So Everyone Can Get Home In Time For ‘Matlock.‘”
  • “Greta Thunberg Says Israel Put A Noose On Her And Yelled, ‘This Is Bagel Country!‘”
  • “LeBron Performs Ceremonial Flop To Open New NBA Season.”
  • “NBA Announces Today’s Gambling Arrests Brought To You By DraftKings.”
  • “WNBA Players Assure FBI They Weren’t Missing Layups To Throw Games, They Just Suck At Basketball.”
  • “Family Excited To Get New Inkjet Printer That Will Work Flawlessly For First Six Hours And Then Never Again.”
  • It’s good to get home.

    (Hat tip: Ace of Spades HQ.)

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





    Netherlands Seizes Chinese Semiconductor Firm

    Wednesday, October 15th, 2025

    In a modern world deeply interconnected by global trade, it’s pretty rare that a country will just up and seize a company belonging to another country, but that’s just what The Netherlands did.

    The Dutch government has taken control of Nexperia, a Chinese-owned chipmaker based in the Netherlands, in a bid to safeguard the European supply of semiconductors for cars and other electronic goods and protect Europe’s economic security.

    The Hague said it took the decision due to “serious governance shortcomings” and to prevent the chips from becoming unavailable in an emergency.

    Nexperia’s owner Wingtech said on Monday that it would take actions to protect its rights and would seek government support.

    The development threatens to raise tensions between the European Union and China, which have increased in recent months over trade and Beijing’s relationship with Russia.

    In December 2024, the US government placed Wingtech on its so-called “entity list”, identifying the company as a national security concern.

    Under the regulations, US companies are barred from exporting American-made goods to businesses on the list unless they have special approval.

    In the UK, Nexperia was forced to sell its silicon chip plant in Newport, after MPs and ministers expressed national security concerns. It currently owns a UK facility in Stockport.

    Nexperia was spun off from NXP, which was spun off from Philips. They’re integrated device manufacturers, but not anywhere near the high-end devices fabbed by TSMC, Intel or Samsung. Quite the opposite. Nexperia specializes in discretes, the cheap, mass-produced individual electronic components (transistors, diodes, MOSFETs) that are on the very bottom rung of semiconductor manufacturing: High volume, low margin operations for extremely cheap, simple chips that still under-gird just about every electronic product made.

    That Stockport (greater Manchester) fab was built in 1987, which is so many semiconductor generations ago I can’t even count. The only Nexperia fab left is in Hamburg, which is shown as being built in 1953, but since they’re running 200mm wafers, it was probably last upgraded in the 1990s, and supposedly turns out “100 billion devices per year.” Semiconductor fabs that turn out discretes are informally called “jelly bean factories,” and earn low but reliable profits.

    The Dutch Economic Ministry said it made the “highly exceptional” decision to invoke the Goods Availability Act over “acute signals of serious governance shortcomings” within Nexperia.

    “These signals posed a threat to the continuity and safeguarding on Dutch and European soil of crucial technological knowledge and capabilities,” the ministry said in a statement.

    “Losing these capabilities could pose a risk to Dutch and European economic security.”

    The statement did not detail why it thought the firm’s operations were risky. A spokesperson for the minister of economic affairs told the BBC there was no further information to share.

    The measures are aimed to keep European chip supplies flowing and protect Dutch intellectual property, said EU-China researcher Sacha Courtial.

    In a crisis, a Chinese-owned company could come under pressure from Beijing to halt supplies or prioritise sales to China, crippling European industries like carmakers and electronics manufacturers, he said.

    The Hague’s move puts economic security “over free-market investment principles”, in what could pave the way for other governments to follow, said Mr Courtial from the Jacques Delors Institute.

    The China Semiconductor Industry Association said on Tuesday that it is “seriously concerned” about the Dutch government taking control of Nexperia.

    The group described the measures as “selective and discriminatory” against overseas branches of Chinese enterprises and undermine open trade.

    This is a pretty unusual action, and was evidently undertaken after pressure from the U.S. government.

    The Dutch court document said records from a June 12 meeting between U.S. Commerce Department officials and the Dutch Foreign Ministry showed rising pressure to remove Nexperia’s Chinese CEO to help keep the company off the list.

    “The fact that the company’s CEO is still the same Chinese owner is problematic,” the filing said, citing minutes from the Dutch-U.S. meeting. “It is almost certain the CEO will have to be replaced to qualify for the exemption from the entity list.”

    Nexperia is caught between the U.S. and China, with U.S. President Donald Trump ratcheting up pressure on tech as part of a broader trade war in which he threatened 100% tariffs on China’s exports last week. Beijing has announced curbs on exports of rare earths.

    Nexperia faces export restrictions from both governments, it said on Tuesday, and is seeking talks. It said a new interim CEO had been put in place after the former chief executive Zhang Xuezheng was removed from his post on a Dutch court order.

    The documents released on Tuesday by the Amsterdam Commercial Court showed that Nexperia had been informed by the Dutch Economic Affairs Ministry on June 5 that the new U.S. rule might be coming and it should take action. “It was clear to all involved that (a U.S. listing) could have a significant negative impact on Nexperia and its business,” it said.

    The fact the Dutch government so readily acceded to U.S. requests suggests that the case against Nexperia was pretty substantial, and the specter of possibly open conflict with an increasingly bellicose Russia may have played a factor in their decision making. Nailing down key supply chain components, no matter how lowly, is both far-sighted and suggests there’s more to this situation than meets the eye.

    Also, it may be that Euroelites are simply tired of both Russia and China’s lawless shenanigans…

    LinkSwarm For June 6, 2025

    Friday, June 6th, 2025

    Today’s the 81st anniversary of D-Day. Trump and Musk fight over the “big beautiful bill,” the Dutch government collapses, a whole lot of megacorps decide that “Pride Month” is over, hot Skynet on Skynet action, a fake Titanic, “nose ring theory” and a white Black Panther.

    It’s the Friday LinkSwarm!

  • Elon Musk is not a fan of the “big, beautiful bill.”

    Elon Musk, the former head of the Department of Government Efficiency, on Tuesday dismissed President Trump’s “big, beautiful” spending bill as a “disgusting abomination.”

    “This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination,” he said in a post on X.

    “Shame on those who voted for it: you know you did wrong. You know it,” he added.

    Musk’s comments on Tuesday represent an even harsher reaction to the bill than his previous criticisms. Last month, he said he was “disappointed” by the House passage of the bill because it undermines the work he has done as the head of DOGE.

    “The president already knows where Elon Musk stood on this bill,” White House Press Secretary Karoline Leavitt told reporters on Tuesday. “It doesn’t change the president’s opinion.”

    While the bill aims to cut $1.5 trillion in government spending, it also increases the debt limit by $4 trillion. The U.S. government is more than $36 trillion in debt.

    The bill would extend the 2017 tax cuts, introduce new tax cuts such as Trump’s signature “no tax on tips” policy, and add work requirements to Medicaid, among other provisions.

    The measure passed 215 to 214 in the House, largely along party lines after Speaker Mike Johnson was able to overcome opposition from members of his caucus who argued the bill should include further spending cuts to offset tax cuts that will add to the country’s deficit.

    Musk thoughts mirror my own. They should not have used reconciliation on a bill that doesn’t balance the budget.

  • Jim Geraghty offers some ideas for balancing the budget. Skipping over things that would break Trump campaign promises:

    Beyond entitlement reform, the Committee for a Responsible Federal Budget offers users an option in a fix-the-debt-yourself game. Among the options are medical-malpractice reform (saving the U.S. government $40 billion over ten years), allowing private plans to compete with Medicare ($360 billion over ten years), banning state Medicare matching gimmicks ($830 billion over ten years), rescinding Inflation Reduction Act climate tax credits ($780 billion over ten years), and repealing and replacing student-debt cancellation ($320 over ten years). Enact all of those, and that’s another $233 billion per year or so.

  • California’s Governor Hairgel is sucking up to the ChiComs.

    The administration of California Governor Gavin Newsom held closed-door talks on trade cooperation with Chinese officials on Monday, ahead of the anniversary of the Chinese Communist Party’s massacre at Tiananmen Square.

    The meeting will take place on the sidelines of the China-California Business Forum, an annual summit hosted by the Chinese consulate general in Los Angeles at the city’s ritzy Biltmore Hotel. That annual gathering gives local and state politicians an opportunity to rub shoulders with their Chinese counterparts.

    The Newsom administration’s participation in the meeting comes just ahead of the June 4 anniversary of the 1989 Tiananmen Square massacre, which is commemorated by Chinese pro-democracy advocates and human rights advocates.

    Should we be relieved that Newsom isn’t actually sleeping with any of them?

  • You know that illegal alien scumbag gangbanger Democrats were all outraged over his getting deported to El Salvador? Well, Kilmar Abrego Garcia is being returned to the U.S….to face charges on human trafficking.

    Kilmar Abrego Garcia, the man who was mistakenly deported to El Salvador, has returned to the United States to face criminal charges for allegedly transporting illegal immigrants within the U.S., the Department of Justice said Friday.

    Last month, a federal grand jury in Tennessee indicted Abrego Garcia, who was deported two months ago from Maryland to El Salvador.

    Prosecutors say Abrego Garcia was involved in a nearly decade-long conspiracy to transport thousands of illegal immigrants from Texas to other areas around the country. The illegal immigrants, some of whom were members of the MS-13 gang, came from Mexico and Central America.

    “The grand jury found that over the past nine years Abrego Garcia has played a significant role in an alien smuggling ring,” Attorney General Pam Bondi said Friday. “They found this was his full-time job. Not a contractor. He was a smuggler of humans and children and women. He made over 100 trips, the grand jury found, smuggling people throughout our country.”

    While the allegations were not included in the May 21 indictment, Bondi said that Abrego Garcia also solicited nude images from a minor and was linked to the murder of a rival gang member’s mother. Co-conspirators also accused Abrego Garcia of assaulting women whom he transported across the country and claimed he was also involved in trafficking firearms and narcotics.

    No wonder he’s a poster child for Democrats…

  • There’s not an Alanis Morissette joke big enough: “A once-prominent Harvard University professor was stripped of her tenure and fired this week for outright fabricating data on numerous academic studies of dishonesty and unethical behavior.”

    Francesca Gino was regularly cited as an authority by prominent left-leaning outlets such as National Public Radio and the New York Times. Both outlets now admit that Gino’s research was likely fabricated. Disturbingly, the flaws in her research were exposed not by the allegedly robust university system of peer review, but by a series of posts by science bloggers.

    No professor has had tenure revoked at Harvard since the 1940s, when the rules for doing so were formalized, according to the Harvard Crimson. This is the academic nuclear option.

    Gino’s first retracted study showed evidence of data fabrication all the way back in 2021, and an investigation into her academic dishonesty lasted for the following two years.

  • Paxton Smokes Cornyn 50-28 Percent in Latest 2026 GOP Primary Poll.” Only 600 Republican primary voters, which is on the small side for a poll sample.
  • Is wokeness dying? A whole lot of Fortune 500 companies have decided that they can now sit “Pride Month” out, including IBM, Microsoft, Cisco, Disney, Target, Starbucks, BMW, Bank of America, and even Google. I think most Americans were willing to let adult “LGBs” go off and do their own thing, but every single letter they’ve added to that acronym since (especially the “T”) has marked them as enemies of the people.
  • Despite the power-sharing cabal ruling the Texas House, a lot of conservative priorities did get get passed and sent to Abbott’s desk. Here’s a roundup.

    The Texas Senate succeeded in pushing a majority of Lt. Gov. Dan Patrick’s legislative priorities through both chambers during the regular legislative session. Patrick released a list of 40 pieces of priority legislation in the first three months of the year, covering a variety of issues.

    Here is the status of the Senate priority bills in the 89th Legislative Session:

    • Senate Bill 1 – Senate’s Budget for Texas: Passed both chambers.
    • Senate Bill 2 – Providing School Choice: Signed into law.
    • Senate Bill 3 – Banning THC in Texas: Sent to Gov. Greg Abbott.
    • Senate Bill 4 – Increasing the Homestead Exemption to $140,000 ($150,000 for Seniors): Sent to Abbott.
    • Senate Bill 5 – Combatting Dementia and Alzheimer’s – Establishing DPRIT (Dementia Prevention and Research Institute of Texas): Signed into law.
    • Senate Bill 6 – Increasing Texas’ Electric Grid Reliability: Sent to Abbott.
    • Senate Bill 7 – Increasing Investments in Texas’ Water Supply: Sent to Abbott.
    • Senate Bill 8 – Requiring Local Law Enforcement to Assist the Federal Government’s Deportation Efforts: Passed both chambers.
    • Senate Bill 9 – Reforming Bail – Keeping Violent Criminals Off Our Streets: Sent to Abbott.
    • Senate Bill 10 – Placing the Ten Commandments in School: Sent to Abbott.
    • Senate Bill 11 – Protecting the Freedom to Pray in School: Sent to Abbott.
    • Senate Bill 12 – Establishing a Parental Bill of Rights in Public Education: Passed both chambers.
    • Senate Bill 13 – Guarding Against Inappropriate Books in Public Schools: Passed both chambers.
    • Senate Bill 14 – Texas DOGE – Improving Government Efficiency: Signed into law.
    • Senate Bill 15 – Removing Barriers to Housing Affordability: Passed both chambers.
    • Senate Bill 16 – Stopping Non-Citizens from Voting: Left in House Calendars Committee.
    • Senate Bill 17 – Stopping Foreign Adversary Land Grabs: Sent to Abbott.
    • Senate Bill 18 – Stopping Drag Time Story Hour: Left on House General State Calendar.
    • Senate Bill 19 – Stopping Taxpayer Dollars for Lobbyists: Left in the House State Affairs Committee.
    • Senate Bill 20 – Stopping AI-Generated Child Pornography: Sent to Abbott.
    • Senate Bill 21 – Establishing the Texas Bitcoin Reserve: Sent to Abbott.
    • Senate Bill 22 – Establishing Texas as America’s Film Capital: Sent to Abbott.
    • Senate Bill 23 – Removing the Cap on the Rainy Day Fund to Secure Texas’ Long-term Financial Future: Sent to Abbott.
    • Senate Bill 24 – Educating Texas Students on the Horrors of Communism: Sent to Abbott.
    • Senate Bill 25 – Making Texas Healthy Again: Sent to Abbott.
    • Senate Bill 26 – Increasing Teacher Pay: Left in the House Public Education Committee.
    • Senate Bill 27 – Establishing a Teacher Bill of Rights: Passed both chambers.
    • Senate Bill 28 – Banning Lottery Couriers: Left in House Licensing and Administrative Committee.
    • Senate Bill 29 – Texas: Open for Business: Signed into law.
    • Senate Bill 30 – Curbing Nuclear Verdicts: Conference committee appointed.
    • Senate Bill 31 – Life of the Mother Act: Sent to Abbott.
    • Senate Bill 32 – Business Tax Relief: Left in the House Ways and Means Committee.
    • Senate Bill 33 – Stopping Taxpayer-Funded Abortion Travel: Sent to Abbott.
    • Senate Bill 34 – Wildfire Response: Sent to Abbott.
    • Senate Bill 35 – Competing for Quality Roads: Left on House General State Calendar.
    • Senate Bill 36 – Establishing a Homeland Security Division within [the Department of Public Safety]: Sent to Abbott.
    • Senate Bill 37 – Reforming Faculty Senates: Passed both chambers.
    • Senate Bill 38 – Stopping Squatters: Sent to Abbott.
    • Senate Bill 39 – Protecting Texas Trucking: Left in the House Judiciary and Civil Jurisprudence Committee.
    • Senate Bill 40 – Stopping Taxpayer-Funded Bail: Sent to Abbott.

    Not every conservative priority passed, and I don’t agree with every bill (much less every part of every bill), but a lot of progress was made this legislative session. Dan Patrick’s senate seems much better at delivering conservative results than David Dewhurst’s senate ever was.

  • Columbia U finally gets to the “find out” stage: “Columbia University Failed to Meet Accreditation Standards, Department of Education Finds.”

    Columbia University failed to meet accreditation standards due to its inability to uphold civil rights law and punish harassment against Jewish students, the Department of Education announced Wednesday.

    Office of Civil Rights (OCR) officials have notified the Middle States Commission on Higher Education, the body that sets Columbia’s accreditation standards, that the university is “in violation of federal antidiscrimination laws and therefore fails to meet standards.” Administrators’ unwillingness to address months of anti-Israel activism on Columbia’s campus created an unsafe environment for Jewish students, the department added, putting the university in violation of Title VI of the Civil Rights Act of 1964.

  • Hey, remember that New York hospital shenanigans Dwight reported on? Well, “10 hospital executives from Nassau University Medical Center, including its CEO, have put in their resignations in response to what they called a “hostile takeover” by Gov. Kathy Hochul, according to sources in the hospital.” Got to think someone wants to rake off some graft there…
  • “The Dutch government collapsed on Tuesday after the Party for Freedom led by Geert Wilders pulled out of the coalition over the government’s asylum policy. Wilders had been adamant leading up to the collapse that without strict restrictions on immigration, his party would leave the coalition government. Wilders made good on those threats Tuesday.” Europe’s political elites evidently love unassimilated Muslim immigration more than they love life itself.
  • Marcos Lopez, the Democratic sheriff of Osceola County, Florida decided that, instead of busting an illegal gambling operations, it was a lot more profitable to run it.
  • Charmless professional liar Karine Jean-Pierre leaves Democratic Party, writes book on Biden White House. Honestly, I found her so inconsequential that I didn’t even bother creating a tag for her before today.

  • Nose ring theory.” Also tattoo theory.
  • “Young man wins $20,000 from high school that suspended him for saying ‘illegal alien.'” No doubt BattleSwarm would give them a full-blown case of the vapors…
  • Speaking of lawsuits, The Babylon Bee is suing Hawaii over a law that makes it illegal to use satirical images to make fun of politicians. Like this one:

  • Someone asked me why UK Labour PM Keir Starmer was suddenly sounding like an uberhawk, talking about expanding UK’s nuclear submarine building program, etc. Actually, this is nothing particularly new, as he made similar points in February, and even last year. But I think the release of the 2025 Strategic Defence Review is driving much of the current chatter. A lot of it just the usual high-minded blather and buzzwords you find in any such doc, but there’s some meat here. Such as this “list of technologies redefining warfare” on page 27:
    • Artificial intelligence (AI), machine learning, and data science, improving the quality and speed of decision-making, the resilience of
      digital networks, and operational effectiveness. Forecasts of when Artificial General Intelligence (Where AI matches or surpasses humans’ ability to understand, learn, and apply knowledge across a range of situations unaided) will occur are uncertain but shortening, with profound implications for Defence.

    • Robotics and autonomy, with armed forces increasingly using uncrewed and autonomous capabilities to generate mass and lethality.
    • Enhanced precision weapons that mean targets can be struck with greater accuracy from ever
      greater ranges.

    • Directed energy weapons, such as the UK’s DragonFire, which have the potential to reduce collateral damage and reliance on expensive ammunition.
    • Hypersonic missiles, which, travelling at over five times the speed of sound, may offer greater range and greater ability to evade defences.
    • Space-based capabilities that enable all aspects of modern operations. States are rapidly developing ways to disrupt military and civilian assets in and from space.
    • Quantum. Advances in quantum computing offer the potential to break encryption, making secure communications much more difficult. Quantum technologies have the
      potential to reduce dependence on satellite-based GPS, which may be vulnerable to interference.

    • Cyber threats that will become harder to mitigate as technology evolves, with AI, quantum technology, and the increasing dependence on satellite communications likely driving the most disruptive changes to the cyber threat landscape.
    • Engineering biology that creates the potential to enhance the capacity of the armed forces through advances in medicine, healthcare, and wellbeing, possibilities for new energetic and explosive materials, as well as avenues for enormous harm in the shape of new pathogens and other weapons of mass destruction.
  • A nice list of science fiction story ideas, some even with near-term defense applications.

    They’re also buying more subs and planes…

  • Speaking of future warfare, Lockheed Martin has launched AI “fight club” to test AIs against each other. This is a god idea, if they have their little Forbin Projects properly sandboxed, and if they remember that the map is not the territory. There are always radical surprises in warfare… (Hat tip: Stephen Green at Instapundit.)
  • Democratic governor of Arizona Katie Hobbs just vetoed a bill that would’ve prevented communist China from buying land next to military sites in her state.”

  • “The Florida state university system’s Board of Governors voted 10-6 to reject former University of Michigan president and DEI fanatic Santa J. Ono’s candidacy for the presidency of the University of Florida.”

    Ono, who curiously was the only finalist advanced by the search committee for the job, came with their unanimous recommendation on May 4 and was unanimously approved by the university’s Board of Trustees on May 27. Florida Governor Ron DeSantis, who has pledged that Florida is “where woke goes to die,” remained oddly reticent about Ono—stating first that he trusted the process, and later that the governors (15 of the 17 governors were appointed by DeSantis), should follow their consciences in deciding Ono’s fate.

    Other Florida conservatives, including Senator Rick Scott and Congressmen Greg Steube, Byron Donalds, and Jimmy Patronis, denounced the appointment and outright called for a negative vote.

    Ono’s rejection by the Florida Board of Governors is an unprecedented, but legally and procedurally correct, use of its powers. Ono’s demise followed a polite but charged meeting in Orlando on the campus of Central Florida University. Public comments included scathing denunciations and trenchant questions about his candidacy based on his well-documented record for supporting DEI, critical race theory, and radical gender ideology, among other leftist shibboleths.

    DeSantis should have done more to nip this candidacy in the bud.

  • Here’s a deep dive into Japan’s complex subsidy system for growing rice, and how it’s resulted in much smaller growth in rice harvests than competing countries that don’t have such subsidies.
  • The New Harbor Bridge in Corpus Christi is about to open after years of delay. It has numerous innovative features, and I’m including it here for the blog’s bridge and infrastructure enthusiasts (you know who you are).
  • Did you know that some company in China was building a full-scale Titanic replica mansion that’s now in bankruptcy?
  • Critical Drinker: Just when you think Disney has learned their lesson about the M-She-U, along comes Fantastic Four to prove they haven’t.
  • But wait, get ready for a white Black Panther.
  • “Disney laying off several hundred employees worldwide.” Funny what another string of bombs will do to you…

  • Speaking of which: “‘Andor’ Creator Says Disney Spent ‘$650 Million for 24 Episodes’ and ‘We Fought Hard’ for Money After Being Told in Season 2: ‘Streaming Is Dead. We Don’t Have the Money We Had Before.’”
  • Did FOX 26 in Houston just eliminate their entire sports department?
  • “Republicans Unveil New Plan To Fix National Debt Sometime After The Return Of Christ.”
  • “Trump Aides Shocked To Find Biden’s Autopen Still Signing Bills In Storage Closet.”
  • “Federal Judge Blocks Deportation Of Terrorist’s Family, Orders Jews Lit Back On Fire.”
  • “Fashion Faux Pas As Two Texans Both Attend Wedding Wearing The Same Gun.”
  • “Hamas Agrees To Surrender If Europe Will Take Greta Thunberg Back.”
  • “USS Harvey Milk To Be Renamed ‘USS No Homo.'”
  • Put down the phone.

    (Hat tip: Ace of Spades HQ.)

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





    Instant Analysis: Trump Tariff Effects On Semiconductors

    Wednesday, April 2nd, 2025

    President Trump announced his tariffs on countries, especially those that tariff goods from the United States.

    President Donald Trump on Wednesday imposed sweeping new tariffs on all imported goods and unveiled a detailed list of reciprocal duties targeting more than 60 countries, asserting that the move is necessary to combat trade imbalances and restore U.S. manufacturing.

    “This is Liberation Day,” Trump said during a Rose Garden ceremony, holding up a printed chart of countries and their new tariff rates. “For decades, our country has been looted, pillaged, raped and plundered by nations near and far, both friend and foe alike.”

    The tariffs, which he described as “reciprocal,” fulfill a key campaign pledge and are aimed at pressuring trade partners to lower their own barriers. The administration expects the new rates to remain in place until the U.S. narrows a $1.2 trillion trade imbalance recorded last year.

    But the extensive list of tariffs also threatens to upend the U.S. economy, as many — but not all — economists say they amount to taxes on American companies that will be passed down to consumers.

    Trump held up a chart while speaking at the White House, showing the United States would charge a 34 percent tax on imports from China, a 20 percent tax on imports from the European Union, 25 percent on South Korea, 24 percent on Japan and 32 percent on Taiwan.

    The centerpiece of the announcement is a 10 percent universal baseline tariff on all imports, effective immediately. For instance, Chinese imports are now subject to cascading tariffs of 10, 20 and 34 percent, for a total of 54 percent.

    In addition, Trump’s administration imposed country-specific reciprocal tariffs on nations it accuses of unfair trade practices — including India, Vietnam, and the European Union, in adding to China. The rates are calibrated at approximately half the rate those countries impose on U.S. goods.

    For example, China, which Trump said charges 67 percent in tariffs on U.S. goods when factoring in non-tariff barriers, will now face a 34 percent reciprocal tariff under the new system, in addition to the 10 percent baseline tariff and the 20 percent tariffs already in effect. Vietnam, assessed at 90 percent, will face a 46 percent tariff; India at 52 percent will now see 26 percent duties; and the EU, which imposes 39 percent, will be met with a 20 percent response, according to the White House chart.

    This is a “devil in the details” issue that has a lot of ramifications depending on how the directives are written. But several of those countries are big players in semiconductors, so here’s a quick and dirty look at winners and losers if those tariffs stay in place a significant amount of time.

    The main countries here, along with the reciprocal tariffs being applied to them:

  • Taiwan (32%)
  • South Korea (25%)
  • China (34%)
  • European Union (not a country, but they play one on TV) (20%)
  • Japan (24%)
  • Singapore (10%)
  • Israel (17%)
  • Save a few smaller, older fabs here and there, that’s pretty much 99% of semiconductor manufacturing, though Vietnam (46%) and the Philippines (17%) do a lot of semiconductor package assembly work, and the tariffs may apply to them, depending on wording.

    So let’s look at the business Losers and Winners in the space. (Note: You might find this post useful, as it defines some of the semiconductor industry terms used here.)

    Losers

  • TSMC: As the world’s biggest and most important chip foundry, the Taiwanese tariffs will hit TSMC hard. Their U.S. fab in Arizona isn’t ready for production yet, so all their chips will (theoretically) get hit with tariffs, assuming Trump doesn’t grant them a waiver because they’re already constructing a plant. But if they do go into effect, possibly even more heavily impacted will be:
  • TSMC customers, including Apple, Nvidia and AMD. All three get their very highest-end, cutting edge, sub-10nm chips fabbed there. For Apple, the M-series and A-series chips made there form the heart of all their Macs and iPhones. Likewise, Nvidia gets its highest end GPU/AI/etc. chips fabbed by TSMC. AMD’s most powerful CPU’s are also fabbed by TSMC, though some lower end chips are made elsewhere (like GlobalFoundries).
  • Tokyo Electron: Japan’s biggest semiconductor equipment manufacturer assembles pretty much all their equipment in their home country. 24% tariffs may make their equipment uneconomical compared to rivals Applied Materials and LAM Research.
  • South Korean DRAM manufacturers Samsung and SK Hynix: 25% tariffs will definitely impact sales in a market segment whose overall margins (robust in booms, and barely breaking even during busts) are thinner than others.
  • Every American electronics company that uses DRAM. Which is pretty much every American electronics company.
  • Every American AI boom company. Their data center costs are going up, while those of their foreign competitors are not.
  • Korean flat panel display manufacturers Samsung and LG Semicon, who between them control over 50% of the market.
  • Every American TV and monitor manufacturer, the vast majority of which have their devices manufactured overseas.
  • UMC: They’d fallen woefully behind TSMC for foundry work, and they won’t be winning much additional American business now.
  • Every company trying to build a sub-10nm fab in the U.S., as steppers from Netherlands-based ASML just got more expensive and the competition to obtain them might have increased.
  • Pretty much every fab in China just got more screwed…but they were pretty screwed (and trailing badly) before.
  • American fabless chip startups: Their costs for getting chips to market probably increased.
  • Winners

  • Applied Materials, LAM Research and KLA Tencor. Buying competing Tokyo Electron equipment just got more expensive, and a bunch of companies now have incentives to build fabs in America.
  • Intel: Assuming they’ve finally got their process technology sorted out (a big if), they’re well-positioned to take CPU market share from AMD and to grow their under-performing foundry business.
  • Micron (sort of): As the only American DRAM manufacturer, they can probably earn more per each chip produced domestically. But Micron has a lot of overseas fabs these days, and building new domestic DRAM fabs will take years.
  • GlobalFoundries: The costs of their global competitors just increased, so they can probably win more business for their domestic foundries…if they have the available wafer starts. But they have a lot of foreign fabs as well.
  • Samsung‘s US foundry business. Presumably the wafer starts for their Austin and Taylor fabs will see increased demand.
  • Maybe Texas Instruments, but I’m not sure how much mixed-signal and analog competition they have, and that’s their bread and butter.
  • Neutral

  • ASML: Being in the Netherlands and having TSMC as their biggest customer, you figure they’d be hurt, but no. You can’t get EUV steppers from anyone else, and I get the impression they’re building EUV steppers as fast as they possibly can already. Anyone building a cutting-edge fab will just have to pay more to get them.
  • Tower Semiconductor: Half their foundries are in Israel and half in the U.S., so I figure it’s a wash.
  • That’s my quick and dirty analysis. Of course, Trump is using tariffs like a battering ram to smash foreign tariffs, and if he’s immediately successful, there probably will only be minor hiccups in the global supply chain. But if not, a whole lot of disruption might lie ahead, and it usually takes a minimum of 3-5 years to bring a new fab online.

    ASML Exits, China Screwed

    Thursday, December 26th, 2024

    I’ve previously talked about China’s difficulties in catching up to the west in semiconductor manufacturing here, here, and here, among other places. To summarize: Western nations have an advanced, highly interconnected semiconductor manufacturing ecosystem that China doesn’t have the technical expertise to replicate. In particular, China has nothing like ASML’s extreme ultraviolet lithography machines (AKA a “stepper”) necessary to build the most advanced chips with the smallest feature geometries.

    Here’s a piece with ASML’s CEO talking about just how far China is behind.

    Though advancements that SMIC and Huawei have made in the semiconductor sector in recent years are pretty impressive, the companies are 10 to 15 years behind industry giants like Intel, TSMC, and Samsung, said Christophe Fouquet, chief executive of toolmaker ASML. It’s well known that even with the best-in-class DUV tools, Chinese fab SMIC will be unable to match TSMC’s process technologies cost-effectively. This is because Chinese companies cannot access leading-edge EUV lithography tools.

    “By banning the export of EUV, China will lag 10 to 15 years behind the West,” said Christophe Fouquet in an interview with NRC (machine translated). “That really has an effect.”

    ASML has never shipped its EUV tools to China due to the Wassenaar Arrangement, despite SMIC’s reported order for one EUV machine. The details remain unclear, but ASML did not deliver the machine to the Chinese foundry due to US sanctions. However, ASML kept shipping advanced DUV lithography tools, such as the Twinscan NXT:2000i, which are capable of producing chips on 5nm and 7nm-class process technologies.

    As a result, SMIC has been producing chips for Huawei using its 1st-generation and 2nd-generation 7nm-class process technology for years now. This has certainly helped the Chinese high-tech giants weather U.S. government sanctions.

    Having understood that EUV tools are not coming to China, Huawei and its partners have explored extreme ultraviolet lithography themselves with the aim of building their own lithography chipmaking tools and ecosystem, which will take 10 – 15 years at best. For reference, it has taken over 20 years for ASML and its partners from foundational work to complete commercial machines to build the EUV ecosystem.

    China thought it had found a way out of the western ban on high end lithography machines. Turns out: Not so much.

  • “In the past two years, China has spent a staggering 8 billion euros to procure fewer than 120 Advanced immersion DUV lithography machines from Dutch company ASML.” DUV (Deep Ultraviolet) was the generation of machines before EUV, and can’t effectively pattern features of less than 10nm.
  • “On the surface this seemed like a bold and extravagant move. However, as of September 7th, the reality has turned into a bitter irony. Maintenance and upgrades for these machines are now completely restricted. In other words, starting next year these state-of-the-art [not quite – LP] lithography machines could become little more than scrap. To make matters worse, even repairs for older equipment are off the table.”
  • “Lithography machines are the backbone of semiconductor manufacturing, etching intricate circuits onto silicon wafers. Without proper maintenance and upgrades, these machines, worth tens of millions of euros each, will gradually deteriorate into expensive junk. Producing advanced chips smaller than 14 nanometers will become nearly impossible. Yield rates will plummet and costs will skyrocket.”
  • “Even TSMC, a global benchmark, requires ASML engineers to be stationed on site for regular recalibrations every 3 to 6 months. Earlier this year, an earthquake in Taiwan caused TSMC’s lithography operations to halt, and it took a month of recalibrations to resume lithography.” Requalification is indeed a huge pain in the ass.
  • “Machine maintenance depends on ASML proprietary components, software and technical support. Hiring a few engineers, or even the CEO of ASML, won’t solve the fundamental complexities of this highly specialized system. China’s attempts to rely on sheer manpower to bridge this gap are wishful thinking.”
  • “Thinking a few engineers could crack this technology is simply laughable. Lithography machines are just the tip of the iceberg in the complex semiconductor manufacturing supply chain.”
  • “China owns nearly 1,400 ASML lithography machines. With Western restrictions on maintenance spare parts and engineering services, these multi-million euro machines have been reduced to a rob Peter to pay Paul situation keeping them operational for just one more day at a time. Chip production is bound to shrink, creating a vicious cycle.”
  • “New sanctions implemented in September have blocked sales of models like the NXT1970i, shutting down access to both hardware and technology. At best, China’s capabilities remain stuck at the level of ASML’s older NXT 1470 machines, which date back to the early 2000s.”
  • “China’s so-called domestic lithography machines are limited to 65 nanometer dry DUV technology, with some reports claiming they can reach 55 nanometer. However, this is equivalent to ASML 2006-era technology, putting China 18 years behind. Worse, key components for these domestic machines still rely on suppliers from Japan and Germany.”
  • “China’s domestic lithography machines are largely a symbolic effort, more about saving face than actual technological advancement.”
  • There’s no way China can catch up to ASML in EUV lithography, and no way they can eliminate their deep dependence on western semiconductor manufacturing technology.
  • “Cutting edge EUV systems have been banned from China since 2019. Last June, high-end immersion DUV machines were added to the list. Now even older models like the NXT 1970i and 1980i can’t be sold or upgraded. China’s ambitions have been crushed, reducing it to square one.”
  • “This February, the Dutch Minister of Trade openly stated that China uses foreign high tech knowledge to advance its military capabilities, and ASML tools could produce sophisticated weapons. Handing over lithography machines to China is akin to arming an adversary, a move unacceptable on any strategic level.”
  • Without western technology, China’s desire for a technologically advanced semiconductor industry are dead in the water.
  • “The myth of China’s technological rise is unraveling and heading toward decline.”
  • When you buy a piece of high-end semiconductor equipment, you’re not just buying the machine, you’re buying the knowledgebase of deep technical expertise of both the on-site technical staff, as well as the process wizards back in Eindhoven, Santa Clara and Tokyo. There are inumerable parameters that need to be just right, and you need to know how to tweak them if the yield goes south. Without that expertise to guide you, the high end machines quickly become worthless.

    I can imagine President Trump offering China a grand bargain, in which they stop stealing western technology, stop committing genocide against the Uighers, stop clashing with Philippine ships in the South China Sea, meet its treaty obligations regarding Hong Kong, and let international agencies inspects its high level bioweapon labs in exchange for easing semiconductor sanctions.

    I doubt China would take such a deal, as it would be too humiliating for Xi to stand. But I can imagine Trump making it…

    Dutch “Perfect” Planned City = Instant Slum

    Saturday, February 17th, 2024

    Bijlmer, built as a planned neighborhood near Amsterdam, was supposed to be the “prefect city” of the future, with high rise apartment complexes surrounded with green space to make the buildings more warm and inviting for residents.

    You know, just like they did with American public housing projects at the same time.

    Bijlmer worked out just as well.

  • “The goal was space, green, and light.”
  • The place was laid out in hexagon structure, so I guess it would make a great wargame map.
  • “We have all the benefits of a dense wealthy neighborhood but with the empty space of a rural one.” Or so they thought.
  • The buildings were 11 stories high, with storage space at ground level and communal areas.
  • Transportation? The pitch: “Innovative three-tiered transportation system! Dedicated roads for cyclists and pedestrians! Separate roads for personal cars buses and trucks! An elevated metro line” into Amsterdam proper.
  • The reality: “There you can find a stray junkie who is illegally occupying one of the apartments. A lot of middle class people do not want to live in the Bijlmer. Our apartments are empty, our construction has been delayed, our metro isn’t finished yet, so the Bijlmer is separated and alone.”
  • “The Bijlmer did not attract the amount of people that were expected. Many households were turned off by the large, alienating high-rises, so they left for recognizable suburbs instead.”
  • Oh, and the prices were too high as well.
  • “A place that was intended to attract middle class families just didn’t. It attracted poverty. Instead the Bijlmer’s design and negative stigma created a self-fulfilling cycle. The nature alleys and parking garages helped criminals get away with crime and made people feel unsafe.”
  • And then the Dutch government turned the place into an immigrant ghetto for people fleeing Suriname. Want to guess how that worked out?
  • “Overcrowding made it impossible to take a bath at rush hour.”
  • Two-thirds of the high rises were eventually demolished.

    I wonder if the video of the projected city was actually from the era. I doubt it, because it really gives off a Backrooms vibe.

    Government urban planners always think they can always do a better job than the free market, and they’re always wrong.

    The guy who did that video also has his notes up so you can check his work.

    What F-16s Would Mean for Ukraine

    Tuesday, December 26th, 2023

    With three Russian aircraft downed over the weekend, there’s been some speculation that Ukraine already has some of the F-16s promised to it by NATO members Netherlands, Norway and Denmark. While possible, last word was that the transfer was still in preparation, though evidently the first batch of pilots have already finished training in the UK. And there’s no shortage of weapon systems that might have shot down Russian aircraft.

    It appears the model Denmark, Norway and Netherlands all have is F-16AM/BM Block 15 MLU, which means they’re pretty old F-16s (bad), but were all upgraded (good), but the upgrades arrived in 1996 (not exactly bad, but not great either).

    I would expect them to beat the snot out of anything manufactured in the Soviet Union, hold their own against the Su-30 (and possibly the Su-34, of which the Russians have lost a considerable number), maybe get edged by the Su-35 (though maybe not; that platform has had a lot of teething problems), and should theoretically be outclassed by the Su-57, which on paper is a thoroughly modern fighter aircraft with stealth capability (assuming the Russians will even let it go up against a near peer aircraft; they’ve seemed to use it very sparingly after the early stages of the war). And given the NATO country origins, expect all to be better maintained than their Russian counterparts.

    This quick and dirty comparison analysis, of course, assumes that said planes will be engaged in dogfighting, which we’ve seen precious little of since the opening days of the war. Indeed, the aerial environment has become so deadly in Ukraine that neither side ventures much in airspace controlled by the other, and the favored Russian ground support tactic seems to be to fly up just short of the front live, release dumb munitions in an arc calculated to have it come down someone in the general vicinity of the enemy forces, then hightail it home and call it a day.

    Ukraine getting F-16s would make Russian air activity near the front line even less likely, with AIM-120 AMRAAM missiles and their 60 mile range offering a real threat to splash anything that gets near the contested territory.

    While the lethality of the airspace over Russian-held territory will also discourage too much direct sorties against Russian forces (at least at first), the AGM-88 HARM missile would considerably speed up the destruction of Russian anti-aircraft systems.

    Russia’s S-400 system (their answer to Patriot) is probably good enough to shoot down the pre-stealth F-16, but Ukraine has had some success in destroying those systems. A squadron of F-16s launched from Odessa is easily within strike range of Sevastopol, and either JDAMs or Harpoons would be enough to sink whatever is left of the Black Sea Fleet that Russia has foolishly left there. And Harpoon-armed F1-6s on regular patrol would probably be enough to deny use of the northwest Black Sea to all of Russia’s surface fleet.

    With enough degradation of Russia’s air defense systems, Ukraine might be able to achieve local air superiority in regions like Kherson, which could prove very valuable in future offensives.

    A final advantage: With over 4,000 F-16s built, spare parts should be readily available to keep them flying.

    Some 50-100 F-16s in Ukraine’s arsenal probably wouldn’t be the game changer that, say, HIMARS and ATACMS have proven, but they might be enough to shift the balance of power top further erode Russia’s hold over illegally seized Ukrainian territory.

    Netherlands: Let The Power Fall

    Sunday, July 9th, 2023

    The Europhilic, farmer-oppressing, climate cult-believing government of The Netherlands has fallen over immigration policies.

    The Dutch government collapsed on Friday after failing to reach a deal on restricting immigration, which will trigger new elections in the fall.

    The crisis was triggered by a push by Prime Minister Mark Rutte’s conservative VVD party to limit the flow of illegal immigrants to the Netherlands, which two of his four-party government coalition refused to support.

    “It’s no secret that the coalition partners have differing opinions about immigration policy. Today we unfortunately have to conclude that those differences have become insurmountable. Therefore I will tender the resignation of the entire cabinet to the king,” Mr. Rutte said in a televised news conference.

    Tensions came to a head this week, when Mr. Rutte demanded support for a proposal to limit entrance of children of war refugees who are already in the Netherlands and to make families wait at least two years before they can be united.

    This latest proposal went too far for the small Christian Union and liberal D66, causing a stalemate.

    Mr. Rutte’s coalition will stay on as a caretaker government until a new administration is formed after new elections, a process which in the fractured Dutch political landscape usually takes months.

    News agency ANP, citing the national elections committee, said elections would not be held before mid-November.

    Two parties poised to take advantage of Rutte’s coalition falling: The pro-farmer BBB Party, and Geert Wilders libertarian/anti-Islamist PVV.

    Opposition parties in the Netherlands were pleased with the fall of the Rutte IV Cabinet. BBB frontwoman Caroline van der Plas tweeted a photo of herself smiling asking others to show the face they made when they heard the news.

    “Goodbye Rutte, Kaag and the rest!” writes PVV leader Geert Wilders. He said he has requested a parliamentary debate.

    PvdD leader Esther Ouwehand hopes for “the definitive end of the Rutte era.” She said, “Unprecedented that the prime minister created a new crisis in an attempt to save his own skin.”

    Rutte’s government is the one that tried to seize land from farmers to prevent them from farming as part of their global warming/anti-meat/land seizure agenda. That government deserved to fall. Actually, what it deserved was having angry farmers armed with torches and hay rakes track members down in the streets and thrash them within an inch of their lives, but the Dutch haven’t been much in the revolution business since 1648.

    From this remove, it would be nice if the elections could pave the way for a BBB/PVV Euroskeptic coalition focused on property rights, abandoning insane climate change mandates, restricting Islamist immigration, and protecting free markets and free speech. But European politics seldom proceeds along such (to us) logical lines.

    LinkSwarm for June 16, 2023

    Friday, June 16th, 2023

    More Biden corruption comes to light, California gets even more crazy, and two former European Prime Ministers step out of the spotlight in different ways.

  • “House Oversight Chairman Says There Is Evidence Of $20-$30 Million Of Illegal Payments To Bidens.”

    House Oversight Chairman James Comer revealed Thursday that he expects there is evidence of at least $20-$30 million being made in illegal payments by foreign nationals to the Biden family.

    Appearing on Fox Business, Comer stated “We have more bank records coming in but we’re gonna exceed $10 million this week but I think we’ll get up to $20-$30 million.”

    He further noted that it is becoming clear that the Bidens potentially engaged in bribery, influence peddling, and money laundering.

    “This is going to be hard for Biden to explain, this is not going to go away, and I think eventually the mainstream media is going to start asking the real questions,” Comer added.

    “They know there’s something wrong here. They know all the allegations have merit, because of where Joe Biden was, because of what we’ve seen on tape before, where Joe Biden bragged about firing that prosecutor,” he added,

    “They know that this family created these shell companies. They know this family was money-laundering, they were profiting off Joe Biden’s influence,” Comer asserted, adding “The media knows that – they’re just not covering it.”

    “I can assure you: there is more money that we’re going to be able to identify, that was transferred between foreign nationals in other countries and the Biden family,” Comer further emphasized, adding “I think, eventually, the mainstream media will turn on Joe Biden and start asking the real questions: ‘What did your family do to receive all this money?’”

  • Speaking of Biden family corruption: “House Oversight Panel Subpoenas Former Hunter Biden Associate Devon Archer…[The committee] is particularly interested in Archer’s involvement in the family’s international business deals, which included countries like China, Russia, and Ukraine.” Archer was in Global Seneca Partners with Hunter Biden and John Kerry’s stepson.
  • Meanwhile, Robert Hur, the special council charged with investigating Biden, seems to have fallen off the face of the earth.
  • Biden recession update: Average real weekly earnings have dropped for the 26th consecutive month. (Hat tip: Stephen Green at Instapundit.)
  • California advances bill to help shoplifters steal.
  • “Baltimore Police Commissioner Michael Harrison stepped down this week as the progressive-run city struggles with homicides, a drug crisis, and a troubling rise in violence involving teenagers.” Time to pull this out again:

  • Illegal aliens try to hijack merchant ship with knives. Italian commandos demonstrate that’s a bad idea.
  • Jihadis kill nine in Congo.
  • The Netherlands are closing the largest natural gas field in Europe.
  • Silvio Berlusconi, Italy’s longest-serving prime minister, dead at 86. Berlusconi revived Italy’s economy, but then couldn’t keep it out of the PIIGS. But for a whilehe kept the wolves at bay.
  • Also stepping out of the spotlight this week: Former UK Tory Prime Minister Boris Johnson resigned from Parliment. Other than getting Brexit accomplished, Johnson’s tenure seemed all sizzle and no steak.
  • California’s unrealistic environmental policies are creating a trucking nightmare.

    In April 2023, an unelected Board in California voted to force trucking companies to buy zero-emission trucks. This technology is at early-stage adoption in limited segments, and infrastructure buildout is lagging behind what is required to support electrification in our industry. The Board unanimously advanced the Advanced Clean Fleet rule to accompany California’s equally tough electric vehicle sales mandate regulation, the Advanced Clean Truck rule, that would require truck manufacturers to sell zero-emission vehicles. These two regulations together are designed to create an artificial electric vehicle market sooner rather than later.

    This new rule was made at the behest of the environmental lobby, which pushed for unrealistic targets and unachievable timelines that will undoubtedly lead to higher prices for goods delivered to the state and fewer options for consumers. ATA has strongly opposed this rule from the outset and testified at a hearing in Sacramento to express the trucking industry’s concerns directly to the Board.

    Snip.

    Today’s clean diesel trucks can spend 15 minutes fueling anywhere in the country and then travel about 1,200 miles before fueling again. In contrast, today’s zero-emission trucks:

    • Have significantly less range of about 150-330 miles between charging or refueling;
    • Need to be charged or refueled more often and for longer periods of time leading to unproductive downtime;
    • Cost two to three times more than a comparable clean-diesel truck; and
    • Weigh thousands of pounds more, reducing payload capacity and requiring more trucks and drivers to move the same amount of freight.

    Also: “The California Energy Commission estimates that 157,000 chargers will need to be installed by 2030 to support California’s heavy-duty vehicle electrification goals.” Assuming there’s enough Lithium in the world for the batteries… (Hat tip: TPPF.)

  • Hope for San Francisco? Residents replace drug-addicted transients on their local sidewalks with large planters.
  • Two Russian oil tanks collide for exactly the reasons you would expect.
  • “DNC Generously Offers To Host Rally For Robert F. Kennedy Jr. By Grassy Knoll.”
  • “Satan Asks LGBTQ Community To Please Tone It Down A Bit.”