Posts Tagged ‘subsidies’

LinkSwarm For April 25, 2025

Friday, April 25th, 2025

To hit or not to hit Iran, that is the question, illegal alien friendly judges land themselves in hot water, some party switch shenanigans in Florida, the Texas Senate passes some bills (good and bad), and updates on the proceedings against several disgraced politicos. It’s the Friday LinkSwarm!

Also, Texas residents should remember that the Sales tax Holiday starts tomorrow.

  • Trump evidently vetoed an Israeli attack on Iran’s nuclear weapons development complexes. BUT
  • Trump says he’s willing to attack Iran if no nuclear deal reached. ¯_(ツ)_/¯ (Hat tip: Stephen Green at Instapundit.)
  • Netanyahu is winning the war against Hamas because he just doesn’t care what the left thinks.

    Tenacity is the most important virtue of national leaders at war, which allows them to press on with no assurance of victory, fending off tremendous political pressures to fold. Winston Churchill displayed this quality in 1940. In June of that year, Germany appeared unstoppable. Paris and the entirety of Western Europe had fallen. The Luftwaffe was grinding down the grossly outnumbered British pilots, and German invasion barges were being assembled in Belgian ports. Even then, with Britain desperate for U.S. support, the American national debate on interventionism, prompted by the outbreak of war in September 1939, continued to break decisively in favor of the isolationists.

    Exploring an accommodation with Germany appeared as the eminently reasonable and prudent course of action because of Herr Hitler’s generous offer to leave Britain and its vast empire intact. When British parliamentarians pressed Churchill to explain his plan, he confessed to his intimates that he had no plan at all. He was determined to just keep buggering on.

    Then the situation became bleaker still for the British and for Churchill personally. In June 1941, the German army smashed its way into Russia, advancing rapidly toward what looked like an imminent victory. Although the Wehrmacht’s swift conquests promised to wholly remedy Germany’s only weakness—its lack of petroleum—the isolationists in the U.S. Congress remained dominant. Meanwhile, at home, London was abuzz with talk of Churchill’s heavy drinking, his personal dependence on gifts from his Jewish friends to pay for his extravagant tastes and, above all, his utter lack of strategy—he had failed to offer any path at all that could conceivably lead to victory.

    Things looked grim all around. In North Africa, the brilliant German tactician Erwin Rommel was outmaneuvering British forces with ease. Much worse were the first reports of Germany’s astonishing technological progress: the world’s first jet fighter that could easily outfly every single British and American fighter; the world’s first air-to-surface missile (Fritz X) that, in September 1943, would sink the Italian battleship Roma (to prevent it from surrendering to the Allies); and the Tiger tank that could crush British armor.

    Nevertheless, the isolationists in Congress refused to fund even a prosaic piston-engine fighter project—the P-51 Mustang, the war’s best Allied fighter—which was developed with fast-dwindling British funds.

    Churchill’s answer? Just keep buggering on.

    Snip.

    Whereas Churchill’s problem was an isolationist Congress that constrained a generally sympathetic president, Netanyahu enjoyed ample support on the Hill but faced an American administration determined to cut Israel down to size and to remove him from power.

    As Israel fought a major, multifront war in October 2023, key U.S. officials encouraged domestic uproar against Netanyahu and worked to constrain him and even collapse his government.

    That was not all the president’s doing, but Joe Biden’s administration was stacked with Barack Obama’s leftovers, who ran the gamut of pathological Israel haters, from Samantha Power to Robert Malley—the red-diaper baby of Stalinist Jewish parents in Paris whom I met in my youth when they were working for Algeria’s National Liberation Front, which was not merely fanatically anti-Israel but also declaredly anti-Jewish, much like Yemen’s Houthis today. With the CIA mostly very hostile (as it has been since it was established in 1947, as declassified documents fully reveal), only the Pentagon harbored some friends of Israel—although that hardly stopped the administration from using every trick in the book to delay mid-war weapons supplies to Israel.

    Netanyahu faced a concerted campaign, directed from Washington, that brought together Israeli nonprofits and Netanyahu’s political opponents. Almost from the get-go, Netanyahu had to overcome calls and protests by well-educated—and some even well-meaning—Israelis and American Jews, as well as all the usual suspects in European capitals and almost every other world government incessantly demanding a cease-fire, not as a pause, but as an end to the war.

    Worse still, several of Israel’s retired and barely retired generals threw their weight behind the cease-fire push. Some did so with the authority of true heroes, such as Yair Golan, the head of the unsubtly named The Democrats (a merger of the left-wing Labor and Meretz Parties) and former IDF deputy chief of staff no less. Golan jumped into his small car on Oct. 7 to successfully rescue people with his handgun, as did the former head of the IDF’s Operations Directorate Israel Ziv, now a very successful security contractor overseas after distinguished service, who became the guru of an entire cabal of retired generals, including some who served in Netanyahu’s government until they left it to oppose him. Then, inevitably, there were tawdry time-servers who somehow became generals without doing much other than talking, like Amos Gilead, who’s well known and much-favored in U.S. officialdom because of his hostility to Netanyahu.

    All those former generals demanded the same thing, albeit at different times: to stop the war with no way of recovering the Israeli hostages and no way of forcing Hamas to accept supervised disarmament, therefore allowing it to use a cease-fire to reconstitute.

    Furthermore, these generals offered no solution whatever to the Hezbollah dilemma in the north. The day after the Oct. 7 attack, Hezbollah started launching rockets against Israel. If Israel did not attack, Hezbollah forces, then assuredly the most powerful non-state army in the world, was certainly capable of burning every Jewish town and village north of Haifa with countless rockets (the number 110,000 that was widely circulated turned out to be simply invented) while targeting power stations, Ben Gurion Airport, port facilities, every chemical plant and refinery, and every air base with thousands of guided missiles. If Israel were to attack, those massive barrages would immediately begin.

    As Netanyahu pondered this dilemma, he had to deal not only with his security establishment but also with unremitting pressure from Washington. A mere few days after Oct. 7, the Biden administration intervened and made clear its opposition to an Israeli preemptive strike against Hezbollah—a position it would maintain over the next year. In fact, when Israel finally eliminated Hassan Nasrallah in a strike on his bunker on Sept. 27, 2024, Biden’s reaction was an irate “Bibi, what the fuck?”

    The Biden administration displayed a similar hands-off attitude toward Iran’s proxy in Yemen, allowing Tehran to pile more pressure on Israel. The Houthis joined the fight with their skirts, sandals, and Iranian supplied anti-ship missiles and drones that not only deprived Israel of its secondary Red Sea sea port access but also targeted commercial vessels, blocking navigation in the area and forcing shipping companies to find longer, more expensive routes, thereby augmenting U.S. and international pressure on Israel to end the war. Washington allowed Iran to stop maritime traffic in the Red Sea and Suez Canal without any retaliation against Tehran and its own maritime traffic, while Western disarray was compounded by the spectacle of very expensive European navies doing nothing much even as their Mediterranean ports lost all their Asian traffic.

    This shameful passivity reinforced the Israeli conviction that France, Italy, and Spain, unable and unwilling to defend even their own direct material interests, would only yield to Muslim demographic and political pressure in other respects as well. Only the British joined the United States in eventually striking the Houthis, though mostly symbolically and nowhere near the sustained and targeted campaign required to destroy Houthi capabilities.

    Between American permissiveness toward Iran’s multipronged campaign and Washington’s support for Netanyahu’s domestic opposition, calls for a Gaza cease-fire intensified and became the default position across the political landscape, from Israel’s left and even moderate center to most European governments, in addition to the Biden administration.

    It is against this backdrop that Netanyahu’s pure resolve must be understood. With this remarkable array of forces, external and internal, bearing down on him, his tenacity was the only thing that mattered.

    Read the whole thing.

  • The Houthis in Yemen are in the find out phase, as U.S. forces just blew up a vital oil port.

    Fresh US airstrikes on Yemen Thursday marked the single-deadliest known attack under President Donald Trump’s new campaign targeting the Houthi rebels. The Pentagon has been intensely bombing Yemen since March 15, when the Gaza truce collapsed.

    A Houthi spokesman announced Friday that the attacks killed 38 people and wounded 102 others. The death toll was hours later updated to at least 74 killed. The operation mainly targeted and destroyed the Ras Isa oil port, which sent massive fireballs shooting into the night sky.

  • Tulsi Gabbard Exposes Alarming Biden-Era ‘Domestic Terrorism’ Strategy,” and it’s filled with gun-grabbing social justice BS.

    The final pillar of the plan, calling to “confront long-term contributors to domestic terrorism,” is laden with potentially controversial social proposals.

    This section identifies “ghost guns”—unregistered weapons without a serial number, often created via 3D printer—as one such contributor, and calls to “[r]ein in the proliferation” of such weapons, “encourage state adoption of extreme risk protection orders, and drive other executive and legislative action including banning assault weapons and high-capacity magazines.”

    It also called for “advancing inclusion” as part of the response to the COVID-19 pandemic to “mitigate xenophobia and bias.”

    This would be in order to “address hate crime reporting barriers faced by disadvantaged communities by promoting law enforcement training and resources to prevent and address bias-motivated crimes,” according to the SIP.

    Additionally, the plan encouraged “teaching and learning of civics education that provides students with the skill to fully participate in civic life,” and promoting “literacy education for both children and adult learners and existing proven interventions to foster resiliency to disinformation.”

  • Under Trump, border catch-and-release has dropped 99.99% from worst Biden month.

    The change at the border between President Biden and President Trump is nothing short of staggering, and two numbers best tell that story: 189,604 and 20.

    The first is the number of illegal immigrants Border Patrol agents caught and immediately released into the U.S. in December 2023, at the depths of the Biden border chaos.

    The second is the number of illegal immigrants agents caught and released into the U.S. in February — roughly one-hundredth of 1% of the total in Mr. Biden’s worst month.

    For years, Border Patrol agents have been telling anyone who would listen that catch-and-release was the driver of illegal immigration.

    Migrants who had a reasonable sense that they could live and work in the U.S. would pay $10,000 or more to smugglers to reach the border. If their chances of release were slim, they wouldn’t pay or make the trip.

    Mr. Trump’s policies have drastically cut the chances of catch-and-release from 778 per 1,000 border crossers in December 2023 to just 2 per 1,000 in February.

  • “New Mexico Judge Resigns After Housing Alleged Tren De Aragua Member. The resignation occurred a few days after law enforcement arrested illegal alien Cristhian Ortega-Lopez…Democrat Doña Ana County Magistrate Judge Joel Cano resigned after police arrested an alleged Tren De Aragua (TdA) gang member.”
  • And that’s not the only illegal-friendly judge in hot water this week: “FBI Arrests Wisconsin Judge Accused Of Helping Illegal Immigrant Hide From ICE.”

    FBI Director Kash Patel announced Friday that the bureau has arrested Judge Hannah Dugan out of Milwaukee, Wisconsin on charges of obstruction, accusing the Dugan of obstructing an arrest of illegal immigrants last week.

    “We believe Judge Dugan intentionally misdirected federal agents away from the subject to be arrested in her courthouse, Eduardo Flores Ruiz, allowing the subject — an illegal alien — to evade arrest,” Patel said in a brief statement shared on X – which was subsequently deleted and re-posted. “Thankfully our agents chased down the perp on foot and he’s been in custody since, but the Judge’s obstruction created increased danger to the public.”

    The days when Democrats can blithely ignore immigration laws are coming to a close.

  • Dick quits.

    Senator Dick Durbin (D., Ill.), the second most powerful Senate Democrat, announced Wednesday his decision not to run for another term after nearly three decades in the world’s greatest deliberative body.

    Durbin, 80, is ending his Senate career after five terms, the longest tenure of any Senator in Illinois history. His retirement opens up a deep blue seat in 2026 and will create a leadership competition for Senate Democrats amid frustration with Senate Minority Leader Chuck Schumer (D., N.Y.) and generational turnover within the party.

  • Remember, in Minnesota, crimes aginst designed hate objects are perfectly legal. “Progressive Minnesota Prosecutor Lets State Employee Off with No Charges for Alleged Tesla Vandalism.”

    The Hennepin County Attorney’s office is seeking diversion for Minnesota Department of Human Service employee Dylan Adams after he allegedly vandalized at least six Teslas in Minneapolis while walking his dog….

    Progressive County Attorney Mary Moriarty took office in 2023 and has faced strong criticism for her soft-on-crime approach. On several occasions, Moriarty has shown leniency to violent criminals, including suspects charged with murder and sexual assault, leading to disputes with prosecutors and outrage among victims’s families.

    Is she Soros-backed? You better believe it. I hope Elon Musk sues all of them for everything they own…

  • Ukraine hits a big ammo dump in Russia.
  • Well, this is disturbing. “Stunned cops allegedly find 180K rounds of ammo packed in minivan driven by two Mexican nationals.”

    Two Mexican nationals pulled over in a routine traffic stop in Colorado were found with 180,000 illegal rounds of ammunition in the back of their van, according to federal prosecutors.

    Caesar Ramon Martinez Solis, 41, and Humberto Ivan Amador Gavira, 24, were pulled over late last month for failing to dim their headlights and using a turn signal in Canon City, 35 miles southwest of Colorado Springs, according to the US Attorney’s Office for the District of Colorado.

    Officers then found 180 boxes stacked in the back of the van — each labeled as having 1,000 rounds of ammo, mostly .308 but also 30 boxes of 7.62, the feds said.
    Ammunition in back of minivan.

    Even among my friends, that’s a lot of ammo…

  • White House Confirms COVID’s Lab Leak Origin.”

    The federal government’s main website on COVID-19 information has been taken down and replaced with a new version discarding the natural-origin theory of the coronavirus that was pushed by the Biden administration.

    Where the previous website pushed vaccine and testing information, the White House is now displaying scientific proof that the virus was man-made and leaked from a Chinese virus lab while calling out U.S. officials and agencies that it says “obstructed” the truth from the American people.

    Dr. Anthony Fauci is named along with Dr. Peter Daszak, Dr. David Morens and other public officials who are accused of engaging in “a multi-year campaign of delay, confusion, and non-responsiveness in an attempt to obstruct the Select Subcommittee’s investigation” and to hide incriminating evidence.”

    Now will Democrats finally accept the truth, or continue clinging to the “wet market” origins like they cling to all their other lockdown lies?

  • “Hegseth Denounces Journalists Who ‘Won’t Give Back Their Pulitzers for Discredited Stories as Pulitzer Board Facing String of Setbacks in Trump’s Lawsuit. He insists he is the subject of ‘hit pieces that ‘come out from the same media that peddled the Russia hoax.'” Soon the legacy media can be financially, as well as factually and morally, bankrupt.
  • “Polling pundit Nate Silver predicts Rep. Alexandria Ocasio-Cortez (D-N.Y.) will be the 2028 Democratic presidential nominee.” Three years from now this prediction may look every bit as laughable as all those confident Jeb! predictions did in 2016.

    This meme still cracks me up.

  • So the Russians captured a Bradley in Ukraine. After analyzing how it compares to their own BMPs, they want one.

    The Russians have gotten a closeup look at an M2A2 Bradley Fighting Vehicle and seem to like it better than their own armored vehicles.

    The Bradley offers more protection and can fire more accurately than its Russian equivalent, the BMP-3, according to a Russian report that was leaked onto a Telegram channel earlier this month.

    Experts told Task & Purpose that the report appears to be legitimate.

  • The left is coming for your dogs. I don’t imagine that door-to-door sweeps would work out well for them…
  • TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out.” (Hat tip: Ace of Spades HQ.)
  • “Texas Senate Passes $50,000 Homestead Exemption Increase for Elderly, Disabled Homeowners. It brings the homestead exemption total for elderly homeowners to $200,000.”

    Priority legislation that would raise the homestead exemption for elderly and disabled homeowners by $50,000 passed the Texas Senate on Wednesday. With other planned exemption increases, elderly homeowners would receive a total of $200,000 in homestead exemptions.

    Senate Bill (SB) 23 and Senate Joint Resolution (SJR) 85 raise the school tax homestead exemption — a reduction in the taxable value of a home — for age 65 and over homeowners from $10,000 to $60,000. The proposal is estimated to cost the state $1.2 billion through the next biennium.

    Both passed by a 30 to 1 vote with the lone “no” coming from state Sen. Nathan Johnson (D-Dallas), which is the first “no” vote against a homestead exemption increase in the Senate in multiple sessions.

    Lt. Gov. Dan Patrick prefaced this proposal in an early-April press conference, during which he said he and Speaker Dustin Burrows (R-Lubbock) were working together on the item.

    This is on top of the planned standard homestead exemption increase from $100,000 to $140,000.

  • Texas Senate Approves Nearly $500 Million for Priority Film Incentive Program. The Texas residency requirement would be lowered to 35 percent.” Meh.
  • Just in case you hadn’t heard: Pope Francis dead at 88. “The pope, who led the Catholic Church for twelve years, passed away just one day after Easter Sunday when the world’s 1.3 billion Catholics celebrated the Resurrection of Jesus Christ. Despite his ongoing health problems, he made several appearances during Holy Week, including a trip to St. Peter’s Basilica and a visit with Vice President JD Vance on Sunday.” Sic transit gloria mundi.
  • Hijacking thwarted. “A U.S. man hijacked a small plane in Belize on Thursday, stabbing two passengers and a pilot, before one of the stabbed passengers fatally shot him, officials in Belize and the United States said. The plane then landed safely.”
  • Florida party switch shenanigans the first: “State Senate Minority Leader Jason Pizzo said Thursday he is leaving the Democratic Party and that Senate Democrats will be asked to elect a new leader.”

    Pizzo, considered a possible candidate for governor in 2026, said unaffiliated voters helped elect him to office. He added that the state party needed new leadership, but Democratic leaders didn’t want him to be it. The party that his late father volunteered for in the 1960s, he said, “is not the party today.”

    “Here’s the issue: The Democratic Party in Florida is dead. But there are good people that can resuscitate it. But they don’t want it to be me,” he said.

    Pizzo’s stunning announcement — which caught Democrats completely by surprise — of a switch to no party affiliation is just the latest blow for Florida’s beleaguered Democratic Party. The state currently has 1.2 million more registered Republicans than Democrats, and no Democrat holds statewide elected office — a far cry from Florida’s former status as the ultimate swing state.

    It’s got to hurt to have the Minority leader of the third largest state in the union leave your party because it’s too radical. Especially since a quarter century ago Florida was still The Land of the Hanging Chad…

  • Florida party switch shenanigans the second: “David Jolly, a former Republican U.S. Congressman in Florida’s 13th Congressional District who left the GOP amid his distaste for President Donald Trump, has now registered as a Democrat. He’s also launched a political committee, Florida 2026, ahead of what many expect to be a gubernatorial bid.” I doubt someone who left office in 2017 is going to be at the top of anyone’s list, and Charlie Crist’s post-Republican career hardly offers a blueprint for success in Florida politics…
  • “Disgraced former Representative George Santos (R., N.Y.) was sentenced Friday to 87 months in federal prison for wire fraud and identity theft, completing his remarkable rise and fall from a newly elected swing-seat congressman to widely ridiculed conman whose colleagues expelled him from the House..”
  • “Rep. Jasmine Crockett Faces FEC Investigation Over Suspicious Act Blue Donations.”

    The Federal Election Commission (FEC) has opened an investigation into Rep. Jasmine Crockett (D-TX) over donations made to her 2024 campaign by the Democratic fundraising organization Act Blue.

    The FEC began its probe after receiving a complaint from the conservative Coolidge-Reagan Foundation in late March.

    The complaint alleges that Crockett received 53 separate donations of $595 from a 73 year old supporter named Randy Best through the Act Blue portal.

    However, when one of Crockett’s opponents for 2026 spoke to Best’s wife, she denied that the couple knew anything about donations, raising concerns that the Act Blue donations may have been made by others with donations being given under false names.

    Crockett’s campaign received more than $870,000 in donations through Act Blue.

    At this point, I think we have to assume that ActBlue was consciously constructed to enable fraud.

  • Former Houston ISD Official, Contractor Convicted in Bribery Scheme. The pair provided cash, trips, and other gifts in exchange for lucrative contracts.”

    In the latest scandal to rock the state’s largest public school district, on Friday, a federal jury found Houston Independent School District’s (HISD) former chief operating officer, Brian Busby, and vendor Anthony Hutchison, guilty on 33 charges related to a long-running bribery scheme.

    The scheme, which prosecutors say began as early as 2011, included kickbacks to Busby as well as cash payments to former HISD board president Rhonda Skillern-Jones and multiple other officials in exchange for lucrative contracts for construction, landscaping, mowing, and maintenance at district schools.

    In some instances, Hutchison overbilled the district by $6 million through his exclusive contract to provide mowing and landscaping for the entire district. He also obtained contracts through Skillern-Jones to complete projects at several schools using funds derived from a 2012 voter-approved bond referendum.

    After a trial that lasted nearly four weeks, both Busby and Hutchison were convicted on charges of conspiracy, bribery, filing false tax returns, and witness tampering. Hutchison was also convicted of wire fraud.

    Skillern-Jones, who also later served as a Houston Community College trustee and worked for Harris County Commissioner Rodney Ellis (D-Pct. 1), entered a plea deal in 2021 and admitted that she had received $12,000 in cash from Busby in a Walmart parking lot.

  • Former Vanity Fair editor Graydon Carter wants you to know that magazine writing was best back when expense accounts were highest.

  • Deadpool creator Rob Liefeld says that the people at the top of Marvel comics, Dan Buckley, David Bogart and David Gabriel, have done a horrible job, especially with X-Men, and have to be fired.
  • And speaking of people getting fired for being bad at their job, Alyssa Mercante fired from Kotaku. Asmongold: “Put the fries in the bag.”
  • Ghost in the Shell director Mamoru Oshii thinks that wokeness is ruining western video games.
  • The Critical Drinker raves about Warfare.
  • “People Who Bypassed Legal Process In Migrating To USA Demand Legal Process Before Being Kicked Out.”
  • “CNN: Behind Closed Doors, Pope Is Still Focused, Sharp, And Energetic.”
  • “Catholic Church To Consider Electing Pope Who’s A Catholic This Time.”
  • “Dalai Lama Quietly Cancels Scheduled Meeting With JD Vance.”
  • MS-13 Added To LGBTQ Acronym.”
  • “God Introduces New Hydrating, Zero Sugar Beverage With No Artificial Dyes.” Evidently the Babylon Bee writers are seeing the same irritating ads and Kickstarters I am…
  • Happy dog

    (Hat tip: Ace of Spades HQ.)

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





    TSMC Bids To Take Over Intel Fabs

    Wednesday, March 12th, 2025

    I know that any time I talk about semiconductors, a significant percentage of my readership’s eyes glaze over, but this is Big Freaking News.

    Intel shares rose 6% in premarket trading after Reuters reported that Taiwan Semiconductor Manufacturing, or TSMC, had approached US chip designers Nvidia, Advanced Micro Devices, and Broadcom about taking stakes in a joint venture that would operate the struggling chipmaker’s factories.

    Four sources told Reuters that the Taiwanese chipmaking giant would run Intel’s foundry division under the new proposal, producing chips tailored to customer requirements but not owning more than 50%. The sources added that Qualcomm has also been approached about the venture.

    For those unfamiliar with the semiconductor space, that’s a Murderers Row of heavyweights, including the top three semiconductor companies by market cap:

  • TSMC is far and away the largest chip foundry (a company that builds chips for other companies, but doesn’t design its own chips) in the world, and the one with a clear technological lead over everyone else. TSMC has the third largest market cap of any semiconductor company.
  • Broadcom is the second-largest semiconductor company in the world by market cap, and they have their fingers in a lot of different pies: networking, wireless, storage, you name it. They’re generally considered a fabless chip designer, but the company is such a weird amalgamation of other companies (what we call Broadcom used to be Avago until they acquired Broadcom in 2016) that they might still have a lower end fab or two lurking somewhere in the company. They also use TSMC as a foundry, though I’m not sure how extensively. They’ve also recently made a big move into software, acquiring CA Associates and VMWare, among others.
  • Nvidia is a fabless chip designer (the sort of company that contracts with foundries to fab their chips) that went heavily into high end GPUs (the chips that render video for your PC, in Nvidia’s case geared toward high end games and other highly demanding tasks), then crypto-mining chips, and more recently into chips geared for AI applications, all very lucrative market segments, which has made Nvidia not only first among semiconductor market cap, but among the largest companies by market cap in the world (along with Apple and Microsoft). Nvidia has their chips fabricated by TSMC, as well as some by Samsung and GlobalFoundries, which was spun off from…
  • Advanced Micro Devices, which used to be an Integrated Device Manufacturer (or IDM, a company designs their own chips and builds them in their own fabs) creating Intel-compatible CPUs, but eventually spun off their fabrication plants as GlobalFoundries because they couldn’t keep up with Intel’s capital spending. AMD also has some of their highest end chips fabricated by TSMC. If AMD were to help take over Intel, it would be an extremely ironic ending to a longtime rivalry.
  • Qualcomm is a lot like Broadcom: A mostly fabless design house with its fingers in lots of different pies, and they’re about the sixth largest semiconductor company by market cap. Broadcom tried to acquire Qualcomm in 2017-18 and was blocked by the Trump45 administration.
  • Intel is an IDM, and for decades was the undisputed “chipzilla” of the semiconductor world. Intel’s CPUs were the dominant processor for the vast majority of the last 40 years and a huge ingredient for helping create the PC revolution. Intel used to be the technology process leader as well, but somewhere along the way they screwed up their sub-10nm process nodes, allowing TSMC to take the process technology crown. Indeed, they screwed up so badly that they’ve been forced to have TSMC fab some of its highest end chips. Despite having a vast number of fabs, Intel’s market cap has slipped down to 16th among semiconductor companies.
  • Back to the piece:

    The sources noted that the Trump administration is exploring ways to revive Intel and strengthen US manufacturing under the ‘America First’ agenda. They added that TSMC’s joint venture pitch to chip designers took place before the company, alongside President Trump, announced plans last month to invest $100 billion in semiconductor manufacturing in the US, building on its existing $65 billion investment in its Phoenix, Arizona, factories.

    Any deal between TSMC and Intel would be subjected to approval from the Trump administration.

    If the Trump Administration’s goal is to increase available sub-10nm wafer starts (and it should be) and maintain American control of Intel’s fabs, then this proposal is a win-win. Intel’s fabs plus TSMC’s tech would create a foundry powerhouse. It wouldn’t happen overnight (nothing in semiconductors happens overnight), but probably in 12-24 months, depending on how quickly the new entity can acquire the necessary pieces of equipment to upgrade Intel’s fabs to thee new tech (I’m guessing that the availability of ASML steppers will, as usual, be the gating factor). And all this without the tens of billions in taxpayer subsidies for the CHIPS Act.

    If this goes through, it would have mostly winners, with a few losers:

    Winners

  • Every company that’s part of the deal. TSMC gets to radically expand production capacity without spending $20 billion+ to build a new fab. Nvidia, AMD, Broadcom and Qualcomm gain a lot more capacity for expanding production of their high end chips. Ditto for Apple (who’s not part of the deal, but who is TSMC’s biggest customer and a big demand driver for cutting edge fab capacity) and every other consumer of sub-10nm chips.
  • AMD additionally gets the egoboo of partially taking over its longtime hated rival and confirming it’s crown as the x86/x64 chip manufacturer of choice. Plus their then-risky decision to spin off GlobalFoundries looks like a genius move in hindsight.
  • The Trump Administration, which gets to take credit for vastly increasing American Foundry capacity at zero additional taxpayer expense and keeps Intel under American control.
  • Semiconductor equipment manufacturers like ASML, Applied Materials, LAM Research, Tokyo Electron and KLA (short term). It’s likely most or all of those companies (along with smaller players like Axcelis and Teradyne) will receive a bump in extra sales from leveling up Intel’s fabs to run TSMC’s process.
  • American chip startups: With so much high end capacity becoming available, existing and potential chip startups are going to look like more attractive investment capital opportunities.
  • ARM Holdings: ARM doesn’t make chips, they’re an IP design house that licenses their functional chip blocks to other chip designers. Just about every foundry and IDM is a licensee (yes, including Intel and TSMC), so unleashing more chip designs will almost certainly result in more royalties for ARM. (Nvidia tried to buy ARM in 2020, and regulators quashed that idea good and hard.)
  • Intel investors, who will either get a big lump-sum payment or shares in the new, probably far more profitable company (depending on how the buyout is structured).
  • Even Intel wins long-term by unleashing existing fab capacity to take on new business not tied to its faltering CPU manufacturing model. And actually, with TSMC’s process, Intel has a chance to recover in the CPU space as well.
  • Losers

  • Samsung: Along with TSMC and Intel, Samsung (which has both IDM and foundry components) has some of the best sub-10nm process tech in the world. They gain a whole lot of unleashed competition and stand on the outside looking in.
  • Intel‘s dreams of reclaiming their spot at the top of the heap, and suffering the indignity of being partially owned by AMD. How the mighty have fallen.
  • Every Chinese fab, which goes from “very far behind” to “even further behind.”
  • Semiconductor equipment manufacturers (long term): They better enjoy the out-of-band upgrade money from retrofitting Intel’s fabs, as it will likely mean a significant delay in anyone building a new cutting edge wafer fab for quite a while. And having two of their biggest customers team up is probably going to put them under a lot of downward pricing pressure.
  • GlobalFoundries (and other trailing edge foundries) might lose some business, but there’s very little overlap between Intel/TSMC cutting edge processes and GlobalFoundries trailing-edge fabs. Ditto UMC.
  • Are there anti-trust concerns with such a heavy accumulation of cutting edge process technology? Oh yeah. Big time. But almost all of those concerns were already there in some form or another thanks to the interconnected “cooperation” nature of the industry. All those companies going in with TSMC were already getting chips fabbed by TSMC. Samsung could try to claim that the deal would result in TSMC having a de-facto monopoly on sub-10nm foundry business, but it wouldn’t start with one, and that business isn’t the whole of foundry business (though it is the most profitable part), much less semiconductors as a whole.

    Given that this would go a long way toward achieving Trump’s goal of increasing cutting edge fab capacity in America, I would imagine that the Trump47 administration could very well be persuaded to let this deal go through.

    Hollywood’s Texadus

    Sunday, February 2nd, 2025

    Texas natives Matthew McConaughey, Woody Harrelson, Dennis Quaid, Billy Bob Thornton, and Renée Zellweger (plus True Detective producer/director Nic Pizzolatto) are pushing for the Texas legislature to pony up incentives for Hollywood to shift movie production to Texas.

    “You don’t like what Hollywood has been dishing? It’s time to take over the kitchen.”

    (Aside: Since when did Billy Bob Thorton start looking like Kid Rock by way of Father Guido Sarducci?)

    A few quick points:

  • Following the LA fires, it’s probably the perfect time to make this pitch. California’s insane tax and regulatory environment under one-party Democrat rule has already been pushing production out of Hollywood for a long time, but the fires have made collapse in basic governing competence when it comes to crime, homelessness, infrastructure, water, land management and about a dozen other basic government functions painfully clear to even the most blinkered Hollywood functionary.
  • When McConaughey declares that targeted business incentives are not corporate welfare, he’s engaged in the time-honored rhetorical device known as “lying.” It is corporate welfare, but it’s not exactly new, as the Texas Enterprise Fund already provide similar incentives for non-film business, and the Texas Moving Image Industry Incentive Program offers industry-specific incentives. It is corporate welfare, but most in the form of tax rebates, though there is a grant program rolled in there as well.
  • There appear to be two identical movies subsidies bills filed in the Texas House, one from Rep. Ben Bumgarner, the other from Giovanni Capriglione. Given Capriglione’s longtime support of the Straus/Bonnin/Phalen/Burrows axis, I’m inclined to oppose the bill on that basis alone, much less the subsidy angle.
  • Even without subsidies and tax breaks, from Hollywood‘s perspective, getting the hell out of California makes a lot of sense. High taxes, high crime, homeless camps everywhere, and dysfunctional Democratic politics means that even basic urban competence is off the table for the foreseeable future. Texas, by contrast, most look like a low-cost, low-tax paradise (albeit a really hot one) by comparison. Certainly Texas has no end of competition for movie and TV production, but a lot of the things that make it attractive to business relocation apply here as well.
  • Here’s Clownfish TV on the possible Texudus:

    They’re mentioning $500 million for the film industry (technically, $498 million), and that part is in Lt. Governor Dan Patrick’s SB1 baseline budget proposal, from which I assume that it’s an all but done deal.

    There’s also a Texas residency requirement. “You can’t carpetbag.”

    “I think this is it for Hollywood being the hub of movie production.”

    Direct grants and subsidies are a bad idea, targeted tax credits slightly less so. But Texas, unlike California, has taken care of basic governance so much better that it can afford to throw around subsidies without impacting basic services or tax rates. But that doesn’t mean it should.

    But having Hollywood move movie production to Texas will likely benefit the nation as a whole, simply by getting production out of that stifling far-left monoculture and injecting a dose of reality and diversity of thought, the precise kind of diversity that Democrats hate.

    And if Hollywood does want to move to Texas, they’re going to have to leave all their DEI, social justice and transsexual madness behind in California. Not only do Texans not cotton to that sort of thing, but race and transsexual quotas are actually against Texas law.

    Don’t recreate what you’re trying to flee.

    LinkSwarm For September 27, 2024

    Friday, September 27th, 2024

    Democrats refuse to let rapists be deported, the apple doesn’t fall far from the Democratic assassin’s tree, Israel decapitates Hamas, more illegal alien voting schemes exposed, the boom falls on Eric Adams, Goines goes down, another Russian ammo dump goes boom, a commie sub sinks, Raptor 1 Cylon 0, and 50 Cent throws down some Diddy dirt for your amusement.

    It’s the Friday LinkSwarm!

  • Man, Democrats sure love illegal alien rapists. “158 Democrats voted against a bill that would ensure ‘aliens who have been convicted of or who have committed sex offenses or domestic violence are inadmissible and deportable.’ The Violence Against Women by Illegal Aliens Act (H.R.7909) bill was introduced by Republican Representative Nancy Mace.”
  • No, they really, really do. “ICE Detains Illegal Migrant Accused Of Raping Pre-Teen In Nantucket…More Than A Month After He Walked On Bail.” “After being charged with one count of rape of a child with a 10-year age difference and two counts of indecent assault and battery on a child under 14, [Bryan Daniel Aldana-Arevalo] was allowed to ‘walk free on bail’ and immigration authorities were never called, according to a report from the New York Post.”
  • “Ryan Wesley Routh Wrote of ‘Failed’ Assassination Attempt in Letter to ‘World’ Months Ago; Offered $150,000 Bounty to ‘Complete the Job.’” Plus a refresher to the would-be assassin the media already seems to be trying to memory hole: “While Trump was golfing at his International Golf Club in West Palm Beach, Florida on September 15, a Secret Service agent spotted a rifle barrel with a scope sticking out of the fence and ‘engaged’ with the person, who was later identified as Routh, a Biden-Harris supporter and Democrat donor with an extensive criminal background.”
  • “Son of would-be Trump assassin arrested for child porn.” “Investigators say they discovered ‘hundreds’ of files with child pornography during a search of Oran Routh’s residence in Guilford County, North Carolina, on Saturday conducted ‘in connection with an investigation unrelated to child exploitation.’ The two charges he faces include receipt of child pornography and possession of child pornography.”
  • Former Border Official Accuses Biden-Harris Administration of Covering up Border Crisis. Retired San Diego Sector Chief Agent Aaron Heitke says the administration provided two flights a week to take illegal aliens from San Diego to Texas.”
  • The Biden Magic continues. “US Manufacturing PMI Plunges To 15-Month Lows; Prices Are Soaring Again.”
  • No wonder “Consumer Confidence Plunges Most In 3 Years As Labor Market Weakens Significantly.”
  • “How bloodthirsty Venezuelan gang Tren de Aragua used NYC migrant shelters to build a criminal empire: ‘Hiding in plain sight.’”

    In little more than a year, a once-obscure South American street gang has taken hold in the Big Apple, exploiting the migrant crisis to build a violent criminal enterprise from within the walls of city shelters.

    Tren de Aragua, a Venezuela-bred crew of thugs, now terrorize Gotham with gun-toting, moped-riding hoods, sell illegal guns under the very noses of private shelter security guards, and run sleazy prostitution rings in neighborhoods suddenly besieged by the marauding migrants.

    The gang, which also peddles a lethal fentanyl mix called Tussi or “pink cocaine,” has grown so fast that it has so far overwhelmed both average New Yorkers and the city’s elite police force.

    Given how many FBI arrests have been sprung on NYPD brass over the last few months, I’m not sure how well that “elite” appellation still applies.

    “Not every migrant is here to commit crimes, not every migrant is a gang member,” said NYPD Chief of Detectives Joseph Kenny. “But these TDA guys hide very well in plain sight in the migrant community.

    “We aren’t looking to grab the food delivery guy, but these guys go so far as to wear Uber Eats clothing, [use] the delivery bags while they’re out there committing their crimes,” the chief told The Post. “When we do arrest them, they are very eager to talk about the crime they have committed.

    “They are unwilling to talk about TDA itself.”

    The gang, whose name means “train from Aragua” (a state in north-central Venezuela) in Spanish, now runs citywide theft and robbery crews that have terrorized neighborhoods.

    In Jackson Heights, a stretch of Roosevelt Avenue dubbed the “Market of Sweethearts” has become a testament to TDA’s muscle and influence, with vendors peddling stolen items and an open-air red light district that has migrant hookers walking the streets day and night.

    Plus a feud between Tren de Aragua and rival illegal alien gang El Carro De Lost Caragijos 666, as well as a guide to gang tattoos. (Hat tip: TPPF.)

  • “Harris Honeymoon Fizzles Out As Trump Leads In Sun Belt Battlegrounds.”

    Former President Donald Trump has gained ground and is leading Vice President Kamala Harris in key Sun Belt states, according to a New York Times/Siena poll from Monday.

    Trump gained in Arizona and is now leading Harris by five points with the two candidates polling at 50% and 45% among likely voters respectively, according to the poll. At the same time, Trump has also held onto his lead over Harris in Georgia by four points and in North Carolina by two points. (RELATED: Experts Say Major Swing State Is Once Again ‘Pivotal’ To Trump’s Chances Of Retaking White House)

    While the Republican candidate is leading, a significant portion of likely voters across all three states are independents, according to the poll. On average, 31% of likely voters in the Sun Belt consider themselves Democrats, 33% identify as Republicans and 31% say they are independents.

  • But Democrats have a plan to steal the election in Arizona.

    The Heritage Foundation’s Oversight Project and the guerilla journalists at Muckraker have teamed up to unearth a little scheme down in Arizona — registering illegal aliens to vote. And shocker, I wonder which political party those new “voters” might be supporting? I’ll give you one guess, and I bet you’ll get it right.

    The illegals Muckraker interviewed said they were registered to vote at grocery stores, while others reported activists visiting their apartment complex and encouraging them to register to vote. Why does this matter? In 2020, fewer than 11,000 votes tipped Arizona’s electoral votes to Biden.

    Fast forward to today, and recent polling shows former President Donald Trump holding a narrow lead over Vice President Kamala Harris in Arizona, a critical swing state. With the race shaping up to be just as tight in 2024, the integrity of voter registration efforts takes on even greater significance — as does the lack of concern from the left.

    It gets worse. The Oversight Project tried to track these individuals on the voter rolls but came up empty-handed — they were nowhere to be found.

    This development comes just days after the Arizona Supreme Court unanimously ruled that nearly 98,000 people with unverified citizenship documents are still eligible to vote in state and local elections.

    (Hat tip: Stephen Green at Instapundit.)

  • Trump-Hating Colorado Secretary Of State Loses Another Election Integrity Battle.”

    Jena Griswold, Colorado’s rabidly leftist Secretary of State who will forever be known for her anti-democratic drive to knock former President Donald Trump off the ballot, has suffered another election law loss in federal court.

    The U.S. District Court for the Colorado District last week issued an order demanding the Democrat secretary of state release Electronic Registration Information Center (ERIC) reports suspected of containing dead registrants on the state’s voter rolls. The reports, according to a settlement, include individuals who may have died within the past three years.

    It’s another significant election integrity victory for the Public Interest Legal Foundation (PILF), and another stunning loss for election transparency-stifling Griswold and ERIC.

    “PILF has knocked down ERIC’s wall of secrecy in the voter list maintenance process,” J. Christian Adams, president of the election integrity watchdog organization, said in a press release. “States cannot use third parties to hide election records that the public has a right to see.”

    Griswold ultimately signed the stipulation after the court denied her original request to dismiss the case. Judge Philip Brimmer ordered the secretary of state’s office to disclose the requested 2021 ERIC Reports by Nov. 1. Brimmer did allow minimal redactions to the ERIC Report Key. With the agreement reached, the judge dismissed PILF’s claim that Griswold violated the National Voter Registration Act (NVRA) of 1993.

  • More on what’s actually going on in Springfield, OH. Including names and amounts for the NGOs involved. (Hat tip: BattleSwarm reader Malthus.)
  • The long awaited indictments of New York City Democratic Mayor Eric Adams finally comes down.

    New York City mayor Eric Adams engaged in a nearly decade-long conspiracy that included accepting bribes and illegal campaign contributions from foreign sources to benefit his political career, according to the federal indictment unsealed Thursday morning.

    Adams is accused of accepting free airline flights and staying in luxurious hotels on behalf of Turkish business and government officials who sought to influence him.

    He sought foreign money in part to benefit his 2021 mayoral campaign, according to the indictment. But some of the criminal conduct Adams is accused of dates as far back as 2015 when he was the Brooklyn borough president.

    Adams had been charged with five counts: conspiracy to commit wire fraud, federal program bribery, and to receive campaign contributions by foreign nationals; wire fraud; solicitation of a contribution by a foreign national in two instances; and bribery.

    He is the first sitting New York mayor to face criminal charges.

    The 57-page indictment accuses Adams of funneling illegal foreign money through U.S.-based straw donors, including at least two New York construction companies, to reap over $10 million in public-matching funds based on false certifications that his campaign complied with finance regulations. The funds provide “eligible candidates with public funds to match small-dollar contributions from New York City residents,” the charging document says.

    Adams also received free or discounted travel benefits on Turkey’s national airline from a Turkish official, who facilitated the funneling of the straw donations to Adams. These overseas trips included flights from New York to Turkey, India, France, Sri Lanka, China and Hungary from 2015 to 2019. These trips are valued at more than $100,000.

    Other luxurious benefits included “free rooms at opulent hotels, free meals at high-end restaurants, and free luxurious entertainment while in Turkey,” the indictment states.

    In January 2022, when Adams was inaugurated as mayor, Adams agreed to accept foreign contributions intended for his 2025 campaign while meeting with a Turkish entrepreneur whom the indictment dubs the “Promoter.”

    The Turkish government sought influence over Adams, in part, to get his help to open a new consulate building in the city before the country’s president visited in 2021, prosecutors say. The 36-story skyscraper would have failed a fire inspection at the time.

    Prosecutors say Turkish officials cashed in on their influence with Adams and he pressured the fire officials to open the building, which they did because they “were convinced that they would lose their jobs if they didn’t back down.”

    The question, of course, is how the boom fell on Adams, but Bill de Blasio’s wife “mishandled” hundreds of millions in homeless funds and never received an investigation…

  • “Ukraine Destroys ANOTHER Ammo Dump! In Kammenyi, Krasnodar Krai.” Here’s my quick, handy description of the different between an “oblast” and a “krai’: I have no frigging clue.
  • “House Foreign Affairs Committee Holds Secretary of State Antony Blinken in Contempt of Congress.”

    The House Foreign Affairs Committee narrowly voted 26–25 to recommend Antony Blinken be held in contempt of Congress following the diplomat’s failure to appear for Tuesday’s hearing.

    “Secretary Blinken’s refusal to comply with the Committee’s subpoena — despite months of notice and offers of accommodations — warrants contempt,” the resolution read.

    The Republican-led committee has long sought to host the secretary of state as it investigates the botched U.S. withdrawal from Afghanistan over three years ago that left 13 U.S. service members dead.

  • Russia likes to claim they have all the manpower in the world for Vlad’s big Ukraine Adventure, but they just formed a mechanized battalion from the crew of the Admiral Kuznetsov aircraft carrier.
  • China shows sub, sinks same.
  • Israel took out Hezbollah headquarters in Beirut. You would think Hezbollah honchos wouldn’t be hanging around their headquarters in the current conflict, but Israel reportedly took out five senior Hezbollah officials. Not sure if this is the strike or not, but it’s pretty shock-and-awe:

    (Hat tip: Stephen Green at Instapundit.)

  • Here’s what operations in Gaza look like today:

    The blue is Israel. The lack of counter-activity (which would be in red) suggests Israel may have already crushed Hamas in Gaza.

    Here’s a very long range look at Lebanon and northern Israel, showing that while Hezbollah is still launching a few rocket attacks at Israel, Israeli air power is bombing the absolute snot out of Hezbollah, not only with strikes in southern Lebanon, but even all the way up near the northern border in the Bekaa Valley.

    Israel is obviously able to hit targets in Lebanon with impunity.

    You feel sorry for Lebanese civilians caught in the crossfire, but pity is tempered by the fact that Hezbollah is part of the ruling March 8 coalition.

  • International law expert covers Operation Grim Beeper. “In the context of distinction, necessity, proportionality these principles of the laws of armed conflict being adhered to in an exemplary fashion.”
  • Bill to strip the tax-exempt status of terrorist supporting organizations (like the Council on American-Islamic Relations) moves forward in the house.
  • Pentagon to Send Additional U.S. Troops to Middle East as Regional Tensions Boil Over.” “The U.S. maintains about 2,500 troops in Iraq and 900 in Syria, primarily tasked with counterterrorism operations. U.S.-controlled military bases also exist in Turkey, Kuwait, Bahrain, Qatar, and the United Arab Emirates, with a total count of U.S. military personnel in the region numbering around 40,000, up from the 34,000 troops stationed in the Middle East before the October 7 massacre.” But wait! Kamala Harris said we had no troops in a war zone!
  • Reporting a Rape in the UK Is a Crime.”

    A woman from Warrington, Cheshire, has revealed how her attempt to report a sexual attack led to her own arrest while the perpetrator remained free to assault others for nearly two years.

    Helen Ingham, 48, recently waived her right to anonymity in order to share her harrowing experience with law enforcement after reporting an assault by Ahmed Fahmy, 45, a hotel manager whose reign of terror against women spanned more than 15 years.

    There, as here, the left doesn’t want foreign rapists deported…

  • Democrats chances to take the senate this year appear to be dim. Good.
  • How Facebook lets the U.S. government censor you.
  • U.S. House Passes ‘Kelly-Cruz Amendment’ to CHIPS Act, Sent to Biden’s Desk.

    The U.S. House of Representatives approved a bill on Monday aimed at streamlining permitting laws to facilitate the domestic construction of semiconductor factories.

    The bipartisan legislation passed by a vote of 257 to 125, with 49 members not voting, and now moves to the president’s desk for approval.

    The bill passed the Senate last year, and was passed in the House of Representatives this week as the “Kelly-Cruz substitute amendment.”

    Sens. Ted Cruz (R-TX) and Mark Kelly (D-AZ) submitted the amended text of their Senate bill in December 2023.

    When a bill passes as a “substitute amendment” in Congress, the original text is entirely replaced with new content. This new version of the bill, offered as an amendment, becomes the text that is voted on and passed.

    It aims to accelerate the construction of U.S. semiconductor facilities, as the Creating Helpful Incentives to Produce Semiconductors (CHIPS) and Science Act of 2022 has made over $50 billion available to promote domestic production and innovation.

    It will also streamline federal permitting by designating the Department of Commerce as the lead agency for National Environmental Policy Act (NEPA) reviews, exempting certain projects from NEPA, providing the Secretary of Commerce with greater authority to expedite reviews in coordination with state and local governments, and limiting court challenge timelines.

    Snip.

    Cruz supported one portion of the CHIPS Act but disagreed with another.

    Cruz explained in 2023 that the CHIPS Act consisted of two key parts: the Facilitating American-Built Semiconductors (FABS) Act, offering a tax credit to boost domestic semiconductor manufacturing investment, and the CHIPS Act itself, providing billions in direct subsidies to companies. While Cruz co-sponsored the FABS Act, he voted against the CHIPS Act due to his opposition to direct subsidies, favoring the more indirect incentive of the tax credit.

  • “Many companies have fired Gen Z workers just months after hiring them and several business owners said they are hesitant to bring on recent college graduates due to concerns about their work ethic, communication skills and readiness to do the job, according to a new survey. Six in 10 employers said they have already let go recent college graduates this year, while one in seven said they are inclined to refrain from hiring new graduates next year, according to a survey conducted by Intelligent.com.” Also: “Although they may have some theoretical knowledge from college, they often lack the practical, real-world experience and soft skills required to succeed in the work environment.” Also: “75% of companies reported that some or all of their recent college graduates were unsatisfactory.” There may be a bit of truth to this, but a lot of companies seem to be laying off and firing people of whatever age right now…
  • Rep. David Cook Chosen as House Reform Group’s Challenger to Speaker Dade Phelan.” “The unanimous selection occurred after state Rep. John Smithee (R-Amarillo) dropped out of the race when neither candidate could meet the threshold needed head-to-head five hours after the meeting first convened.”
  • Texas State Rifle Association’s Voter’s Guide. I think all of two Democrats managed to earn as high as a B…
  • Remember Gerald Goines, the ex-HPD cop whose lies led to a drug raid based on false information that killed two people? Finally, five years after first being charged, he was found guilty of felony murder. (Hat tip: Dwight.)
  • “Dear Fifth Circuit Judge David Ezra: Which part of Judge Willett’s majority opinion in the border buoy case was unclear to you? Reverse your opinion and drop your stay you feeble-minded git.” The last part is only implied… (Hat tip: Instapundit.)
  • Boise State University shuts down coffee shot on campus for being pro-police. Coffee shop owner sues and wins a $4 million settlement.
  • Bjorn Lomborg schools Bill Maher on environmental panic.
  • Seems like an Air Force F-22 Raptor shot down a UFO over Canada in 2023. This was during the Red Balloon Menace, but it sort of looks like a Cylon Raider from the BattleStar Galactica reboot.

    And now, with the thinnest of justifications:

  • How string theorists destroyed the careers of non-string theorists for 40 years. Plus: “Science is fine, it’s THE Science that needs to die.”
  • Has Zuckerbot been redpilled? Like Rubin and company, I’m quite skeptical.
  • Lacrosse is evidently really hard on the pecs.

  • Critical Drinker gives thumbs up on The Penguin. “Just the right balance between grounded realism and industrial gothic. It’s obviously still based on New York, but rundown, neglected, stricken by crime, corruption and decay. So basically just actual New York, then.”
  • 100 year old American sledgehammer survives 100 tons pressure in a hydraulic press with no significant changes. Modern Chinese sledgehammer starts deforming at 40 tons.
  • Via Not the Bee, here’s a pretty good Kamala Harris impression.

  • In a follow-up to yesterday’s Diddy story, 50 Cent’s timeline is fire.
  • “Democrats Warn That If Public Libraries Are Defunded Homeless People Will Have Nowhere To Watch Porn.”
  • “First Baptist Church Softball Team Defeats Chicago White Sox 7-2.”
  • I am in this picture, and I don’t like it: “After 20 Years, Man Makes Tearful, Difficult Decision To Change Wallets.”
  • I’ve never seen anyone as happy learning English as this young Japanese girl.
  • I’ve been unemployed for one year now, so feel free to hit the tip jar.





    Also, a hearty thanks to everyone who has already donated.

    Grant For Social Justice Org For Illegal Aliens = Widespread Child Sex Abuse

    Wednesday, July 24th, 2024

    In addition to setting the stage for amnesty to create more Democratic Party voters, the Biden Administration’s aiding and abetting an illegal alien invasion of the southern border has allowed leftwing social justice organizations to rake in billions of dollars in federal subsidies to house, feed, etc. those same hordes of illegal aliens.

    One organization that took federal money was Austin-based Southwest Key, an organization that claims to be on the frontier of social justice, and now they’re accused of allowing wildspread child sex abuse to flourish on their watch.

    Disturbing allegations are detailed in a lawsuit brought by the U.S. Department of Justice (DOJ) against a large Texas-based nonprofit organization tasked and funded by the federal government for years with housing unaccompanied minor children (UMC) who are not legally present in the country.

    According to data from the Congressional Research Service, the number of UMCs entering the United States has spiked to record numbers in recent years, with 2021 and 2022 seeing over 140,000 UMCs annually — one of many elements of the ongoing crisis at the southern border.

    The lawsuit explains that UMCs are children largely from Guatemala, Honduras, Mexico, and all over the world who arrive at the U.S. southern border alone, with no parent or legal guardian. Immigration authorities turn the UMCs over to the Office of Refugee Resettlement (ORR).

    ORR then uses grant funding, usually by hiring nonprofit housing organizations, to provide shelter care for the UMCs in the “least restrictive setting possible” and that “will be in the best interest of the child.”

    In this case, one of those nonprofits is Austin-based Southwest Key, which from 2015 to 2023 received $3 billion in federal grant funding and operates 29 facilities in Texas, Arizona, and California, housing 6,350 children.

    The DOJ said during this timeline, multiple Southwest Key employees subjected children as young as 5 years of age to “repeated and unwelcome sexual abuse, harassment, misconduct, and hostile housing environments.”

    The suit further details allegations that the children were victims of sexual abuse, rape, and inappropriate touching. The perpetrators employed by Southwest Key took advantage of the multiple vulnerabilities to carry out their crimes, such as language barriers.

    The DOJ also said that despite Southwest Key knowing their employees were harming the children in their care, they did nothing, violating the federal Fair Housing Act.

    Graphic details are included in the lawsuit, including how one of the workers sexually abused a five-year-old girl and an eight-year-old girl at the facility in El Paso, and kept them silent about their abuse by threatening to kill their families if they told anyone.

    Pages of the lawsuit lay out in horrific detail similar instances occurring at Southwest Key facilities across Texas.

    Remember how “kids in cages” under the Trump Administration (never mind that it started under Obama) was the Worst Thing Ever? So instead of cages, illegal alien children now have to endure rape at the hands of those paid to take care of them.

    Funny how social justice Democrats have shifted their focus to the homeless and illegal aliens, two constituencies among the least able to complain that they’re being abused, or that promised services aren’t being delivered, making it all the easier to siphon off allocated funds for graft.

    And illegal alien children are the least capable of complaining of all…

    LinkSwarm For July 19, 2024

    Friday, July 19th, 2024

    The assassination attempt against President Donald Trump was less than a week ago and a ton of news has come down the pike since. Biden replacement rumors fly hot and heavy, Trump secures renomination, Windows machines across the globe are down thanks to CrowdStrike, a League of Assholes rises in Africa, Chuy’s gets sold, and we say goodbye to a comedy legend. It’s the Friday LinkSwarm!

  • Rumors are flying fast that Biden is going to quit the race this weekend. This may just be a bluff from the anti-Biden faction for Biden’s handlers to force him out.
  • The fact that Biden was diagnosed with Flu Manchu has helped fuel rumors he’ll quit for “medical reasons.”
  • But his handlers are claiming rumors of a Biden withdrawal are fake news and that he’ll be back campaigning next week. (Hat tip: Director Blue.)
  • Biden’s campaign chief Jen O’Malley Dillon says he’s not leaving the race.
  • A zoom call with prominent Democrats evidently didn’t reassure them.

    The 81-year-old president repeatedly lost his train of thought on the call and was dismissive of the Democrats’ concerns about his 2024 re-election campaign following his train-wreck debate performance last month, Puck reported Wednesday, citing multiple sources…

    ‘The call was even worse than the debate. He was rambling; he’d start an answer then lose his train of thought, then would just say “whatever.” He really couldn’t complete an answer. I lost a ton of respect for him,’ one person on the call said.

    ‘The president was rambling, dismissive of concerns, unable or unprepared to present a campaign strategy,’ added a second source, who is a member of Congress.

  • Pushing Biden out won’t solve the fundamental problem of the unpopularity of his administration’s leftist ideas.

    Joe Biden’s escalating dementia and the long media-political conspiracy to hide his senility from the public are the least of the Democrats’ current problems.

    Biden’s track record as president may be more concerning than his cognitive decline. He has literally destroyed the U.S. border, deliberately allowing the entry of more than 10 million illegal aliens. His callous handlers’ agenda was to import abjectly poor constituencies in need of vast government services without regard for the current struggles of a battered American middle class and poor.

    The widespread poverty of a vast new cohort of illegal immigrants could serve as indictments of a “racist,” “unequal,” and “unfair” America—as if the residents of East Palestine, Ohio or inner-city Chicago had anything to do with the centuries-long corruption and oppression of Mexico and Latin America that daily drives thousands of their own poorest citizens northwards to a society founded on very different ideas than those of their homelands.

    Note that the left, neither in Mexico nor in America, never asks why millions of these impoverished people prefer to break into a supposedly racist America. Much less do they even distinguish those principles and values that once made America prosperous, free, and secure from their antitheses that have sadly made much of Latin America mostly poor, without freedom, and insecure.

    Biden inherited near-zero real interest rates and inflation at 1.4 percent. Almost immediately, in nihilistic fashion, Biden did to a sound economy what he had done to a secure border. So, he recklessly printed money at a time of spiraling, quarantine-ending demand and supply chain disruption. Middle-class wages never caught up with Biden’s inflation, as prices for key staples are nearly 30 percent higher than when he took office.

    The cost of servicing the ballooning national debt at high interest is now nearly $1 trillion per year. The world abroad is aflame, lit by Biden’s inexplicable withdrawal from Kabul, his mixed signals to Vladimir Putin on the eve of his invasion of Ukraine, his deliberate alienation of Israel, his appeasement of Iran and China, and his cuts in the defense budget, coupled with his woke war on mythical “racists” in the military.

    Energy prices soared, even as Biden’s green agenda proved unworkable and prompted draining the strategic petroleum reserve and begging foreign oil despots before key elections. The “unifier” Biden by design needlessly alienated nearly half the country, and in his debate, he reiterated why Trump supporters do not deserve his concern. And more ominously and recently, Biden grossly told hundreds of his donors that “it’s time to put Trump in a bullseye”—just days before the attempt on Trump’s life.

    The greatest absurdity of the Biden White House is the gaslighting talk of Biden’s “achievements.” Biden’s actions over the last four years are not offsets for his senility that warrant his continuance in office, but again, sadly, they serve as force multipliers, furthering claims of his dementia and for his removal.

    (Hat tip: Sarah Hoyt at Instapundit.)

  • Donald Trump officially accepts Republican nomination for President.
  • Donald Trump, elder statesman.

    I’ve been saying for a month or so now that I’m really impressed with the way that Trump has been conducting himself in this campaign. Yes, I was a fan before, but he’s really been hitting all the right notes this year, especially given the pressure of the the Democrats’ un-American lawfare assault on him.

    The Donald J. Trump who took the stage in Milwaukee last night was a reflective, determined elder statesman and it was glorious. This is what my ultra mega super MAGA friend Kevin wrote about it:

    Trump took to the stage with a bandage covering the wound left by the would-be assassin’s bullet. He kicked off his mesmerizing speech by thanking the GOP for the nomination and promising to stand for all Americans, stating: “We rise together or we fall apart.”

    Trump’s speech was unlike any of his others. It lacked the bombast and sarcasm of earlier speeches, which I find entertaining. Instead, it focused on unity.

    Trump’s sotto voce, conversational tone was perfect, and a counter to the angry maniac that the commies in the mainstream media like to portray him as. He was the adult in the room at a time when the Republic desperately needs that. His recounting of the assassination attempt provided yet another deeply emotional moment at this convention.

    I’ve only briefly glimpsed some of the MSM hacks’ response to the speech, and it’s mostly been awful and not reality-based. They’re desperate and losing and their opinion doesn’t matter.

    The man who accepted the Republican nomination last night is the man who this country needs to right the wrongs of the Biden administration’s wrecking ball reign of error.

    (Hat tip: Stephen Green at Instapundit.)

  • Borepatch sees a preference cascade for Trump that may have the effect of minimizing cheating. “It’s one thing to stuff ballot boxes when you think that everyone on your side is on board and your guy is going to win – and any potential investigation will be done in the most slipshod manner. It’s quite a different thing when you wonder just how many of the guys on your side are actually going to go through with this, and if the other guy wins will you be facing 20 years in Club Fed.”
  • Senator Bob Menendez Convicted in Corruption Trial.

    New York jury convicted Senator Bob Menendez (D., N.J.) on 16 felony charges on Tuesday, including obstruction of justice, acting as a foreign agent, bribery, extortion and honest services wire fraud.

    Over the course of a two-month trial, prosecutors accused the three-term senator and his wife, Nadine Arslanian Menendez, of accepting bribes — including hundreds of thousands of dollars, gold bars, and a Mercedes-Benz convertible — from three New Jersey businessmen in exchange for help with a number of legal issues. Menendez was also accused of accepting bribes to work as a foreign agent on behalf of Qatar and Egypt while he served as chairman of the Senate Foreign Relations Committee.

    Shortly after the verdict was handed down on Tuesday, Senate Majority Leader Chuck Schumer (D., N.Y.) urged Menendez to “do what is right for his constituents, the Senate, and our country, and resign.”

    You know it’s been a pretty news-packed week when the conviction of a Democratic senator on bribery charges is this far down the LinkSwarm…

  • It seems that Kamala Harris has just as tepid support among black women as Biden.

    Kamala Harris has the same approval rating among Black women as President Biden, according to a new poll, which must come as a blow to the Vice President as Biden’s electoral fortunes falter.

    And it comes as a surprise, as Black women have been pivotal for securing Harris her spot on the ticket.

    The poll, conducted by Split Ticket between July 12 and 14, asked Black voters in battleground states of Arizona, Georgia, Michigan, Nevada, North Carolina, Pennsylvania, and Wisconsin about their opinions on Harris, as well as Biden and Donald Trump.

    According to the poll, if the 2024 election was a toss up between Joe Biden and Donald Trump, 76 percent of Black voters would vote for Biden, compared to 17 percent for Trump. The gender split was 72 per cent of male voters and 79 percent of females backing Biden.

    In contrast, 12 percent of Black women and 23 percent of Black men said they would vote Trump.

    But if the election were a toss up between Kamala Harris and Donald Trump, the results were virtually the same, with an equal proportion of voters opting for Harris over Trump, and a split of 79 percent of Black women and 73 percent of Black men preferring the Vice President.

  • You know who else doesn’t want to vote for Democrats any more? Young male voters.

    A years-long collapse in support for Democrats among young Gen Z “Zoomer” males accelerated to a dizzying speed during the Presidentish Joe Biden administration — and that’s before Donald Trump’s display of sheer damn manliness in the moments after Saturday’s assassination attempt.

    The collapse began in 2016, the same year Donald Trump was elected to his first term in office — and, looking back, it seems almost inevitable. That was the year the American Left went from merely unhinged to flying off the rails like Doc Brown and Clara Clayton at the very end of “Back to the Future Part III.”

    Daniel Cox — aka The Liberal Patriot — wrote Monday, “A mounting number of polls suggest that young voters are shedding their Democratic attachments” and that “the way young people relate to the two major political parties is undergoing a momentous change.”

    A recent Pew study found that “young Americans are evenly divided between the parties: 47 percent lean towards or identify as Republicans and 46 percent identify as Democrats.”

    Look at these other numbers from Gallup. They’re unsustainable for the so-called Party of Youth.

    Gallup has conducted this party ID/lean poll since 1998, so presumably, they know a thing or two about it.

    “Biden is a big reason why,” Cox concluded, but there’s much more to it than that.

  • Ukrainian drones destroy electronics factory in Kursk oblast.
  • Federal appeals court blocks all of Biden student debt relief plan. “The St. Louis-based 8th U.S. Circuit Court of Appeals granted a request, by seven Republican-led states to put on hold parts of the U.S. Department of Education’s debt relief plan that had not already been blocked by a lower-court judge.” Good. I don’t see how the Constitution allows the President to simply declare billions of dollars of subsidies to favored classes of individuals absent congressional approval. (Hat tip: Ace of Spades HQ.)
  • Remember CrowdStrike, the company that helped wipe Hillary’s equipment? An update to their security product Falcon is blue-screening Windows machines across the world today. “The U.S. Emergency Alerts System said 911 lines in multiple states were down.”
  • Biden can’t remember the name of his own Secretary of Defense Lloyd Austin and calls him “The Black Man.” We all know this would be career-ending for a Republican, yet it’s just another expected “senior moment” for Slow Joe…
  • Here’s some news I missed a while back: China expelled a bunch of defense chiefs from the Communist Party in a “corruption crackdown.” “The moves against Li Shangfu and his predecessor, Wei Fenghe, follow a series of shake-ups at the top of the world’s largest military — Li was ousted from the role last year after disappearing without explanation.” Actual corruption, or simply suspicion of disloyalty to Xi?

  • Barry Diller has lost $9 million propping up The Daily Beast. I know a lot of political publications lose money, but I’m pretty sure you could prop up a leftist website for less than 1/10th that…
  • Welcome to Africa’s League of Assholes. “The military regimes of Niger, Mali and Burkina Faso marked their divorce from the rest of West Africa Saturday as they signed a treaty setting up a confederation between them….All three have expelled anti-jihadi French troops and turned instead toward what they call their ‘sincere partners’ — Russia, Turkey and Iran.” More.
  • Microsoft lays off its entire DEI team.
  • Followup: After being exposed, John Deere is also axing its DEI campaigns.
  • “Alderon Games revealed that it had observed a nearly 100% failure rate of [Intel] Raptor Lake processors in its own testing.” Intel’s patch for these 13th and 14th gen chips is to underclock them, but no root cause has been found.
  • Speaking of semiconductors, UT is sucking up $840 million of DARPA subsidies for research.
  • “Dallas Jailed 14 Illegal Alien Suspects for Child Sex Crimes in a Single Month.” Thanks, Joe Biden…
  • “Newly selected Austin City Manager T.C. Broadnax has presented his proposed budget for Fiscal Year 2025 that totals $5.9 billion — a record for the city.” You can look at the entire 1,162 page document here. Of course there’s plenty of line items for “equity” and “homeless.” That’s where some of the graft is…
  • Speaking of free-spending Austin ways: “Austin City Council Members Propose Creating a Municipal Bank.” Because obviously homelessness and toy trains don’t offer quite enough opportunities for leftwing activists to skim off graft.
  • Turns out slimy NeverTrumper Max Boot was married to a foreign spy:

    For legal reasons, I supposed I should describe Sue Mi Terry as an “alleged” foreign spy.

    Terry and her husband Max Boot, a Washington Post national security columnist, put up their tony Upper West Side apartment as collateral for her $500,000 personal recognizance bond as a condition of her release before trial.

    The six-room, $1.8 million turn-of-the-century home features lavish wood paneling, built-in bookcase, stained glass windows and airy 10-foot ceilings, according to its StreetEasy listing.

    The taste for such luxury is what allegedly drove Terry — a native of Seoul who formerly worked as a CIA analyst before becoming a prominent policy expert linked to several think tanks — to disclose US secret to South Korean spies, Manhattan federal prosecutors said.

    Terry traded her access to information from top US officials, including US Secretary of State Anthony Blinken, in exchange for luxury goodies such as a $3,450 Louis Vuitton handbag and a $2,845 Dolce & Gabbana coat, prosecutors said.

    Heh:

    (Hat tip: Ed Driscoll at Instapundit.) (Previously.)

  • “Hundreds Of Failing Water Systems In California Need Funding For New Infrastructure.” Because of course they do.
  • “Democratic Socialists Of America Withdraws Endorsement Of AOC.” Because she’s just not anti-Israel enough. Which has jack all to do with democracy or socialism. This is just another sign that victimhood identity politics has eaten the far left whole.
  • Uncle Sam is looking for 155mm air defense system.

    The US Army is seeking a wheeled, self-propelled 155mm cannon-based air defense system capable of firing cheaper hypervelocity rounds.

    A cost-effective alternative to current capabilities based on surface-to-air missiles is being sought, particularly in expeditionary scenarios against the rising threat of cruise missiles.

    Projectiles fired by the Multi-Domain Artillery Cannon (MDAC) will be guided by offboard sensors, eliminating the cost of onboard sensors in current rounds.

    “Current air and missile defense munitions require onboard guidance and targeting components that drive high munition procurement costs,” a service request for information explains.

    “In contrast, the MDAC seeks to significantly reduce munition costs and enhance expeditionary utility by developing a 155mm artillery cannon-based air defense system capable of firing Hypervelocity projectiles, integrated into a wheeled platform.”

    Additionally, the system will be linked with an external Command and Control Battle Manager and the Integrated Air and Missile Defense Battle Command System.

    A prototype contract award is expected in the third quarter of 2025, with deliveries by the last quarter of fiscal 2027 and demonstration in fiscal 2028.

    This is another case of “everything old is new again,” as Germany’s 88mm and 128mm flak cannons were generally considered very effective anti-aircraft weapons in World War II, and I bet 155mm is more than capable of putting a hurt on drones.

  • Ukrainian sniper takes record for world’s longest sniper shot, using a 12.7x114mm cartridge at 4,155 yards. (Hat tip: Reader John Zoch.)
  • If you have AT&T, hackers have probably stolen your phone records.
  • Local TexMex chain Chuy’s is being bought by Darden Restaurants for $605 million. I didn’t know they actually had more than 100 locations. The food is good, but here in Austin they’ve been in the “no one goes there anymore, they’re too crowded” category for a while. (Hat tip: Dwight.)
  • Generation Kill author Evan Wright RIP. That was a very solid book following a Marine recon unit into Iraq in 2003, and is well worth reading if you haven’t already.
  • Comedy legend Bob Newhart, RIP. I’m sure everyone and their dog will be posting the justly famous Newhart finale, but we’re going to kick it old school with a selection from his comedy albums.

  • Lou Dobbs, RIP.
  • Brits visit an HEB+. They’re astounded at the size and blown away by Blue Bell. They’re also amazed that a plain, fresh-baked tortilla can taste so good…
  • Fiberglass rebar?
  • For some reason, the camera focus on the alien romance scenes really crack me up in this episode of Let’s Game It Out.
  • “Democrats Order Flags To Be Flown At Half-Staff As Trump Still Alive.”
  • “Secret Service Director Assures Nation She Wasn’t Trying To Get Trump Killed, She’s Just Extremely Incompetent.”
  • “Democrats Warn That Democracy Will Cease If One Of The Two Major Political Parties That Have Existed For 170 Years Wins In November.”
  • “Democrat Leaders Make Tough Decision To Place Biden On Hospice Following COVID Diagnosis.”
  • West Virginia Republican Governor and senate candidate Jim Justice brings his dog Babydog up on stage at the RNC:

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





    China Throws Money At Semiconductors Again

    Monday, May 27th, 2024

    Madness is doing the same thing over and expecting different results, and China is throwing money at semiconductors again.

    China has launched a massive $47 billion fund, the largest in its history, to bolster its semiconductor industry and establish a local supply chain. This fund, equivalent to 344 billion yuan, is the third phase initiated by the China Integrated Circuit Industry Investment Fund [also known as the National Integrated Circuit Industry investment Fund Company (ICF), or just “Big Fund.”-LP]. It’s worth noting that this amount is twice the total funds raised in the previous phases in 2014 and 2019.

    Do you remember the last time I covered where the money went to in those previous phases? The money went to companies like Wuhan Hongxin Semiconductor Manufacturing Co. Result? “Hongxin’s unfinished plant in the port city of Wuhan now stands abandoned. Its founders have vanished, despite owing contractors and investors billions of yuan.”

    Or maybe Tsinghua Unigroup. Result? The arrested a whole lot of executives, a lot of money disappeared into various pockets, and “Tsinghua Unigroup abandoned its plan to build DRAM memory chip manufacturing plants in Chongqing and Chengdu in southwest China earlier this year.”

    As I wrote before, China’s semiconductor industry is shell games all the way down.

    At lot of times, loans and investments are siphoned through four or five different entities from the purposes for which they were originally obtained. Everyone’s trying to get rich, and they hope to survive on smoke and mirrors long enough to get profitable. Imagine if Kleiner Perkins invested $25 million in a software startup, only to find that money was spent on a noodle shop, a used car dealership and a golf club manufacturer.

    Sometimes it works. You can build a company on margin, get profitable quickly, and be paying off investors and contractors before anyone realizes how shaky the entire enterprise is.

    But you can’t do that with semiconductor manufacturing. The startup costs are simply too high, easily in the billions. Very, very few companies can afford to be in a game that expensive. China’s two biggest semiconductor manufacturing success stories, SMIC and Tsinghua Unigroup, all have have CCP direct government investment.

    And bunches of Tsinghua Unigroup executive still got pinched for sticking their snouts into the trough.

    And everything should theoretically be harder now that the U.S. has imposed sanctions on China’s semiconductor industry. But one wonders just how effective these sanctions are when Applied Materials reported that 43% of its total revenue came from China in the second quarter. That suggests a certain kayfabe quality to the sanction, with just the right loopholes for AMAT (and presumably other semiconductor equipment manufacturing giants like Lam Research and Tokyo Electron) to keep getting those conveyor belts of Chinese money.

    My assumption is that, yet again, the funds earmarked for semiconductor companies will be siphoned off into a thousands unrelated pockets. (Though the rest of China’s business climate is sucking so badly that maybe some money will actually fund real semiconductor startups, if only through lack of other money-making opportunities to siphon funds off for.) Sanctions will continue to leak. A few years from now, China will announce the arrests of more executives using the Big Fund to play more investment shell games. And five years from now China will announce an even bigger set of subsidies…

    Samsung Snags $6.4 Billion For Texas Fabs

    Monday, April 15th, 2024

    Samsung’s Texas fabs are evidently going to be the beneficiary of CHIPS Act subsidies.

    The U.S. Department of Commerce (DOC) has announced that $6.4 billion will be sent to a Texas Samsung facility to bolster the supply chain of semiconductors.

    The multi-billion dollar investment is part of a larger $40 billion dollar federal funding agreement as part of the CHIPS and Science Act.

    As a White House press release states, the investment aims to “cement central Texas’s role as a state-of-the-art semiconductor ecosystem, creating at least 21,500 jobs and leveraging up to $40 million in CHIPS funding to train and develop the local workforce.”

    This investment would be used at both the research and development facilities in Taylor and the expansion of the fabrication factory in Austin.

    The Taylor facility isn’t just an R&D site, it’s a full-blown state-of-the-art fab, and they could start running the line as early as July. The chips Samsung will be producing are planned to be on their 4 nanometer node.

    The City of Austin has previously identified semiconductor production as part of its Opportunity Austin economic expansion plan where the city sees itself as a “top global destination for businesses and investment.”

    “We’re not just expanding production facilities; we’re strengthening the local semiconductor ecosystem and positioning the U.S. as a global semiconductor manufacturing destination,” said Kye Hyun Kyung, president and CEO of the Device Solutions (DS) Division at Samsung Electronics.

    “To meet the expected surge in demand from U.S. customers, for future products like AI chips, our fabs will be equipped for cutting-edge process technologies and help advance the security of the U.S. semiconductor supply chain.”

    As I’ve written before, semiconductor subsidies are the wrong solution for the wrong problem (especially if the Biden Administration demands Samsung pledge fealty to social justice before sucking the taxpayers teat). But if you are going to subsidize someone, and your goal is more cutting edge American fabs, then Samsung isn’t the worst recipient. Their fab tech is either second third best (depending on whether intel has actually gotten their act together or not) in the world behind TSMC, and 4nm is good enough for just about every fab customer in the world, save Apple (who is TSMC’s alpha customer), Intel (yes, Intel gets some of their cutting edge chips fabbed at TSMC), AMD, and a few others. Technical details here, assuming the difference between FinFET and GAAFET doesn’t make your eyes glaze over.

    But the American taxpayer might rightly question why they’re being asked to subsidize the twenty-first largest company in the world, and one headquartered in South Korea.

    Once again, the Biden Administration is taking money from the poor to give to the rich.

    Biden Admin Tries To Infect Chip Makers With DEI

    Wednesday, April 3rd, 2024

    I’ve already said repeatedly that semiconductor subsidies are the wrong solution for the wrong problem. However, this piece by Matt Cole and Chris Nicholson shows the CHIPS Act was far more poisonous than I thought.

    DEI — the identity-obsessed dogma that goes by “diversity, equity, and inclusion” — has now trained Google’s new AI to refuse to draw white people. What’s even more alarming is that it’s also infected the supply chain that makes the chips powering everything from AI to missiles, endangering national security.

    The Biden administration recently promised it will finally loosen the purse strings on $39 billion of CHIPS Act grants to encourage semiconductor fabrication in the U.S. But less than a week later, Intel announced that it’s putting the brakes on its Columbus factory. The Taiwan Semiconductor Manufacturing Company (TSMC) has pushed back production at its second Arizona foundry. The remaining major chipmaker, Samsung, just delayed its first Texas fab.

    Actually, Samsung opened it’s first Austin fab in 2007. The fab that was delayed was their second fab in Taylor.

    This is not the way companies typically respond to multi-billion-dollar subsidies. So what explains chipmakers’ apparent ingratitude? In large part, frustration with DEI requirements embedded in the CHIPS Act.

    Commentators have noted that CHIPS and Science Act money has been sluggish. What they haven’t noticed is that it’s because the CHIPS Act is so loaded with DEI pork that it can’t move.

    The law contains 19 sections aimed at helping minority groups, including one creating a Chief Diversity Officer at the National Science Foundation, and several prioritizing scientific cooperation with what it calls “minority-serving institutions.” A section called “Opportunity and Inclusion” instructs the Department of Commerce to work with minority-owned businesses and make sure chipmakers “increase the participation of economically disadvantaged individuals in the semiconductor workforce.”

    The department interprets that as license to diversify. Its factsheet asserts that diversity is “critical to strengthening the U.S. semiconductor ecosystem,” adding, “Critically, this must include significant investments to create opportunities for Americans from historically underserved communities.”

    The department does not call speed critical, even though the impetus for the CHIPS Act is that 90 percent of the world’s advanced microchips are made in Taiwan, which China is preparing to annex by 2027, maybe even 2025.

    Handouts abound. There’s plenty for the left—requirements that chipmakers submit detailed plans to educate, employ, and train lots of women and people of color, as well as “justice-involved individuals,” more commonly known as ex-cons. There’s plenty for the right—veterans and members of rural communities find their way into the typical DEI definition of minorities. There’s even plenty for the planet: Arizona Democrats just bragged they’ve won $15 million in CHIPS funding for an ASU project fighting climate change.

    That project is going better for Arizona than the actual chips part of the CHIPS Act. Because equity is so critical, the makers of humanity’s most complex technology must rely on local labor and apprentices from all those underrepresented groups, as TSMC discovered to its dismay.

    Tired of delays at its first fab, the company flew in 500 employees from Taiwan. This angered local workers, since the implication was that they weren’t skilled enough. With CHIPS grants at risk, TSMC caved in December, agreeing to rely on those workers and invest more in training them. A month later, it postponed its second Arizona fab.

    Now TSMC has revealed plans to build a second fab in Japan. Its first, which broke ground in 2021, is about to begin production. TSMC has learned that when the Japanese promise money, they actually give it, and they allow it to use competent workers. TSMC is also sampling Germany’s chip subsidies, as is Intel.

    Intel is also building fabs in Poland and Israel, which means it would rather risk Russian aggression and Hamas rockets over dealing with America’s DEI regime. Samsung is pivoting toward making its South Korean homeland the semiconductor superpower after Taiwan falls.

    To be fair, Intel has had fabs in Israel since since 1996, and Tower Semiconductor has had fabs in Israel since the 1980s. Poland, to the best of my knowledge, has never had a fab.

    In short, the world’s best chipmakers are tired of being pawns in the CHIPS Act’s political games. They’ve quietly given up on America. Intel must know the coming grants are election-year stunts — mere statements of intent that will not be followed up. Even after due diligence and final agreements, the funds will only be released in dribs and drabs as recipients prove they’re jumping through the appropriate hoops.

    So in the name of embedding the racist poison of social justice, the CHIPS Act, ostensibly designed to increase America’s share of cutting-edge semiconductor manufacturing, is actually driving new fab construction out of America.

    Heck of a Job, Brandon.