Japan Halting Photoresist To China?

December 20th, 2025

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

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

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

    Gardner vs. Maryland Heads To Supreme Court

    December 18th, 2025

    An interesting Second Amendment case may be making its way to the Supreme Court soon involving reciprocity and post-Bruen state resistance to Second Amendment rights.

  • “The case is Gardner v. Maryland. It is a challenge to Maryland’s concealed carry laws, as it dealt with out of state residents as it was pre-Bruen. It has an amazing fact pattern, one that a plaintiff’s attorney, a petitioning attorney, would love nothing more to have.
  • A lot of people missed it because it was a “pro se petition,” i.e. filed by the person involved rather than a lawyer.
  • “Now it’s sitting on petition to the United States Supreme Court.”
  • “Our good friend Kostas Moros over at the Second Amendment Foundation is geeking out on the video.”
  • “And he also comes to the conclusion, number one, Miss Gardner had gotten completely effed by Maryland law. And number two, you really could not ask for a better fact pattern.”
  • “So he convinces the Second Amendment Foundation to actually do an amicus brief in support of her petition, and also starts using his platforms to publicize this case which then leads to Miss Gardner no longer being a pro se petitioner. She now has counsel. In fact, she has very, very competent counsel representing her.”
  • “But that’s only the beginning of the cool news.”
  • “What once started as a pro se petition by a woman who absolutely got completely hosed by an unconstitutional licensing scheme now has amicus briefs in support of her petition from the following groups.”
  • “There’s an amicus brief from the Second Amendment Foundation, co-authored with the NRA, Second Amendment Law Center, California Rifle and Pistol Association, the Citizens Committee on the Right to Keep and Bear Arms, and the Minnesota Gun Owners Caucus.
  • “But that’s just the beginning of the good news, because guess who else has filed amicus briefs in support of Ava Marie Gardner’s petition? the Cato Institute, the Heller Foundation, 24 attorneys general, spearheaded by the states of Virginia and New Hampshire,” including Texas AG Ken Paxton.
  • “And an amicus brief from Senators Ted Cruz, and all of these other members of the United States Senate.”
  • “Ava Marie Gardner is a lawful and responsible gun owner residing in the state of Virginia. And yes, she has a valid Virginia concealed carry license.”
  • “She’s traveling through Montgomery County, Maryland, specifically on Interstate 270. A road rager intentionally strikes Miss Gardner’s car and forces her off the road. Now, after both cars come to a stop, the other driver gets out of his car and starts rushing towards Miss Gardner’s car.”
  • “She initially screams at him to stop, but that doesn’t seem to work. So, then she displays her firearm and stops the threat. And I want
    you to understand that she merely displayed it, did not discharge it. There was no allegation of her pointing it at it. It was just the display of the firearm.”

  • But then, well, after police arrived, the only person arrested was Miss Gardner.”
  • “For unlawful display of a firearm? Nope. For assault? Nope. No. In fact, the only thing that Miss Gardner was arrested for fell under Maryland Code of Criminal Law Section 4-203A, which says that you cannot have a firearm on your person or in your vehicle unless you are properly licensed by the state of Maryland.”
  • This case goes back and the law that Maryland was using for their concealed carry license at the time made it actually impossible. So that even had Miss Gardner wanted to try to get a Maryland license, she in all likelihood would have never obtained one.”
  • “At the time, in order to get a Maryland concealed carry license,
    one had to one show good and substantial reason. That’s right. they were still operating under the “may issue” standard. So you actually had to prove up a reason as they saw fit for you to actually be able to carry a firearm.”

  • “And then in addition to that too, you had to have 16 hours of instruction which of course was only available in Maryland.”:
  • “And then let us remember that also at the time the state of Maryland offered absolutely no reciprocity whatsoever. So she would have never been able to obtain a Maryland license because she was an out of state resident even if they offered some kind of semblance to an out of state resident.”
  • “So it was basically impossible for Miss Gardner to get a Maryland license.”
  • So Maryland arrested Gardner for not possessing a license that they never would have allowed her to obtain.

    Hopefully the Supreme Court will take up the case and remind deep blue states that Second Amendment rights are not optional.

    Ukraine Sinks Another Russian Sub

    December 17th, 2025

    Back in 2023, Ukraine sunk the Russian Kilo-class submarine Rostov-on-Don. Now Ukraine has sunk another Kilo-class sub, this time in Novorossiysk using an underwater “Sub Sea Baby” drone.

    Novorossiysk is beyond the Kerch Strait Bridge, indicating that Ukraine has quite long-range underwater strike capabilities.

    It seems that none of Russia’s Black Sea fleet is safe from Ukraine’s reach…

    Update: New sat footage suggests the drone seems to have impacted the pier next to the sub, damaging the sub but not sinking it.

    Ken Paxton Sues Smart TV Makers

    December 16th, 2025

    Another day, another Ken Paxton lawsuit, this time against smart TV manufacturers he accuses of illegally spying on Texans.

    “Smart TVs are watching you back.”

    That’s how Texas Attorney General Ken Paxton opens a series of new lawsuits accusing major television manufacturers of secretly surveilling Texans inside their own homes.

    Paxton has filed suit against five major television companies—Samsung, Sony, LG, Hisense, and TCL—alleging they unlawfully collected and monetized detailed viewing data from consumers without meaningful knowledge or consent. Two of the companies named in the lawsuit, Hisense and TCL, are based in China, a fact Paxton says raises additional concerns about data security under China’s National Security Law.

    According to the lawsuit, the companies embedded Automated Content Recognition (ACR) technology into their smart televisions. The software allegedly captures screenshots of what appears on a user’s television screen as frequently as every 500 milliseconds, allowing companies to monitor what consumers watch across streaming platforms, cable television, and even external devices connected by HDMI, such as gaming consoles or laptops.

    Taking a picture every half-second and uploading it sounds something that would definitely show up in your router logs, assuming you have things set up to keep an eye on it. And I rather doubt Samsung or LG have much use for that data clogging up their servers.

    But the Chinese manufacturers? Yeah, I can see them intermittently sampling everything until they find a nice juicy target to turn on and aim the full spyware capabilities at.

    The attorney general’s office alleges that the data is transmitted back to the companies in real time, used to build detailed consumer profiles, and then sold or shared for targeted advertising purposes—often without consumers understanding what they agreed to or how the technology works.

    “Companies, especially those connected to the Chinese Communist Party, have no business illegally recording Americans’ devices inside their own homes,” Paxton said in a statement. “This conduct is invasive, deceptive, and unlawful. The fundamental right to privacy will be protected in Texas because owning a television does not mean surrendering your personal information to Big Tech or foreign adversaries.”

    I wonder if the spyware capabilities Paxton alleges are present in these TVs can be easily demonstrated. I wouldn’t put it past China to include some capabilities, but demonstrating that they’re actually present in something like a court of law might prove difficult.

    Maybe LG and Samsung are spying on you to sell you ads:

    Kneon at Clownfish TV reports that LG TVs are automatically installing Microsoft Co-Pilot AI, and that it listens to your conversations are serves you ads based on it…

    Ken Paxton Sues MyChart

    December 15th, 2025

    If you have a primary care physician, chances are you have MyChart, which seems to have a monopoly on the online medical records portal business. Oddly enough, Texas Attorney General Ken Paxton has noticed that monopoly as well.

    Texas is suing the electronic medical records conglomerate that owns the MyChart system, Epic Systems, alleging that it both has a monopoly on the industry and makes it difficult for parents to access their children’s medical records.

    The antitrust lawsuit was filed by Texas Attorney General Ken Paxton on December 10 in Tarrant County district court. It accused Epic of “inserting” itself as the “gatekeeper” of patient data, by “locking up” hospitals into its electronic health records (EHR) systems, then dictating when and which individuals can access said data.

    As described on the Epic Systems website, the company has “more than 325 million patients” with electronic records. Both major Texas medical networks and hospitals — such as Texas Children’s Hospital and Memorial Hermann — and smaller clinics use Epic’s various services, including MyChart.

    It represents more than 90 percent of all U.S. citizens, court documents note.

    The suit similarly highlights that Epic houses more than 325 million patients’ medical records within its databases, stating that its “strategy” has been “inordinately successful” and has operated as a monopoly in the EHR industry.

    My health provider uses MyChart, but I’ve never consented for them to use it for me. Call me paranoid, but I believe that ObamaCare incentivized newly cartelized medical providers to centralize record keeping so the federal government could suck in all that information for themselves, because that’s the sort of thing socialists love to have on file as a weapon to use against the proles. Naturally, I’m agin it…

    5,000 FPS?

    December 14th, 2025

    For a long time, a lot of experts felt that rifle bullets with a velocity of 5,000 feet per second or more were simply unobtainable. The .220 Swift, which hit 4,200 fps on a 40 grain bullet, was thought to be the maximum “regular” cartridge. Even the the infamous .22 Eargesplitten Loudenboomer supposedly only hit 4,600.

    But now Banana Ballistics has evidently done the impossible, using a necked-down 5.56 NATO cartridge paired with an insanely light 12.5 grain solid brass bullet he calls “the Mouse Turd” firing out of a KAK 17-5.56 upper, he’s hit 5,157 FPS.

    But that’s not the top! With what he considers an unsafe load, he hit 5,326.

    And all that out of a 21 inch barrel.

    I would like to calculate the trajectory of the round, but the online ballistics computer I tried tops out at 5,000 fps.

    You may think a bullet that small is useless for anything but varmint hunting, but actually managed to punch through a half inch of mild steel.

    It also tumbles more than a foot through a block of ballistic gel. Being on the receiving end would really ruin your whole day.

    I assume many in the gun community will see a bullet that light out of a barrel that small as nothing more than a novelty, but 5,000+ fps is nothing to sneeze at.

    Though I bet the round is hell on barrel life…

    Dan Crenshaw Threatens To Sue Shawn Ryan

    December 13th, 2025

    Podcaster/YouTuber Shawn Ryan is one of those people that lies at the edge of the Mil-blogger/YouTubers I already watch, but never enough to have a tag for him before now. I recognize him from a Joe Rogan interview thumbnail and the disasterous interview Gavin Newsom had with him, but I’m not really familiar with his work. But it definitely got my attention that Texas Congressman Dan Crenshaw is threatening to sue him, a clash that probably has an added intensity since both are ex-Navy SEALS.

  • “On December 9th, 2025, I received a legal demand letter from lawyers representing Congressman Dan Crenshaw. They are threatening to sue me for defamation because of comments I made on my podcast about a message that he sent me.”
  • “They want me to remove content, issue a public apology, and stop talking about him. I’m not going to do any of that.”
  • “What I originally said a while back, I commented on my show about Congressman Crenshaw throwing an extremely expensive party and the fact that he seems to have become quite wealthy during his time in Congress.”
  • “I raised questions about how a congressman making $174,000 a year can afford that kind of a lifestyle. These are legitimate questions. And to be honest, I didn’t even mention Dan Crenshaw’s name in that initial conversation.”
  • “I just brought up the fact that he was having Steve Aoki, a major DJ spin at his party.” I honestly have no idea how much “top DJs” make.
  • “Multiple news outlets have reported on concerns about congressional insider trading and members of Congress, including Congressman Crenshaw, actively trading stocks while having access to non-public information that affects those very stocks. I’m not the only person asking these questions, but apparently I’m the one that got under Dan’s skin.”
  • Crenshaw then sent Ryan an Instagram that Ryan perceived to be threatening:

    Hey Sean, you have the ability to contact your fellow team guy if you’ve got a problem with me or have questions about how I’m getting rich. Some of my boys at six told me about your indirect swipe at me. From the comment you made, it sounds like you have some beliefs that are based on trendy narratives instead of facts.

    Eh, I think Ryan may be over-reacting here. To me the not read more like “What the hell?” than “I’m going to break your kneecaps.”

  • Ryan then plays a clip of Crenshaw talking about how he’ll kill Tucker Carlson if he meets him. Definitely injudicious on Crenshaw’s part, but not an actionable threat.

  • “Now his lawyers are claiming that my interpretation of his message is defamation. They say I accused him of threatening me with assault, which is a crime, and that I need to publicly apologize and remove the content from my show.” And here’s where Crenshaw screwed up. The congressman seems unaware of The Streisand Effect. This video already has three million views, so millions of people who previously unaware of the accusations against him have now heard them.
  • “Here’s my response. No, I’m publishing their full demand letter, along with my lawyer’s response, so that you can read both and decide for yourself whether my interpretation was unreasonable.”
  • “This is about whether a sitting member of Congress can use the threat of an expensive litigation to silence criticism. I asked questions about Congressman Crenshaw’s wealth. Those questions are fair game. He is a public official. He makes decisions that affect all of us. He trades stocks while having access to classified and non-public information.”
  • “If Congressman Crenshaw wants to sue me, he can. My lawyers are ready. And if he does, we’re going to use the discovery process to get answers to all the questions I originally asked, questions about his finances and how he affords the lifestyle he’s living on a congressional salary. I suspect that’s the last thing Dan actually wants.”
  • The upshot of all this is that Crenshaw is going to appear on Ryan’s podcast for an interview.

    I should make it clear that I have no idea whether Crenshaw is crooked or not. His official reports don’t show vast wealth. He has two houses, one valued at $1 million, but that price may just be a side effect of the vast inflation of housing prices in the late Biden Administration. (At one point, my house, which I bought when I was making $46,000 a year in 2004, was theoretically worth around $800,000, but the market has cooled quite a bit since then.) I assume the other house is a rental income property.

    I have heard accusations of Crenshaw accumulating wealth, but they came from 2nd Congressional District primary opponent Steve Toth, who said “While Dan Crenshaw votes with Democrats and threatens conservatives, he’s also somehow gotten rich off his government salary. I had no idea he’s actually a better trader than Warren Buffett. But not quite as good as Hillary Clinton.”

    I sent the following questions to the Toth campaign:

    I want to follow this race for my blog, but I asked two questions that I haven’t received an answer to:

    1. Can you cite examples of Dan Crenshaw benefiting financially from his office?
    2. Can you cite, say, ten bills where Crenshaw’s voting pattern was insufficiently conservative?

    I sent those questions off twice, and have yet to get an answer…but did get put on his campaigns mailing list for block walking notifications.

    There’s certainly some dissatisfaction with Crenshaw among conservative ranks, as exhibited by the nasty “Eyepatch McCain” nickname bestowed on him. But right now, I have to judge the corruption accusations against him “unproven.”

    That said, threatening to sue a podcaster who merely referenced the rumors (and not even by name) is a foolish move that’s going to raise eyebrows.

    LinkSwarm For December 12, 2025

    December 12th, 2025

    ObamaCare bites the dust, Eurocensors try grind Twitter under its bootheel, a lot of Ukrainian drone and missile strikes, Keir Starmer’s fingerprints are all over lots of censorship efforts, some homegrown Austin fraud, and the history of human occupation of north America just got a radical update.

    It’s the Friday LinkSwarm!

  • Ding dong, ObamaCare is dead.

    On Thursday afternoon, the Senate rejected extending Obamacare subsidies, refusing to let taxpayers mask the skyrocketing costs of health insurance premiums caused by Barack Obama’s 2010 signature legislation.

    “Senators rejected a Democratic bill to extend the subsidies for three years and a Republican alternative that would have created new health savings accounts — an unceremonious end to a monthslong effort by Democrats to prevent the COVID-19-era subsidies from expiring on Jan. 1,” the Associated Press reported. “Ahead of the votes, Senate Democratic Leader Chuck Schumer of New York warned Republicans that if they did not vote to extend the tax credits, ‘there won’t be another chance to act,’ before premiums rise for many people who buy insurance off the ACA marketplaces.”

    Just a reminder that Schumer and the Democrats got absolutely nothing from their shutdown stunt. (Hat tip: Stephen Green at Instapundit.)

  • The EU censors try to fine X AKA Twitter $140 million for refusing to bend the knee.

    Europe is ramping up its war on free speech by targeting X with fines for not submitting itself to censorship regulations demanded by the European Union.

    The EU levied a fine of $140 million against X, the first-ever penalty under Europe’s Digital Services Act. Europe decided that the website’s blue checkmark symbol is misleading, that it won’t give Europe access to data that will help it investigate free speech on the platform, and that it does not have a proper catalog of the ads available on the platform for Europe to examine.

    This has been part of a two-year pressure campaign against X, as Europe does not believe in free speech, and X CEO Elon Musk has reduced the level of censorship on the platform. Europeans can claim that this isn’t about free speech but “transparency” all they want, but the 2023 investigation opened into X was focused on “disinformation” and “illegal content.” Now, Europe wants access to a list of X’s advertisers, wants its “researchers” to have access to the website’s algorithm to scrutinize “algorithmic bias” and “hate speech,” and to alter how the website runs with respect to its blue checkmark system.

    So far Musk is still telling them to get stuffed…

  • Ukraine hit an oil and gas platform in the Caspian Sea, shutting down production on some 20 platforms.
  • Ukraine carried out a big drone strike on a chemical plant in Veliky Novgorod, some 700km from Ukraine.
  • Ukraine hit an Iskander missile component factory in Cheboksary.
  • They hit the Yaroslavl oil refinery with drones.
  • Ukraine drone-stuck the Engels Kristall oil depot, which stores aviation fuel.
  • Ukraine hit a wide variety of interesting targets with FP1 drones, including an Su-24 bomber, an Orion UAV and multiple radars.
  • Doug Ross of Director Blue maps the Democratic Messaging Complex.

    “Note the Soros connection. As Mike Benz has repeatedly highlighted, the co-mingling of Soros and the Blob is real.”

  • Revelations that aren’t even shocking anymore: “Black Lives Matter Director Spent Millions in Donations on Homes, Shopping, Vacations, Indictment Alleges.”

    Oklahoma City Black Lives Matter Executive Director Tashella Sheri Amore Dickerson has been charged with 20 counts of wire fraud and five counts of money laundering after allegedly spending millions in donations on personal indulgences.

    Dickerson took over as the director of Black Lives Matter OKC (BLMOCK) in 2016 and since 2020 has raised more than $5.6 million for what donors believed was a national bail fund. The bail fund was also supplemented by grants through the Community Justice Exchange, Massachusetts Bail Fund, and Minnesota Freedom Fund.

    The indictment alleges that from June 2020 to October 2025, Dickerson used at least $3.15 million in bail fund donations and grant money to supplement her lifestyle. Dickerson allegedly embezzled the funds to pay for personal shopping sprees, $50,000 in food and grocery delivery, trips to Jamaica and the Dominican Republic, as well as a personal vehicle and six Oklahoma City properties registered in her name.

    The indictment explains that Dickerson allegedly used interstate wire communications to send false reports to Alliance for Global Justice, a fiscal sponsor to BLMOCK, which only permitted the group to use its funds in ways compliant with its 501(c)3 nonprofit status. Dickerson, however, did not disclose how she was allegedly using the funds for personal gain.

    If convicted, Dickerson faces up to 20 years in federal prison and a $250,000 fine per count of wire fraud. For each count of money laundering, she faces ten years in prison and a fine of up to $250,000, or twice the amount of criminally derived property.

    So was there any #BlackLivesMatter director who wasn’t using donated money as their personal piggy bank?

  • “Scientific Journal Retracts Climate Change Study, Cites ‘Substantial’ Issues.”

    The scientific journal Nature has retracted a paper published in April 2024 that overestimated the economic effects of climate change and influenced central banks worldwide to create risk management scenarios.

    The article predicted a 62% drop in worldwide economic output by 2100 if carbon emissions were to continue without reduction.

    On Wednesday, the three scientists who worked on the study retracted it, citing “substantial” issues with the paper.

    The climate study’s findings were undermined by an article published by a separate team of economists earlier this year in Nature, calling into question problems with the data for Uzbekistan that skewed the climate study’s conclusions.

    According to the New York Post, if the numbers for the Central Asian nation were excluded from the data set, the projected economic decline of 62% would actually be a far less catastrophic 23%.

    The problem is that the faulty numbers, which was nearly 3 times typical estimates, had generated headlines and excitement among policymakers around the world including the Organization for Economic Co-operation and Development and the World Bank.

    The study was also used last year, to model the expected impact of climate change by the Network for Greening the Financial System (NGFS).

    The NGFS is a worldwide network of central banks and financial supervisors with more than 150 members across nearly 90 countries.

    Members of the NGFS include the People’s Bank of China, the European Central Bank, the Bank of England – and, until earlier this year, the Federal Reserve.

    The climate study’s authors, Maximilian Kotz, Anders Levermann and Leonie Wenz of the Potsdam Institute in Germany, reviewed and amended their paper over the summer in light of the discrepancy and the retracted the study after acknowledging that their errors were “too substantial for a correction.”

    “Oopsie! Sorry to make you destroy your economy over nothing!”

  • “Clandestine Campaign To Defund ZeroHedge, The Federalist & Breitbart Traced To Kier Starmer Operation.”

    Very early into the COVID-19 pandemic, ZeroHedge suggested that a little-known Chinese lab in Wuhan might know something about the novel coronavirus sweeping the globe. As a result, and as you know, we were subject to an intense demonetization / deplatforming campaign that included getting kicked off of Twitter, PayPal, Facebook and other platforms, dropped by our advertisers, and targeted by MSM hit pieces which colluded with foreign ‘watchdogs’ to inflict maximum damage.

    These same groups also targeted outlets including The Federalist and Breitbart over various reporting, which suffered similar fates.

    Now, thanks to a new book by investigative journalist Paul Holden that builds on reporting by Matt Taibbi, Paul Thacker and others, we learn that the origin of these campaigns, launched years before the pandemic, was none other than UK Prime Minister Kier Starmer’s political machine, which began targeting left-wing outlets speaking critically of Starmer such as The Canary, and then went after conservative outlets in America – just in time for the 2020 US election.

    Documents and internal accounts, many drawn from newly disclosed materials, reveal a coordinated project that operated behind a veil of anonymity, misdirection, and unreported political financing.

    This murky operation known as the Stop Funding Fake News (SFFN) was launched and resourced through a think tank, Labour Together, that would later be fined for failing to declare £739,000 in donations between 2018 and 2020. Said funds helped underpin this clandestine anti-media strategy which affected news outlets from the UK to the United States.

    At the center of the effort was Morgan McSweeney, a political strategist who has since become Starmer’s chief of staff and, according to public commentary by prominent journalists, one of the most powerful unelected figures in the modern Labour Party.

    You may remember Morgan from his attempts to kill Twitter after Musk took over.

    The newly disclosed materials reveal that SFFN was not in fact some grassroots, anonymous activist collective it claimed to be, but a political weapon forged by senior Labour figures and funded by millionaire donors, including individuals active in pro-Israel political advocacy.

    The goal: destabilize independent media ecosystems aligned with Labour’s left under Jeremy Corbyn, elevate Starmer’s leadership bid, and delegitimize outlets – domestic and foreign – that threatened the faction’s consolidation of power.

    Publicly, SFFN claimed to be run by anonymous activists. Privately, it was shaped by McSweeney and operated from the same small office suite in South London that housed Labour Together.

    SFFN ultimately migrated under the umbrella of the Center for Countering Digital Hate (CCDH), an organization that grew out of a corporate shell once controlled solely by McSweeney.
    British political operative and CCDH head Imran Ahmed

    CCDH would later present SFFN as one of its signature initiatives.
    Three Fronts of a Political Offensive

    The documents reported by Holden reveal a three-part strategy that reshaped the British political landscape – and reverberated into U.S. media and politics. In a nutshell, this is how the sausage was made:

    1. Destabilizing Jeremy Corbyn’s Leadership

      SFFN’s narrative interventions were designed to amplify an “antisemitism crisis” that dogged Corbyn, boosting controversies and legitimizing a media ecosystem hostile to Labour’s left. This influence work aligned directly with the political interests of the centrist faction preparing for a post-Corbyn future.

    2. Engineering Starmer’s Rise

      Labour Together later claimed credit for helping deliver Starmer’s 2020 leadership victory, with McSweeney acting as his campaign chief. After Starmer won the July 2024 general election, McSweeney formally became chief of staff, solidifying the faction’s institutional dominance.

    3. Silencing Dissenting Media

      SFFN’s most aggressive project was an astroturf campaign against media outlets perceived as ideological threats. Targets spanned both the left (such as The Canary and Evolve Politics) and the right, as noted above.

      In each case, the tactic was the same: identify advertisers appearing on targeted sites, publicly shame them through social media threads, and provide tools – including downloadable blocklists – to automatically exclude those outlets from programmatic advertising networks. The effort succeeded in devastating the business model of some targets; others survived but saw sustained pressure.

    Corbyn is a dirty commie fossil who would have been a disaster as PM, but it looks like Starmer is a far nastier piece of work.

  • More UK rape gang coverup: “A former Metropolitan Police officer was accused of being involved in a London paedophile ring while serving with the force, but the case was ‘brushed under the carpet’ and ‘covered up,’ an LBC investigation has discovered.”

    The Met launched a criminal investigation at the time into the allegations made by one of the complainants. She said the officer had abused her multiple times as a child and shared her with other “important men” at a hotel in Park Lane in central London. LBC understands the other men included an MP and a judge.

    The victim also claimed that the officer targeted other “pretty girls” who were in the care system over several years.

    LBC can reveal the officer was allowed to retire as a Custody Sergeant while under investigation. In 2012, officers under criminal investigation could only retire with permission from a senior officer.

    LBC used to be London Broadcasting Company. (Hat tip: Instapundit.”)

  • U.S. Captures Oil Tanker Off Venezuela Coast.”

    The U.S. seized a large oil tanker off the coast of Venezuela as it traveled to Cuba.

    “As you probably know, we’ve just seized a tanker on the coasts of Venezuela, large tanker, very large, largest one ever seized, actually, and other things are happening, so you’ll be seeing that later, and you’ll be talking about that later with some other people,” President Donald Trump said at the White House.

    President Trump: “As you probably know, we just seized a tanker on the coast of Venezuela — a large tanker, very large.” pic.twitter.com/I51NenxoIP

    — CSPAN (@cspan) December 10, 2025

    One reporter asked Trump what would happen to all the oil.

    “We keep it, I guess,” responded Trump.

    Attorney General Pam Bondi said the FBI, DHS, and the Coast Guard, with help from the Defense Department, executed the search warrant:

    Today, the Federal Bureau of Investigation, Homeland Security Investigations, and the United States Coast Guard, with support from the Department of War, executed a seizure warrant for a crude oil tanker used to transport sanctioned oil from Venezuela and Iran. For multiple years, the oil tanker has been sanctioned by the United States due to its involvement in an illicit oil shipping network supporting foreign terrorist organizations. This seizure, completed off the coast of Venezuela, was conducted safely and securely—and our investigation alongside the Department of Homeland Security to prevent the transport of sanctioned oil continues.

    Today, the Federal Bureau of Investigation, Homeland Security Investigations, and the United States Coast Guard, with support from the Department of War, executed a seizure warrant for a crude oil tanker used to transport sanctioned oil from Venezuela and Iran. For multiple… pic.twitter.com/dNr0oAGl5x

    — Attorney General Pamela Bondi (@AGPamBondi) December 10, 2025

    The U.S. placed sanctions on Venezuela’s oil company years ago.

  • More blue city fraud: “Austin Energy employee allegedly paid $980K to ‘fictitious vendors,’ city auditor says.”

    The Austin City Auditor’s Office released a report Tuesday accusing a local couple, both of whom previously worked for the city, of defrauding the city for approximately $980,000 by sending payments to allegedly fictitious businesses.

    The report focuses on the alleged actions of Mark Ybarra, who worked as a facility service specialist for Austin Energy. He was issued a city credit card by his superiors for the procurement of necessary tools and materials, the audit said.

    According to the report, he used the card to “pay fictitious vendors approximately $980,000 and fraudulently reported these transactions in City records.”

    “The falsified invoices he submitted were ultimately discovered by his management in Austin Energy. Some of the fictitious vendors used contact information like addresses that connected them to relatives of Mark Ybarra, or Mark himself,” reads an email to KXAN from the auditor’s office.

    According to the city auditor’s report, Ybarra allegedly made payments to 22 fictitious businesses using the card. He resigned from his job in October 2023.

    A grand jury indicted Ybarra on Aug. 23. He now faces a felony charge of theft greater than $300,000.

    His wife, former Austin Watershed Protection employee Ambrosia Ybarra, “refused to answer questions” from city auditors. She was indicted on Sept. 15 and charged with felony theft between $150,000 and $300,000. She resigned from her job in November, the report states.

  • “Dozens of Lake Austin properties move to disannex; city to lose nearly $300M value.” Funny how things like that happen when you can’t provide services…
  • Paramount looks at the proposed Netflix-Warner Brothers merger and says “not so fast.”

    Paramount Skydance has made another offer to buy Warner Bros Discovery as it seeks to trump a rival plan from Netflix to buy the company’s studio and streaming networks.

    Paramount, which is backed by the billionaire Ellison family, said it was making a direct offer to shareholders of $30 (£22.50) per share to scoop up the whole of Warner Bros, including its traditional television networks.

    It said its proposal was a “superior alternative” to Netflix’s, delivering more cash upfront to shareholders and greater prospect of approval by regulators.

    I don’t think either of them have the best interests of movie viewers at heart…

  • Speaking of Netflix, remember Carl Rinsch, the director hired to produce a science fiction TV show who instead took the money and plowed it into cryptocurrency? Guilty on all counts.
  • Oregon archeological dig pushes back date of earliest human arrival in North America, possibly to 20,000 years ago.
  • Pyroclastic flow is scary.
  • Hundreds of Porsches in Russia were rendered immobile last week, raising speculation of a hack, but the German carmaker tells The Register that its vehicles are secure. According to reports, local dealership chain Rolf traced the problem to a loss of satellite connectivity to their Vehicle Tracking Systems (VTS). This meant the systems thought a theft attempt was in progress, triggering the vehicle’s engine immobilizer. Porsche HQ was unable to help or diagnose the nature of the problem.”

  • Draw Mohammed winner Bosch Fawstin write to say that Patreon has frozen his account and gives different answers as to why. If anyone has a good contact there you might drop him a line. He also put up a PayPal link for donations.
  • Scottish comedian and actor Stanley Baxter, who also served the British Army in Burma during World War II, has died at age 99. (Previously.)
  • Fatboy Slim teams up with the Rolling Stones.
  • “US Military Persuades Entire Venezuelan Army To Surrender By Offering Them Some Food.”
  • “Junior Cartel Member Excited To Already Be Getting To Drive Boat.”
  • Nigerian Prince Scammed By Somali Immigrant.”
  • “Fans Worry Sale Of WB To Netflix Could Turn Comic Book Movies Into Soulless Cash Grabs.”
  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    Communist China Still Infiltrating Texas

    December 11th, 2025

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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