Why China is winning the chips race: materials, markets, money, and Moore’s Law
Inside China Business | December 31, 2024
Huawei and SMIC are quickly catching up to global rivals in advanced semiconductor manufacturing, which is surprising to many industry analysts. Chinese tech firms enjoy access to China’s enormous supply chain advantages, such as in refined silicon, and in wafer manufacturing. Chinese companies are also the biggest buyers of semiconductor chips. China is simply too big a market for Western companies to lose, and so they are strongly motivated to go around the export bans, or even set up manufacturing and distribution plants in-country and be outside of US and European oversight. The Chinese central government, a host of local governments, and Chinese companies themselves have invested far over $100 billion in their semiconductor industry in recent years, which is much more than investments made by other countries. But another feature of today’s chip industry is that Moore’s Law is reaching the limits of what semiconductor companies can do. Massive investments in capital and time are required to build the next generation of ever-smaller chips. So companies have turned to “chip packaging” to achieve high productivity gains, using existing chips. Chip Packaging is an area where Chinese companies are already strong, and allows them to employ economies of scale. This plays directly into their industrial strengths. The timing of the semiconductor chips war, therefore, has been beneficial to China. It has allowed Chinese firms to catch up, and fast.
Resources and links:
Substack, for video transcript and direct links https://kdwalmsley.substack.com/p/why…
Nikkei, The great nanometer chip race https://asia.nikkei.com/Spotlight/The…
Nikkei Exclusive: Inside Huawei’s mission to boost China’s tech prowess https://asia.nikkei.com/Business/Tech…
Bloomberg, China Creates $47.5 Billion Chip Fund to Back Nation’s Firms https://www.bloomberg.com/news/articl…
South China Morning Post, Tech war: Beijing sets up US$1.2 billion semiconductor fund as China splurges on chips https://www.scmp.com/tech/tech-war/ar…
SCMP, Tech war: Shanghai injects US$1 billion into chip fund as China strives for self-reliance https://www.scmp.com/tech/tech-war/ar…
The Diplomat, China’s Big Fund 3.0: Xi’s Boldest Gamble Yet for Chip Supremacy https://thediplomat.com/2024/06/china… Substack, The Semiconductor Trade War https://www.apricitas.io/p/the-semico…
China remains crucial for U.S. chipmakers amid rising tensions between the world’s top two economies https://www.cnbc.com/2024/04/12/china…
Semiconductor supply chain: Political and physical challenges in 2024 and beyond https://www.spglobal.com/market-intel…
Bloomberg, US Asks South Korea to Toughen Export Curbs on China Chips https://www.bloomberg.com/news/articl…
Wafer Pro, China’s Dominance in the Global Silicon Supply https://waferpro.com/chinas-dominance…
Inside China Business, Chinese companies are going around US semiconductor export bans. So are American companies. 
• Chinese companies are going around US…
Denials of Washington’s Links to Murder of Russian General Igor Kirillov Highly-Suspect
By Henry Kamens – New Eastern Outlook – December 31, 2024
The mysterious assassination of General Igor Kirillov raises suspicions of a covert connection between U.S. biolabs, Ukraine, and the broader geopolitical interests of the West, highlighting potential motives linked to sensitive military research.
Maria Zakharova, speaking for Russia’s Ministry of Foreign Affairs, confidently dismissed U.S. State Department claims of no involvement in the killing of Lieutenant General Igor Kirillov, Russia’s chief of Nuclear, Biological, and Chemical Protection Troops. Zakharova had accused the U.S. of creating and funding the Kyiv regime, supplying it with weapons, and failing to condemn its terrorist acts. The suspicious timing of such assassinations can be compared to historic high-profile killings before major events, from WWI to operations in Afghanistan.
Such assassinations, often aimed at demoralizing Russia and targeting those Kyiv considers war criminals, which Ukraine defends as legitimate wartime tactics, raise many questions. Knowing Kirillov’s access to sensitive documents and possessing many of the same and similar materials, I can offer some insights into the “likely motives” behind him and his deputy being blown up in Moscow.
Peter Daszak, Spooky Guy with a Checkered Past
A very spooky guy with a Ukrainian father, Peter Daszak, is President of EcoHealth Alliance, a global nonprofit organization dedicated to protecting wildlife and public health from the emergence of disease. It should come as no surprise that this person is connected with BSL 3 labs Worldwide, Ukraine, Georgia and China.
This was also one of the main players at Lugar Lab, Tbilisi, Georgia too, at least when it comes to bat research and diseases transmitted between animals and humans (zoonosis). It is claimed Daszak is a fellow traveller with the Bat Lady from Wuhan, China. Coincidence or not, the British zoologist and president of EcoHealth Alliance Peter Daszak provides much revealing information in a video that was originally taken on Dec. 9, 2019, three weeks before the Wuhan Municipal Health Commission announced an outbreak of a new form of pneumonia.
EcoHealth Alliance presents itself as a nonprofit that protects the world from the emergence of new diseases and predicts pandemics. Since 2014, Daszak’s organization has received millions of dollars of funding from the U.S. National Institutes of Health (NIH), which it has funneled to carry-out research on bat coronaviruses.
There are other suspects to investigate: Daszak was named by the World Health Organization as the sole U.S.-based representative on a team sent to investigate the origins of the COVID-19 pandemic, a team that also includes Marion Koopmans, Hung Nguyen, Fabian Leendertz, and Christian Drosten. This is more than coincidence, especially since many believe COVID is not naturally occurring, and if made in a lab, nature is not picking up where lab workers left off.
Too many ducks are lining up, COVID-19 pandemic. On February 9, 2020, Newt Gingrich invited Daszak as a special guest along with Anthony Fauci on Newt’s World to discuss the coronavirus and how it could potentially evolve into a global pandemic.
A lizard loving kid!
As one source describes, Dasak is not very honest, and the cover face, poster boy, for disguising military research and experiments. He started out in zoology, e.g., a lizard loving kid, who studied reptiles and then was able to help his wife get a job at the CDC in Atlanta, he tagged along unemployed with her and “suddenly” got a job coordinating virus research among seven (7) USAID and DoD universities.
Coincidence or not, Daszak described during the Ebola outbreak in West Africa in 2011,
“Our research shows that new approaches to reducing emerging pandemic threats at the source would be more cost-effective than trying to mobilize a global response after a disease has emerged”.
As the NYT reported, in October 2019, when the federal government “quietly” cut off funding to the ten-year-old program called PREDICT, operated by United States Agency for International Development (USAID)’s emerging threats division, much to the dismay of experts like Daszak, He was worried that shutting PREDICT down, could “leave the world more vulnerable to lethal pathogens like Ebola and MERS that emerge from [unexpected places], such as bat-filled trees, gorilla carcasses and camel barns.”
These disease sources can be considered as Red Herrings, and there is still great speculation that many of these Especially Dangerous Pathogens, EDPs, were manipulated in labs, and not only one country may be involved.
Daszak said, “PREDICT” a USAID project, was an approach to heading off pandemics, instead of sitting there waiting for them to emerge, and then mobilizing” in reaction. But in reality it was to seek out potential bio weapons.
EcoHealth also claims that it looks at the nexus between emerging viruses and how they affect public health, and what is underlying that … and it is claimed that “almost” all emerging disease are linked to some underlying drivers, some cause that’s related to people: travel and trade and building roads into forests around the world,
We have this unprecedented population growth. We’re doing things on the planet that we never used to do. We’re building roads into the remotest forests and what we do is we come into contact with wildlife species and pick up those artists. What we do at EcoHealth is to look at the relationship between people and animal, and the environment, and how that [leads] to pandemics and [then] we try and do something about it.
Peter Daszak plays a central role in discussions about the origins of SARS-CoV-2. According to an expert collaborating with independent scientists investigating military labs, Daszak is widely viewed as a key figure of suspicion, allegedly disguising his self-interest as humanitarian work. Despite potential conflicts of interest due to his close ties with Wuhan and the Chinese Communist Party (CCP), Daszak headed up a WHO group in Wuhan and another group under the Lancet to investigate the virus’s origins.
General Igor Kirillov’s death is most likely connected to sensitive documents reportedly involving Ukraine, Georgia, and the Lugar Lab in Tbilisi. These documents, (still classified and under investigation, detail a joint Georgian-U.S. military research project on diseases potentially affecting Georgian and Ukrainian military recruits. The project, primarily funded by the U.S. Defense Threat Reduction Agency (DTRA) in collaboration with the CDC and other institutions, outlines research objectives, budgets, and criteria for participant selection. Specific pathogens of interest, such as anthrax, are noted for their military relevance.
The WHO’s decision to appoint Daszak to monitor COVID-19 outbreaks in China has been criticized as politically motivated. Articles by Henry Kamens (NEO) and Jeffrey Silverman (Veterans Today ) support the allegation that that Kirillov’s death and the likelihood of U.S.-Ukrainian collusion in bio weapons research are not coincidental.
Silverman, whose work often focuses on Georgia’s unique geopolitical dynamics, has participated in RT documentaries on U.S. biolab activities and foreign policy. These documentaries have faced bans and restrictions on platforms like Facebook, reflecting their controversial nature, and bans for those who share the link with others.
The nexus between Daszak, the Lugar Lab, and broader U.S. geopolitical strategies are more than speculative. The closed-source verification and personally being involved with undisclosed documents, especially some of the actual documents which resonate within the context of broader Russian criticisms of Western intervention and bio-weaponization of animal diseases, (Zoonosis).
Peter Daszak a British zoologist and president of EcoHealth Alliance, which researches emerging diseases and zoonotic pathogens has too many links to controversial funding for bat coronavirus research at the Wuhan Institute of Virology, raising questions about his role in the origins of COVID-19 and the covert development of new bio weapons for offensive purposes, at various BSL3 labs as being funded and operated by the US government in blatant violation of the 1972 bio weapons treaty.
It is clear that what Lieutenant General Igor Kirillov had access to, as confirmed by others, and his knowledge and role in sharing of these documents may have been the main motivation for his murder.
Kirillov “most likely” had a treasure trove of either highly classified or sensitive information about the links of these labs to the acquisition, development, and potential use of weapons of mass destruction, including but not limited to highly resistant strains of anthrax.
US imposes sanctions on IRGC entity over alleged election interference
Press TV – December 31, 2024
The United States has announced sanctions on an entity it says is affiliated with the Islamic Revolution Guard Corps (IRGC) over its alleged interference in the 2024 US presidential elections.
The designation was announced by the US Treasury’s Office of Foreign Assets Control (OFAC) on Tuesday and targeted the IRGC subsidiary, which it identified as the Cognitive Design Production Center (CDPC).
A statement on the Treasury’s website claimed the CDPC had planned influence operations since at least 2023 to incite tensions among the US electorate on behalf of the IRGC.
Iran has repeatedly rejected accusations it has interfered in elections in other countries, including in the US.
Iran’s Permanent Mission to the United Nations issued a statement in late August to reject such allegations.
“Such allegations are unsubstantiated and devoid of any standing,” said the Mission after the US Federal Bureau of Investigation and several other American intelligence agencies claimed that Iran had been involved in the hacking of the campaigns of Trump and his Democratic rival Kamala Harris.
“As we have previously announced, the Islamic Republic of Iran harbors neither the intention nor the motive to interfere with the US presidential election,” said the statement.
Iranian authorities say that Washington’s policy of imposing numerous sanctions on the country is solely aimed at forcing the country into accepting political and military concessions.
Numerous US-British airstrikes target Yemeni capital Sanaa
Al Mayadeen | December 31, 2024
A US-British aggression targeted Tuesday the capital, Sanaa, amid continuous airstrikes, Al Mayadeen’s correspondent in Yemen reported.
Our correspondent indicated that the US-British airstrikes targeted the September 21st Park, located in the northwestern part of Sanaa, which previously housed the First Armored Division.
He also noted that the aggression targeted, with eight airstrikes, a complex that includes the Ministry of Defense and military administrative offices in the Bab al-Yemen area in central Sanaa, as well as the May 22nd Military Industrial Complex in the al-Nahda neighborhood, northwest of Sanaa.
The spokesman for the Yemeni Ansar Allah movement, Mohammad Abdelsalam, pointed out that the aggression against Yemen represents “a blatant violation of the sovereignty of an independent state” and comes in support of “Israel”.
Abdelsalam affirmed that “Yemen will continue to defend itself against any aggression and remains steadfast in supporting Gaza.”
The latest aggression comes a couple of hours after the spokesperson of the Yemeni Armed Forces (YAF), Brigadier General Yahya Saree, announced that the YAF missile force carried out two top-tier military operations against Israeli targets.
The first targeted Ben Gurion Airport in the city of Yafa (Tel Aviv) in occupied Palestine using a hypersonic ballistic missile of the Palestine-2 type, Saree said, adding that the second operation targeted a power station in southern occupied al-Quds with a Zulfiqar-type ballistic missile.
According to the spokesperson, both missiles successfully hit their targets.
Saree pointed out that the two operations coincided with a joint operation conducted by the YAF’s naval, missile, and UAV forces, targeting the US aircraft carrier USS Harry S. Truman with a large number of drones and cruise missiles, while US forces were preparing to launch a major aerial attack against Yemen.
He confirmed that the operation successfully achieved its objectives, thwarting the planned American aerial assault on Yemen.
Elsewhere, Saree reiterated that the operations of the YAF will only cease with the cessation of the Israeli aggression against Gaza and the lifting of the blockade imposed on the Palestinian strip.
US Treasury’s hacking accusation unfounded, China opposes disinformation out of political purposes: FM
Global Times | December 31, 2024
In response to US Treasury’s claim that a China state-sponsored actor infiltrated Treasury workstations in what US Treasury officials are describing as a “major incident,” Chinese Foreign Ministry spokesperson Mao Ning said that regarding these unfounded accusations lacking evidence, we have repeatedly stated our position.
“China has always opposed all forms of hacking attacks, and we are even more opposed to the dissemination of false information targeting China for political purposes,” Mao said on Tuesday at the routine press briefing.
Chinese state-sponsored hackers breached the US Treasury Department’s computer security guardrails this month and stole documents in what Treasury called a “major incident,” according to a letter to lawmakers that Treasury officials provided to Reuters on Monday.
The US has recently amplified accusations of hacking activities allegedly linked to China. Xin Qiang, director of the Taiwan Studies Center at Fudan University, told the Global Times that some US departments, in order to demonstrate their effectiveness, are emphasizing vigilance against China and claim to have discovered “dangerous vulnerabilities.” This kind of hype is actually aimed at enhancing their own presence or even securing budget support.
The H-1B program is about corruption and fraud, not ideology
Instead of selecting for the “best and brightest,'” the program facilitates the interests of a power cartel of middleman agencies.
By Jordan Schachtel | The Dossier | December 30, 2024
Proponents of the H-1B program argue it’s an essential opportunity to import workers with underrepresented occupational skills into America. Detractors say it serves to undermine and displace the American worker.
But before we even engage in an ideological debate between conservatives, liberals, libertarians, and socialists about the merits of H-1B, we must first recognize that the program, in its current 2024 form, is corrupt and fraudulent beyond recognition. Over the last 35 years, massive bureaucratic institutions and middlemen have formed to hijack H-1B, establishing a monopoly that wildly overrepresents certain groups of people over the rest of the world.
First, a bit of history:
The H-1B visa program was established under the Immigration Act of 1990. It was designed to enable U.S. employers to temporarily hire foreign workers in specialized occupations requiring at least a bachelor’s degree or its equivalent. Initially, the program was intended to fill skill gaps in the U.S. workforce, particularly in sectors like technology, engineering, medicine, and education, where there was a perceived shortage of American talent.
The annual cap for H-1B visas started at 65,000, but the program evolved significantly over the years. In 1998, the American Competitiveness and Workforce Improvement Act increased the cap to 115,000 visas, responding to the booming tech industry’s demand for skilled labor. This was followed by further adjustments; for instance, the H-1B Visa Reform Act of 2004 added 20,000 visas for foreign nationals holding a master’s or higher degree from U.S. universities.
Over the years, various legislative efforts have ostensibly aimed to reform the program. The H-1B Visa Reform Act of 2009 increased fees to fund retraining programs for American workers, but critics say it failed in its implementation.
The H-1B program saw its cap reached almost immediately after applications opened in the early 2000s due to high demand, leading to a lottery system for allocation. One well-known lottery-busting tactic from middleman hiring companies in India, which continues to this day, involves submitting multiple applications under different aliases for the same individual to increase their chances of selection.
Today, the H-1B visa allows holders to work in the U.S. for up to three years, extendable to six and has provisions for “dual intent,” allowing visa holders to pursue permanent residency.
According to recent data and analyses, the breakdown of H-1B visas by country of origin shows a significant concentration among two nations, with India and China leading the numbers:
India dominates the H-1B approvals list, accounting for almost three-quarters of all H-1B visa recipients.
With a billion and a half people, India is still wildly overrepresented in the “talent pool,” especially because the H-1B pipeline in India tends to exclude 95 percent of the country.
India’s caste system is a complex social structure that has shaped the country’s society for millennia. Rooted in ancient Hindu scriptures, the system originally divided people into four social classes: Brahmins (priests and scholars), Kshatriyas (warriors and rulers), Vaishyas (merchants and farmers), and Shudras (laborers). In 2024, India remains a highly stratified society where one’s caste determines not only occupation but also social status, marriage prospects, and even dietary habits.
Brahmins, the elite caste Indians, only amount to about four percent of India’s population, but H-1B caters almost exclusively to Brahmins, especially when it comes to managerial roles.
The issues begin in the American university system, which continues to accommodate foreign students as an increasing percentage of total enrollment, forcing Americans to compete with the entire world for admission into elite STEM programs. The State Department hands out around half a million student visas each year, and there is seemingly no plan to roll back student visas.
Based on available data, there’s a large discrepancy between student visa holders and H-1B holders. Here’s a breakdown of student visas by country of origin in terms of percentage, focusing on the academic year 2022-2023, based on available data:
- China: Approximately 27.4%
- India: Around 25.4%
- South Korea: About 4.1%
- Canada: Roughly 2.6%
- Taiwan: About 2.1%
- Nigeria: Around 1.7%
- Japan: Approximately 1.5%
- Brazil: About 1.5%
- Saudi Arabia: Roughly 1.5%
- Mexico: About 1.4%
Around one-third of H-1B holders are U.S. university graduates, and about half come into the American workforce directly from their country of origin.
Because of the massive corruption and fraud in the talent pipeline, many current H-1B workers lack the social, cultural, and technical aptitude to mesh into an American workplace despite their claimed qualifications, leading to a major headache for their employer and the prospective American applicant who was left behind in the process.
Massive corporations like Infosys, Tata, Cognizant, Wipro, and HCL Technologies exist to facilitate this “talent” pipeline, and they have enormous influence on U.S. foreign labor policy. With a pooled value of hundreds of billions of dollars in market capitalization, they monopolized the H-1B program into a centralized cartel that recruits, hires, and fills roles in major American companies, freezing out applicants outside of the pipeline.
So, instead of finding the “best and brightest” in tech, three-quarters of all of America’s H-1B imports are likely to come from a social caste of around 50 million people, leaving behind 1.35 billion Indians in the process. In a world of 8 billion, the centralization of three-quarters of the H-1B program does no favors to Americans on either side of the debate.
Two Senior South Korean Military Officials Indicted Over Martial Law — Reports
Sputnik – 31.12.2024
SEOUL – Two high-ranking South Korean military officials have been indicted over their role in the president’s failed attempt to impose martial law, the Yonhap news agency reported on Tuesday.
Capital Defense Commander Lee Jin-woo is suspected of sending troops to the National Assembly on December 3 and ordering the arrest of 14 people, including opposition party leaders, while Defense Counterintelligence Commander Yeo In-hyung is accused of ordering troops to the parliament and telling the police commissioner to dispatch officers to detain lawmakers.
The officers face accusations of inciting insurrection to overturn constitutional order, the prosecutors reportedly said.
The parliament voted 191-71 on Tuesday to launch a special committee investigation into President Yoon Suk Yeol’s martial law declaration to assess the legality of a cabinet meeting that was held shortly before the martial law was imposed, as well as the role of the military and police. The probe is expected to end by February 13, 2025.
On December 3, President Yoon declared martial law, claiming that the opposition was sympathizing with North Korea and plotting a “rebellion.” The parliament defied the presidential declaration and voted to lift martial law hours later. Yoon obeyed and apologized to the nation. On December 14, the South Korean parliament voted to impeach Yoon over his controversial declaration of martial law.
The Constitutional Court will make a final decision on the matter by June 11, 2025. Yoon will be suspended from office pending the ruling and will not be able to leave the country, while an interim president will be in charge until the final verdict is passed.
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Tel Aviv’s Museum of Jewish People Celebrates Murderers, Spies and Criminals As Heroes
By Eric Striker | National Justice | March 15, 2021
Presenting blood curdling communists, greedy capitalists, brutalism, moral relativism and espionage as expressions of Jewishness is considered anti-Semitic when a Gentile does it, but the newly reopened Museum of Jewish People in Israel sees the above as inspiring expressions of Jewish racial identity.
AUN, the museum’s acronym in Hebrew, recently invested $100 million dollars into tripling the size of its exhibits. The Israeli government sees the institution as a time capsule of 4,000 years of Jewish achievement, an endeavor it believes will strengthen the racial identity of both Israelis and visiting diaspora Jews.
One of its permanent exhibits is called “Heroes – Trailblazers of the Jewish People.” Some of the figures celebrated in the exhibit are standard fare for a national heritage museum, such as famous entertainers, Israel’s early founders, poets, prophets and scientists.
But there are also many historical figures that are lauded by Jews that are known for little more than their brutality, deception, and socially corrosive effect in Western nations. … continue
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