Miscellaneous News

[4Tran]

Re-industrialization? Challenging China? Good luck. China's global manufacturing share may increase to 45% and American's decrease to 11% by 2030.

https://twitter.com/i/web/status/2081787057874055479

Lots of American leaders are in favor of re-industrialization, but who is going to put their money into it when you can get 10x the return by tossing said money at OpenAI instead?

 

[_killuminati_]

I'm shocked, shocked! Anthropic is so hypocritical!

https://twitter.com/i/web/status/2081867338392150282

This is actually very fkd up - the destruction of primary sources. It opens the gates to manipulation of books, rewriting history, etc.

 

[AssassinsMace]

The game is international. If all the US needed was its own market to survive, why are Chinese EVs, which are not allowed in the US, killing the US auto industry? That's how important international markets are these days. No one is going to be re-industrializing the US because the products it produces won't be competitive around the world. So why waste money? There was a report that it's going to cost the US even more that they were already expecting to create a domestic rare earth supply. Pax Silica isn't about signatories having their own supply. It's about getting them to buy from China for the US to bypass China's export restrictions. China should do what Japanese restaurants do. Charge more based on which country the customer is from.

 

[GulfLander]

A rare diplomatic dispute has erupted between the United States and France at the United Nations Security Council, exposing tensions between two long-time allies.

The clash followed a disagreement over the re-election of Volker Türk as UN High Commissioner for Human Rights, with Washington opposing the vote and Paris backing it. The dispute escalated when the US delegation walked out during a French speech, followed by a public exchange of accusations on social media.

 

[zbb]

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China begins making homegrown DUV chipmaking tools, The Information reports​

July 27 (Reuters) - China has begun manufacturing domestically developed immersion deep ultraviolet (DUV) lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML (ASML.AS), opens new tab, The Information ‌reported on Monday.

The machines are expected to be delivered this year to leading Chinese chipmakers, including Semiconductor Manufacturing International Corp (0981.HK), opens new tab, Hua Hong Semiconductor (688347.SS), opens new tab and ChangXin Memory Technologies, the report said, citing people familiar with ⁠the matter.

ASML shares dropped 4.6% after the report.

Key details from the report:

• The people did not identify the state-backed manufacturer due to the sensitivity of the matter.
• The breakthrough could eventually challenge ASML in China, but the system still lags on performance and reliability and needs further testing before mass production, leaving the Dutch company's advantages intact ‌for ⁠now.
• Production will be limited initially, with about five DUV machines this year and roughly 20 in 2027.
• Immersion DUV machines, which print circuit patterns onto silicon wafers, are the most advanced ⁠lithography tools available to Chinese chipmakers after restrictions cut off access to extreme ultraviolet lithography (EUV) systems.
• China is also developing a domestic ⁠EUV machine, though it remains at the prototype stage.
• The technology could give Chinese chipmakers an alternative source of ⁠critical equipment as the U.S. considers tighter restrictions on foreign lithography tool exports and servicing in China.

Production will be limited initially, with about five DUV machines this year and roughly 20 in 2027.

China is also developing a domestic ⁠EUV machine, though it remains at the prototype stage.

Well, none of this is exactly new if you are a regular visitor on the semiconductor thread.

Except the clowns in Washington. They are probably running in circles trying to figure out how to ban China from producing domestic DUV machines made from domestic parts. “China must stop producing DUVs that we deemed illegal or we will tariff them by 500%.”

 

[supersnoop]

Lots of American leaders are in favor of re-industrialization, but who is going to put their money into it when you can get 10x the return by tossing said money at OpenAI instead?

This is pretty much the problem in a nutshell.
Talk of re-industrialization meets reality.
If we talk about the business concept of "competitive advantage" in an international sense, it becomes obvious that the American advantage is primarily their financial industry. If you read those stories of tin cans and rubber gloves, you are pouring hundreds of millions, going into billions to create things that sell for a few cents. It just doesn't make sense, the value of a USD on it's own is more than that. You can't even blame private equity, it's just reality.
This is not to say re-industrialization is a lost cause, rather they need to let go of these Great Leap Forward concepts of industrialization.

 

[4Tran]

This is pretty much the problem in a nutshell.
Talk of re-industrialization meets reality.
If we talk about the business concept of "competitive advantage" in an international sense, it becomes obvious that the American advantage is primarily their financial industry. If you read those stories of tin cans and rubber gloves, you are pouring hundreds of millions, going into billions to create things that sell for a few cents. It just doesn't make sense, the value of a USD on it's own is more than that. You can't even blame private equity, it's just reality.
This is not to say re-industrialization is a lost cause, rather they need to let go of these Great Leap Forward concepts of industrialization.

The fundamental problem that the US and the West doesn't realize, but that China actually gets, is that money isn't the most important thing in the world. The West needs to rid itself of the "maximum profit before everything else" if it wants to be able to compete. But the opposite is happening, and governments are even abrogating their responsibilities to see that the oligarchs maximize profits as much as possible regardless of the consequences.

I don't see a world where this changes in the West, but if it ever does, I think that the first symptom will be a complete change in how the critical material crisis is addressed.

 

[Randomuser]

I can't believe Global Times is reporting this. They normally don't even care about India.
Splitting into two parts.

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[A large-scale anti-Indian immigration wave is rapidly spreading in many US and European countries!] In recent years, from the US and Europe to the Middle East, Southeast Asia, and Japan, and then to Australia and New Zealand, the Indian government has been promoting a global labor export strategy with unprecedented力度 (intensity/effort). Currently, India has signed 28 Migrant and Mobility Partnership Agreements (MMPAs) or equivalent arrangements with 26 countries, and the Indian Ministry of External Affairs stated that similar negotiations are still ongoing.

At the same time, as Indian immigrants flood into various parts of the world, an anti-Indian immigration wave is rapidly spreading in the populist soil of the US, Europe, and other countries.

"Labor diplomacy" may bring political costs to India .

A recent report published by CNBC focused on the contradictions between the Indian immigration wave and Western societies, pointing out that the Modi government is exporting labor to Western countries that are opposed to immigration through inter-state agreements. This strategy is in sharp opposition to the rising anti-immigrant sentiment in those countries. This "labor diplomacy" strategy implemented by the Indian government may be bringing unexpected political costs to New Delhi.

First, remittances have become an important pillar of the Indian economy. According to World Bank data, India is the world's largest recipient of remittances, with remittances reaching $129 billion in 2024, almost double that of Mexico ($68 billion), and far exceeding China ($48 billion), the Philippines ($40 billion), and Pakistan ($33 billion). In the 2024-2025 fiscal year, India's merchandise trade deficit reached $287 billion, with remittances offsetting nearly half of this deficit. Without the large influx of remittances, India's current account deficit would be even larger. Remittances now account for approximately 3% of India's GDP, becoming a significant source of government revenue. More noteworthy is the structural change in the sources of remittances. The United States, the United Kingdom, and Singapore collectively contribute 45% of India's remittances, while the share of the Gulf Cooperation Council countries continues to decline. This structural shift indicates that India's reliance on exporting highly skilled immigrants is deepening, which is the fundamental driving force behind the Indian government's global push for agreements on the export of skilled workers and labor.

Secondly, New Delhi hopes to alleviate domestic employment pressure through labor export. India has one of the world's largest working-age populations, with approximately 12 million new jobs created annually. Although India claims to have the world's fastest economic growth, its growth rate and industrial structure cannot provide enough non-agricultural jobs, resulting in a very acute employment problem. Youth unemployment is particularly severe. The Indian government manages the "expectations of a growing working-age population" by placing skilled and semi-skilled workers in overseas markets. However, in reality, many more Indians are migrating overseas illegally. These individuals are often not from the poorest strata, but rather those who, due to insufficient education or English proficiency, struggle to obtain tourist or student visas. They resort to agencies charging up to $100,000 to circumvent border controls and emigrate through complex routes.

Furthermore, this increased overseas migration reflects the expansionist tendencies of Hindu nationalism. India has a huge population base and a relatively small land area, making it one of the most densely populated countries in the world. According to foreign media reports, the ruling Bharatiya Janata Party (BJP) and its parent organization, the Rashtriya Swayamsevak Sangh (RSS), both harbor territorial ambitions, not only promoting the so-called "Greater Bharatanatyam" concept for expansion in neighboring regions but also for global expansion, particularly targeting developed countries with low birth rates. This means using immigration to change the demographic structure of host countries, spreading Indian religion and culture to the world, and becoming a "world mentor." Since the Modi government came to power, Indian overseas migration has exhibited a distinctly organized characteristic. This organization has become even more pronounced in the last two years, with labor mobility agreements becoming standard practice in bilateral agreements signed by India, from Germany and Israel to Russia, Finland, and the European Union.

 

[Randomuser]

The "success narrative" of Indian-origin tech elites is increasingly fading

. In the process of Indian overseas migration, the RSS and its "family" organizational network play an indispensable role. The RSS's overseas branch—the Hindu Swayamsevak Sangh (HSS)—established its first overseas branch in Kenya as early as the 1940s and has now expanded to 156 countries with approximately 3,289 branches. According to Indian media reports, the HSS has 146 "Shakha" (grassroots activity units) in the United States, spread across almost every state, including major cities such as New York and Washington, D.C. This organized overseas mobilization network provides an institutionalized vehicle for Indian overseas migration and the global spread of Indian religious culture.

Undeniably, Indian immigrants have made contributions to their host countries. For example, some well-known multinational corporations in the US are headed by Indian-American CEOs, and the influence of Indian-American executives in Silicon Valley and Wall Street has become a hallmark of the "success narrative" of Indian immigrants. However, this glamorous elite narrative cannot mask the social divisions caused by large-scale immigration and illegal influx.

In the past two years, the influx of illegal Indian immigrants has surged significantly from the southern border of the United States to Canada. In 2025 alone, US Customs and Border Protection intercepted 23,830 Indians attempting to enter the country. The Pew Research Center estimates that there are approximately 725,000 illegal Indian immigrants in the United States, second only to Latin America. Many enter the country using forged diplomas, tourist visas, or with the assistance of relatives already in the US. Upon arrival, they do not integrate into local society, often forming relatively closed communities, establishing Hindu temples, retaining their own customs, and competing with local residents for employment, housing, education, and healthcare. Even more unsettling for some Western societies is that Indian communities have begun to participate in elections in an organized manner, attempting to influence the allocation of public resources and the local political landscape. The UK has had a prime minister of Indian descent, and the US has seen numerous Indian-American presidential candidates. During the 2024 US presidential election, approximately 2.6 million eligible Indian-American voters became targets for both parties.

Large-scale overseas immigration has exacerbated tensions between India and many other countries .

This pattern of Indian immigration, characterized by both closed and expansionist tendencies, has rapidly fueled a "collective resistance" against Indian immigrants against the backdrop of rising populism and anti-immigrant sentiment in the West.

Canada's announcement in January 2024 of a cap on international student visas primarily impacted the large Indian student population, against the backdrop of strong public discontent over the housing crisis and strained public services. In September 2025, the Trump administration announced a $100,000 fee for new H-1B visa applications, directly impacting the existing talent mobility model dominated by Indian skilled immigrants. Australia has also reduced its Indian visa approval rate by nearly half. In July of this year, Modi faced strong protests during his visit to Australia. Anti-immigrant activists displayed signs outside Modi's hotel, chanting "Australia belongs to Australians" and "No more Indian immigrants."

For the Modi government, the overseas migration strategy is evolving into a double-edged sword. On the one hand, remittances have become an indispensable stabilizer for the Indian economy, and overseas migration is also an important outlet for alleviating domestic employment pressure. On the other hand, large-scale, organized labor export is exacerbating conflicts between India and many countries and damaging India's international image. The Indian government has realized the seriousness of this problem. The expansion model relying solely on informal labor export channels carries increasing political risks in an international environment of rising populism. Therefore, it is seeking to "legalize" and "controllable" migration flows through bilateral institutionalized agreements, while trying to separate the issue of illegal immigration from that of skilled migration in order to maintain the latter's positive image and political space in host countries.

But is the Indian government prepared to confront the tension between exporting labor and exporting ideology? Is there an irreconcilable inherent contradiction between the overseas religious and cultural expansion of organizations like the RSS and HSS and the pragmatic demands of India's official skilled labor export? How will Indian diplomacy position itself when the overseas spread of "Hindu characteristics" clashes with the cultural values of host countries? These questions may not have simple answers. But what is certain is that as Western populism continues to rise, the period of high returns for Indian overseas migration is narrowing. If New Delhi's "labor diplomacy" fails to properly balance immigrant integration, illegal immigration control, and religious and cultural export, this meticulously planned global strategy will ultimately be backfired by the anti-immigrant wave it itself ignited. (Liu Zongyi, Director and Researcher, Center for South Asian Studies, Shanghai Institute for International Studies)

 

[_killuminati_]

The game is international. If all the US needed was its own market to survive, why are Chinese EVs, which are not allowed in the US, killing the US auto industry? That's how important international markets are these days. No one is going to be re-industrializing the US because the products it produces won't be competitive around the world. So why waste money? There was a report that it's going to cost the US even more that they were already expecting to create a domestic rare earth supply. Pax Silica isn't about signatories having their own supply. It's about getting them to buy from China for the US to bypass China's export restrictions. China should do what Japanese restaurants do. Charge more based on which country the customer is from.

The problem is CIA's deep infiltration into the developing world. Even if China has the better, more cost-efficient product, said countries (much of the developing world) will buy from US because they are under the American yoke, or risk having their governments couped or worse, bombed/invaded.

Then you have all these Western "NGO's" with unending money supply influencing people in the developing world, especially in the education sector, so they (the locals) are brainwashed to associate White with success and everyone else with shit.