Miscellaneous News

[pmc]

Turkey trade deficit now $10b a month despite record inflation and devaluation. if Biden visit Middleast and not visit Turkey than Erdo will throw real tantrums. and seem US presidents are ignoring him as unimportant. his Germanic connection are not working.

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[ansy1968]

Any alternative sources for neon supply might take 1 - 2 years to produce from what I read. This is a major consumable gas used in KrF and ArF lithography. Which is, well, basically everything. Even production lines which are EUV based will use ArF to make lower resolution features. Or else production will be much slower.

And don't forget that TSMC would be knocked out with a semi tools embargo similar to the one China is facing. They simply do not have any choice even if their government was less of a vegetable. The US is also basically their only weapons supplier.

The military industry in Russia has been sanctioned since 2014 annexation of Crimea. They have not been able to buy military grade semiconductors since then. Neither can the Russian space industry buy space grade semiconductors. Russia spent those years since replacing the military or space grade semiconductors they did buy, and the rest they can get in the gray market.

@gelgoog 2014 Crimea sanction is not a big hit, now the Sequel is even a bigger disappointment...lol Yielding a stick and use it often makes your opponent numb, can telegraph your move and know how to fight back. It's a lesson the Collective West can't internalized.

 

[BoraTas]

Any alternative sources for neon supply might take 1 - 2 years to produce from what I read. This is a major consumable gas used in KrF and ArF lithography. Which is, well, basically everything. Even production lines which are EUV based will use ArF to make lower resolution features. Or else production will be much slower.

And don't forget that TSMC would be knocked out with a semi tools embargo similar to the one China is facing. They simply do not have any choice even if their government was less of a vegetable. The US is also basically their only weapons supplier.

The military industry in Russia has been sanctioned since 2014 annexation of Crimea. They have not been able to buy military grade semiconductors since then. Neither can the Russian space industry buy space grade semiconductors. Russia spent those years since replacing the military or space grade semiconductors they did buy, and the rest they can get in the gray market.

In international relations entities like Taiwan actually have leverage over great powers. That leverage is being capable of aligning with the said great powers' competitors. Taiwan also is in a unique situation of being considered a part of the country by the USA's most important competitor, China. China wouldn't miss any opportunity to accept any positive move from Taiwan. TSMC's capacity and capability are not replaceable in the short term either. Taiwan actually has a lot of room to play the chicken with the USA. But when I think of the possibility of the Tsai administration doing such a thing I start laughing. AHAHAHAHA. Taiwan has the capability but I don't think it has 1/10th of the spine. It is okay with seeing its crown jewel being harvested instead.

 

[Temstar]

Any alternative sources for neon supply might take 1 - 2 years to produce from what I read. This is a major consumable gas used in KrF and ArF lithography. Which is, well, basically everything. Even production lines which are EUV based will use ArF to make lower resolution features. Or else production will be much slower.

And don't forget that TSMC would be knocked out with a semi tools embargo similar to the one China is facing. They simply do not have any choice even if their government was less of a vegetable. The US is also basically their only weapons supplier.

The military industry in Russia has been sanctioned since 2014 annexation of Crimea. They have not been able to buy military grade semiconductors since then. Neither can the Russian space industry buy space grade semiconductors. Russia spent those years since replacing the military or space grade semiconductors they did buy, and the rest they can get in the gray market.

Sure we'll sell you neon gas, for a very modest price. Also you have to pay in yuan.

 

[ansy1968]

In international relations entities like Taiwan actually have leverage over great powers. That leverage is being capable of aligning with the said great powers' competitors. Taiwan also is in a unique situation of being considered a part of the country by the USA's most important competitor, China. China wouldn't miss any opportunity to accept any positive move from Taiwan. TSMC's capacity and capability are not replaceable in the short term either. Taiwan actually has a lot of room to play the chicken with the USA. But when I think of the possibility of the Tsai administration doing such a thing I start laughing. AHAHAHAHA. Taiwan has the capability but I don't think it has 1/10th of the spine. It is okay with seeing its crown jewel being harvested instead.
View attachment 89943

@BoraTas Sir a woman thing? I'm not a sexist BUT trying to understand this Virgin Heroine and Miss Curseula Von Der Lying, is like giving a Tough love lesson, I hurt you because I love you, China and Russia may have spurned their love and now are suffering the consequences...lol

 

[gelgoog]

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"Russian Deputy Prime Minister, Alexander Novak, headed a high-level delegation to Iran last week ... According to Iran’s Petroleum Minister, Javad Owji, part of Russia’s US$5 billion funds for Iranian energy, agricultural, and transport projects has now been allocated, and the two countries plan to increase their annual trade to a minimum of US$40 billion by 2025. ... Owji highlighted that this significantly increased cooperation between Tehran and Moscow will also encompass the financial and banking sector, oil, gas, petrochemicals, and nuclear energy. He added that the two sides have also now agreed to conduct their bilateral trade in their own currencies. ... In addition to these discussions during last week’s meetings, further progress was made on the North-South Transport Corridor (NSTC), with several agreements reached in the rail, road, maritime, and air transport sectors, according to Owji."

 

[Overbom]

In international relations entities like Taiwan actually have leverage over great powers. That leverage is being capable of aligning with the said great powers' competitors. Taiwan also is in a unique situation of being considered a part of the country by the USA's most important competitor, China. China wouldn't miss any opportunity to accept any positive move from Taiwan. TSMC's capacity and capability are not replaceable in the short term either. Taiwan actually has a lot of room to play the chicken with the USA. But when I think of the possibility of the Tsai administration doing such a thing I start laughing. AHAHAHAHA. Taiwan has the capability but I don't think it has 1/10th of the spine. It is okay with seeing its crown jewel being harvested instead.
View attachment 89943

It certainly looks like they are getting ready for harvest season..
However I wouldn't discount Wanwan's cunningness. Everyone can see their smiles and good words, but lets see what will happen with these fabs in the US

There is a non-small chance that they drag this process so that they can still hold cards against the US. Everyone (+ Wanwanese) know that time is up and everyone is racing to build their own advanced fabs because they know/assume that Taiwan will be taken by China

The moment Taiwan builds so many fabs in other locations is the moment that it loses a significant leverage over Western powers while also making potential China risks over taking Taiwan lower, because the world won't depend on Taiwan for being the sole producers of chips and thus won't have such a big resistance against China taking over Taiwan.

Overall, kinda ironically, it is in China's interest for Taiwan to build as many fabs as possible in other countries very quickly.

 

[Rettam Stacf]

Last time I checked Canada is situated in North America and not Asia where North Korea bordering China is located. So how is the patrolling of out of area (OFA) considered okay with the supposed "rules based order" established by medium power like Canada which by definition in international law is essentially in the area that's out of it's geographical location.

There's a higher chance or probability that what the spy plane (let's just be blunt about this) that Canada is utilizing in and around the 38th parallel has a dual purpose and utilization which is to do an Intelligence Surveillance and Reconnaissance (ISR) close to China's Naval base. These sort of actions can and will never be permitted if it was the Chinese/PLA were the ones making such provocative moves in areas like the Philippines or close to Vietnam, Malaysia, Japan, and South Korea. Taiwan doesn't belong on this conversation because by international law and per U.S. own recognition based on their 1972 One China Policy Taiwan is part of China and Beijing is the sole government of that Asian country.

There's a continuing push by the west to prod and probe for further provocation against the ascending power to curtail and stop it's economic heft, dominance of the world.

For the PLA to literally chase the Canadian CP-140 out of the Northern half of the Yellow Sea is not a normal operation procedure. This led me to believe, without any supporting facts, that the CP-140 was engaging in some "extracurricular" activity other than monitoring N Korea. The spy plane might be flying closer to China than N Korea, pointing the radar at China, or even trailing a Chinese warship or submarine on its way to or returning from Buhai.

The details of this kind of incidence may never be known to the public. But the message was sent by China and both sides will adjust accordingly.

Just my guess.

 

[ansy1968]

It certainly looks like they are getting ready for harvest season..
However I wouldn't discount Wanwan's cunningness. Everyone can see their smiles and good words, but lets see what will happen with these fabs in the US

There is a non-small chance that they drag this process so that they can still hold cards against the US. Everyone (+ Wanwanese) know that time is up and everyone is racing to build their own advanced fabs because they know/assume that Taiwan will be taken by China

The moment Taiwan builds so many fabs in other locations is the moment that it loses a significant leverage over Western powers while also making potential China risks over taking Taiwan lower, because the world won't depend on Taiwan for being the sole producers of chips and thus won't have such a big resistance against China taking over Taiwan.

@Overbom Nah! the Taiwanese think they're smart BUT antagonizing your only leverage card (China market) and expect a favorable respond is wishful thinking at best. It's like drinking tea , the more you add water (Foreign FABS) the taste lessen and will be discarded.

 

[henrik]

For the PLA to literally chase the Canadian CP-140 out of the Northern half of the Yellow Sea is not a normal operation procedure. This led me to believe, without any supporting facts, that the CP-140 was engaging in some "extracurricular" activity other than monitoring N Korea. The spy plane might be flying closer to China than N Korea, pointing the radar at China, or even trailing a Chinese warship or submarine on its way to or returning from Buhai.

The details of this kind of incidence may never be known to the public. But the message was sent by China and both sides will adjust accordingly.

Just my guess.

China should just expose the position of this spy plane to the world.