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coolgod

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Back in the 1990s, rare earths was on the US ban list not to sell to China. Rare earths were so precious, they didn't want China to get their hands on it. Today the West taunts how they found new sources other than from China and suddenly China's vast supplies are all worthless like China can't do anything with what back in the 90s the US was so sacred of China getting their hands on them. I wonder why they're upset when China owns the EV battery market which is the most expensive part of an EV.
China: Cry ab it!

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Man the comments in yahoo and zerohedge are super based nowadays.
 

phrozenflame

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From what I gathered so far:

Gallium is exclusively produced as by product of other metal production, mostly aluminium with a small amount from zinc. The yield is very low compared to the primary product. So to produce industrial quantity of gallium you need to be a major aluminium producer to start with.

Annual aluminium production:
View attachment 115396

Aluminium production is very strongly corelated with electricity generation because its very energy intensive to make. That's why you get paid to recycle aluminium cans unlike other stuff because this is one material that's very worthwhile to recycle.

Annual electricity generation:
View attachment 115397
1/3 of the world's entire generating capacity is in China. China's industrial electricity use is five times that of US, twice that of combined G7 and makes up more than half of the entire world's industrial electricity usage. There's a reason why China owns 95% of the world gallium production.

Although gallium is not a rare earth metal, it's used in similar ways like an industrial MSG. You need small amounts of it in a huge number of things from LED to solar panels to chips. Most of it would be consumed in China itself. Export market is very small and maybe only a few dozen million USD a year and is trivial amount for government to subsidise if they want to stop export entirely. To replace China's production will require many years and huge investment to rebuild the production chain, doubly so if there isn't already an aluminium production and associated electricity generation capacity in place. By the time you're nearly done China could also easily resume export and sell at below cost price (again, it's very easy to subside given the small size of the market) to crush your investment.

And as mentioned earlier the remaining 5% of the world's production is mostly Russia and parts of Ukraine that Russia controls. You could pay exorbitant prices to buy some from them but then again you'll be funding Russia's war effort. And Russia could always try to shutdown any remaining Ukrainian capacity by you know, bombing their electricity generation and distribution system.
Currently, gallium is obtained mainly from mining and mineral processing of bauxite ore for aluminum, although some gallium is also derived from the processing of sphalerite ore for zinc.

U.S. bauxite deposits are mainly subeconomic resources that are not generally suitable for aluminum production owing to their high silica content; consequently, recovery of gallium from these deposits is unlikely.

Great read here:
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Basically this is reverse UNO on chip ban, in short-medium term, like China is facing difficulty, US would too, in long run, they'll figure it out, just like China. Only difference is, China will reap huge long term economic benefits while US will need to invest in it's uneconomic and dying mining industry. :0
 

coolgod

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Banning and restricting China's AI development in every way possible but might cause the doom in Amazon and Microsoft's cloud businesses.
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Chinese software and hardware giants laughing all the way to the bank.

News like this is why I believe that 拜振华 and 川建国 are two sides of the same coin, the coin that happens to be in China's pockets.

1688450842879.png
 

Eventine

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Banning and restricting China's AI development in every way possible but might cause the doom in Amazon and Microsoft's cloud businesses.
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This comes off as one of the stupidest moves ever, since AWS, Azure, and GCP already have very limited market share in China, and this simply ensures they never get a chance to regain it.

But logically, it is "necessary" because otherwise it creates a loop hole for Chinese AI companies to use American cloud service providers to totally bypass the high-end chips sanctions. Presuming you are an US exports control official, you'd be incompetent at your job if you allowed for such a large loop hole.

Nonetheless, great news for Alibaba, Huawei, etc. Those Chinese data center AI GPUs are going to sell like hot cakes.
 

Stierlitz

Junior Member
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TAIPEI (Taiwan News) — The latest poll conducted by Rasmussen shows that 64% of likely U.S. voters are in favor of recognizing Taiwan as an independent country that is not part of China.

On Monday (June 26), the U.S. polling firm Rasmussen Reports released the results of its latest telephone and online survey. When asked whether the U.S. should "officially recognize Taiwan as an independent nation, separate from China," 64% of respondents agreed.
Only 14% of respondents opposed Washington recognizing Taiwan's independence, while 22% were unsure. In terms of response by party affiliation, 62% of Democrats, 71% of Republicans, and 58% of independent voters backed U.S. recognition of Taiwan, while only 13% of Democrats, 11% of Republicans, and 17% of independents were opposed.

However, only 34% of poll participants believe Biden has handled issues related to China well or excellently, and 48% have a bad opinion of his handling of the issue. While 58% of Democrats think Biden has done a good or excellent job on China, only 13% of Republicans and 29% of independents agree.

A majority of Republicans (79%) and independents (53%) rate Biden's performance on China unfavorably, as do 15% of Democrats.

In addition, most voters anticipate that China will invade Taiwan at some point in the near future, but they are divided on the best U.S. military response. Of the respondents, 37% supported the use of force by the U.S. to defend Taiwan, 31% opposed it, and 32% were unsure.

A higher percentage of Republicans (42%) believe that China is very likely to invade Taiwan by force than Democrats (24%) and independent voters (29%).

The survey was conducted from June 20-22 on 1,046 likely U.S. voters. It had a sampling error of plus or minus 3 percentage points with a confidence level of 95%.
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luminary

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Man the comments in yahoo and zerohedge are super based nowadays.
China is finally speaking in their language. That's why all the commenters are so happy.

To the Anglo race, rivalry is respect, conflict is communication, cruelty is love.

That's why Americans are so obsessed with Oedipus complex and the Greek mythology. To them, patricide is the ultimate coming of age ritual, where only by murdering his father will the son earn his mother's respect and have himself acknowledged by Western society.

This murderous instinct is so inherent to the Anglo family dynamic that Freud thought it was a fundamental part of the human psyche.

By practicing filial piety, barbaric Confucian societies spit in the face of this civilized Western tradition. Every time China says something something "harmony", they offend the Americans more.

By eschewing conflict, China is taking away their chance of a glorious warrior death. The US will not go down in history as a martyr, but as a disgrace.

Currently, gallium is obtained mainly from mining and mineral processing of bauxite ore for aluminum, although some gallium is also derived from the processing of sphalerite ore for zinc.

U.S. bauxite deposits are mainly subeconomic resources that are not generally suitable for aluminum production owing to their high silica content; consequently, recovery of gallium from these deposits is unlikely.

Great read here:
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Basically this is reverse UNO on chip ban, in short-medium term, like China is facing difficulty, US would too, in long run, they'll figure it out, just like China. Only difference is, China will reap huge long term economic benefits while US will need to invest in it's uneconomic and dying mining industry. :0
Don't worry, the west will get deGallium from France and Germanium from Germany. That's how their politicians think science works, right?
 
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horse

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Banning and restricting China's AI development in every way possible but might cause the doom in Amazon and Microsoft's cloud businesses.
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This is very close to peak retard. Seems like we are getting there, and will see peak retard real soon. Three reasons this is completely nuts.


Most of the cloud hardware probably made in China. Like duh! That is the American position. Free trade is good. When they buy the gear from China sources. Free trade is bad. When they do not want Chinese entities to use the American hardware they obtained from Chinese sources.

Did it ever occur to them the Chinese might one day ban those sources from selling them that gear? No, it never did. To the Americans it is very simple. Free trade is good. Free trade (in services) is bad.


Everything is on the cloud, so this could be another attempt to try to ban TikTok, as that entire platform is hosted on a cloud somewhere.

Did they realize that the American constitution is still at play here? A direct, or indirect ban, that is still an attempt at censorship in the land of porno-everywhere.

In open court, the attorneys can bring in expert witnesses, and the judge will listen to that testimony. Is there a difference between a direct ban on TikTok or an indirect ban on TikTok from accessing a cloud server? Peak ignorance!


Banning Chinese companies or entities inside China from using American cloud services, that is close to peak retard.

The PRC has a law that data originating from China, must stay in China. The data must be localized, in the domestic cloud, and in the China market that would be Alibaba, Tencent, Huawei, etc. The Chinese entity inside China, will not use the American cloud provided with their servers based in America. Why would they? It would be more expensive probably, and against Chinese law.

Why would a Chinese scientist developing hypersonic missiles, take the data from the wind tunnel and put it on the American company cloud servers on American soil? And this is what they are thinking of banning, banning something that does not exist. And will not exist.

:rolleyes:
 
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