8/12/2023

America's futile chip wars

 The USA is putting on a show as they always do. China should take what they say and their friendliness as all a fake show with buckets of salt. There are desperate reasons why they are doing this.

The USA is in a mess in the Chips War. The domestic and foreign chipmakers congregating in Arizona are facing losses like never before, and are struggling to survive. Added to that is the realisation that they are going to lose the Chinese market for chips.

So, what is the point of asking chip manufacturers to build more factories in Arizona, when the prospect of losing the China market is staring them in the face. As a matter of fact, even Intel is not going ahead with building the largest chip foundry in the world, said to be helping Biden's re-election in 2024 with all the jobs generated, arguing that losing the China market is not conducive to further expansion of its production facilities.

Now that the restrictions by China in the exports of Gallium and Germanium is in place, the effects have yet to be seen, and it will not be pretty. There are some sources reporting that the USA is attempting to recover Gallium from discarded mobile phones, solar panels and others to provide minute quantities of Gallium from tons of waste. This is a desperate move, but will not be economically viable. Millions of tons of electronic waste will have to be sourced to produce just minimal amounts of Gallium, and will therefore be extremely costly. Moreover, there is the need to build up facilites to process the recovery, which will turn the USA into a waste disposal backyard, with pollution in tow. Karma?

The other reason why it cannot succeed is that it is calculated to be much cheaper to resort to mining bauxite to produce aluminium, with Gallium being its by-product, than to resort to recycling old mobile phones and solar panels. What are they going to do with all the electronic waste generated?

Here again, China does have absolute means to exert control over whatever steps the USA wants to take to produce enough Gallium for itself and its allies. China may let the USA and allies invest in recovery or mining for Gallium with huge investment cost, and China could then kill them off at one stroke by releasing cheaper Gallium to flood the market. China's leverage over many essential minerals is its trump card.

Remember that China thinks long term, factored in eventualities and have formulated simultaneous solutions to those eventualities. The wisdom of its five thousand years of history has not been a survival of wastage in wars and destruction.
The USA is putting on a show as they always do. China should take what they say and their friendliness as all a fake show with buckets of salt. There are desperate reasons why they are doing this.

The USA is in a mess in the Chips War. The domestic and foreign chipmakers congregating in Arizona are facing losses like never before, and are struggling to survive. Added to that is the realisation that they are going to lose the Chinese market for chips.

So, what is the point of asking chip manufacturers to build more factories in Arizona, when the prospect of losing the China market is staring them in the face. As a matter of fact, even Intel is not going ahead with building the largest chip foundry in the world, said to be helping Biden's re-election in 2024 with all the jobs generated, arguing that losing the China market is not conducive to further expansion of its production facilities.

Now that the restrictions by China in the exports of Gallium and Germanium is in place, the effects have yet to be seen, and it will not be pretty. There are some sources reporting that the USA is attempting to recover Gallium from discarded mobile phones, solar panels and others to provide minute quantities of Gallium from tons of waste. This is a desperate move, but will not be economically viable. Millions of tons of electronic waste will have to be sourced to produce just minimal amounts of Gallium, and will therefore be extremely costly. Moreover, there is the need to build up facilites to process the recovery, which will turn the USA into a waste disposal backyard, with pollution in tow. Karma?

The other reason why it cannot succeed is that it is calculated to be much cheaper to resort to mining bauxite to produce aluminium, with Gallium being its by-product, than to resort to recycling old mobile phones and solar panels. What are they going to do with all the electronic waste generated?

Here again, China does have absolute means to exert control over whatever steps the USA wants to take to produce enough Gallium for itself and its allies. China may let the USA and allies invest in recovery or mining for Gallium with huge investment cost, and China could then kill them off at one stroke by releasing cheaper Gallium to flood the market. China's leverage over many essential minerals is its trump card.

Remember that China thinks long term, factored in eventualities and have formulated simultaneous solutions to those eventualities. The wisdom of its five thousand years of history has not been a survival of wastage in wars and destruction.

Anonymous

1 comment:

  1. When they lost the media war, they resorted to banning those that spoke the truth, and who refused to follow the dictates of the powers that be, by not adhering to their propaganda which they espoused.

    Scott Ritter has been reported to have been banned by Youtube for promoting 'hate speech'. The 'hate speech' template is another of those narratives they are now using to silence alternative voices that are gaining 'eyeballs' which they could not tolerate. 'Hate speech' is just like the 'National Security Issue' template that warrants no proving or necessary evidence, and provides a very wide scope for putting into practice. Every attempt to attack the opposition can be classifed loosely as 'national security issues' or 'hate speech'.

    With the Ukraine War in a mess for the West, Scott Ritter will not be the only one being banned. Colonel MacGregor, the other war veteran, is also well followed on Youtube with his incisive, hard hitting and factually accurate analysis of the Ukraine War, and is a thorn in the side of the USA and the West. Others like Brian Belectic and Alexander Mercouris have migrated to alternative platforms to avoid being left in the lurch if banned by Youtube.

    'Freedom of Speech' is all a farce taken at face value. When it is not to the advantage of those in power, they will stifle alternative voices, claiming all alternative voices as 'hate speech' or 'misinformation' or 'disinformation'.

    Can anyone find any other instance where 'disinformation' is more immorally and criminally used than in starting the Iraq War? And who were the ones spreading those 'disinformation'? And what actions have been taken against those 'war criminals' that created the 'disinformation' to start an illegal war that killed millions?

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