The news that the Russians have been using anti-drone
and missile jamming devices successfully in Ukraine, has taken the USA
by surprise and rendered many of the Western weapons sent to Ukraine
toothless. Jamming devices are no longer the size of cars and cumbersome
and easy to target, but small as a shoebox, easy to carry and move
around, and distributed over a wide area, making it extremely difficult
to take out, and they interfered with GPS signals guiding drones and
missiles to their target.
The West is not going to highlight this
very much, as it is detrimental to their operations in Ukraine, but it
is a wake up call to the USA and the West that Russia is so advanced in
anti-drone and missile jamming tecnhology. Now, Ukraine is providing a
very useful testing ground for the Russians to fine tune their
cyber-warfare weapons.
The West is now very nervous about
sending more updated weapons to Ukraine that will inevitably fall into
Russian hands sooner or later, and they will take them apart and
discover their vulnerabilities and devise ways to overcome their
strength. Russia is waiting for some F16s and F35s to take apart, if the
USA dared to oblige. Did anyone wonder what those abandoned weapons in
Afghanistan provided in terms of information and did the Russians have a
hold on them? I am sure at the right price, some will end up in Russian
hands.
The USA is barking up the wrong tree by claiming that
China is helping Russia with anti-missile jamming systems, not realising
that Russia is far and away as sophisticated as the Chinese in cyber
warfare. It is all an attempt to drag the Chinese into the quagmire in
Ukraine. This realisation of the Russian anti-missile strategy in
Ukraine is going to make them paranoid, not knowing what else still
remains in the in the Russian and Chinese arsenal.
There were
unverified rumours circulating years ago about China or Russia having
the means to control the flight paths of USA missiles, but that could be
just rumours and hard to believe. But never discount the possibility of
modern day technology and the research that has gone into it.
Anonymous
Putin Praises Russia's Drone Power, Urges Rostec to Ramp Up Production
ReplyDeleteRussia's Lancet and Cube drones have demonstrated exceptional results and more of them need to be manufactured, Russian President Vladimir Putin said on Monday at a meeting with Sergey Chemezov, who heads Russia's state-owned defense corporation Rostec.
"Both the Cube and the Lancet [drones] have shown very effective results: first and foremost, [it delivers] a powerful impact, so any equipment, including foreign-made models, not only goes up into flames, but it also detonates their accompanying munitions. The manufacturers promised me that they would beef up production. They are keeping this promise, but we need to ramp it up even further," Putin emphasized.
In turn, Chemezov noted that Russia had doubled the production of fighter jets in 2022. Rostec also doubled the production of military helicopters in 2022, the official added.
"As for the helicopter industry, in 2022, our holding Russian Helicopters produced 296 helicopters... the year before there were only 134. This is a significant increase. But this, of course, is primarily due to the increase of the state defense order. For the state defense order, we have doubled the production of military helicopters," Chemezov said.
Russian manufacturers have a chance to fill the niche of the foreign companies that have left Russia before they return, Putin concluded.
Western manufacturing that left Russia or China are suffering or will be suffering the consequences in time to come. Those voids that they left will be taken over by domestic companies waiting on the sidelines, giving them opportunities to take over plant and machineries, all ready made for them.
ReplyDeleteThe Chip War against China is leaving unlimited opportunities for Chinese companies to fill the void. It is not a dead end for China, as it has all the experience, expertise and availability of skilled workers to fill the void. Samsung and Foxconn are going to find the shift to India a misplaced decision and a colossal mistake, and returning to China is not going to be without problems either. Apple's iPhone manufacturing in China has now signed on Luxshare Precision Industry as one of it's iPhone production supporting player, taking a piece of the cake left behind by Foxconn.
Moreover, the USA had warned Samsung against taking up the void left by the Chinese sanctions against Micron's Nand memory chip supplies in China, so Samsung is now left in the lurch, even with its intended return to China. Chinese companies like Yangtze Memory Technologies Corp (YMTC) are taking over the void left by Micron, not even needing Samsung to fill the Micron void. As China's priority is now centred on building up its semiconductor facilities, more of such domestic companies are rising in ranks to take on the task of filling the void left by foreign manufacturers leaving China. It could be construed as a blessing in disguise, thanks to the USA. The push against China is going to result in a Tsunami for the USA and the West. As they say, what does not kill China will make it even stronger.
As I said before, who wins and who loses in the Chip war is still not a foregone conclusion. For sure, Chinese equipment makers are not the only ones suffering the sanctions. And we have yet to see what kind of effect those restrictions imposed by China on rare earth elements will do to those foreign chip makers. Any retaliation by the USA will see a similar tit for tat from China.
We can now see who is suffering over the Chip war against China. Just like the EU doing all the suffering and sacrifice on behalf of the USA, the Chip war is taking a toll on Samsung, TSMC and ASML. They are the sacrificial lambs being led to the slaughter house by the USA.
ReplyDeleteThe Chips subsidies had been construed to help the USA companies like Intel, Nvidia, Texas Instruments and Micron, but is so far clutching at straws for TSMC and Samsung. The USA is now throwing ASML under the bus by claiming that ASML's sanctions against China is a decision made by itself, and nothing to do with the USA. The Netherlands Government is killing ASML and should take all the blame. Would the USA say the same thing to TSMC and Samsung? I bet they would when the shit hits the fan.
ASML is in deep, deep trouble. For the USA to claim that ASML's decision not to supply lithography machines to China was all a self made decision, is nothing more than an outright lie. ASML was supposed to apply for licenses or permission from the USA to sell its lithography machines to China, and that has nothing to do with the USA?
ReplyDeleteThe fact that China could develop its own lithography machines so quickly is an indication that China had anticipated this USA move well in advance, and was fully prepared for retaliation. And the USA, ASML and other Japanese ligthography machine makers were taken by surprise and caught with their pants down. China is now moving to be self reliant even in producing lithography machines, by making them itself. What are they going to do when China starts to stop buying those machines from ASML and Japanese suppliers? And, worse still, what are they going to do when China starts supplying those machines much more cheaply to compete with them globally? Wasn't ASML so arrogant and full of themselves earlier, saying that even if they give China the blueprints, China would never be able to make those machines?
This Chip war is going to end badly for ASML and chipmakers like Samsung, TSMC and other Japanese chipmaking companies. The China market is beyond them to dominate from now onwards.