Trump is killing Nvidia and AMD and stealing TSMC

 How Trump is trying to kill the American chip manufacturing companies is obvious to any observer of American political scene. Nvidia, AMD, Qualcomm, TSMC are all targeted to be killed or taken over by BlackRock and the likes, using the Indian playbook in India. Intel, Motorola are saved for obvious reasons.

When the biggest chip manufacturers are forbidden to sell their most expensive chips, their most profitable chips to their biggest customers, what did these say? The simplistic excuse, national security, cannot hold for long. The big chip manufacturers need to sell their products to generate revenue to feed their shareholders, investors and employees. Stopping them from selling their most expensive chips to their biggest customers is cutting off their revenue. If this did not end in losses, it will still end in loser profit or even having to downsize production. The growth of these companies is being strangled. They cannot find replacement for a big client like China, with deep pockets and high demands for their chips. Didn't clown Trump know that? Didn't clown Trump know that it will kill these companies?

After all the begging by Jensen Huang, Trump relented a little, can sell some high end chips to China, but he wants a cut, 15% of the sales revenue. Trump is as good as telling China, I am using Nvidia to rip China off, to pay more to fill Trump's pocket. Trump is betting on China being so desperate, and having to pay Trump obscenely for chips that should cost must less...using a Chinaman to fleece another Chinaman. Ya, when two fish are fighting, there is a white man standing around to profit from it.

Trump thinks the Chinese are stupid and will allow themselves to be robbed by him and unable to say no. Of course Trump has nothing to lose. Only Nvidia, and the likes of AMD and TSMC will stand to lose, China also will lose the opportunity to buy high end chips. Trump has everything to win, to benefit from all parties. If these companies eventually start to lose revenue, to make losses, their share value will fall, and Trump can send in his team to buy over for a song.

It is so elementary to make quick and easy profits from Chinaman, pitching one Chinaman against another Chinaman. So neat and so clever. So Trump and his clowns think so and waiting to get paid for nothing and at the same time destroying Nvidia, AMD and TSMC. White men's rule of law, white men write the rules for Chinaman and others to follow. NOT anymore!

Xi was just being diplomatic to host Trump

Xi was just being diplomatic, but realistically I believe he does not probably want to even host Trump's visit. But knowing that the man is dying to do so for years and making a fool of himself through constant self-invitation to make Xi unable to decline.

The visit was nothing more than a face-saving gesture accorded to Trump, nothing more. Nothing of significance had been achieved and analysts have said that the visit puts Xi in an even more prominent position of who is dictating the rules.

Trump has invited Xi to visit Washington in September. But there were no comments from the Chinese side. So, let us see.

Meanwhile Putin is visiting Xi these few days, probably sounding out Putin about what had been going on with the USA talks. On the card is putting certainty into a gas pipeline project for Russian gas into China. This is a sign of greater co-operation between Russia and China, giving Russia an even greater economic foundation in the years to come. What this means is that China will have alternatives to play with and be seeking less dependent on Qatar, Australia, USA among others for LNG that may be geopolitically inconvenient in times of conflict. China plans decades ahead, not building toilets when the urge to pee or poo is imminent.


Anonymous

From decoupling, Washington clowns now begging China to buy America, treasuries, soya beans, poultry, planes, chips and lies

Chinese Government subsidizing priority sectors had been demonized as unfair trade practices for decades. The USA Government itself subsidizing sectors for decades was never an issue. Hundreds of billions poured into subsidizing the building of chip manufacturing facilities by domestic and foreign companies was not unfair trade practices. The pot calling the kettle black has a new interpretation under USA's Rules based order. I think.

China is always the bad guy striving to make things cheaper for the rest of the world. Making cheaper things means the USA and the West can never compete against, so they keep demonizing China. Everything produced by Chinese manufacturers has been propagated as junk and inferior. If so, why are the rest of the world still buying them? China has never put a gun to the heads of those who refused to buy them, nor those who bought, so what is the hullabaloo all about?

In the past it was always about slave labor, so the rest of the world should not support buying goods from Chinese manufacturers paying slave wages. It was and is a human rights issue. If that was so, why was USA consumers buying iPhones made in China for decades without question about Apple then paying workers slave wages? Why was J. D. Vance caught buying eyeliners made in China with slave wages? Why was he supporting peasants making things cheaply that USA citizens could buy and then trying to raise the issue of China using those US$ earned by peasants to return to the USA by buying its treasuries. Now, China is not even in the mood to sell cheap things to the USA to earn US$ to buy USA treasuries. The USA is now begging China to buy its treasuries. Karma works in mysterious ways, and the mystery is not accrued to just God alone.


Anonymous

10% is coming back in full force

 Sometime not in the distance past, 10% is the most important catchphrase in the developing world. Everything, every project and development, is about 10%.  Even retard politicians were suddenly rushing to promote more economic projects everywhere not because they are really into economic development for their countries, but because of 10%. There was this story of UN officials visiting developing countries to check on their progress. The govt officials would point to the schools, bridges, roads, etc etc to impress the UN officials. When asked about the cost, the govt official will say 10%. Then he pointed to a vacant space and said sports stadium. The UN officials looked keenly at the open space but could not see anything, no building around. The govt official smiled and said, 100%.

Corruption in the developing countries was a disease and got very bad when the appetite of the corrupt officials became too big, instead of a few hundred thousand bucks, it became a few millions, a few billions. Then the roof came crashing down, only some, as many continue to collect their 10% or 100% as long as they are not caught.

Taiwan's ruling party is banging in the Parliament for more fun, oops I mean fund, to buy more expensive American weapons from America's junkyard. The opposition parties have succeeded partially to cut it down to size, but still very substantial, like US$800m. The ruling govt is not happy and continue to ask for more, another US$400m or US$500m. The Americans are asking for US$14b! When a govt is so desperate asking for more money, they are not too far from the 10% formula. When a govt is so happy to spend money, big money, in the millions and billions, beware!

This 10% disease is now spreading to America. The biggest practitioner of big spending is none other than Trump. When America is so broke, he got his way to knock down the ballroom in the White House to be replaced with a new ballroom, probably called Trump and Melania's ballroom. This is only the appetiser. It is costing the American taxpayers something like US$400m. How much is 10% of US$400m? But Trump's demand is 15% like for Nvidia chips. In the case of the Board of Piss, it is 100%. And the War Secretary wants US$200b for his operation to kill Iranians, and a US$1.5 trillion defence budget.  Who cares about the US$40 trillion debt?

The appetite is growing really big, and growing bigger. There is no limit to greed. Beware when someone is demanding more money for big projects or expenditure. 10% is only a starter, very cheap. By the way, after returning from Beijing, Trump is saying that he wanted to build a Great Hall for the American people, to be bigger and grander than China's Great Hall of the People. 15%?

Taiwan believes it is independent or going to be independent. What a joke!

 The DPP and its followers believe that Taiwan is going to be an independent country. They proudly called themselves the independent movement, to be independent from China, their Motherland. And many daft Taiwanese are being duped into this silly idea. Politically and historically, Taiwan is a part of China and will always be a part of China. The present status is an aberration that will not last. Taiwan will be reunited with the Motherland sooner or later. Period.

What the daft Taiwanese did not know, they would not know, is that the fish in a fishbowl will be fish in a fishbowl. That is their place, they will not be free swimming in the river or the sea, but they think they are free. The sad thing is that instead of becoming an independent state, Taiwan now has two foreign masters, the Americans and Japanese. Both are pulling the strings and Taiwan is nothing but just a puppet, Everything the Taiwanese want to do, they must ask permission from their puppet masters, America and Japan. And they think this is normal, this is freedom and independence.

The AIT is the official govt of Taiwan. The Taiwanese from the ruling party and the opposition parties must pay homage to the AIT, to inform them of their every action, to seek their approval for anything they want to do. And they must crawl to Washington and often to Japan to get their blessings and support. This is how silly and pathetic the Taiwanese have become. Instead of being first class Chinese, they now have two foreign masters to rule over them. The Americans even demand protection money from the Taiwanese, pay up, pay up, and also decide to remove TSMC from Taiwan. And the Taiwanese cannot say no. It is just the way it is, Taiwan is 'independent' as a colony of the USA and a semi colony of the Japanese.

The Taiwanese need to get out of the fishbowl to look from outside, to see that they are actually living inside a fishbowl own by the American and Japanese. All the silly calls about being independent is to be a colony of the Americans and the Japanese.

Would the Taiwanese wake up from their silly dream and free themselves from their American and Japanese masters? When are they going to make decisions for their own future without having to ask for approval from the Americans and the Japanese? Stop being the dogs of the Americans and the Japanese.