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A lot of people may be surprised that the biggest market mover for the past few months is not Nvidia, the darling of the race for AI supremacy. The honor goes to a once obscure Nevada-based mining company called MP Materials. While Nvidia stock rose from $136 to $174 year to date, MP Materials went from $16 to $60.
The reason for the meteoric rise is simple – MP Materials is the sole US producer of rare earth, minerals critical to modern high tech production from EV, drone, robotics, wind turbine, semiconductor, to military weaponry.
While its production is miniscule compared to Chinese rare earth miners and its refining capabilities are quite limited, MP Materials has just attracted $400 million investment from Pentagon, which is now its largest shareholder.
The unprecedented US government investment in a private mining company is in reaction to China’s flexing its rare earth dominance in the face of the tariff and tech wars Trump and Biden have waged against Beijing.
US industries, especially the military industrial complex, are running scared that their reliance on Chinese rare earth to power high tech production and military applications are increasingly under stress in the intensifying geopolitical and geoeconomic contests between the two countries.
Ever since Trump launched the tech war against Huawei in his first term and Biden upped the stakes further by cutting off advanced semiconductors, Beijing has gradually tightened its stranglehold on rare earth in retaliation.
As the old saying goes, what is good for the goose is good for the gander, the US weaponization of the semiconductor supply chain has been met with counterattacks.
The fight over critical technologies and critical minerals will define China US relationship and is the foreplay before a hot war breaks out.
I have written a few pieces on both rare earth and China’s chip plans (https://huabinoliver.substack.com/p/rare-earth-and-reindustrialization). It is interesting to contrast the different approaches taken by the two superpowers to counter the other party’s move.
China and the US have taken different approaches to resolve their respective bottlenecks, reflecting how the two vastly divergent economic and political systems tackle technological challenges.
The US approach is focused on financial incentives and legislative greenlights, major levers in a highly financialized economic/political system.
Such financial and regulatory maneuvers are supplemented with extortions over Greenland and Ukraine, standard pirate tactics long practiced by western colonizers – if you don’t have something, just steal it from people who have it.
The US approach
Trump regime’s solutions to the rare earth bottleneck are multifaceted –
- pause the tariff war to gain temporary relief from China for non-military applications (military end use is off the table, hence the panic in Pentagon)
- boost domestic producers to replace Chinese supply, exemplified by the Pentagon investment in MP Materials
- accelerate permitting process through legislations, for example using the Defense Production Act and Executive Order 14241 to expedite rare earth mines
- acquire access to mining rights in vassal states such as Australia or through outright land grabs, the idea behind invading Greenland and the Ukraine mineral deal
On the surface, the US plan seems to have covered many actionable areas. If you ever need evidence that a large part of the US economy is based on military Keynesianism, using DoD to fund dual-use mineral development is exhibit A.
However, the holes in the US plans are easy to spot. First, where will the rare earth production technologies come from, even if (a big if) it can secure enough mines?
As discussed in my earlier essays, rare earth is hardly rare and the real challenge lies in the extraction, separation, refining, and processing technologies involved in the production of rare earth metals and permanent magnets (the so called “mine to magnet” supply chain).
China’s monopoly in the sector (70% global mining and 90% processing & refinement) is the result of decades long investment in technology and human capital development along the entire supply chain.
Beijing has long realized the importance of rare earth to modern industry and has heavily invested and developed, since 1980s, the requisite chemical solutions, specialized machinery, environmental solutions, refining technologies, and related engineering talents to achieve dominance in the industry.
According to Stanford Magnets, a mining trade journal,
“At present, the United States does not have enough R&D capabilities to manufacture rare earth permanent magnets. For example, the United States does not have the ability to produce high-temperature and corrosion-resistant samarium-cobalt rare earth permanent magnets, which can be used to make permanent magnets for precision-guided missiles, smart bombs, radars, and military aircraft. However, China has this technology.
(Note that Lockheed Martin is the largest user of samarium-based permanent magnets in the US – author).
At present, China’s rare earth processing capacity is nine times the total rare earth processing capacity of other regions in the world combined. This means that it will take at least a few years to build a processing plant that can match China’s rare earth production capacity.”
The US simply cannot replicate these core competencies in the short term by throwing money at the problem. Just the human capital problem alone will take years to overcome, if at all – for instance, no US university offers a rare earth mining major while dozens in China do.
For the US to catch up technically will take years, if not decades.
The second problem for the US is that even assuming the US can catch up technically, US and western rare earth miners are unlikely to be able to compete with Chinese producers for scale and cost.
Chinese producers dwarf western rare earth miners like MP Materials or Australia-based Lynas (the only two non-Chinese producers) in production scales today, at an order of 300 to 1 for the critical neodymium magnets (NdFeB magnets) for example.
According to MP Materials, NdFeB magnets are
“the world’s most powerful and efficient permanent magnets — essential components in vehicles, drones, robotics, electronics, aerospace and defense systems.”
However, according to trade journal The Northern Miner, MP Materials expects to produce 1,000 tonnes of NdFeB magnets annually when it is fully scaled up with current processing capabilities by 2027. By contrast, China produced an estimated 300,000 tonnes of NdFeB magnets in 2024, up from 280,000 tonnes in 2023.
As the largest industrial nation, China is the world’s largest end user of refined rare earth products. China consumes over 80% of the rare earth products it produces.
Essentially China dominates both supply and demand of rare earth minerals for the foreseeable future, therefore deciding the economics of the industry such as pricing and profitability.
Western producers simply don’t have a viable economic model to support market-based competition against Chinese suppliers.
Rare earth minerals are critical to military productions, but the quantity needed is in fact quite small, compared with non-defense uses such as auto or green tech.
How long will US taxpayers subsidize for-profit private businesses like MP Materials if its only customer is Pentagon with its niche demand? Will Pentagon continue to bankroll a private business when it needs only a small fraction of the total production?
In fact, US dependency on Chinese critical mineral inputs for Washington’s war machine is not limited to rare earth and magnets. According to the Hague Center for Strategic Studies, another bottleneck mineral for the US military industrial complex is high purity graphite.
According to the Hague Center,
“the US military could not function without graphite and the US currently does not produce any graphite from domestic mines. Meanwhile, China is by far the world’s biggest graphite producer at about 80% of global production. It also controls almost all graphite processing and is the dominant player in every stage of the supply chain”.
Graphite is also used widely in steelmaking, lithium-ion batteries, refractories, automobile, aerospace, electronics, and nuclear power industries.
While graphite is not a topic of much discussion at present, supply of graphite is already under strain in 2025 as new graphite mines fail to keep up with surging demand from global automakers.
Conceivably, graphite could be a future supply chain bottleneck Beijing can press in further confrontations with the US.
In short, there is no short-term or inexpensive fix to the US rare earth problems. The financial and regulatory maneuvers may deliver a partial solution but hardly enough to meet the growing demand for rare earth and other critical minerals such as graphite, where China has built a full supply chain dominance.
On the other hand, China’s approach to chip self-sufficiency is based on market economics and focused on developing the foundational capabilities for a breakthrough.
China’s approach reflects leadership’s strong engineering culture and its state/private mixed industrial economic/political system.
The Chinese approach
China has long been preparing for an eventual decoupling with the US and the west. Tech self-sufficiency is the primary motivation behind the Made in China 2025 plan.
The chip war has simply accelerated Beijing’s push in chip independence –
- semiconductor investment funds by both central and local governments to incentivize domestic innovation and substitution of western technologies
- mobilize big tech firms to build full chip and AI stacks to ensure their compute demands can be met without US/western tech. The big tech firms making a full throttled push include Huawei, SMIC, Alibaba, Xiaomi, ByteDance, and Baidu
- break chip embargo through smart engineering such as “stacking and clustering” to improve domestic data center performance without the most advanced semiconductors, for example Huawei’s CloudMatrix 384
- joint collaboration among academia, research institutes, big business, and the state in leapfrog technologies for next-gen chip development such as third-generation semiconductors (I’ll discuss in detail later), photonic chips, open-sourced RISC-V architecture, etc.
- build ever greater human capital for chip and AI technologies, including setting up related STEM majors in more universities and funding more PhD graduates
As I wrote before, China represents the largest chip demand globally. It spent more on semiconductor imports ($400 billion plus in 2023) than oil when the country is already history’s largest oil importer. The economic rationale for chip self-sufficiency is evident.
While the US solution to its rare earth bottleneck is a typical financialized response, Beijing’s fix for the chip bottleneck represents an engineering and industrial response on top of increased funding.
When Ren Zhengfei, the founder of Huawei Technologies, was asked about the company’s chip strategy in a recent interview, he admitted Huawei’s Ascend chip still lagged behind the best Nvidia chips “by a generation”.
However, Ren pointed out Huawei was achieving state-of-the-art data center performance by using methods like “stacking and clustering”. Huawei has patented techniques to package chiplets on top of each other to make processors smaller.
Through smart engineering and optimized algorithms, Huawei shows it can reach performance parity for data centers with inferior chips.
Ren emphasized China’s many advantages in developing AI, including “millions of young people studying engineering” and “sufficient electricity generation and transmission grid, and the most developed communications networks in the world”.
I wrote about Huawei’s full tech stack in an earlier article (https://huabinoliver.substack.com/p/huawei-is-transforming-and-building).
In addition to smart engineering to get around chip embargo, China is also focused on a two-pronged strategy to improve its position in the global chip supply chain –
- capacity building across the entire semiconductor value chain with particular emphasis on its downstream leverage as the biggest chip customer and its strength in testing, packaging and mature nodes
- invest in leapfrog technologies, such as the third-generation semiconductors, also known as wide bandgap semiconductors
First, around existing chip technologies, China has built a dominant position in raw materials, assembly and test market, and select legacy logic chip fabrication nodes. Beijing has been rapidly expanding its position in memory chip fabrication.
China is the leading international producer and processor of a wide range of semiconductor-relevant raw materials, including gallium, germanium, magnesium, natural graphite, scandium, tungsten, and the entire range of rare earth elements.
In the mature process market (>22 nm), China is nearing parity with Taiwan with upward of 30% of global market share. China’s share is projected to reach 40% and overtake Taiwan by 2030.
In packaging and testing, China is expected to account for 25% of the global market by 2027. In packaging alone, China leads the world with a 38% market share.
In the memory chip segment, according to South Korean analysis, China’s capacity has already surpassed Samsung and SK Hynix, the global memory chip market leaders. Yangtze Memory Technologies (YMTC) and Changxin Memory Technologies (CXMT) are now the leading players in NAND flash memory and DRAM respectively.
China’s true strength is even more evident downstream. China dominates global production of electronics such as mobile phones and home appliances, and the subsystems and commercial products built on top of them.
As a result, China is one of the largest customers for many top global chip makers such as Intel, Qualcomm, and Nvidia. In 2023, China accounted for 27% of Intel’s revenue, compared to 26% for the US. China represented 46% of Qualcomm’s global revenue while the US accounted for less than 5%.
Beijing is also adept at identifying in-demand growth areas like data centers and artificial intelligence, toward which it can direct its mature node technologies, and do so on a relatively blank competitive canvas, and then scaling to that end.
Beyond improving its competitive position in the existing chip technology arena, China has identified the third-generation semiconductor technology as a potential leapfrog opportunity.
Third-generation semiconductors, also known as wide bandgap semiconductors, refer to materials and integrated circuits made with them such as Silicon Carbide (SiC), Gallium Nitride (GaN), and Indium Phosphide, that have wide energy bandgaps.
Such materials offer superior properties compared to traditional silicon (first-generation) and gallium arsenide (second-generation) and able to handle higher power levels, temperatures, and voltages than silicon semiconductors.
These materials are characterized by high breakdown voltage, high thermal conductivity, high electron saturation velocity, and high radiation resistance, making them ideal for high-power, high-frequency, and high-temperature applications such as EVs, data centers, and clean energy production.
As a result, third-generation semiconductors present multi-billion-dollar addressable markets in the immediate term and are projected to see considerable growth rates in the years ahead.
While third-generation semiconductors constitute a relatively new field and one with applications to new industries, their properties are not necessarily at the bleeding edge of design and fabrication, affording China a market niche that doesn’t require the cutting technologies it has been denied.
China faces a largely open space, unprotected by a defensive moat of western patents and IPs, to develop its own suite of intellectual properties and proprietary technologies.
And Beijing has prioritized the field. In a May 2023 speech, Xiang Libin, vice minister of China’s Ministry of Science and Technology (MOST), highlighted China’s emphasis on and support for third generation semiconductors:
“Third-generation semiconductors represented by silicon carbide and gallium nitride have excellent performance and have huge potential in new energy vehicles, information communication, smart grids, and other fields. The Ministry of Science and Technology has attached great importance to the technological innovation and industrial development of third-generation semiconductors and has given the field long-term continuous support.”
This emphasis and support are reflected in China’s 14th Five-Year Plan period (2021 to 2025), which explicitly elevated wide bandgap semiconductor materials to the level of national strategy, calling to “develop silicon carbide, gallium nitride, and other wide bandgap semiconductors.”
Prioritization in government strategy has translated into competitively oriented actions. The elevation of wide bandgap semiconductors in China’s highest-level blueprint for strategic development kicked off a wave of supporting, operationalizing policies and plans at both central and local government levels.
These plans have outlined financial support measures for companies, market share and technological targets, and industrial initiatives. They have prioritized the entire wide bandgap semiconductor value chain, including applications.
For example, Shanghai’s 2022 “Action Plan to Build a Future Industrial Innovation Highland to Develop and Expand Future Industrial Clusters” described an end-to-end focus from upstream to downstream:
“Promote the development of silicon carbide, gallium nitride, and other wide bandgap semiconductor compounds; improve the energy level and mass production scale of crystal preparation technology of wide bandgap semiconductor compounds; actively lay out the wide bandgap semiconductor wafer manufacturing technology; enhance the product design ability of wide bandgap semiconductor chips; and expand the application fields.”
Sorry about the boring language. This is why most people don’t read Chinese government plans, which can be really technical and dense, unlikely the entertainment provided by clown Trump.
Another example is the Shenzhen Action Plan to Cultivate and Develop Semiconductor and Integrated Circuit Industry Clusters (2022-2025) describes a gallium nitride and silicon carbide project intended to
“seize the commanding heights of the industry and enhance product market dominance and voice.”
Beijing’s Zhongguancun Science Park has declared its intention to accelerate the construction of Zhongguancun Shunyi Park as a third-generation semiconductor industry cluster with global influence,
“with an emphasis on silicon carbide, gallium nitride, gallium oxide, and diamond.”
China’s industry discourse parallels national and local policy.
Zhang Rujing, the founder of state-owned chip foundry Semiconductor Manufacturing International Corp (SMIC)., has called third-generation semiconductors an area in which China can “overtake the west on the straight.”
And Yu Chengdong, CEO of Huawei’s consumer business, said that China hopes to “achieve leadership in a new era” of third-generation semiconductors. He noted,
“the gap between third-generation semiconductors at home and abroad is not as obvious as that of first- and second-generation semiconductors. Domestic manufacturers can catch up with foreign manufacturers and complete domestic substitution.”
China’s emphasis on third-generation semiconductors has already yielded domestic champions in the field. Take, for example, the photonic integrated circuit module company Zhongji Innolight (Innolight).
Unlike companies like SMIC and Huawei, Zhongji is far from a well known name in the West. But, building on third generation semiconductor technology, and indium phosphide in particular, it is the world’s leading provider of optical module solutions, small hardware that helps to network data centers and transmit high-throughput data flows that propel cutting-edge artificial intelligence applications.
Zhongji Innolight is also the only manufacturer in China that mass-produces and supplies 100-gigabit data center optical modules. It has become a key provider for global big tech companies developing data centers, including AI hyper-scalers such as AWS, Oracle, Alibaba, and Tencent.
The third-generation semiconductor ecosystem also demonstrates how Beijing can leverage its underappreciated dominance within the semiconductor supply chain.
Gallium nitride is a key material in third-generation semiconductors. And China is the dominant global gallium producer, accounting for approximately 98% of the world’s supply. China enjoys similar monopoly in many other critical minerals as discussed earlier.
In short, third-generation chip technology does not rely on the most cutting-edge of ever-shrinking transistor size. The utility of third-generation semiconductors for processing aligns neatly with the demands of contemporary critical, and growing, applications, like data centers and electric vehicles.
And China has been quietly developing a decisive upper hand in the sector for years, leveraging its materials advantages, its manufacturing capacity, and an emphasis on cultivating research and commercial champions.
Across the board, the third-generation semiconductor case underscores the futility of a US semiconductor industrial policy that does not account for China’s resilience and innovation.
In summary, as China and US continue to intensify their geoeconomic and geopolitical competition across multiple technological domains, each has to adapt and counteract the chokehold moves by the other.
China’s strategy is to focus on market economics, engineering innovations, industrial scale, and investment in human capital to overcome US challenges. The end goal is to use the tech embargos its adversaries have imposed as a catalyst to achieve tech self-reliance and sovereignty.
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Less than a full day ago, Trump indicated he’d increase the tariff on graphite to upwards of 160% (once all previous and industry related schedules are factored in). Of course who knows if and when anything like it will actually happen? Trump’s blustering and threats have gone beyond meaningless, and even his actions are wildly inconsistent from day to day.
Jensen Huang recently questioned whether China can realistically depend upon Nvidia, even if its most advanced processors are allowed to be imported to the mainland? His point being that at this late stage of the game the US has proven to be such an unreliable trade partner, that if the sanctions were removed yesterday, China’s military can’t count on what might happen the day after tomorrow. Therefore, because of US actions, China has been forced into manufacturing its own chips, when the easy way would be to simply buy them on the open market.
The irony of it all is that tariffs and sanctions only increase China’s technological infrastructure, instead of hindering. But that has been US policy for as long as I can remember. Never learning from past mistakes, with an ending that winds up 180 from what was originally intended.
China has obviously caught up with the West and gradually passed it in development and production in many technological areas. Considering past investment and offshoring of Western technology to China this seems expected.
I still would like to learn about technical areas where Chinese thinkers have broken fresh ground and discovered new things which are novel and perhaps exotic. I am sure there are many of these, but the areas you listed are all very derivative; the ideas were developed to initial maturity in the West and then later carried forward and expanded through Chinese effort. This is a normal process and wonderful for consumers, but is also boring. Even optical computing is an old idea so exactly what are the Chinese innovations in this work? I am not doubting they exist, it would simply be nice to learn of them.
Wide bandgap semiconductor science and technology was funded by the US government for decades. This area blossomed after LED lighting became widespread. The first GaN product was Japanese blue LEDs for Blue-Ray players. I believe the majority of LEDs are now made in China. As you suggest, production of LEDs has different emphasis compared to state-of-the-art silicon logic nodes which probably allows China to rapidly move to the cutting edge.
China is working on state-of-the-art semiconductor chips independently of US trade policy. The most likely impact of our policies is a change in priority between different R&D areas funded by the Chinese government.
further evidence, trump wants to totally wreck the economy. if you think the costs of our phony baloney weapons are astronomical, wait until you see the costs with tariffs and inflation factored in. bad enough they pick our pockets on these outdated systems, now we will have to pay taxes (tariffs) on the raw materials. the only people getting screwed worse are the eurotards, footing the bill for the ukranazis and restocking all their arsenals after giving those ukraine to begin with. they used to balk at paying 2% of their phony gdp to zato, but now they are willing to 5%, because, russia.
the same with russia, which is rapidly becoming autarkic in it military needs. i still say they’re doing this purposefully in preparation for looting the entire western world.
The US Dept of Defense has invested over $8million in what will be one of the biggest open pit mines in the world in Quebec. Graphite and lithium–perhaps the world’s 7th biggest cache of graphite. Pretty sure to wreak environmental devastation, and it is actually partly in a huge national park, as I understand. Of course, they’ve given it a nice sounding name: La Loutre–“The Otter” deposit!
“I still would like to learn about technical areas where Chinese thinkers have broken fresh ground and discovered new things which are novel and perhaps exotic.”
Authur Clarke’s famous words are “Any sufficiently advanced technology is indistinguishable from magic.”
Why?
Short answer: Whether magical or technological depends on one’s background. For those who have little technological background, many things would appear to be magical. For those with better and better technological background, what is magical is simply technological.
Truly Innovative, or simply derivative, also depends on one’s background. For example, to those without mathematical background, Einstein’s theory of relativity is definitely innovative if not magical. But for those with sufficient physics and mathematical background, the theory is 100% derived from previous proven mathematical and physical issues.
Of course, many also use the imagined innovative-derivative as a way to belittle Chinese contribution.
Funny how particular Americans like Robert Noyce (who founded Intel with Gordon Moore both ordinally worked at Fairchild Semiconductor Corp.) who created, invented, evolved the semiconductor industry and so many other industries created by American men have simply given it away because of short term thinking, short term greed, a lack of long term forethought. As far as Jensen Huang (funny 1st name for an oriental, Jensen is a European name) but that being as it may, this guy was educated in the West had jobs 1st I think at LSI Logic then AMD and his partner who I think is a Polish guy who 1st worked at HP then I think at Sun Micro Systems for Bill Joy, a brilliant guy. The point being is that orientals and others leaned all these things from American men who created this industry in the 1950’s not orientals who probably didn’t even know what a transistor or vacuum tube was back then. As far as lithium and rare earth elements which by the way aren’t so rare as you think they are we should develop our own to the max and never be dependent on China or Russia or anyone else for these elements since we have plenty here in America, it just needs to be mined, processed and refined. As far as what QCIC says there was a physicist back in the 1980’s who developed an optical computer (it wasn’t Seymour Cray) with a bandwidth of 1thz or clock speed of 1thz I forgot. So no its not a new idea. Just like an electric car is definitely not a new idea, been around for more then 135 years…
I am a technical person so I get tired of reports of highly derivative things being posed as innovative when they are not. As a good example, about 20 years ago gallium nitride semiconductors were a big advance, though they had already been discussed for a while. Early silicon carbide and indium phosphide semiconductors were available at the time. Products based on all three technologies were on the market in the West before China got involved.
Optical computing is fairly new and is the obvious “new thing” but has been brewing awhile. What have the Chinese cooked up which is different, I’m sure there is something? Novel developments in the area of “spintronics” are probably a good answer to my question.
The Special Theory of Relativity was an unusual case in that the mathematical underpinnings were known before he wrote his papers. Einstein’s conceptual innovation was to banish the aether and we still haven’t decided if this is strictly correct or not. I don’t know if the energy = mass x (speed of light squared) equivalence was appreciated by anyone else before he pointed it out.
I’m holding out for gravity control, space drives and faster than light travel. I hope some creative Chinese are working on these topics.
I have long wondered why the Chinese were not strong in the field of astronomical observatories since not much came up in past searches other than their replacement for the Arecibo radio telescope dish (the FAST telescope). I checked today and learned they have finally gotten around to this field and have now built several impressive optical scopes and are working on more. These include a unique project in Antarctica, several space telescopes and others. Good for them.
I suspect a major reason why Japanese car makers were so resistant to betting big on Electric Vehicles is because they were concerned about supply chain security due to 2010 Diaoyudao Islands conflict.
Large scale EV manufacturing likely would have involved heavy dependence on China for critical imports like Rare Earths.
It looks like Japan primarily cut import dependence by cutting Rare Earth Elements consumption, rather than independently developing refining technology to replace imports.
The long term cost of this was losing the Electric vehicles race to China.
Japan’s technology path is 尺e七a尺ded by their resource availability relative to China.
Industrial policy has to take real world resource constraints into account.
Has Japan learned nothing.
I think the UNZ commentariat should read a bit more about the chemistry of Rare Earths refining. It’s just as hard as EUV photolithography. Japan has been trying to break China’s monopoly since 2010 and they have not yet managed to figure out the refining technology.
The metric for all refining technology is cost for a level of purity. Superior technology means you can refine to a given level of purity for lower cost. By this metric Japan is 30 years behind China.
It’s not just China that is wondering about their relationship with the USA. Everybody else is too.
Singapore is often thought of as an ally of the USA. Yet this is what the former Prime Minister (they take on the largely advisory office of Senior Minister, SM) said recently, describing the probable short term future as one with the “World minus America”.
Please ignore the sensationalist headline of the video. The SM never proposed “boycotting” America.
Make note that in Singapore the Senior Ministers have the leeway to say things a little less diplomatically than our Prime Ministers can….the same way Medvedev can say things that Putin cannot.
Video Link
I doubt if the Chinese leadership feel as if they have caught up yet.
They are still very much focused on fully closing the gap and their research emphases reflect that. It is important to note that to them, success in the present catch-up phase is existential. They know that the USA seeks to keep them down and will destroy them in order to do that.
Above all, the Chinese mentality is a practical one. They will deem it inefficient to focus on novel and basic research until the tech/scientific gaps have been fully closed, and there is no one else to learn from. From all their actions so far, it is clear that they believe that trying to re-invent the wheel is highly inefficient and downright silly.
To them, basic and novel research are like luxuries. It is wiser to focus on the essentials first. Only after one is fully satisfied with the essential things, should one indulge himself with luxuries.
I think we are on the cusp of the change of research focus from “essentials” to “luxuries”. You will see alot more novel advances start to emerge when the Chinese leadership feels that they have caught up sufficiently and start shifting their national goals towards specific targets.
I speculate that the bellwether for this time, will be when the threat of war with the USA diminishes. This will indicate 2 things:
A. The USA itself recognises that China “has caught up” and gives up trying to use military means to keep China down.
B. China can shift from the current environment of “Existential Struggle with the USA”, to a more relaxed stance, thereby be more comfortable spending resources on “luxuries” like basic and novel research.
=Fight Over Rare Earth=
There is no fight over rare earth… Unlike oil which is first discovered, then drilled for, then scooped up when it starts flowing – rare earth minerals are EVERYWHERE & NOWHERE.
Ukraine’s $500 billion rare earths scam: they don’t exist, and we should know better
Video Link
One geologist chimed in and wrote in the comment section:
“Real live geologist here: Per your comment on China rare earths at Bayan Obo ( 10: 40 & following)… Your note says that it’s a “mining complex” and that’s correct; indeed, it is a vast extraction operation. The main substance to come out is iron ore, which is mined and processed for sale to steelmakers. But then… that leftover rock — not the iron ore, which is extracted — happens to be enriched in RE-bearing minerals . And this material is what flows to the RE processing side of the house. In other words… The RE business gets its feedstock essentially for free… It’s downstream from Iron ore. So iron ore mining pays for the original output of rock from the ground; then pays for crushing the ore; then pays for grinding things up; then pays for extracting the iron… Lots of energy, mechanical handling and chemistry has already occurred. And at that stage the material that iron or mining doesn’t need is already dug up, crushed and ready for milling and treatment into RE composites (salts, carbonates, etc.)… Which then go to produce the RE materials that people use for magnets, light bulbs, electronics and much more. No wonder that China has such a low price point for its primary RE products.”
I concur 😁
Thankfully we don’t have to as you keep us informed 🙂
Like this valuable tidbit:
Thorium power, for one. While the US pioneered it, it was left to languish as it could not be weaponized … well, China has the first commercial level thorium plant and you can bet they’ll be mass producing them … and selling them abroad.
I used to eye-roll about Chinese massive solar production, and mass electric vehicles but – if you cannot rely on oil by sea, don’t have much oil domestically then electric is the path forward. Especially if you’ve lots of sunny deserts.
I’d also expect a great deal of efficient natural gas elective to be built or in process to leverage inexpensive Russian gas
Western policy towards China is driven by deep race hatred and contempt, deriving from Judaism and more primitive xenophobic impulses, and lunatic stupidity and over-confidence. Trump belches that China ‘..has no windmills’, when they have the greatest number of wind turbines on Earth. The racists heavily represented here, gibber that China ‘..cannot innovate’, because of the cerebral incapacity compared to the White demi-Gods. It’s hilarious, but presages devastation. In any case, climate destabilisation will see us off soon.
‘Japan’ is a dependency of the USA. It’s ‘elites’ will do as they are told.
Which is More Difficult?
EUV lithography is harder in terms of physics, precision engineering, and integration—only one company (ASML) can make it work at scale.
Rare earth refining is harder in terms of chemical separation complexity and environmental management—few nations have mastered efficient, clean processing.
Verdict:
If you value engineering precision, EUV is harder.
If you value chemical process mastery & environmental handling, rare earth refining is harder.
Both are critical for modern tech (EUV for chips, rare earths for magnets, batteries, and lasers), but they represent different kinds of extreme technological challenges.
Wow! 8 million? WOW!
Problem, solved.
One of the prime ‘reasons’ that Western Rightist knuckle-draggers oppose EVs is that they are mostly Chinese. It’s just that race hatred that has driven the West for 500 years and more. So, pathetically, when Chinese cities are quiet and free of ICE automotive pollution, Western, particularly US cities, will still be noisy and choked by benzene, particulates, CO and other toxins. Pity the little children.
It’s unfortunate that Mr. Hua doesn’t elaborate on his #1 issue in Beijing’s push for chip independence:
1. semiconductor investment funds by both central and local governments to incentivize domestic innovation and substitution of western technologies
I’d like to see some details and projections for this. When does Mr. Hua think China will successfully develop a domestic supply chain for semiconductor manufacturing equipment, including of course, the keystone: EUV lithography?
For all the long-winded deep diving into exploring ways to develop AI and meet compute demands WITHOUT western chips and technology, and the overblown discussion about third-generation semiconductors (currently <2% of the global market), Mr. Hua would do us a service by explaining where he sees China in the real practical production of advanced logic chips, still by far the major and most challenging part of the foundry business.
After all, in 2024, third-gen semiconductors had a total market of only US$ 5-10 billion, while TSMC's revenue was US$ 85 – 90 billion. Now I agree that the third-gen market will grow, probably to US$30-40 billion by 2030. Who knows what TSMC's revenue will be by then. More importantly, will China have an operational domestically produced EUV system by 2030?
The description of China’s muscles is very impressive; however, the author failed to mention Australia and Russia, both of which are also heavily funding the building of rare earth processing facilities. Russia’s Rosatom is the leader in the Russian rare earth sector, with production expected to reach 2,700 tons in 2025 and 7,500 tons by 2030. Until recently, the Rosatom-owned Solikamsk Magnesium Plant in Perm, built in the 1930s, accounted for nearly 100% of Russia’s rare earth output. It is true, China is expanding rapidly, but this growth may have dire consequences.
It is just so old fashion to make money by building things and inventing new technologies like the Chinese do. On the other hand, it is so much easier to perform financial hocus-pokes to make really good money like the West does. Create new derivative products, backed by new accounting rules, or just plain force everyone to use your rapidly depreciating fiat currency. This is the modern, state-of-the-art method of prosperity. And with all of that money that you just made, you buy whatever you need; let other people work for next to nothing while you get to enjoy your prosperity. You make the rules and therefore you should get to live the good life; you deserve it. Maybe everyone should just stop building, growing, supporting, inventing, developing etc, and just have everyone develop new financial products, rules, and regulations. I am sure that the world would be a much better place.
From a layman’s point of view, I really cannot understand all this shouting about graphite.
As I understand it, graphite is merely just another form of carbon, albeit an extremely pure one. Day in day out, we are lectured about ‘carbon capture’ and its vital importance to the environment. Surely, the solution is to use various technical, engineering steps to literally pull carbon from the thin air and turn it into graphite. And before you say it, green energy could be used to do it.
US simply cannot replicate these core competencies in the short term by throwing money at the problem
But it did send people to the Moon in 1969 practically without computers, did it not? A pity that it did not have competent librarians to guard the records.
– Why does Trump go into robotic mode when signing documents and holding them up.
– What happened to his orange hair?
– Did he get the jab he financed (through government) and recommended?
Couldn’t put it better myself. Thank you.
>The reason for the meteoric rise is simple
Yes it is: its shares are being traded by stock market speculators, and there has apparently been more buying than selling in the recent past (maybe also some pumping, which is often associated with a ‘meteoric rise’).
As I mentioned recently, the dollar has depreciated more than 50% in less than 20 years — obviously, this is due to years of record deficits and record money creation — during most of this time, interest rates were relatively low compared to inflation (real inflation, meaning the real cost of living, not the phony inflation number reported by the government) — all that money has to go somewhere, and due to low rates, that somewhere has been the stock market (this is also an unstated reason Trump wants low rates: to keep the price of speculative assets high, since this is important to maintaining the ‘wealth effect’).
I’m not familiar with MP Materials, and so have no opinion about it as a business, or as a stock — but seeing it mentioned immediately reminded me of another rare earth mining company hyped in recent years: Molycorp — read what happened with (the former) Molycorp here.
Trump’s tariffs are not meaningless, they are in complete conformity with his policies, i.e. returning to the pre-1980 international trade system, aka … tariffs.
How funny Trump is accused of being an idiot for reinvesting in his own country and workforce when at the same time V Putin does the same and gets loads of praise. Is it just masochism?
Video Link
China is by far the biggest provider of intellectual patents in the world, especially technological, three times bigger than the USA. The situation your describe disappeared at least ten years ago. If you look at what is China today, you’ll find that China has been in the luxuries paradigm for longer than one can imagine.
So why did the Russians take hold of the lithium mines if there is no mine in Ukraine?
Ah, you forgot to use the classic line used by the British press to poo poo China. You must say “…yes, but at what cost?”
Yes, China has come along way. But patents do not equal “luxuries” aka novel science. Patents can be for incremental improvements also.
I consider advances such as lengthening the time of nuclear fusion reaction, as important and as useful to the world as it is, still to be incremental. BTW, China’s record has already been exceed by the WEST Tokamak in France.
By “Luxuries” in basic or novel science research, I mean research in examples such as:
1. Teleportation tech
2. Telekinesis tech
3. Time travel
4. Molecular level manufacturing…molecule by molecule.
5. Proof and manipulation of the 4th or 5th dimension (if we consider Time the 4th
dimension).
6. etc etc
These are all technologies where we can spend decades and Trillions of dollars, but may not give any returns. Spending resources on these are inherently risky and improbable to succeed in the short term. This are why I call them “luxuries”.
Just when China thinks it has the US over the proverbial barrel, someone comes up with a better solution that negates China’s market control! Here it is:
You are an illiterate shill. That’s why you don’t have a name to relate to. Unlike you, I have lived in China for a couple of years. The Chinese are leaving in droves, making them the largest group in Latin America (where I have been travelling) trying to get a crumb of the “American dream”, not the Chinese dream.
For the record:
https://en.wikipedia.org/wiki/Mountain_Pass_Rare_Earth_Mine
You make it sounds like as if China hates you. That is not true. Trump started all this in his first term. And if you ask why, okay there was a pre-condition, but then that pre-condition confronting Trump back then was not created by China, but by Wall Street and your wasteful wars in west Asia.
To say that Robert Noyce was the bad or stupid guy or Jensen Huang somehow is a thief, only really shows how f—ing blind people can be.
Indeed – it behooves the Chinese leadership to proceed cautiously on numerous fronts – which at present may NOT seem to interlace – without letting its guard down prematurely.
Sadly, that is indeed a real risk that China must deploy its best – and WORST – brains to mull over, fret over, dispute over, and fight over, 24/7.
First, it is only nominally Trump’s policy. But that is true for all presidents. They depend upon others for advice, and Trump’s economics flow from Stephen Miran, now Chair of the Council of Economic Advisors. The ‘plan’ can be found in A Users Guide to Restructuring the Global Trading System, which must be read in order to understand what is happening.
Miran begins by recognizing the inherent economic imbalance within international trade because of the dollar’s position as the world’s ‘reserve currency’. Because of this ‘inelastic demand’ for dollars (for use as a reserve), the dollar remains overvalued. So the trick is to confront this imbalance while still having the USD serve as a reserve. [We point to the current drama over ‘numbskull’ Jerome Powell with whom Trump is fighting, over the Fed’s reluctance to lower interest rates.]
But more importantly, Miran argues that tariffs and sanctions can be coupled with the dollar’s position as a reserve currency in order to literally ‘control’ the world’s nations via economic coercion, apart from military action. He writes:
I’ve bolded the ‘weakening enemies’ part because Miran has a very inclusive view of America’s enemies. Obviously first he’s talking Europe containing Russia and the US pivoting to China…
Yet Miran understands that America’s ‘partners’ (here he means the EU, Japan, et al) cannot be counted on to unilaterally abandon China, so a combination of tariffs and ‘other’ economic measure must be used on our ‘friends’, in order to get them in line.
Miran skirts a downside to it all. By telling the EU that they must take up the majority of their defense expenditures and abandon China if they are to remain on America’s ‘good friends’ list, Europe will consign itself to essentially economic poverty. European industry is already on the ropes, and taking whatever money exists and moving it into non-productive ‘defense’ (meaning of course, in part, buying US made weapons) will not help them, long (or short) term.
So your ‘investing in America’ is true. But not because Trump’s main goal is to ‘bring jobs back’, but rather to dictate to the world how it should be run, allowing the US to benefit through economic threats at the expense of the rest of the world. This means allowing China to continue to manufacture, but under the auspices of the Empire. Jobs in America are really a secondary (if even that much of a) concern.
We saw how US economic (and hot) war has been with Russia– a failure. Now the plan is to economically confront China, hoping they will capitulate. For China what would capitulation mean in the eyes of the West? It would be total control of their country by the Anglo-American-Jewish Empire.
Your example does not negate my point that magical-technical as well as innovative-derivative do not have fixed dividing line, it is a matter how much one knows (REAL or ASSUMED) against how much one does not know. If one is humble, he or she would see more miracles and/or innovations. If one ASSUMED he or she is all knowing like god, he or she would not see anything magical or innovative.
Maybe you have a point, but more than a few “Rightist knuckle-draggers” can look at the EV lifecycle from start to finish and realise there is not enough copper in the world, not enough power generation, not to mention energy dense fuels needed to process the materials for EV manufacturing, and no reliable ways to safely recycle EV wastes at the end of their lives that will allow EVs to become the dominant mode of transport.
EVs are far more environmentally unfriendly than ICE vehicles.
People advocating EVs are anti-environment.
🕉
His name is of course an Anglicization from the transliterated Chinese characters, using a pinyin derived spelling. You can almost say it phonetically, and not even think of it as a European name.
However that is, most modern-day tech inventions were European/American, historically. However history changes, and what was once the case is often far removed from how it will be. Tech can be thought of in dual terms. That is, both theory and practice. And from a practical point, what is important is not who came up with the idea first (usually in high tech it’s a group endeavor based upon precedent), but rather who makes the best use of it, both from an efficient manufacturing standpoint, along with doing so economically.
Someone mentioned E=mc^2. Here is an interesting read: link from Scientific American.
https://www.scientificamerican.com/article/was-einstein-the-first-to-invent-e-mc2/
I agree on the patents, most of which are bogus in the USA and China.
In another comment I mentioned China’s increasing participation in cutting edge Astronomy. I think they turned the corner (caught up to the West) whenever this scientific activity picked up a few years ago, though it does have some military dual use. Some Chinese researchers are surely working on item 4 on your list. The other things may only have sporadic support and may depend on individual thinkers to break ground.
The two fusion ‘records’ you refer to are technically almost meaningless and have PR value only. I can explain this but it is for a different post.
I also have mixed feelings about EVs but I don’t think your dire claims stand up to scrutiny. An EV is a conventional car with an electric drivetrain. The conventional car part is old hat. The drivetrain has three essential pieces: motor, battery and power electronics. The EV market is in an early phase where vendors are still jockeying for market share and are bringing out cars which have enticing features. While fun, these features may or may not be important in the long run. One example is a great many EVs are have ridiculously quick acceleration. In many cases they are quicker than most street legal muscle cars ever sold. This means they used oversized motors simply to show off. If this requirement is dropped, the demands on motors (copper and rare-earth magnets) are relaxed. Can good motors be made with aluminum conductors instead of copper and without high performance permanent magnets? Yes they can with some acceptable loss of performance. Sure, this may require upgraded gearing which is proven technology. What about batteries, do we really require maximally complicated and difficult to reclaim lithium chemistry? Not really, Nickel-zinc batteries are recyclable and could now make a reasonable EV, though perhaps a hybrid is better. There are many other battery chemistries being worked on and recycling will not be an unsolved problem for long. Power electronics are easy.
I think this date is incorrect: In 2020 the mine supplied 15.8% of the world’s rare-earth production.
The closure of this mine was related to some Clinton-era insider dealings, if I recall correctly. US defense manufactures have been pointing out that the loss of this indigenous source was a strategic concern since the mine closed.
And to whom are you speaking/writing? Me, I presume?
So many things to unpack in your angry message. Your American brain is full of crazy arbitrary and conflicting beliefs. So we will have to be systematic:
Lol, are you trying to pose as an expert? Lets see,
1. Do you speak Chinese beyond Nihao and Xiexie?
2. And why did you leave China? Did you tire of teaching English?
3. By “by leaving China in droves”, do you mean China is such an awful place, that they have to escape some place?
The Chinese are an entrepreneurial and enterprising people. They go where they can do business or make money. That is why they go to Africa in droves too.
4. Do mean to tell me, that China is so bad, that Chinese are choosing to escape to Africa and Latin America?
5. So if you went from USA to China then to Latin America, means you were trying to escape USA, were disappointed in China, so had to resort to Latin America?
6. Am I missing anything? Did you come from somewhere in the Middle East before USA?
My name is perfectly relatable. If you had only bothered to google it.
7. The fact that you don’t means that you are in the habit of forming opinions before even properly researching the subject.
They are already heavily doing research and advancing fast. Please watch the YouTube channel ‘Anastasia in tech’, very informative about chip making.
QCIC
Quality Control Is Cool?
That is true. IMHO, it is 24/7 and for centuries and millenia to come, China can never fully let its guard down.
In the near term, the USA has proven itself much less than honorable. It makes deals and treaties that it has no intention to fulfill. The Russians call the Americans “non-agreement capable” and I think it describes them perfectly. The Hollywood Red Injun had a more catchy way to put it “Pale face speak with forked tongue”.
Although the US Empire is in decline, it will be a threat for maybe another 2 or 3 decades. After it is no longer a major threat, China still must not fully relax. In the long term there is another danger. That of the Jews. This is a race that is given to slow, long term manipulation of other peoples. They will work tirelessly pushing, pushing, pushing, generation after generation, century after century, till they get what they want. China must never take its eyes off these people. After their European, and later US hosts has been sucked dry, they will certainly switch their attention on a resurgent China.
Stupid american and british are never going to beat chinese and russian. They have always been stupid, vicious, evil, aggressive and criminal terrorists. Thats their entire history and all they ever knew. The world is finally fighting and beating american and british terrorists and crooks and they cant take that, that nations do not submit to and serve american and british. This is scum that has always owned slaves to do all of their work, who has always kept stealing and robbing everything from others to have fat and easy lives. Nobody denies that. Now they are in deep trouble, because they cant do that anymore.
Yes, that is correct.
I suggest you read the Wikipedia article.
No one wants electric cars other than fools. The only reason they are being pushed is because governments are concerned about access to oil. China prioritizes self-sufficiency and does not produce oil to a significant degree. (((Western))) countries are fully aware they are at perpetual risk of the Middle East turning off the tap. That is why governments are so keen to promote electric cars. The side-effect of being able to turn off the motion of the entire population remotely is a nice bonus.
I think the underlying problem is the USA and its US based Multinational Corporations do NOT know how to compete in an actual Free Market Economic system. Investing in infrastructure is gonna cost MONEY. That cuts into PROFITS. Tax breaks and Market protection through Legislation is what the USA’s Economic Model is all about. Real World competition on even terms is not possible with the Economic Model the USA has. This is why the USA is in steep decline. China has leverage over the USA’s Oligarchs who control the Political System in the US. These Oligarchs don’t know what to do-except pressure their lackeys in the US government to protect them. This is a recipe for failure.
CCP National attempts to obtain U.S. Naval Base Identification Cards for sensitive area access
https://www.justice.gov/usao-mdfl/pr/naval-reservist-charged-paying-bribe-obtain-department-defense-identification-cards
“How long will US taxpayers subsidize for-profit private businesses like MP Materials if its only customer is Pentagon with its niche demand?”
Who is asking the US taxpayers’ opinion,. let alone approval, making the unsupported assumption hat they even know about it?
.
“Will Pentagon continue to bankroll a private business when it needs only a small fraction of the total production?”
Why not? Money and cost effectiveness have never been a probolem for the Pentagon.
{The irony of it all is that tariffs and sanctions only increase China’s technological infrastructure, instead of hindering.}
These people are so drunk with their haughty conceit of superiority and omnipotence — and/or are so stupid — that they “never learn from past mistakes” as you wrote.
EU sanctioned Russia many years ago and stopped exports of processed foods to Russia, such as fine cheese, meats, etc. Russia then had no choice but to develop its own products locally. EU lost a huge market, and Russia gained self-sufficiency.
Similarly, US has been so reckless in using its dollar hegemony to “punish” countries, that they are developing alternatives to dollar-trades, to SWIFT, and Western hegemonic infrastructures in general.
“ Therefore, because of US actions, China has been forced into manufacturing its own chips, when the easy way would be to simply buy them on the open market.”
That brings memories of the time that America was leading in satellite technology. When the French requested that the Americans put some of their satellites into orbit, the Americans demanded some obnoxious conditions that incensed the French. France’s response was to team with other European countries and hence came about the ARIANE project that gave Europe autonomous access to space.
American policy makers do not learn from past experiences.
“the US has proven to be such an unreliable trade partner, that if the sanctions were removed yesterday, China’s military can’t count on what might happen the day after tomorrow.”
If that’s what he said then he’s wrong. No major power gets military chips from outsiders. Military chips are not the “leading edge” anyway. They need reliability and durability. They can’t rely on twitchy new designs.
If he replaced military with economy – then that would be correct indeed.
There would be no computer industry without the binary code. The binary code came from German Jesuits after they studied Chinese writings about numbers. You sure you want to go down that rabbit hole?
If that was true then it was pretty stupid move by Shinzo Abe – no doubt to please the US. All Abe had to do was stick to the agreements made on the Diayou Islands back in the 1970’s that neither side would do anything (even though deep down they know those were Chinese islands). So if that’s true – not only did they lose the EV race – but now China has it’s coast guard around the Diayou islands over 300 days out of the year now and runs away all Japanese boats. Prior to Abe’s snake move – there was none of that.
This fact is interesting enough and significant enough that the author should have linked a source.
Well, maybe, but is this not precisely the effect Donald Trump’s tariffs mean to fight? The very point of the tariffs is to prevent China from deciding, with respect to the U.S. market, “the economics of the industry such as pricing and profitability.”
Yes, they do. It’s called a tariff.
I believe that Hua Bin is a Chinese patriot and a truthful man. His writing is jingoistic but not subversive. Nevertheless, Hua conflates two distinct points: one is the technical difficulty the U.S. and Australia will have in developing the requisite engineering talent; the other is the market problem.
In the U.S., the two problems are insoluble only if Congress lets China tangle the two together. If Congress uses a tariff to separate the two, then—well, it will take years for American engineers to solve the engineering problem, but there isn’t much China can do to hinder American engineers from solving it.
Americans must start somewhere. Rare-earth independence begins with the first 1,000 tonnes.
Regarding the alleged advantage of rare earth magnets – there is none whatso-f…ng-ever
Remanence or remanent magnetization or residual magnetism is the magnetization left behind in a ferromagnetic material (such as iron) after an external magnetic field is removed.
https://en.m.wikipedia.org/wiki/Remanence
Table at the bottom:
Neodymium magnet 1-1.3 Tesla
AlNiCo5 1.28 Tesla
AlNiCo means Aluminium Nickel Cobalt alloy, those ingredients are not particularly rare.
There is also a table for AlNiCo 6,7,8
https://en.m.wikipedia.org/wiki/Alnico
I doubt it, but even if true, so what?
I don’t really care if some people want to believe that German genius was substantially built upon a foundation of Chinese philosophy but, objectively, the notion that it was built on that is risible.
Racism…the ONE problem that prevents “ALL mankind” from living in paradise. It should be evident that in 2025, ALL problems can be easily solved simply by working together as equals.
The racist are mostly low IQ cretins and can’t grasp the simple fact ALL human ingenuity is derived from copying something from the past. For the Western morons who can’t even grasp this simple fact, try doing some algebra with Roman Numerals. The number system you are using NOW is called Arabic Numerals and guess who The West copied them from?
You have a sophomoric view of China’s third-generation semiconductor industry. The market size for third-generation semiconductors are indeed quite small. But its niche applications can be found as GaN RF Power Amplifiers in 5G basestations, GaN Power ICs in EVs, and last but not the least, GaN AESA radars in fighter jets and cruise missiles. This last point is the “killer app” of GaN which is widely used by both the Chinese defense industry and the U.S. military-industrial complex. But China controls 95% to 98% of raw gallium production. No gallium means no GaN semiconductors. And no GaN semiconductors means the fighter jets and cruise missiles using GaN AESA radars are blind. Kaput.
How strategically important is gallium? To understand the geopolitical implications of China’s monopoly of gallium production, here’s a short video explaining how China has effectively shut down the U.S. military-industrial complex by banning the export of gallium as well as rare-earth minerals used in weapons production:
Video Link
Video Link
In chess, this move by China in response to the US semiconductor ban is called “checkmate”.
Tariffs only hurt economies that implement them. Pedophile In Chief Trump’s tariffs only mean Americans pay significantly more for goods than they used to and American products are even less competitive on export than the already failing US economy produced.
Tariffs are not an economic model, they are a tax which usually results in economic suicide if enacted on a large scale.
Besides, government protectionism is literally the definition of a non-market based competition. It is government interventionism in a feeble attempt to prop up a failing system.
Then why isn’t China full of niggers? We’re all equal, open the borders, Chinamen!
No, VK-German ‘genius’ was built on MANY influences, including some East Asian ones. No need to get so irritated. Have you imagined the ‘substantial’ foundation from a mere mention of the influence on Jesuits in China. Leibniz was probably the true ‘father’ of binary number theory, and he specifically mentioned the influence on his thinking of the I Ching.
How about starting from giving up your habitual thuggish bullying and drive to control the ENTIRE planet. How about that?
Gee whizz-and the USA would NEVER act in similar manner, would it.
”
So I took yet another of your your typically long-winded, rambling responses and ran it through the Bullshit Remover ( https://www.bullshitremover.com/ ) and this is what it produced”
Now isn’t that much clearer?
I can’t wait to try this on some articles here!
Treating each others as equals DOES NOT mean open borders. China have some Africans and other races who chose “freely” to live in China. China is NOT full of Africans because unlike the USA, China DID NOT capture Africans from Africa and bring them back to their country to be worked as slaves.
Are you Frito from Idiocracy? How ignorant are you of history?
China is already in bed with the jews. Deng Xiaoping already mentioned (1980) that China was like Saudi Arabia regarding rear earth, even before most were aware of how critical those minerals were. Deng Xiaoping went to school in Paris.
I stayed in China almost a decade, arrived just after Hu Jintao came to power related to a project. During a dinner with some officials in 2005 they asked me what I thought about Hu Jintao. I answered, I think he is too vain, promoting starbucks and even allowed starbucks to open shop in Tiananmen Square.
Anyway, Xi looks like he is strong and I wish the best to China. However, anyone thinks that China is not part of the jewish plan, is delusional.
40 years ago, I thought this would happen with Japan. It didn’t. I haven’t known a huge number of Chinese Scientists/Engineers in the US, but my experience fits the cliché. Very smart, analytical, detail oriented, fast workers, but creative? I could give an example, but it would just sound like boasting.
Why not? What’s the difference between an African and a Chinaman? They’re literally the same thing, like you said. Open up your borders. Don’t be a fucking racist. Racists are low-IQ.
I’m not the one dancing around a retarded claim that was instantly dismantled with one question. You are the one who showed up and started pulling the race card and saying anyone who doesn’t see all races as equal is Low-IQ. Then you immediately defended China’s closed borders. So which is it, you low-IQ chink?
As John1955 said, RE’s are a natural byproduct of Iron Ore refining. If you don’t refine the ore, you don’t get RE’s.
Ukraine is said to have the 5th largest Iron Ore deposits in the World. Again it’s Iron Ore and not RE’s. Russia taking over mines (lithium, iron ore ???) in Eastern Ukraine is a natural process of adopting 4 former Eastern Ukrainian Oblasts (Donetsk, Kherson, Luhansk, and Zaporizhzhia) who voted to join Russia in September 30, 2022.
I have to ‘eye-roll’ when I read comments by someone on the magical thorium. Here try this. Kirk Sorensen is probably the biggest thorium booster on the planet, too optimistic, but he actually knows what he is talking about. He rescued all the work done at Oak Ridge, by digitizing a mountain of paper documents. He shut down his forum, but if you would like to learn some actual facts, instead of bullshit, have a go.
https://energyfromthorium.com/
You’ve discussed a way to simplify complex topics in a way that any child in second grade can grasp them.
I wish I had kept the link, but I once read a long article on how ASML built up their technology. There is a very large number of parts to this and they are not just in the Netherlands, but many countries in Europe, and the conclusion is that this is going to be very difficult to reproduce.
But the Chinese are smart, and this is not something new. They KNOW it can be done, and that helps a lot. So, given enough money and time, I think they will make it happen.
Your comment on the Jews is on the mark. If you haven’t read Stephen Mitford Goodson’s “A History of Central Banking”, it’s a lucid and concise rose of the Jews from Roman times (where they caused the collapse of empire through the debasement of the denarius) through the Crusades, Napoleon, the the two World Wars.
In the Talmud (which I don’t at all recommend reading for its vomitous character), you will find the source of the modern western world, from usury to genocide to pedophilia. It stands at 180 degrees to Mahayana Buddhism. Talmudist teaching is the great evil today as it has drawn the western elites and royalty for several thousand years, and now finds little resistance as its financial dominion is almost complete.
Seems doubtful that your “mind” is capable of sorting reality from delusion.
I think the BBB has shown that our Dear Leaders have given up on the dollar. They are planning the move to digital currency and working to game the transition so they stay ahead or more likely get farther ahead.
The Japanese are keen on researching hydrogen energy vehicles and have applied for a large number of patents related to hydrogen energy development.
However, due to the lack of safety measures for hydrogen energy, no one has ventured to develop this technology.
For instance, you can’t expect a car filled with a large amount of TNT to speed along the road.
Amazing.
I hope there are more people like you.In this way, the West will self-destruct.
Based on what?
I have not heard a gallium story that makes sense. While GaN has revolutionized the microwave amplifier business in the past 15 years, the amount of gallium needed to make all the US GaN amplifiers should be relatively small. Unlike silicon, most GaN devices are generally grown as thin layers on other substrates such as silicon, sapphire and silicon carbide. This was finally worked around but the number of “native” GaN substrates is probably still small or they are extremely thin anyway.
However, I can imagine what China has is not a stranglehold on raw gallium supplies, but on the much smaller quantities of ultra high purity gallium needed to make chips. So the purification process is the bottleneck. This process is probably straightforward to replicate if one is willing to lose money, something the Defense Department is pretty good at. In contrast to amplifiers, the amount of ultra high purity gallium needed to make LEDs may amount to quite a bit, but I don’t know if many LEDs are made in the USA.
IIRC AMSL was in a race with Gigaphoton/Nikon of Japan to develop EUV lithography equipment. Once the Dutch edged ahead there was probably no incentive for the other guys to keep pouring money into it. First to market advantage.
The EUVL concept and source technology are largely a US innovation. I don’t know if the insane optics are more US or Zeiss. The mask and resist technologies are also critical.
The positive and negative feedback can be very rapid in the chip business, maybe just because the competition is so intense. This is helpful to engineering development in general and may suit the hive mind. I suspect the Chinese can readily replicate EUVL technology, unless they decide to leap frog it by doing something else.
Try this link.
https://en.m.wikipedia.org/wiki/Maximum_energy_product
“Wide bandgap semiconductor science and technology was funded by the US government for decades.”
Using high tech terminology here on UR falls on deaf ears, most people on this website think a transistor is the sibling of a transvestite.
“Racism…the ONE problem that prevents “ALL mankind” from living in paradise. It should be evident that in 2025, ALL problems can be easily solved simply by working together as equals.”
If you seriously think that, you’ve badly damaged your brain from too much gay sex. I would suggest you get the name of a good rectal-neurologist in San Francisco and go and see him, there might still be some hope.
I don’t think the Chinese are breaking new ground in thorium-fueled reactors just yet, but hopefully they will. Perhaps in ten years.
I think with modern robotics the drawbacks of conventional Uranium reactors are reduced since reprocessing of fuel and waste can be automated. I still like the thorium MSR but humanity has a lot of valuable experience with more conventional reactors.
I think this is mistaken. EVs are less popular here because many Americans drive a long way, charging stations were rare, charging on extended trips is slow until recently and….battery fires got more air play than gasoline fires. If cheap Chinese EVs were widely available in the USA (for sale at Walmart) Tesla might be out of business in a heartbeat. Tesla has an Apple-esque marketing strategy of trying to be practical, technically superior and edgy so they can charge a high markup. This makes them a niche brand. The other US manufacturers are probably still trying to figure out how to engineer planned obsolescence into EVs without murdering too many drivers.
I think most Americans accept Chinese people and goods. Trump is working hard to ratchet up anti-China sentiment, though I’m not sure how well it is working. All things being equal I think it might be easier to generate anti-Indian sentiment in the USA.
I read your link. I’ll quote from it “All of that being said, iron magnets are simply not as powerful as rare earth magnets. It’s very unlikely you’ll ever see iron magnets used in EVs like a Tesla, Lucid, Rivian or any other proper road-going electric car.”.
If the iron magnet you mentioned is not as powerful as rare earth magnets so that it’s not even suitable for EVs, how in the world do you think the iron magnets would replace rare earth magnets in manufacturing F-35 jet engines that have to withstand extermely high temperatures?
I had not known this about Leibniz.
Unfortunately, tariffs have recently become a shibboleth. It is growing hard to speak of them without reference to Donald Trump.
For what it’s worth (probably not much), I was for tariffs long before Trump entered politics. Recently, everyone that reads anything has read the arguments for and against, so I’ll not insult your intelligence by reprising the arguments here. Obviously, I disagree with pretty much your entire analysis but, unless you have a specific point you’d like me to address, would acknowledge your reply with thanks and would leave the matter there.
Good point, I should have written: advanced silicon carbide and gallium nitride chip technologies.
Joe Paluka wrote:
LOL.
You strike me as a reasonable guy.
I hope that SMTR does not object to me attempting to explain his point, which was that all cultures/civilisations learn from each other. For one culture to brag about its achievements and deny that it learned from others is being dishonest.
The ancient Greeks, for all their genius, where honest enough to acknowledge that their ancestors learned from the Egyptians when their civilisation was young.
The Romans for all their glorious achievements, were also honest to acknowledged that they learned in turn from the Greeks.
But it seems that some commenters here like the one SMTR is debating, believe that the current iteration of Western civilisation grew up in isolation in Europe, purely on its own genius.
It is a Pity that Pythas probably won’t understand this point, or have the courage to acknowledge it.
China doesn’t have open borders for people even of Chinese decent you numbskull. If you want to live in China legally, Chinese diaspora or otherwise, China has rules which one can follow. Like I said, there are all sorts of races who were NOT born in China but live there legally.
Treating people as equals does not mean opening the doors to your home and allowing free unrestricted access….this goes for every country. Is that too hard for you to understand? Here is a simple experiment even YOU can accomplish. Find some random person YOU treat and respect as an equal (some suggestions: sanitary engineer, firefighter, mechanic, gardener, drug pusher etc…). Are you gonna give him/her the keys to your house because you see them as equals?
China is about to produce it’s own EUV lithography machines in the 3rd quarter of this year and mass-produce them in 2026. It looks like Huawei and SMIC will be the first ones to do that.
There are many articles on this subject in the internet.
China’s not breaking new ground BUT they are making progress.
Video Link
OTOH, Russia IS breaking new ground with FNPP:
Video Link
Look, Mulga, we Americans just would rather not buy so much Chinese stuff. Is this okay with you?
The Chinese can sell the stuff to others or keep it for their own use, whichever they prefer. It’s not that complicated.
Well, we do think that we are rather grand—as do you, apparently, or you wouldn’t carry on as you do.
Awww, my slippery friend/fiend, my writing style is not really what you object to is it?
It is my calling out of your demonic tribe of Zionists.
Beware, your keystrokes will live on in eternity in the cloud.
One day this evidence will be used to hunt you and kindred down, sterilised and sent to live out your natural lives on Antarctica, subsisting on shipments of pig entrails.
For this blood is on your hands/fingers-typing-on-keyboards.
Since I need one more post on UNZ this month I will reply. I suggest you save your lame effort to hide your deep desires for anal sex and just do it. Your anonymous forum posts on UNZ shows weak character. It’s the 21st Century…..don’t fear…..come out of the closet and expose yourself. No one will judge YOU for having fantasies and desires for gay sex.
For me, the only thing passing through my rectum is feces. I won’t even let a doctor administer a Prostate cancer test. Call me old fashion.
Of course there is chance that you are right.
In fact, I would agree that you have a point. The E Asian mind is different because of culture. The individual sees itself as part of a whole, and seeks to function in that way.
But the Western mind is different, and more individualistic, as you well know.
But the questions I put to you is:
1. Does that make 100% of E Asians uncreative? and 100% of Westerners creative? Or is it more like a higher incidence…for example 25% of E Asians are creative compared with 75% of Westerners are creative?
2. Is there a link between creativity and individualism?
3. Is individualism necessarily good? In other words, the more individualistic the society the better?
4. How well would a 100% individualistic society function?
5. Is then an ideal society one that can balance individualism (more creative) with group organisation (less creative)?
6a. What happens when the China decides that it has nothing left to learn from the West, and switches mode and encourages creativity in the general population,
6b. or empowers its (few) creative persons to drive development in its innovation process?
Good comment. Though of note is EUV relies on lots of different technology from lots of different companies. Similar to how even Mercedes buys it’s transmissions from another company and gets its fuel injection from another. They don’t build it all themselves. Same is true of ASML.
The great Isaac Newton himself said something about standing on the shoulders of giants.
Its called Jew Mind Manipulation.
No need context, no need nuance.
Just present things in a catchy, easy to digest, and emotionally charged way, and you have people doing what you want them to do.
I hope China is working on heat batteries and heat transfer; summer is too hot and winter too cold.
You sound like a bitter Whitey. lol !!!
#4 See the Igbo and Oromo people, both in Africa.
I did a Google search to fill in some of the details I could not recall about the Clinton-era mess related to this mine. The linked article covers some of it, along with some good background, but maybe is not the full story. I am not familiar with the source of this article but the story presented fits my hazy recollection. The role of the Clinton government in illegal treasonous transfers of advanced US technologies to China was a widely recognized topic during the 1990-2010 period, mostly faded now. I’m glad the mine is open these days.
Thanks, I must put it on my list. The world is in a pivotal moment in history. Economic, political and societal structures are going to change alot in the coming decades.
It is a opportune time to end the Jewish problem once and for all. Their actions in Gaza have woken up the world to this issue, and allows the world to talk about it in a way that would not have been possible otherwise. There is a strange karmic poetry to the way it is turning out.
I don’t think the Tribe of Schemers realise that they really did shoot themselves in the foot.
I think you’re right that criticality of technologies for future development is not measured in global sales alone. In fact EUV lithography technologies the west is leading are hitting their limits of practical applications in context of mass marketability and workarounds are as effective. The western technological approach deteriorated to brute force that could be countermanded by Chinese wit and finesse as AI race showed.
Chinese in turn, considering their focus and persistence may be a decade from workable XR lithography that could target future increase in wafer transistors density up to 10,000 times if combined with third generation energetic semis. That would have shown their real technological leadership not just industrial leadership.
None of technologies were are talking about here are really breakthroughs in relation to the past like for example atomic clock was to mechanical clock. Since development of laser physics in 1960s there were no major breakthroughs in physics and hence no really new technologies emerged. Entire focus was on perfection and performance of old which itself was a technological breakthrough. Even Chinese quantum-encryption communication technologies are supposedly based on 1930s quantum entanglement physics (laser-light phase entanglement)
The contemporary commercial profit based approach strangles US technological development controlled by Wall Street not interests of science, government visionary investments plans US is averse promoting quick profit, hype and Ponzi Schemes instead.
As author said if US wants something it steals and buys, if cannot it wages war to get it but no longer organically invests for decades and slowly builds it.
Mr Hua however mislead readers a little as he underemphasized most critical importance of newly developed Chinese semiconductor industrial scale technologies like third generation semiconductors (high power) for future of world’s top military R&D . It’s won’t be Chinese EUV or even any other consumer technologies that will accelerate US war with China. It will be American inability to catch up with China’s military technology related to rare earths that are critical to cutting edge weaponry including strategic weapons. US won’t go to war because of Chinese Solar Panels domination but it will before their weapons technology become completely ineffective. And that’s what causes panic in Pentagon and is behind attempt of threats, extortion and isolation of China what entire tariffs theater is all about. When tariffs and sanctions fail the war will become inevitable.
Patents were a big advancement with their invention. They did indeed spur innovation.
But I speculate that as with all things, their application has limits. We are approaching a time when they will become less important that they once were. I elaborate:
There was a time when an inventor/entrepreneur could invent something then by way of the patent protections, profit financially for a stipulated time period. The benefits after the this time period would transfer to society as a whole in return for the protection society gave to the patent holder during the time that the patent was in effect….it was a win win situation. Society as a whole benefited. This much we all know.
But society had become to rely too much on the legal protections that patents gave, and the original idea of patents/IP protection became corrupted. Companies became overly legalistic and tried to perpetuate the protections far beyond their intended periods.
Now China enters the picture. The Chinese, having been on a different developmental path, are not bound by the same mindset of (now) ossified IP protection. To them, when they invent something, they expect it to be copied eventually. Rather than to rely on patents and legalistic means to protect their position, they rely instead even faster innovation of the next iteration.
This is why we see Chinese industrial advancements moving at breakneck speeds. The car industry is a good example. Hitherto, Western and Japanese makes would produce new models every 3 or 4 years. However Chinese car makers use a faster iteration rate and produce models every year or 18 months.
In the coming years, Western brands will have no choice but to match Chinese iteration rates in order to survive. Who benefits? Society as a whole.
I see the Chinese entry into the world economic system as a good kick in the butt, or in nicer terms, a vitamin jab in the arm….it will be good for humanity as a whole.
YOU:
Here’s an AI summary from Google on GaN AESA radar:
ME: There you have it.
YOU:
ME:
I beg to disagree. Here’s some stats from the following article which says China controls 95% of raw gallium which is produced as a by-product of aluminum production:
https://www.globaltimes.cn/page/202307/1293637.shtml
Note that both the older GaA (gallium arsenide) was well as the newer GaN (gallium nitride) semiconductors are used in AESA radars for fighter jets, ground radar and cruise missiles. Without the AESA radar, fourth-generation fighter jets such as the F-16 or fifth-generation fighter jets such as the F-35 are literally blind.
The tactical importance of GaN AESA radars was proven by the recent India-Pakistan Air Battle which saw the Pakistani Air Force sending its Chinese-made J-10C fighter jets equipped with PL-15 cruise missiles, both of which had newer GaN AESA radars, to ambush the Indian Air Force’s French-made Rafales equipped with older GaA AESA radars which were unable to detect the Pakistani J-10Cs after maintaining complete radio and radar silence until firing its PL-15 missiles against the Indian Rafales. The GaN AESA radars in the J-10Cs and PL-15s outranged the GaA AESA radars in the French-made Rafales which allowed the Chinese-made J-10Cs to detect, target and attack the French-made Rafales but not the other way around.
I stand by original post: fighter jets and cruise missiles are blind without their newer GaN or older GaA AESA radars, both of which require gallium, 95% of which are produced in China! That means China’s export ban of gallium alongside rare-earth minerals has effectively shuttered the US military-industrial complex.
If you can’t make weapons, you can’t make war. In Chess, that’s called “Checkmate”.
No one can hope to direct/guide society to the extent you hypothesise for a future China. This is because of widely divergent intelligence, upbringing, formative experience, needs, wants, delusions and psychoses. This is a very good thing. It is why the religion of greed is eating itself from the inside; you can only con, exploit and slave-drive for so long.
Individualism and libertarianism was often euphemisms for retreat by social parasites (maurauders or highwaymen) where uninhabited land allows. The retreat may be from laws meant to protect others. Marketing also needs a lot of pseudo-individualism.
I should have said”on the internet” not “in the internet”.
=(BH)max=
Thank you my friend.
I specifically chose remanence because it can be easily measured with magnetometer. Magnetic field strength then could be used to calculate magnet’s pulling power which could be tested with kitchen spring scales. In case results are not too far apart our faith in Science will be restored !!!
Meanwhile to calculate (BH)max our poor magnet must undergo a brutal process of de-magnetization and (BH)max will reveal itself as the area of the largest rectangle that can be drawn in the second quadrant of the B-H loop. Probably only 1 out of 5 commenters will go that far, I am afraid 😁
The reason you think that way is because you are simply a white supremacist pig.
Chinese has been the (not one of the, but THE) most creative people in most of the recorded human history. Whites could “innovate” only after they stole most of the wealth/land and sciences/technologies from Chinese and others.
Exactly! 2nd grade is about the proper grade level for much of the discourse on TUR.
This is BS. I believe most Americans would choose Chinese stuff over others. Chinese products are simply cheaper and of better quality.
The need to impose tariffs proves you are lying. You need tariffs to prevent Americans from buying more Chinese stuff. It is anti-free trade, anti-free market, anti-free choice, and anti-freedom: all and everything that America and the west advocated when their manufacturing dominated the world. The hypocrisy is stunning.
Say what? Some H2 cars have been available for years in CA. Many public buses are also H2.
I had in mind the Anarchists of the West, or maybe even the Left Hand Path Sadhus of India.
Both consciously go against the norms of society. They may not be 100%, but are certainly at least 90% individualistic.
Slightly less extreme would be the Ghetto Niggas and Libertarians.
Left Hand Path Cannibal Sadhus
And here is another interesting read: “Origins of Special Relativity Or How to Hide Your Sources”
https://aetherczar.substack.com/p/521-origins-of-relativity
sample quote, from Max Born: “Many of you will have looked up his [Einstein’s] paper… and you will have noticed some peculiarities. The striking point is that it contains not a single reference to previous literature. It gives you the impression of quite a new venture. But that is, of course, as I have tried to explain, not true”
Very good. The price of hydrogen is $200 per fill-up.
You pay for it.You should buy a hydrogen-powered car yourself to show your generosity.
Even if the Japanese can solve the security issue, then how will they deal with the cost problem?
In conclusion, Toyota is now clearly aware that it needs to develop electric vehicles.
Those are some large claims. Even the most optimistic predictions, which DeepSeek crunches below, wouldn’t make claims so simply and directly without mentioning SIGNIFICANT challenges.
From deepseek:
How close are Chinese companies to producing a domestic EUV lithography Machine? Are there projections as to when domestic EUV lithography could be used in Chinese foundries or mass produced for export?
Chinese companies are making significant strides in developing domestic EUV (Extreme Ultraviolet) lithography machines, but challenges remain before full-scale production and deployment in foundries can be achieved. Here’s a detailed breakdown of the current status and projections:
Current Progress in Chinese EUV Development
Trial Production in 2025
Huawei and other Chinese entities are reportedly testing an EUV prototype at their Dongguan facility, with trial production expected in Q3 2025 and potential mass manufacturing by 2026.
The system uses Laser-Induced Discharge Plasma (LDP) technology, an alternative to ASML’s Laser-Produced Plasma (LPP) method, which is claimed to be more energy-efficient and cost-effective.
Light Source Breakthroughs
The Harbin Institute of Technology has developed a discharge plasma EUV light source that emits 13.5 nm light, matching ASML’s wavelength requirement.
Another approach by Shanghai Institute of Optics and Fine Mechanics involves SSMB-EUV, a synchrotron-based light source, though this is still in early research stages.
Key Players & Investments
SMEE (Shanghai Micro Electronics Equipment) is leading domestic lithography efforts, with patents filed for EUV components.
The Chinese government has allocated €37 billion (and potentially more via “Big Fund III”) to accelerate EUV development.
Challenges Ahead
Despite progress, China faces major hurdles:
System Integration: EUV machines require ultra-precise optics, vacuum systems, and photoresists, areas where China still lags behind ASML’s ecosystem.
Yield & Throughput: Even if a prototype works, achieving high wafer-per-hour rates comparable to ASML’s (~200 wafers/hour) will take years.
Supply Chain Dependencies: Critical components like multilayer mirrors (from Zeiss) and photomasks (from Japanese firms) remain difficult to source domestically.
Projected Timeline for Deployment
2025–2026: Trial production begins, likely at SMIC or Huawei-backed fabs, but initial yields may be low.
2027–2030: If successful, China could achieve limited commercial EUV production, primarily for domestic use (e.g., advanced AI chips).
Beyond 2030: Mass production for export is unlikely before the early 2030s, given ASML’s decades-long head start and IP dominance.
Hypocrisy is US is the motto of the US and the west.
The US will kill all free trade, as they are at a real disadvantage in the current world. Free trade accelerates the peaceful rise of China. Therefore, the US will choose less-than-peaceful approaches and less-than-free trade from now on. Remember, hypocrisy is us!
One of my trainees at TSMC, a director in R&D, told me that Morris Chang, the founder of the company, said: “There’s no such thing as a free market”. I asked DeepSeek, and although there’s no record that Chang said that exact sentence, it’s very much aligned with many of his statements and ideas.
From DeepSeek:
Key Points from Morris Chang’s Views on Markets and Globalization
“Globalization and free trade are almost dead”
Chang explicitly stated this in 2025, arguing that geopolitical tensions (particularly between the U.S. and China) have fragmented global supply chains, making true free trade unsustainable.
He emphasized that semiconductor manufacturing is now driven by national security concerns rather than pure market efficiency.
Markets Are Shaped by Politics
While not using the exact phrase, Chang’s observations reflect the idea that markets are never truly free. For example:
TSMC’s expansion into the U.S. (Arizona fab) was influenced by government incentives and geopolitical pressures, not just market demand.
He noted that past attempts at free-market globalization relied on stable geopolitical conditions that no longer exist.
Historical Context: The Role of Regulation
Though not directly from Chang, the broader discussion in the search results (e.g., Ha-Joon Chang’s arguments) highlights that all markets operate under rules—whether labor laws, tariffs, or subsidies—which undermine the “free market” ideal.
Conclusion
While Morris Chang did not use the exact wording, his stance implies agreement with the sentiment that markets are never purely free. His focus on geopolitics, supply chain resilience, and government intervention aligns with critiques of the “free market” myth. For more on his views, see his remarks on TSMC’s U.S. expansion and the decline of globalization.
Whoa, big fella! I am just an ordinary guy, a humble fellow citizen. Save the big guns for the bought-off politicians that misrule both of us.
If I am a hypocrite, I do not mean to be. Your idiomatic American English is flawless, so I take you to be an American as I am (and if you are not, then accept my compliments on your written style). Like tens of millions of other Americans, I observe that free trade has seemed to produce perverse results that deviate from the glittering benefits Americans had been promised, so when I read that the United States once grew from a sleepy agrarian republic in 1816 into the mightiest industrial power the world had ever seen by 1939 and that she did it under protection of tariffs usually in excess of 30 percent, why, it piques my interest.
The current president makes many of our fellow citizens furious, and he can take the blame for this; but whether tariffs as properly, sedately enacted by Congress (rather than as mercurially imposed by executive fiat) are a wise policy is a separate question. I believe that tariffs are indeed a wise policy.
Right, and did China get there by practicing free trade at home? I do not observe that she did, but rather the opposite.
Well, yes, you are right. Tariffs are anti-free trade by definition. I do not want free trade. I want tariffed trade.
Tariffs can offset the income tax to a certain extent. Some prefer to pay their taxes in the form of income taxes; I prefer to pay some of these taxes instead in the form of a tariff. What is so wrong with this?
Chinese have been “leaving in droves” for 150 years – LOL. Yet still there are a far smaller diaspora than Europeans around the globe even though there are twice as many Chinese. Go figure.
What Huang was responding to (and what I perhaps didn’t properly convey in my drop down box response) was not his point that the Chinese military was going to use his GPUs if sanctions were removed, but rather how US policy limits Nvidia from selling its higher end GPUs to China using the argument that they might wind up in military applications.
So it was not Huang who first made the claim about China’s military, but rather the US. He was essentially stating that the rationale for US policy reasons was wrongheaded.
Actually China is in the top 5 in oil producing nations. It’s just that China’s appetite is so large it’s the largest importer as well. So yes you are correct China is doing it for self sufficiency – but it’s false to say China doesn’t produce oil “to a significant degree”. It produces more than Iran or Iraq or the UAE.
https://www.worldometers.info/oil/oil-production-by-country/
Something here doesn’t add up.
Why do the Chinese need to send—what?—300,000 students to study math, science and engineering in America if their system is so far ahead of ours? Remedial learning for the slow?
Either they’re spies or China is not as far advanced as the author claims or by taking up space in our labs they’re denying access to such for good American boys or girls. In any event, the intention is to break the backbone of America’s European-roots technological strength.
And why do Jews promote the Mexi/Africacation of America if the future is this super high-tech wizardry? What do we need serfs for?
The Morgenthau-planning of America proceeds apace.
Thirty years ago or so, the Japanese 2nd in charge emerged from one of those economic summits and revealed, in a moment of drunken frankness, that the World had been divided into spheres and that Asia was to become the factory of the world while America was to become the farmers to the world. Europe was given the design end of things.
And here we are. The ones who really count, who really make the decisions, have sliced up the pie as surely as Roosevelt, Churchill and Stalin did at Yalta, only now, in the economic sphere.
EuroAmericans are to be??? There’s no place allocated for them in the new scheme. They are redundant. They can be phased out. Blacked out—literally. Just look at the images presented to Americans every day on their TV screens, not a White man in sight. Just black bucks and the world’s women: Asians, Hispanic and White women crowded around the Magic Negro.
Everyone on this site knows this stuff—it’s why we’re here—and there isn’t a damn thing we can do about it. White men? “Color me gone”. We have been erased. Hell. Half the White men in America vote for their own dispossession. They vie with one another to expedite the processes which will erase their children. Self abasement, the core of Christian doctrine, man as a despicable-in-the-eyes-of-God worm has won out. As others have said, this is a form of auto-immune disease in which the immune system turns upon and attacks its own body.
I know. All this has been said here countless times before by others, but it still leaves one shaking his head in wonder. How? How can people be so blind to their own self interest? Like those parents who apologize to the rapist/murderer of their daughter for the evils perpetrated by White civilization which created the need in the first place for right-minded people such as their daughter to go to these backwaters and rectify the sins she did not commit. How insane can people get? To apologize to the rapist/murderer of one’s own flesh and blood.
I am afraid that no matter how rational we here we may try to be, that we are barking up the wrong tree. The world is not amenable to Reason.
You doubt it? So why not look it up and prove it wrong? In any event my point was I was responding to what someone else wrote. Their basic claim is everyone makes improvements off of European peoples – which is false. MANY things Europeans developed were incremental based on others or new based on concepts of others (binary code). Europeans gained a LOT foundational and/or experientially from Persians – Babylonians/Mesopotamians – Egyptians – Indians – Chinese historically. If you look at REAL history – you will find that to be true.
Just to stick with China I often read the comment “China invented gunpowder but only used it for fireworks”. Complete and utter nonsense. China developed the gun – rockets – mines – bombs. All of those technologies were taken out of China by the Mongols. So any modern weapon now is just an incremental improvement on those.
You are close, but off the mark.
University entrance in China is so competitive, that only the best make it to the most prestigious universities, if at all. Unlike the US, where for profit universities create frivolous degree courses to make money such as “Gender Studies” or “Diversity and Inclusion”, China does not.
So when rich parents have dull kids, instead of admitting that their kids didn’t manage to get into university, they send them abroad. Then they can at least brag that they are rich enough to send their kids overseas.
This phenomenon does not only occur in China, but in much of East Asia.
The standard advice a parent here in Singapore would give their kids is “For your basic degree, do it in Singapore please. If you get your first degree in Singapore, then nobody will say that you failed to get in, and that is why you had to go abroad. After you get your first degree, then you can do your post-grad any where else you like”.
I will tell you that in Singapore, employers will regard job applicants with Bachelors degrees from abroad (US,UK,Oz) to be second rate. They would assume that the applicant failed to gain entry into the prestigious Singapore universities. Of course applicants with Bachelors from top ranked universities like Oxford or MIT would be an exception to this general rule.
Thanks. I am very familiar with the information you posted from your AI search. My point is that GaN chips are very small (super high power density) and also very thin. The quantities sold are tiny compared to silicon chip sales which do represent a large quantity of ultra-high purity silicon. The amount of gallium needed to make these GaN chips is low and is a minuscule fraction of the total mined gallium which apparently has industrial uses. However, ultra high purity gallium is needed to make semiconductor chips. The purification of the raw material is a fussy business.
China played a somewhat similar role in production of purified silicon for solar cells and this was a major part of the cost reduction process for solar power. In that case China applied economy of scale to bring down the cost of polysilicon.
China does let in some. But only with a termed employment contract. It works out well for both sides as this testimonial video below shows. But what does equal borders have to do with equality? China didn’t import millions of Africans to work as slaves. Plus what are your statistics??? In the U.S. the Latino population is taking over – not the blacks. Or are Latinos “niggers” now also? These things are confusing
https://www.youtube.com/watch?v=e9v2wBwDXls&pp=ygUXSSBsZWZ0IHRoZSB1cyBmb3IgY2hpbmE%3D
I had already read the articles you mentioned. The important thing is that China is finally producing it’s own EVD lithography machines by 2026 .So instead of speculating about the quality of the Chinese-made EUV machines, let’s wait and see. They might surprise us.
The U.S. will assess tariffs on imports that enter the U.S.
Correct. The U.S. prefers not to be at a disadvantage.
Well, it accelerates the rise of China, at any rate, although China can probably rise without the United States’ help.
I have no comment on the less-than-peaceful approaches but, if the United States prefers to import less than heretofore, what is the objection?
The United States now wishes to regain economy of scale, and to do it without overspecializing in specific market segments.
China has set a useful example. The United States wishes to follow it.
When America was a developing country in the 19th and early 20th centuries, An America that lacked both creativity and originality, was the biggest thieving- copycat in the world. Consequently, the U.S. became the counterfeit capital of the world.
America copied other countries’ inventions, ideas without regard to patents, copyright, trademarks. The U.S. Treasury Department in the 19th century even set up a bounty system for rewarding anybody for stealing and bringing foreign technologies to America.
As a matter of fact, the 19th century American textile industry was basically based on stolen British technologies.
Every developed country went through copying stage before it became innovative. Germans copied from British. Americans stole and copied from Europe (Even in the early 20th century, American car makers were busy reverse-engineering more advanced European cars) and Japan stole and copied from both Europe and America.
Also before the Industrial Revolution the technologically backward Europeans directly or indirectly copied a lot of things from China and Islamic civilization.
How is the progress on the photonics tho? Anything exciting?
Peak Oil before; Peak Copper now. Nothing new.
Why not Peak Dollar? It certainly would solve most of America’s problems.
Unfortunately not enough people are buying this view.
Americans and American companies still have to earn money the hard way. As a first step, the US needs real democracy which would enable people such that they are more productive and creative.
Unfortunately, I don’t know much about photonics. But South Korean research institutions such as Korean Advanced Institute of Science and Technology (KAIST), Korean Institute of Science and Technology (KIST) seem to be making good progress in photonics.
I’m glad we have met again on this forum.
The economic importance of EUV lithography has been overblown. EUV lithography is needed only in certain semiconductors (5nm and below) which are useful for mobile devices where chip area and thus power consumption makes them commercially viable. Otherwise, those mobile semiconductors don’t make much difference in terms of user experience except in mobile gaming where 3D hardware performance matters.
As an example, I own both an Apple iPhone 15 with its A16 SoC made with TSMC’s 4nm N4P node as well as a Huawei Pura Pro 70 with its Kirin 9010 SoC made with SMIC’s 7nm N+2 node. There’s hardly any difference in user experience between the two platforms because I don’t play mobile games. But Apple’s AI offerings lag behind Huawei’s Cloud AI stack which is offered to its HarmonyOS user base. That’s why Apple had to partner with Alibaba which competes against Huawei in the Cloud AI market. Moreover, Huawei has been coming out with differentiated product offerings such as its two-screen or tri-screen foldable smartphones which Apple lacks. And that’s why Huawei has regained its number one ranking in China in terms of smartphone market share even as it continues to diversify into other product categories such as TVs and EVs. Thus, the US attempt to stymie Huawei by cutting off US technologies or banning TSMC’s wafer fabrication services has utterly failed.
Littledot seems like a good charachter from Singapore. I stayed there for 1 year until it became creepy when you see in the subway “call this number if you see something”.
Not sure what you mean – as China is now the top investor in hydrogen for transportation and local energy.
In fact Toyota is in a joint venture with a Chinese company on hydrogen fuel cell vehicles
Yeah I had the argument the other day on here. There is no such thing as free markets. All markets are regulated in some manner. Just as the nonsense of some accuse one other another nation of manipulating their currency. Every country in some way or form manipulates or TRIES to manipulate their currency to either induce or counteract respectively
China was just following the leader. Many of those plants were probably designed by global companies using a lot of Western IP.
I think the US is hoping AI will allow us to successfully bring lower margin industries back home.
Cuing Wunzmao. 50 cent punks, not even worth that.
China is just sooooooo advanced. It has to continually steal what others think up.
https://cepa.org/article/watch-out-europe-china-is-stealing-your-chip-secrets/
I think delivery of the maximum number of computations for the least power is very important for AI. For the most part big supercomputers were always limited by power consumption. The smaller features are part of a virtuous circle which matters a lot in phones but also in very large computers. Smaller parts, fewer parts, less heat, smaller overall package, shorter interconnects, etc. If electricity is free it is true that the 4 nm chips may be less important.
One question is can practical AI be delivered by chips with much faster clock speeds burning much, much more power? The 4 nm chips are denser and do more computations in parallel. Historically the answer seems to be no, but there are fads in computer design like everywhere else.
This is new information to me. If you have a source, I would be interested.
Cloud AI in data centers use a computer architecture called “parallel processing” to speed up the mathematical computation by dividing the data into chunks to be processed in parallel by large numbers of processors. This type of computer architecture is fundamentally different from the traditional SoC designs for mobile devices using multiple CPU cores processing the same data called “symmetric multi-processing”. Technically, the former is called MIMD (Multiple Instructions Multiple Data) which is limited by the I/O bandwidth vs the latter which is called SIMD (Single Instruction Multiple Data) where the bottleneck is the CPU speed. That’s why Huawei used an optical interconnect to speed up the I/O bandwidth for its Ascend processors made with SMIC’s 7nm node which is slower and consumes more power than NVDIA’s Blackwell processors made with TSMC’s 3nm node. Since chip area and power consumption are not a problem in the data center, system throughput was the only obstacle faced by Huawei. As it turned out, Huawei’s Cloud AI solution outperforms NVDIA’s AI supercomputer by harnessing the speed of light in its optical interconnect which greatly sped up the I/O bandwidth limiting its system throughout.
My point remains the same: semiconductors 5nm and below are needed only for mobile devices such as smartphones where space constraints, battery life and power consumption matter to users. Other than 3D graphics used in mobile games, there’s not much difference between using 7nm vs 5nm semiconductors in terms of user experience. This salient point is proven by Huawei’s remarkable comeback as the top-selling smartphone brand in China today despite US sanctions.
Quote:
“This is BS. I believe most Americans would choose Chinese stuff over others. Chinese products are simply cheaper and of better quality.”
YOU are very much mistaken. There are very few articles in MY residence that were made in China. My “tennis shoes” are the last of the American-made New Balance tennis shoes that were made in the United States.
In my 40+ year-old Craftsman® Commercial tool box, you will find ZERO tools that were made in China.
Unlike many Americans, I would rather have a few nice things here in my home than a house filled with Chinese merchandise.
Thank you.
Quote(s):
“Tariffs only hurt economies that implement them.” and “Tariffs are not an economic model, they are a tax which usually results in economic suicide if enacted on a large scale.”
YOU don’t know what the Hell you are talking about, probably from watching too much Fox News® or reading Forbes® or Fortune® magazines.
I suggest that in order to educate yourself, read some books that were written by the South Korean economist, Ha-Joon Chang, Ph.D. In his books you will find that it was protective tariffs (among other things) which made South Korea into the economic powerhouse that it is today.
Likewise, our country, the United States, had, at its inception, protective tariffs to protect the fledgling American industries that were starting up.
Thank you.
Hey MAGA wumao BSer,
I’m going to quote SOME parts from the book titled The Dawn of Innovation: The First American Industrial Revolution, by Charles R. Morris.
“ the Americans had no respect for British intellectual property protections. They had fought for independence to escape the mother country’s suffocating economic restrictions. In their eyes, British technology barriers were a pseudo-colonial ploy to force the United States to serve as a ready source of raw materials and as a captive market for low-end manufactures.”
“While the first U.S. patent act, in 1790, specified that “any person or persons” could file a patent, it was changed in 1793 to make clear that only U.S. citizens could claim U.S. patent protection”
“If anything, the early Americans were even more brazen about their ambitions. Entrepreneurs advertised openly for skilled British operatives who were willing to risk arrest and imprisonment for sneaking machine designs out of the country”.
“Tench Coxe, Alexander Hamilton’s deputy at Treasury, created a system of bounties to entice sellers of trade secrets, and sent an agent to steal machine drawings, but he was arrested. While skilled operatives were happy to take U.S. bounties, few of them actually knew how to build the machines or how to run a cotton plant”.
This kind of American industrial espionage still continues. According to former CIA Directors such as Stansfield Turner, James Woolsey, CIA still CONTINUES industrial espionage AGAINST foreign companies and governments.
So America accusing China of IP theft is like the pot calling the kettle black. I think China has learned very well from an excellent teacher named Uncle Sam, LOL !!! What goes around, comes around !!!!
Read The Dawn of Innovation: The First American Industrial Revolution, by Charles R. Morris. who also wrote The Tycoons, The Trillion Dollar, winner of the “Best Bussiness Bookof 2008”.
If you don’t have time, then read a Dec 5, 2012 Foreign Policy article titled WE WERE PIRATES, TOO that is drwan from Morris’ The Dawn of Innovation: The First American Industrial Revolution.
Also Americans were infamous for illegally copying Charles Dickens’ novels or manufacturing inferior hats in New York and then slapping made-in Paris labels on them and had a very bad reputation for making unsafe and gross food products.
For example, American meat packers used extremely harmful TB -infected pork to make sausages and also American food producers were experts at mixing sugar or flour with plaster of Paris, watering down milk then bulking up with chalk and sheep’s brains, mixing ground coffee with dry peas and chicory, using dangerous additives to mask spoiled foods.This was the situation in the good old America in the late 19th and early 20th centuries.
You can find all this information and more by reading Aug 26, 2007 Boston Globe article named A NATION OF OUTLAWS A CENTURY AGO, THAT WASN’T CHINA—– IT WAS US.
One of the funniest comedy routines of all time.
Ok – understood…. But yeah it was always nonsense. Hasn’t stopped North Korea or Iran in making military progress… No way it could stop China or Russia.
Be objective and realistic. There was a Century when Chinese goods were in high demand Worldwide….there was enough demand that British coffers were drained of Silver as a result of buying Chinese goods. The Empire was broke it resorted to drug dealing (Opium Wars) to continue getting the Chinese goods it wanted.
Since you were likely born in an era where the rest of the World was still recovering from War, I can understand your Patriotism. The USA faced no competition after WW2 but when war torn countries rebuilt and were able to manufacture again, it became evident American goods were not the best and that others could also manufacture World class goods (i.e. Germans, Japanese, South Koreans, Taiwanese etc…).
China is no different. It has rebuilt and is now manufacturing World class goods. Since the US Government chooses to place trade sanction for most Chinese World Class goods (i.e. Huawei, Oppo, Vivo, BYD Xiaomi etc…) you are basically prevented from seeing the big picture…..so much for “free-dumb”. Since you’re a fan of tools, this short clip will open your eyes to the current reality:
This is true, protective tariffs built American Industry during it’s own Industrial Revolution. However, it’s not simply applying tariff’s because economies have gotten a lot more complicated since the time of Alexander Hamilton. Today, to incubate industry you also need to invest in education, health and infrastructure. Without these, tariffs are simply a circus show.
Trump’s promise is to bring back manufacturing jobs and MAGA. Do you see increased investment in education, health and infrastructure? The majority need this to manufacture World Class goods.
Anyway, the electric vehicle is the one that has been widely adopted in our country at present.
I think, purely from a cost perspective, it will also be an electric vehicle in the future.
Imagine this: if the cost of fuel for a 10-kilometer run is 10 yuan.
Electric vehicles only cost 0.5 to 1 yuan.
And hydrogen-powered vehicles cost 2 yuan for a 10-kilometer trip.
But the difference lies in the fact that I can charge my car at home or at the office without having to go to a charging station, while hydrogen-powered vehicles need to go to a hydrogen station.
In terms of convenience, electric vehicles are obviously more convenient.
So… I think even if Toyota solves the safety issue, they still need to address the market issue.
Can they achieve cost and convenience advantages in a market where electric vehicles are everywhere?
I don’t think they can.
We are a small island with no hinterland, no natural resources. We even have to import water. If something goes wrong, there is no where for us to return to do subsistence farming.
That is why we have to be prepared.
Every man serves in the military, police force or fire service for 2 to 3 years. Thereafter until age 40 to 45 he is ready to be recalled for front line combat within 8 hours of activation
Every house/apartment has a hardened bomb shelter in it. Many subway stations also function as bomb/fallout shelters for up to 20,000 people.
Every owner of critical resources like building cranes, lorrys (trucks), bulldozers etc, practice regularly using it for emergency events.
Here is a “see something, say something” poster from the USA
I have to report the opposite phenomenon here in Singapore.
Almost all my friends have stopped buying US stuff. A couple of weeks back a friend who was an Apple and Tesla fan surprised us all by declaring that he no longer wanted to own US stuff. He sold his Tesla months ago, and is now using Oppo phones and watches.
I myself have not been buying US stuff for years now. Whenever I am at the supermarket and I see US marked on celery, or pecan nuts, or chocolates, I put it back on the shelf. Hell, I have even stopped using Visa cards. No Subway sandwiches, Starbucks or Kenny Rogers Roasters either.
You miss the point entirely. The US doesn’t just “prefer to import less than before.” The US forbids all nations from buying Chinese products with the threat of sanctions for those who do.
You are right. Tariffs are not a magic bullet.
In order to be effective, other tools have to used also as you have suggested, like education, infrastructure, etc etc. Tariffs are only a tool used to raise the price of imported goods.
On the price of goods alone, Tariffs are not sufficient. Tariffs used without decreasing labour costs are still going to keep the US produced goods uncompetitive against China’s. To really match China’s competitiveness, they have be prepared to lower their wages to match China….are Americans willing to do this?
But I can hear them say already “We can use our automation to increase productivity and so keep our high wages”. They forget that is no longer 1950, where industrialised countries with high wages could produce goods more cheaply than countries that still had to do everything manually.
Today China is industrialised also, so the US has lost its advantage there. Lowering of wages is the only way out…..if they want to compete with China head to head.
IMHO it is just silly to just rely on tariffs alone. The USA has to find other ways to reindustrialise. To do so, they would need a insightful, knowledgeable, visionary leader. Trump is simply not that man.
Dave Chapelle has got a better grasp of the situation than Trump: “We wanna wear them Nikes, not make them!”
I really think all these articles are “silly.” The basic point is that China is demographically and dysgenically dying. Why all this “fake” economic concern, when at a more basic level your nation is dying? West is surrounding your nation with military attack posts, waiting to saturate your nation with explosives/missiles. You’ve lost Taiwan and South China Sea to West. China is de facto extinct. Birthrate of one offspring per female, combined with dysgenically deteriorating intelligence and personality. It’s ironic – China is in the perfect political position to implement Professor Richard Lynn’s eugenics model, yet China’s government does not do it, nor do the citizens demand it. Maybe China is just purely nihilistic, which yes, is 100% scientifically accurate – we all die for ever and “G-d” has not made His existence known to us. So maybe this is why China does not even bother with reproduction or eugenics. Makes sense. But then, why bother with all this economic concern? Why not all of China just end themselves immediately? I’m just trying to make sense of Chinese behavior. The nation seems “pointless” to me.
Buy or don’t, as ordered. Export or don’t , as ordered. Associate bilaterally/multilaterally or don’t, as ordered. It depends on who “lobbies” the Great White Father in Washington best. The cardinal sins remain trying to
– facilitate the basic needs of the people, rather than global parasites
– achieve relative economic independence, even in food
– keep out wretched imperial products: the goal of the “tariffs”
– dump the wretched imperial currency or IOUs.
Most US produce comes from California. Agriculture there uses scarce water redirected from the public to big ag. It uses agro-chemicals banned in the rest of the world including EU. Using non-GMO does not help; governments overlook the usage of the infamous glyphosate-based herbicides to wither leaves just before harvest; this applies to wheat, oats, barley, peas, canola, beans, peas, lentils and sugar cane. Glyphosate
– penetrates produce, and is not neutralised by peeling, husking, soaking, washing or cooking
– contaminates some processed food including “breakfast cereals” and beer
– increases gluten in wheat flour
– reduces Mg, Mn, Ca and Fe in produce
– contaminates produce with heavy metals and petroleum-based compounds.
Perfect-looking grapes have not been certified safe by insects, works, birds, etc. Raisins are in the same category.
Gordon Duff wrote a great essay on the may atrocities and poisoning in US after the Great Depression, up to the 1950s. In 2000s or 2010s, a UK supermarket chain was caught reselling expired meat that it had repackaged. In 2010s, there was a scandal in Europe, where horse meat was being sold widely as something else. So, to those quick to remember the lapses in China should first look in the mirror.
I’ll check it out, thanks
So, are the Chinese lying?
The years of steady Sinophobic race hatred peddled in the West are now breeding truly psychopathic monsters like this Evil freak. Here, in Arsetralia, the PM recently visited China for six days, and the local MSM went ape-shit with racist rage over it. The Murdochites, of course, a cancer of race hatred and loyalty to the USA, but also the rest of the ‘mainstream’ MSM.
The Government run ABC had a thug spewing hatred at China for expelling Arsetralian presstitute trouble-makers a few years ago, a measure of moral and intellectual hygiene I would say, and his demeanour, sort of twitching with rage and contempt, was quite noticeable. Needless to say, I have seen NO positive stories regarding China and its economy (always ‘collapsing’) in decades. NONE, ZERO, ZILCH-that’s ‘press freedom’ for you.
‘New information’ for a brainwashed, ignorant, jingo-hardly surprising.
The Snowden revelations showed the USA as the biggest IP thief on Earth, and the Vault 7 CIA ‘crown jewels’ of hacking showed how the USA could hack someone, and leave a false trail to incriminate others. You’re just another shit-scared Yankee Doodle racist, whistling past the grave-yard as China disappears into the future, leaving the land of ‘deaths of desperation’ far, far, behind.
Yeah, I always found that strange. The US has so much arable land in the East, yet their produce comes from a little valley on the West Coast. It is highly inefficient and wasteful, IMO.
But what in the USA is not?
Average electricity use, MWh per capita per year:
EU —– 6.0
China — 6.1
USA —- 12.7
Average dwelling size, sqm:
EU ———– 100
UK ———– 95
Switzerland — 100
Sweden ——- 120
Norway ——–120
Japan ——– 95
Hong Kong —- 45
Singapore —- 100
USA ———- 201
Oil consumption, barrels per capita per year:
USA —- 22
EU—— 9
China— 4
A wise old lady I met once at a wet market told me that if there insect eaten holes in your vegetables, that is good sign. Just cut out the insect nibbled parts and the rest is safe to eat.
The USA stole most of its jet engine, rocket engine, cruise missile, ballistic missile and jet fighter technologies from Nazi Germany after the end of WWII. Under “Operation Paperclip”, German scientists captured from a defeated Nazi Germany were transported to the USA where they went on to help the Americans to build up their aerospace, space and defense industries. The most famous of these German scientists is Wernher Von Braun who later joined NASA where he headed the Saturn rocket project for the Apollo space program.
After Mao launched his “Two Bombs and One Satellite” program, China never had to “steal” German technologies nor hire German scientists to help build its aerospace, defense, space and nuclear industries because Chinese scientists who were educated in the West returned to their ancestral homeland. The most famous of these returned Chinese scientists is Qian Xuesen who participated in the Manhattan Project as a graduate student at Caltech where he went on to become an associate professor and co-founded the Jet Propulsion Laboratory.
China has already surpassed the USA by developing its DF-17, YJ-21 and Feitian-2 hypersonic missiles, its J-50 and J-36 six-generation fighter jets, its Micius quantum satellites, its Beidou satellite navigation system, its Shenzhou, Tianzhou and Menzhou spacecraft as well as its Tiangong space station which is the only space station in orbit deployed by a single country.
I see. You probably have a point.
One doubts that the U.S. dollar will long retain its privileged global status. If this is so, then the U.S. has an interest in managing the global decline in a way that minimizes the damage to the United States. BRICS has an interest in managing the global decline in a way that maximizes the damage to the United States. So—well, I have not really thought this through, yet. Let me ponder on it.
Thank you for the reply. I have never been to a Starbucks in my life. I was once flying out to LAX and the plane landed in Las Vegas, for a brief layover. There was a Starbucks at the airport and a McDonald’s right next to it. I bought my coffee at McDonald’s.
As far as the national chain restaurants go, I have absolutely no use for most of them. I “used” to like Cracker Barrel and would order French toast. But the last time that I was at a local one, I had ordered French toast and was served a couple of small bottles of “maple” syrup. The seals had been broken on the bottles and I believe that they filled the bottles with some off-brand, adulterated syrup.
My ex-wife, with whom I live, is a better cook than any that I can find in any restaurant. But with all of the contaminated & adulterated food that is now sold in the grocery stores, she only cooks a very few different kinds of meals. And I no longer eat chicken – it no longer looks or tastes like it did 40 years ago. The maple syrup that we buy comes from Wisconsin, Canada or one of the states in northern New England.
Thank you.
Thank you for the reply.
First off, allow me to state that the ONLY reason I voted for Trump was because I figured that “he was the least of the worst.’ I have never had any confidence in “MAGA” nor in Musk’s “attempt” to rein in spending. I equate MAGA with Newt Gingrich’s phony “Contract with America” that he espoused back in 1994. What an absolute JOKE that was!
I do not believe that ANY jobs will be coming back to the USA in any appreciable numbers. The Jews and their WASP accomplices in the financial “industry” will not allow that to happen. Also, I have absolutely no faith in Trump effecting any meaningful change in this country that would benefit the average working person. If he tried to do that, they would simply kill him. Trump is a billionaire and he is not about to do ANYTHING that will lessen his net worth or the net worths of his many millionaire and billionaire associates. It’s that simple.
I have worked IN INDUSTRY as an industrial electrician for over 40 years and I KNOW how these companies are operated. I believe that the United States is well on its way to becoming a washed up, Third World Banana Republic and that it is too far “gone” to be salvaged. ALL PLANNED.
Thank you.
“Visa cards. No Subway sandwiches, Starbucks or Kenny Rogers Roasters either. ”
Add in their “musak” and other soft power imperialism–no thanks. It more colonialism and imperialism-CONsumerism of their shit quality crap.
Say NO to the vile US empire and its moronic -buffoonish dolt populace.
Indeed. Tariffs are like training wheels for a child learning to ride a bicycle. It helps when you start – but once you learn – training wheels hinder you. The WTO rules were set like that…. China itself has been reducing lots of tariffs and other barriers. I mean China unilaterally- and literally – just eliminated tariffs for almost the whole of Africa (excepted is the one who still holds diplomatic relations with the Taipei government).
But people forget about RCEP. That is the biggest free trade agreement on the globe. It is a timed wind down on tariffs on most goods in the whole region. When China agreed what it was doing was announcing that Chinese companies are no longer shy in directly competing with advanced economies- Japan – South Korea – Australia.
The U.S. on the other hand is going backwards. But really I don’t think Trump and his team even believe what they say. The real hope is to bring in revenue to pay for the tax cuts for the rich. There is no coincidence they agreed to increase the debt ceiling…. It’s all a big joke. The joke is on the non rich.
Which shall see. But in urban environments- stations are indeed more convenient than everyone charging at their place of residence. I mean that’s why there are also so many charging stations already in Chinese cities. But it depends on chemistry. How fast can batteries safely charge without degrading their long term stability. Battery tech is 100 years older than hydrogen fuel cell tech. So really 2050 is the better answer. The competition is not just passenger cars but industrial vehicles – long haul trucks – ships – planes – industrial plants – residential dwellings. The race is far from over. Again the Chinese government is aware – which is why China is the top investor in hydrogen technology right now as well. We shall see what happens.
The other issue is reducing the amount of mining required to produce batteries. So look at it like this – while not a direct correlation- it can be similar to experimenting with thorium for nuclear plants now while still investing heavily in uranium nuclear reactors. Hydrogen fuel cells would be like thorium reactors in the equation
In addition to what you have written, the USA has, in the past, supplied technology to its “enemies,” as well as to its trading partners. Antony Sutton, Ph. D. (now deceased) wrote many excellent books which documented that very thing. One of the sources of his information was the USA’s own State Department records!
As I have stated here on Unz many times before, I have worked IN INDUSTRY as an industrial electrician for 40+ years. I was working at a factory that manufactured truck frames and the plant’s electrical engineer was the boss’ son. He had a college degree in electrical engineering and had worked at the plant during his summer breaks. In addition to electrical controls, he was well versed in hydraulics and robotic control. He was easily the most valuable person in the place. I learned a lot from him.
The company sent him over to CHINA, to oversee the construction of a new frame manufacturing facility there. I know this for a fact, because he would write me letters from China and let me know of the project and how well it was going.
The frame plant where I worked eventually closed up permanently, having lost General Motors’ new contract for its next generation of frames to another company. Millions of dollars had been spent on outfitting that plant to produce frames and all of it eventually either being scrapped, sold for pennies on the dollar or equipment being turned back in to the company from which it had been leased.
My next job after that was working at a plant that manufactured aluminum wheels for cars and light trucks. It was owned and operated by the USA’s largest aluminum corporation. I worked in the foundry, where they had 30 low-pressure die casting machines. Two of the machines were removed, at a time when they could not keep up with production schedules. My best guess is that the machines were sent over to CHINA, where the machines were copied and then placed in a facility to manufacture aluminum wheels.
People here in the USA are fond of accusing the Chinese of “stealing” American technology, etc. I do not believe that for a second. Most of the American technology has either been licensed to China or has been given to them outright. I suspect that very little was actually “stolen”
The United States did the exact same thing with Japan and computer numerically controlled machine tools (tape machines). In this country, we had companies such as Brown & Sharpe and Burgmaster, which manufactured tape machines, the designs of which had been copied and improved on by Japanese companies such as Hitachi and Mazak.
Which Communist leader made the remark many years ago that if you give the Americans a rope, they will hang themselves? THAT was a very prophetic statement!
Thank you.
I read a very interesting article in the South China Mornng Post a few yeras ago.
According to the article, scientists in China have created a robotic artificial intelligence system to monitor and care for human embryos growing in artificial wombs.
Researchers at the Suzhou Institute of Biomedical Engineering and Technology in China’s eastern Jiangsu province developed the robot to undertake the labour-intensive task of observing, documenting and manually adjusting the carbon dioxide, nutrition and other environmental inputs.
The AI robot is being developed as a potential solution to population growth problems in the world’s most populous country, with birth rates recently falling to their lowest level in six decades.
It looks like the Chinese government has been preparing for the worst case population senario.
I think this is a great idea for not only China but also Korea,Japan and Singaporean Chinese.
So if worse comes to worst,
China can combine artificial womb technology with eugenics and mass-produce babies with super intelligence. Luckily, China is an authrotarian state so that it can achieve the objective with little problem. Now I hope you can rest assuerd that the Chinese population situation will be ok,
I think this is a great idea for not only China but also Korea,Japan and Singaporean Chinese.
Very articulately put.
Supposing their tariffs are successful and they bring industries back…then what? Are they going to keep the tariffs forever? If they do, their companies will become uncompetitive and stagnate.
If they remove tariffs, then their costs will be high compared with China.
Korea could use tariffs in its early development while they were in the process of industrialising, because when they removed tariffs, their wages were still lower than the US.
Realistically speaking Americans have to have to expect their wages to come down, in order to compete with China head to head.
Ever heard of The Great Replacement Theory? Those to be replaced are not Chinese!!! 😀
https://en.wikipedia.org/wiki/Great_Replacement_conspiracy_theory
https://immigrationforum.org/wp-content/uploads/2021/12/Replacement-Theory-Explainer-1122.pdf
https://theconversation.com/what-is-the-great-replacement-theory-a-scholar-of-race-relations-explains-224835
The irony being that in Singapore the Apple and Tesla products are manufactured in China. But yeah that’s something Americans don’t get. Americans don’t actually buy Chinese brands. They buy American brands made in China. So China isn’t so worried about losing US manufacturing since – aside from being only 14% of China’s exports – those exports are less profitable. China makes more money selling an Oppo phone and watch from your friend since brand IP is where a lot of the profit is in technology like consumer electronics or cars etc.
Kind of like how Midea is a huge appliance company (now even in robotics). It started out making “white goods” for others but then realized “wait we need to start making things under our own brand – since that’s where the money is. Great Wall Motors did the same in the auto industry (later expanding with sub brands Tank – Haval – Oro). US residents don’t buy those.
Yes, that is true.
I guess I am a bit extreme, but I don’t want to give even $1 to the USA if I can help it. That is why I have stopped using Visa except where I have no other choice. I am even willing to pay more for a product simply not to buy or use US services.
I am testing Harmony OS. So far all seems good. I will eventually move on to Harmony OS fully. When my current computers and tablets and phones die, I will not be buying Android equipped ones anymore. Although I also like Linux, I will also transition away from it in time.
Another good, value for money brand. I have 2 of their fridges.
China absolutely should. As the reputation of China continues to rise, so will its brands. I look forward to seeing more of them in Singapore.
There is a phenomenon reported by some observers…that folks in Global South countries are experiencing the higher value stuff coming from China, like EVs, mobile phones, etc. But the folks in the US are experiencing the lower value stuff like the stuff they find in their Dollar Stores or Walmarts. This is why they constant complain about “cheap Chinese goods”.
A time will come when US consumers also come into contact with the higher value Chinese products, and it will shock them. I look forward to that day, and I can see their reactions.
Oh, one more thing, five Hungarian Jewish Emigres known as the “Martians” — Theodore von Kármán, John von Neumann, Leó Szilárd, Edward Teller, and Eugene Wigner — played major roles in the birth of the US aerospace, defense, space and computing industries. They also participated in the Manhattan Project which built America’s first atomic bomb.
I thought Rassenschande was legal in most states since the 1960s?
The joke is on the creditors – Deadbeat Don is preparing to default for the
third time in a hundred years; the non rich will become a lot nonner but there
is no way around that no matter what.
Yeah it’s strange. They want everything… But you can’t have everything.
The next US war is supremely evitable. All the US has to do is not foment it. If only the US had butted out of the US wars in Korea, Vietnam, Cambodia, Laos, Georgia, Iraq, Iraq, Ukraine, and so on.
When Deng decided to open up China’s vast market to foreign companies in 1992, one of the requirements that China imposed on foreign companies was technology transfer agreements whereby the foreign investors had to agree to license their IP to a local JV company, 50% of which had to be owned by a Chinese State-owned company. The local JV companies would then manufacture the foreign-branded products under license from the foreign companies.
That’s how Chinese manufacturers learned from the foreign companies by doing the manufacturing for their foreign-branded products in China. All perfectly legal of course because the foreign companies had agreed to transfer their technologies to China in exchange for market access and royalty fees. After learning the trade from the foreign companies, those Chinese manufacturers went on to design their own products under their own brands and succeeded in developing their own technologies with their own patents. In due time, Chinese manufacturers started competing against the foreign companies, both in China and Overseas.
It may be legal by letter of the law, but it is pretty much in effect culturally.
You see, anywhere else in the world, a child of one White parent and one Black parent would be considered Mixed. But in the USA, that child would be considered Black
It goes up to when even only 1 great grand parent was Black., ie. even if 7/8 of a child was White, so long as he looked a tiny bit Black, he is still considered Black.
Whereas elsewhere in the world, that same child 7/8 White would be considered almost White or at least “more white than black”……
So in the USA, if a guy is tainted with just a little Coloured blood, then he becomes Coloured. Perhaps one can call it it Cultural Rassenschande?
And today something near fifty percent of all ‘new’ patents every year are Chinese. China is regaining its position as the world’s great innovators that it enjoyed for many centuries. Not that ‘innovation’ is really ‘new’. Every inventor stands on the shoulders of those standing on the shoulders…..all the way down to The Great Tortoise.
Arsetralia an ‘advanced’ economy!!?? You are kidding, surely. A farm cum mine with all technology imported. We don’t even make cars anymore. A deal of financial chicanery, too. The largest private debt per capita on Earth, the off-shore waters putrefying and infected with killer algae already, an early warning sign of that climate devastation soon to end the Human Comedy. We’re far ‘advanced’ on the Road to Perdition, that’s all.
A great portion of the effort at surveillance/spying by the intelligence agencies is for (a) industrial espionage (b) insider trading.
The losses (skills, techniques, patents), follow from the relentless drive of financialisation. The horizon for returns may be the current quarter (of the year), unlike planning for decades or more in Japan (earlier) and China. The financial manipulators profit more from manipulating own shares, threatening others through derivatives, useless merger upheavals or plundering business assets. The last includes (a) switching contracts/services to cronies (b) outsourcing (c) opening up or selling intellectual property.
The more you charge a litnium battery at or beyond 80%, the faster it may wear out. Something played down by vehicle/device makers.
Have you ever heard of ‘technological progress’? Batteries are improving by the day, but that don’t fit your ideology, does it.
Evidence of Judaic hatred, because of fear, of China AND the Chinese (Asiatic Amalekites for sure)and, no doubt, a corporation owned by some Jew or Jews. Now, or soon. ‘Con-ifer’ and its ‘anal-flux’ design.
The Western attitude to China derives from Judaic xenophobia. Chinese are Asiatic, non-Western, non-Judeochristian and thus alien and ‘untermenschen’. The West’s ambition is to DESTROY China, because even a ‘liberal capitalist’ China would out-perform the West, thus upsetting ‘God’, and even a vivisected China would soon re-coalesce, as it has done numerous times. The solution is plain-genocide of as many Chinese as bio-warfare, or some other means, can manage.
I’m surprised there aren’t more Chinese brands in Singapore already. I believe they do fairly well in Malaysia – no? But yeah inevitably it is a trend. Even the Japanese and Korean appliance makers continue to lose global market share to Haier and Gree and Midea and Hisense etc. In the same way Samsung and Apple are still 1 and 2 globally – but in totality Chinese brands now have the largest overall market share.
But US citizens? I honestly don’t see the U.S. opening to Chinese brands. I mean Hisense and TCL have a presence – but that’s probably because people don’t know they are Chinese. Cars? Forget it. The lobby is too strong. They already are squeezed by German – Japanese – Korean vehicles. I don’t see them allowing Chinese vehicles in the next decade even. Those brands will collapse. I mean even Buick and Cadillac might collapse anyway. They were being propped up by sales in China and now foreign companies are losing market share in China. So those two might go anyway…. So I see very little chance. But hey – you never know.
That can be said for a few 1st world countries. You don’t have to like Australia to acknowledge it counts as an advanced economy. I mean there is a reason lots of Chinese and Indian students go there for university (as an English speaking nation). Let’s be fair here. I have never been to Australia- but based on the metrics – it is an advanced economy. As you noted – Australia did produce cars previously.
I mean yeah – it was a prison colony – so its technology might not be what Europe and the U.S. is – but it’s still an advanced economy. I’m not an extremist – so I try to be fair. I can’t stand Australian foreign policy – but reality is reality. It is advanced
Yes I am aware. That’s why I refused to buy a newer car that does not have in car navigation. They want people to use their phones now. I refuse. I’m not interested in spending all my money buying new things. Yes – every time you put that phone on a charger – that battery is closer to “death”.
But yeah no technology is without limits. There are all chemical and physical limits involved. That’s why companies are working on multiple types of batteries and why countries are still pursuing hydrogen fuel cells for the future. I feel it will come down to which is the “better” storage medium – hydrogen or batteries. Size and weight of batteries will have a lot to do with it. As it is now – for large vehicles like ships and long haul trucks – hydrogen has already proven to be better because the weight of the battery required to move such large vehicles is too much. Planes I’m sure will prove to be true also. Industrial plants and such will be interesting. When not nuclear – will solar/wind coupled with battery banks be more efficient – or will hydrogen be the better pairing. China is experimenting on that now.
Yes, there are plenty in Singapore already. But the more, the merrier. Competition is a good thing.
My hunch is that for alot of these brands to survive, they have to abandon the mass market and go for niche placement instead. Just like Harvey Davidson appeals to a certain niche subset, but the mass market got taken over by Honda motorcycles.
They cannot compete on price, so they have to appeal to brand identity, lifestyle, history etc etc.
IMHO, Trump should be thinking along these lines of capitalising on American niche strengths, instead of trying to bring back industry wholesale with a shotgun approach and compete on mass market price.
Advanced economy, as a concept, is a can of worms.
Some questions:
What does advanced economy means?
What makes an economy an advanced economy?
When is an economy an advanced economy?
Does “advanced” rendered an economy resiliency?
Does “advanced” entail well managed?
Is “advanced” is just a static concept?
If not, does “advanced” need certain set of prerequisits?
Looking forward, does advanced entail improving?
In conclusion, I am a stubborn and conservative person. I think it is definitely not the right time for hydrogen energy now.
Although some people in our country have proposed using renewable energy to electrolyze water to produce hydrogen and transporting it in liquid form, I still doubt this approach.
For instance, solving the instability of renewable energy does not necessarily have to rely on the hydrogen energy path.
They need to take actions to touch my heart. If I were to consider it from a cost perspective, I would still opt for an electric vehicle. After all, buying an electric vehicle doesn’t cost much and it can also save on gasoline expenses.
I’m not someone who loves traveling and my family has an oil car, so in the city, an electric vehicle is sufficient.
Considering the technical difficulties such as cost and accessibility that need to be overcome, I think it will be very difficult to convince us consumers to purchase hydrogen energy vehicles. Unless they break through the technical barriers.
Perhaps there really is such a problem, but I think it is possible to overcome this difficulty by using computer models to design a reasonable charging schedule.
Nowadays, many new electric vehicles here have similar designs to help maintain the battery life.
Besides, few people in China plan to use electric vehicles for long-distance trips, so I’m not too worried about the battery wear and tear issue. The reason why we purchase electric vehicles here in the urban area is simply because gasoline-powered vehicles consume too much fuel on congested roads.
This Chinese manufacturer invested $1B in its Shenzhen factory to make phone cases, as shown in the video below:
Note how few people work in the factory floor made possible by the amount of their investment in automating their production processes. The workforce required to design, build, operate and maintain their highly complex and automated systems of industrial production must have acquired their technical skills, engineering expertise, scientific knowledge and production experience throughout decades of industrial development in China since the beginning of Deng’s market reforms in the 1980s. Those types of technical workers are difficult to recruit outside China, as Tim Cook himself admitted in an interview explaining why Apple manufactures its iPhones in China and not the USA, as shown in the video below:
Making a phone case seems easy compared to making a cutting edge car. Earlier videos here showed such car factories, with almost no lights on during production. But whoever convinced investors to cough up $1B for the phone case factory was quite a wizard.
They kept out Cherry earlier; the excuse was that it sounded like their “Chevvy”, slang for Chevorlet. But when they decide, you must import even poisoned food. They call it a Free Market.
I hardly saw any human workers in the production processes of that highly-automated factory producing phone cases. But the factory manager claims they have many tool-and-die technicians designing and making the plastic injection moulds as well as installing and managing the tooling equipment for the production processes. The interviewer was barred from going inside their Mould Design/Tool Engineering Department due to the “No Entry” signage. Be that as it may, there must be a custom-made mould for each phone case design for every phone brand/model, and that means they must do hundreds of moulds every year!
The point of the video is to convey the complexity of the production processes in manufacturing industries and the sophistication of the technical workface in managing those production processes in China. So much so that even simple products like phone cases require a high-degree of industrial automation.
Your last paragraph…. Exactly…. But I don’t think he even cares about the “mass” of people. A supplier of ours who is in the U.S. just announced double digit percentage increases because their own input costs continue to rise because of “inflation”. Likely tariff induced as they import inputs (you know – global supply chain – lol). Either way – ironic the U.S. gov claims inflation is only 2+ %. It’s an absolute joke
Well it definitely not have to mean “improving”. Germany and Japan are very advanced economies and they are both faltering. The U.S. is as well on a lesser scale.
A general guide is looking at the Human Development Index. The countries with high HDI tend to be advanced economies. But the economic definition is quickly based on income – diversity of industry – sound financial institutions that facilitate economic development. That’s why China considers itself still to be a “developing country”. China has the most diverse industry and has developed financial institutions that are sound – but its income is “middle” (ten years ago it was still low – but China’s mass changes the paradigm and is a unique case).
Australia has those things and it’s also why it has high HDI. Advanced economy is not the same as advanced technology. My point about RCEP I can use again – India was supposed to be in it but pulled out because it wanted to protect its industries. It didn’t believe it could compete. So to come full circle – these barriers the U.S. is putting up is like it is a developing country – like over a century ago when they were used before. They want to go backwards. It’s weird
That is a perfectly reasonable comment. Your last sentence is the key though. That’s why it’s a technological competition. Again though – remember- it’s not just about cars…. Anything that uses energy. So there will be many different types of usage. Just like now a ship and a plane and a gasoline car can all use a derivative of oil – but the fuels are very very different.
Wow! I didn’t know that! That said Chery used to make poor vehicles – lol. But now they have improved quite a bit I understand. Hey Hyundai made terrible vehicles at first too. So they might have caught on.
And yeah you are right. And Japan folded again. Talk of “poisoned food”. Supposedly for the privilege of 15% tariff – not only did they agree to invest half a trillion US dollars – but to also buy more food from the U.S. – including rice. Face palm
Right on time… A story out of Shanghai…. Hydrogen powered drones… The developers not that the higher energy density in the hydrogen set up is more efficient for heavier and longer distanced drone delivery:
https://www.citynewsservice.cn/news/Hydrogen-power-ignites-low-altitude-economy-gno5x94m
Filling wings or tanks of drones with hydrogen will provide more buoyancy, reducing the need for power for lift.
Yeah I’m not an engineer but I understand those things on a cursory level. But yeah in the article on drones it seems to say the same that all other transport says. For short distances batteries might be “easier” – but anything of larger weight or for longer distance the hydrogen fuel cell wins. As they note – in passenger cars the cost of hydrogen and the delivery infrastructure are the impediments. But anything industrial – it seems fuel cells are the future wave. It’s kind of like how passenger cars use gasoline while industrial vehicles use diesel because of the energy density.
Erm, no 🙄
This is not quite the way it works; filling a constant-volume tank with hydrogen
will reduce its “buoyancy” over an empty one.
In the case of hydrogen a pressure container capable of holding a very small gas
(-> kinetic gas theory) will add considerably to overall weight, and pressure-free
storage requires palladium on which the Ruskies (Noril´sk-Talnakh) have a
de facto monopoly.
As usual all is not as simple.
Correlation is not explanation. To the extent that HDI explains “advanced”, then one of two description is not necessary.
Straightly speaking, economic development, like human development, should not have any predetermined end point. And every country could call itself a “developing country.”
Anyway, the concept of “advanced economy”, like other concept, was as useful as it informs about the current reality as well as clue to the near future. Concepts could also dis-inform/hide. A concept is not useful is it hide more than inform.
At present, China is an advanced economy in terms of diversity of industry and sound financial institutions. Measured in PPP, Chinese is economy is a lot bigger than the US economy. But Western nations are unlikely to see China that way. First of all, calling China an advanced economy would weaken their case of making China mercantilistic.
Exporting large quantity of manufacturing products is essentially not different from exporting large quantity of energy product like oil and natural gas. Why is the US not mercantilistic and dumping their energy products but at the same time considers China exporting manufacturing products mercantilistic? One ready answer is that US has an advanced economy.
That is philosophical…. I’m just going by “the book”. Again – China considers itself a “developing economy”. Its goal is 2035 to consider itself an advanced economy.
But again – I don’t see how one can claim Australia is not an advanced one. Anyone claiming it’s not are just being biased. Not much better than a westerner biased against others
I am not being philosophical. And everyone could call whatever economy advanced or not advanced as he or she sees fit. Rather, I am trying to understand what people mean.
Let me use your by “the Book” example. What does it mean?
What is obvious that
1) China want to improve its economy,
2) China hopes to have a better economy according to some criteria, however defined, by 2035.
But, 3) does it mean that China does not need to improve its economy once it achieves “advanced economy” status?”
I can accept 1) and 2). At the same time, I don’t think many people would assume 3) is part of “the book.”
You had provided one criteria in you answer to yourself. Australia once made cars. But then it lost the ability. Unless “advanced” means once achieved, would forever advanced.
Well all we have to do is look at history and see that powers and nations ascend – plateau – then descend (same with companies). The competency of the leadership matters…. In the past natural disasters played bigger parts in those cycles
I did not suggest a pressurised container. It only has to resist low-altitude atmospheric pressure outside. The lower density of hydrogen compared to the main atmospheric gases could help.
Thank gawd it’s China not the japs who hold the patents or the tech,
since the japs always fancy having their own monopoly over the others, but didn’t realize their SOLE economic mode is export-driven for rice, and,,,
their biggest trading partner is US and China,
while US has full control of up to which political party can be elected, and messing up relations with China just means fueling flames on Chinese’ nationalism and further thinning market shares japs remaining, something korks, EU and America like to see.
Their Plasma TV and Blue-ray dvds are disastrous for their RD teams, when Europe and China knew the japs want sole patents on EVERY SINGLE plasma panel sold, they said FK YOU and switched to LED, where the patents were shared by China, EU, Korea and US.
“For the US to catch up technically will take years, if not decades.” Caution: Nazi Germany thought the same thing about the tiny US army and navy in 1939.
In 1939, the USA back then had the manufacturing industries which could be converted to weapons production during WWII. On the eve of WWII, the USA had the greatest industrial capacity, the largest technical workforce, the best infrastructure, the lowest debt and most importantly, a largely homogenous population of White Christians which had assimilated the various communities of European immigrants to form the brightest generation of Americans in US history.
That’s no longer true today.
The Nazi military did most of its fighting against the Soviets – not the U.S.
Absolutely.
80% of Nazi casualties were at the hands of the Soviets.
But hey, why let a little detail like that stop Yanks from swaggering around posing as the big hero ?
The vermin infection of the White mind is even more serious. Here is a summary of an account by an anti-Zionist. Of course, I have not forgotten that Stalin got a record number of non-Jew Russians killed.
– In 2 years, Germany won WW1. It offered Britain peace, subject to reversion to the pre-war status.
– Zionist control of propaganda and banking kept USA almost totally anti-Tzar and pro-Germany. Zionists withheld finance from the wrecked Britain and France.
– Zionists promised to involve USA in the war if Britain promised to assist in establishing a Jew homeland in Palestine. In 1916, Britain agreed. Overnight, the propaganda in USA changed to condemn Germany, and USA declared war on it. Britain then issued the “Balfour Declaration”.
– I was at the Paris “Peace Conference” in 1919. Among those the defeated Germans faced were 117 Jews representing only themselves.
— Benjamin Freedman, 1948
Indeed. It is absolutely true that the U.S. did supply the Soviets with lots of weapons – but you have to fight. Ukraine is being supplied and we see what’s going on. So just being a supplier is definitely not the same.
But yeah aside from some sabotage by field agents and some ships sunk by subs – US munitions factories were always protected by 2 oceans. But fact is the U.S. did not do most of the fighting against Germany nor Japan. But the text books in the west are written that way. The U.S. navy was instrumental in destroying the Japanese navy though. I give them that. Of course part of that is that the U.S. had greater capacity than Japan did. Not the case with China though. He is confused
Frankly, I think it is a consistent US game plan for the last century…to let others fight and wear themselves down. The Ukraine War and the attempt to use Taiwan/Japan/Korea against China are all par for the course.
I am not sure if this modus operandi has anything to do with their Jewish element but I wouldn’t be surprised if such a method originates from the Jews. It would be the perfect cunning method to survive/dominate others, if one’s own side were disadvantaged by small numbers.
When it is a peer competitor – that is indeed the game plan. Their think tanks spell it out blatantly. Look at the EU. Trump no attempt at subterfuge. He tells them point blank – you are going to buy weapons from us – so we can make money – and stand in the front line against Russia. And even then buy more expensive US energy to boot . Blatant extortion
Orange Caesar demanding tribute….LOL
Trump is just acting out in Europe what has been US foreign policy towards Latin America since the Monroe Doctrine turned the USA into an Imperialist Power. Back then, the Monroe Doctrine justified US Imperialism in Latin America in order to prevent European Powers from asserting their influence in the Americas. The same thing is now happening in Europe with Russia now being used as the bogeyman to justify US Imperialism in Europe. The end-game is for the US Empire to dismantle the EU and destroy its Euro currency in order to impose the Petrodollar System onto Europe. To this end, the Yanks in the US Deep State want to promote White European Ethno-Nationalism against the Globalist EU using Brown Muslim refugees and Black African migrants as their racial scapegoats.
The USA Empire uses the Petrodollar System as a form of “Imperial Tribute” collected on all nations which use the USD as the de-facto reserve currency for foreign trade and international investment. That the EU had succeeded in creating the Eurozone System which uses the Euro as the de-jure reserve currency is anathema to the USA Empire because the Eurozone System poses an existential threat to the Petrodollar System after the scheduled completion of the NordStream pipelines linking Russia’s energy supplies to Europe. That’s why the Yanks blew up the NordStream pipelines and instigated the Ukraine Conflict in order to destroy the Eurozone System and kill its Euro currency. The USA Empire will make sure that there will never be peace in Europe until the Eurozone ceases to exist.
I am in total agreement.
I only want to add that the USA having found that it is harder to plunder the rest of the world, are now cannibalizing whole parts of its own domain, starting from Europe.
When they are through with Europe, they will go for Canada and Mexico too.
I think they will also try to cannibalize Japan, Korea and Oz. But my hunch is that these countries are far away, and will flip loyalties instead.
The Global South that had to endure past centuries of genocide and plunder by the Western Powers now led by the USA Empire are beginning to seek equal partnerships with China, Russia and Iran. The revival of Russia, the rise of China and the arrival of Iran pose the biggest challenge to the dominant position of the Western Powers in the Global South. That’s why the USA Empire is now cannibalizing its own US allies in the so-called “Collective West” based on its animal instinct for national self-preservation. When its own national survival is at stake, the USA Empire follows the laws of the jungle, throwing out its own “rules-based international order”. That’s how hungry wolves behave: they seek lambs to prey upon. And the fattest lambs on this planet are US allies who depend upon the Big Bad Wolf for their protection!
Arsetralia will gut itself, stuff its innards with delicious ‘erbs and spices, shove an apple in its mouth, and step into the oven happily, to feed its ‘Great and Powerful Friend’, the imbecile description that the local compradores use to describe their dream home-the USA. Our political, military and ‘intelligence’ scum have primary loyalties to the USA and the Western Empire, and to Arsetralia only as long as we follow orders from Thanatopolis DC.
Jed Clampett and Jethro will be there soon…
Zeppelin
Utter bull-shit. That China has revolutionised EVs has you Yankee losers REALLY pissed off. It’s delicious to watch!
Another cretin who likes seeing children forced to breathe particulates, benzene, carbon monoxide etc, from ICE exhausts, and developing cancers.
China is big, too. You just need to build the chargers, but fossil fuel interests control US politics, so NO EVs. It’s as simple as that. The Chinese Government governs for the interests of ALL, including foreign populations that need renewables. US regimes govern for their OWNERS, the rich parasites and the Jewintern in particular.
May be late but still germane to this thread, The Rare Exchange published an article yesterday entitled: “The Rare Earth Reckoning: Why Trump’s Mining Blitz Faces the Great Wall of China.”
Quotes below: Chinese are
“fusing rare earth dominance with material science, clean energy, and even life sciences, filing orders of magnitude more patents than the United States. They’re moving beyond control of the supply to control of the standards themselves—the rules by which tomorrow’s technology will be judged. From humanoid robotics to EV motors to breakthrough energy technology, the future, to some extent, is being prototyped under Chinese patents, with Chinese metallurgy, in Chinese labs.
Meanwhile, America is relearning how to walk in an industry it abandoned decades ago. Yes, we outsourced the dirty business of mining and refining for the most part. Of course there are exceptions.
But in rare earth processing, the entire U.S. and Europe together can field perhaps a few hundred real, seasoned, intensely coveted experts. China has many thousands cultivated in the rare earth complex. They’ve spent thirty years refining separation, scaling production, and embedding their engineers into a feedback loop of constant improvement. The size and sophistication of their operations are almost unimaginable in the West, because this has not been a collective focus from America to Europe.”
Implications:
Until the US and its allies could produced refined rare earths products with comparable scale and scope, China would be ahead in the field of rare earth processing and rare earth products manufacturing.
Yes. Fossil fuel interest is likely a big factor against EVs.
But charging time is also the issue.
Level 1 charging
Adds 3-5 miles/hour
Level 2 charging
Adds 20-60 miles/hour
Level 3 charging
Adds 100- 300 miles/hour
On the other hand, Ev could be a lot cheaper in fuel cost per mile.
Where would any electronica be without J J Thompson The English discoverer of the electon?
Every time I see the term fossil fuel used to describe Hydrocarbons I want to ask the clown using it how the evil oil companies got all the bottled dinosaur farts up to Saturn’s moon Titan so it can have methane Oceans.
I´m glad you asked …
the dinos are a commercial only Americans have ever heard of:
Reality as usual is a bit more complicated; in the simplest terms methane has
a lower condensation point (and is lighter) than iron and silicates during this:
That´s the formation of a solar system (HOPS-315); gorgeous, eh?
(“intuitive” false color composite of James Webb and ESO, blue is x-ray; the star
in the disk/wind (“t Tauri”) phase blows out the inner sytem before the formation
of planets, accounting for their different compositions)
Hua Bin, I just noticed your content on UNZ and have subscribed.
China seems to have made it–past attempts at counter revolution.
This is good. The world has another model of governance to study.
Bill Jones wrote,
1) In case you did not read my post correctly. I did not equate fossil fuel with hydrocarbons. I wrote:
2) Fossil fuel is mostly hydrocarbon. But not every type of hydrocarbon is fossil fuel. For example, rice is mainly hydrocarbon, chemically speaking. But no one should mistake rice with fossil fuel.
Calling oil companies fossil fuel interest is not uncommon. Their primary concern is fossil fuel. Not all kinds of hydrocarbon.