Posts Tagged ‘Intel’
Friday, August 27th, 2021
Greetings, and welcome to another Friday LinkSwarm! Biden’s Afghan debacle continues to top the news:
At least 90 people, including 13 American soldiers, were killed in in a bombing at an entrance to the Kabul airport.
Un-Fucking believable: “U.S. officials provided Taliban with names of Americans, Afghan allies to evacuate.”
U.S. officials in Kabul gave the Taliban a list of names of American citizens, green card holders and Afghan allies to grant entry into the militant-controlled outer perimeter of the city’s airport, a choice that’s prompted outrage behind the scenes from lawmakers and military officials.
The move, detailed to POLITICO by three U.S. and congressional officials, was designed to expedite the evacuation of tens of thousands of people from Afghanistan as chaos erupted in Afghanistan’s capital city last week after the Taliban seized control of the country. It also came as the Biden administration has been relying on the Taliban for security outside the airport.
But the decision to provide specific names to the Taliban, which has a history of brutally murdering Afghans who collaborated with the U.S. and other coalition forces during the conflict, has angered lawmakers and military officials.
“Basically, they just put all those Afghans on a kill list,” said one defense official, who like others spoke on condition of anonymity to discuss a sensitive topic. “It’s just appalling and shocking and makes you feel unclean.”
“French officials gave the Nazi occupiers a list of Parisian Jews they wanted to remain safe…”
What is behind Biden’s inexplicable trust for the Taliban?
It is becoming increasingly difficult to draw any conclusion other than that President Biden knowingly and willfully surrendered Afghanistan to the Taliban.
To be clear, this is different from concluding that Biden committed to a recklessly premature date for withdrawing all U.S. forces (which, practically speaking, would necessitate NATO’s departure, too) while being aware that the Taliban were capturing territory and that the Afghan security forces might be unable to hold them off over the ensuing months.
That would be bad, but not as damning as what I am deducing.
I now believe Biden long ago reasoned that the Taliban were going to take over the country inevitably and decided to treat them as the de facto government. Consistent with this — and with the progressive Democratic orientation that American military power is needlessly provocative, and that concessions are the preferred way to inspire rogues into good behavior — Biden determined back in the spring that he would set a firm deadline to pull our forces out, and then demonstrate to the Taliban that the deadline was real.
Snip.
Biden saw the Taliban as the regime in waiting, with whom his administration was energetically negotiating. If he proved to the Taliban that the U.S. really was leaving no matter what, then he figured the Taliban would allow — even facilitate — the evacuation of thousands of American civilian workers, contractors, and diplomatic personnel. Biden would pull out American troops and trust the Taliban, thus appeased, with the fate of the remaining Americans.
This is mind-boggling, but not the half of it. Biden was also effectively administering the coup de grace to the Afghan government, and not only by elevating the Taliban to the sole Afghan party with which his administration would negotiate the terms of the U.S. departure. Biden would also pull out in a manner that undermined the Afghan security forces’ capacity to fight the Taliban. After all, if U.S. troops and contractors continued providing technical and logistical support to the Afghan ground and air forces, the Taliban might interpret that as an American commitment to continue the war. Biden would make sure the jihadists had no cause for doubt.
In this, Biden had to know he would be leaving to the Taliban the fate of tens of thousands of Afghans who supported American combat, intelligence, training, and nation-building efforts over the last 20 years. Though many government officials, members of Congress, and influential commentators pleaded with the Biden administration to fast-track the visa process and evacuate the Afghans while American forces were still in control, Biden plainly rationalized that this could provoke the Taliban into retaliatory measures — potentially against Americans — that would put public pressure on him to maintain U.S. forces in the country. Biden’s priority was to withdraw them. Ergo, the Taliban — yes, that Taliban — would be trusted to deal benignly with America’s Afghan allies.
Read the piece for Andrew McCarthy’s reasoning behind this conclusion, including the Bowe Bergdahl swap, and evacuating Bagram in the dead of night. My only quibble with his analysis is that his working assumption that Biden is making the decisions of the Biden Administration. I rather doubt it…
On the ground in Afghanistan: things are bad:
“My phone is melting, and my inbox is jammed, from grown Afghan men pleading, crying to get out with their wives and children,” my reader begins:
All of them used to work for our company. They are engineers, electricians, lab technicians, urban planners, CAD drafters, surveyors, concrete masons, welders — all skilled technical and professional people who enjoyed what we would consider a solid middle-class life. Some went on to become lecturers at university. These aren’t herders and farmers — they are civilized, educated, middle class tradesman and professionals who trusted their government to maintain the safety and security of the nation. Their average age of the parents is late thirties. Their average family size is seven. The youngest child among them is 10 days old. Inside of a month, their lives are uprooted by bloodthirsty barbarians. They are hunted because they helped the Americans.
One of our families has been waiting in the Entry Control Point for four days straight – living in trash and filth, with no shelter, jammed among thousands of others. The parents know full well what awaits if they are fortunate to get out. They are willing to live the life of a refugee in a camp near a military installation. Essentially a one room United Nations Refugee Center shack, or group expeditionary tents, no indoor plumbing, no kitchen. They share public toilets and showers and live in a fenced compound in a sea of other shacks or tents surrounded by gravel — for at least 12-18 months while they wait for the State Department to process their visas. They are willing to walk away from their middle-class comforts and live in refugee camps for well over a year, possibly two, for the freedom and liberty of the United States. Amanullah asked me yesterday if I could get him to Mexico so he could walk to Texas so he wouldn’t have to live in a refugee camp. They know.
Don’t let anyone claim that Afghans who worked for America or international organizations will be fine.
“Here’s a kick in the gut,” my reader continues. “Fawad — not his real name — called me crying last night after midnight. His brother-in-law was killed by the Taliban earlier that day. He had worked for an American contractor in Zabul [a southern province considered part of the Taliban’s heartland]. He was beaten in the street and then shot in the head so the villagers could see.”
More of that California ballot fraud that doesn’t exist. “300 recall ballots, drugs, multiple driver’s licenses found in vehicle of passed out felon: Torrance police.” I’m going to go out on a limb and guess that Random X. Felon wasn’t working for Larry Elder…
Speaking of which: Democrats have the State of California investigating Larry Elder’s campaign.
Speaking of voting fraud, polls show growing support for voter ID.
Supreme Court upholds reinstatement of President Trump’s “stay in Mexico” policy for illegal aliens. Texas and Missouri were the lead plaintiffs.
The Supreme Court also struck down Biden’s eviction moratorium.
“It would be one thing if Congress had specifically authorized the action that the CDC has taken. But that has not happened,” the Court majority wrote in an unsigned opinion.
“Instead, the CDC has imposed a nationwide moratorium on evictions in reliance on a decades-old statute that authorizes it to implement measures like fumigation and pest extermination,” the opinion continued. “It strains credulity to believe that this statute grants the CDC the sweeping authority that it asserts.”
On his way out the door, disgraced New York Governor Andrew Cuomo granted clemency to Weather Underground cop-killer David Gilbert.
David Gilbert is the father of San Francisco District Attorney Chesa Boudin. He had Chesa with his then-partner Kathy Boudin.
David Gilbert was also a member of the Weather Underground, the domestic terrorist group responsible for the 1981 Brink’s armored car robbery in New York.
Gilbert and Boudin dropped off infant Chesa with a babysitter before driving to the robbery.
The terrorists, with members of the Revolutionary Armed Task Force and Black Liberation Army, robbed the truck and wounded guard Joe Trombino and killed his co-worker Peter Paige. Police officers Waverly Brown and Edward O’Grady died in the shootout.
A jury convicted Gilbert of three counts of second-degree murder and four counts of first-degree robbery.
Oh: They also took his Emmy away. The one they gave to him after we all knew he was a Granny-murderer…
Politico sells to German publishing giant Axel Springer for about $1 billion. Hopefully this will result in Axel Springer CEO Mathias Dopfner firing some snowflakes when he insists they do actual reporting rather than waging social justice… (Hat tip: Director Blue.) (Previously.)
Emerald Robinson: “How I Murdered The Weekly Standard“:
My modest proposal was that the 3% of Republicans who never approved of President Trump should stop pretending that they were spokesmen for the 97% of Republicans who did. In the corporate media, where 97% of that 3% were keeping a high profile on cable news, the distortions became preposterous. This seemed to me elementary logic. But for the tiny group of delusional Never Trumpers, my modest proposal fell on them like a ton of bricks.
In the end, my essay ignited a kind of public war among conservative intellectuals that helped to bring down the neocons and the Never Trumpers in the media. Not only did the Weekly Standard shut down, but the National Review kicked out Jonah Goldberg, and the neocon’s peewee prince Bill Kristol went to work for Democrats – all in six months. How did that happen? They had no base of support outside of the Beltway, and they were in willful denial about their own unpopularity. This dynamic was obvious at all levels of media, but let’s take a high visibility example: the old panel at Fox New’s Special Report with Bret Baier. Now, Bret Baier is obviously a very quiet Never Trumper but if you stacked your daily panel with Stephen Hayes, A. B. Stoddard, and Jonah Goldberg and these were the “conservative” pundits you picked to defend President Trump’s policies then it’s obvious what Bret was doing.
A week or so after my essay appeared, I got a very short and shrill phone call from one of Bret’s staffers – who was a rabid Hillary Clinton supporter, no less. When I picked up the call, she was angry and breathless and did not want to do small talk. She said: “You don’t know what you’ve done, you don’t understand the damage you’ve caused to this show.” I asked her to calm down, and be specific. She hung up instead.
This bizarre exchange piqued my interest enough to watch Bret Baier’s show that night, which was an emotion I rarely felt for Special Report. Sure enough, Bret Baier ended the episode with an odd little “farewell” segment to Stephen Hayes. The gist of it was that Hayes was suddenly taking “a one year vacation to Spain” with the family. My first thought was: who does a video farewell when they take a vacation? The whole thing was pure baloney. It was now perfectly clear why Bret’s hysterical staffer had called. Apparently my essay had been a crucial factor in getting Stephen Hayes kicked off TV. Someone over at corporate had finally looked at the piss poor ratings Bret was getting and the light bulb went off: no one wants to listen to Hayes anymore. That was certainly true. (A few months later, the sour puss A. B. Stoddard also disappeared from the Special Report show – this time without a video farewell.)
Hayes getting axed left me surprised. How was I to know that Fox executives could read? How was I to know that Baier and Hayes were roommates in college? Did Hayes sail to Spain on one of those idiotic cruises that he was always pushing on his subscribers? Jonah Goldberg had been taunting me from the pages of the National Review that the Never Trumpers were all doing fine – and then suddenly none of them were doing fine. In his video farewell, Hayes wanted everyone to know that he’d be back in a year, and that he was still the chief editor of the Weekly Standard magazine. Both of these statements actually turned out to be false.
Five months later, I got a call from an insider that all the employees at the Weekly Standard were being asked to prepare for the worst. Had anyone run with this story yet? No they hadn’t. Had it somehow fallen to me to be the first to announce the end of the celebrated neocon magazine where Bill Kristol and Stephen Hayes had regularly taunted the American working class? Yes it had. The Lord had delivered them into my hands
Honestly, it was less of a murder than documenting a suicide…
“Snopes co-founder and owner caught plagiarizing dozens of articles and Snopes went ahead and fact-checked it for us.”
Communist purges communists:
Like the Soviet Union under Stalin, Current Affairs is the private kingdom of one man, in this case the dandy communist Nathan Robinson. For five years, Robinson has been all over Current Affairs like a cheap suit, while a small team of deluded volunteers has labored in his salt mine, generating content for the greater glory of the revolution, and their leader, the Potemkin page-turner. But even five-year plans go awry.
Lyta Gold, who was hired to generate ‘Amusements’, is not amused. Gold claims that when the staff attempted to form a workers’ co-operative, Robinson fired them all.
It would take a heart of stone not to laugh… (Hat tip: Ed Driscoll at Instapundit.)
“Israeli Study Shows Natural Immunity 13x More Effective Than Vaccines At Stopping Delta.”
“Large CDC Study Doesn’t Support Mask Mandates in Schools.” This is the sort of science Democrats don’t want settled. (Hat tip: Stephen Green at Instapundit.)
In an administration that sucks, Jen Psaki stands out for really sucking hard.
Speaking of sucking, here’s Spanish-language media omitting embarrassing information in their translation:
“Texas Wins Preliminary Victory Against Biden Administration in Medicaid Lawsuit. The district court’s order temporarily suspends the Biden administration’s revocation of Texas Section 1115 Medicaid waiver.” The Biden Administration retroactively denied a waiver issued by the Trump Administration in an attempt to force ObamaCare down the state’s throat.
Texas election integrity law finally passes the Texas House, meaning Democrat’s quorum-busting stunts got them Jack and Squat.
Herschel Walker is running for the U.S. Senate.
“Germany Schnitzels Itself After Ditching Nuclear, Coal Power For Green Pipe Dreams.” Keep enjoying the highest energy costs in Europe, Deutschland…
Samsung tops Intel as world’s largest semiconductor manufacturer.
Not news: Vultures eating dead cows. News: vultures eating live cows.
The Shat at 90.
Who should you back with your Go Fund Me money, Brett Butler or Spinal Tap’s Viv Savage? (I did toss a little money Brett’s way, as I knew her a little back in my standup comedy days…)
“Americans At Mercy Of Taliban Just Glad We Don’t Have A President Who Posts Mean Tweets Anymore.”
Tags:#NeverTrump, 2022 Election, 87th Texas Legislature, Afghanistan, Andrew Cuomo, Andrew McCarthy, Axel Springer, Bill Kristol, Bombing, Border Controls, Bowe Bergdahl, Bret Baier, Center for Disease Control, Chesa Boudin, coronavirus, Current Affairs, David Gilbert, Democrats, Edward O'Grady, Emerald Robinson, Foreign Policy, Georgia, Germany, Herschel Walker, Intel, Israel, Jen Psaki, Jihad, Joe Trombino, Jonah Goldberg, Larry Elder, LinkSwarm, Lyta Gold, Media Watch, Military, Missouri, ObamaCare, Peter Paige, police, Republicans, Samsung, Semiconductors, Snopes, Spinal Tap, Stephen Hayes, Supreme Court, Taliban, Texas, The Weekly Standard, Voter ID, voting fraud, Waverly Brown, Weather Underground, William Shatner
Posted in Border Control, Democrats, Elections, Foreign Policy, Jihad, Media Watch, Military, ObamaCare, Regulation, Supreme Court, Texas | 1 Comment »
Tuesday, April 6th, 2021
A semiconductor shortage has been plaguing the automobile industry for several months, and this piece explains why:
To understand why the $450 billion semiconductor industry has lurched into crisis, a helpful place to start is a one-dollar part called a display driver.
Correction: The semiconductor industry itself isn’t in crisis, it’s making money hand-over-fist right now. It’s certain industries relying on semiconductors that have the problem.
Hundreds of different kinds of chips make up the global silicon industry, with the flashiest ones from Qualcomm Inc. and Intel Corp. going for $100 apiece to more than $1,000. Those run powerful computers or the shiny smartphone in your pocket. A display driver is mundane by contrast: Its sole purpose is to convey basic instructions for illuminating the screen on your phone, monitor or navigation system.
The trouble for the chip industry — and increasingly companies beyond tech, like automakers — is that there aren’t enough display drivers to go around. Firms that make them can’t keep up with surging demand so prices are spiking. That’s contributing to short supplies and increasing costs for liquid crystal display panels, essential components for making televisions and laptops, as well as cars, airplanes and high-end refrigerators.
“It’s not like you can just make do. If you have everything else, but you don’t have a display driver, then you can’t build your product,” says Stacy Rasgon, who covers the semiconductor industry for Sanford C. Bernstein.
Now the crunch in a handful of such seemingly insignificant parts — power management chips are also in short supply, for example — is cascading through the global economy. Automakers like Ford Motor Co., Nissan Motor Co. and Volkswagen AG have already scaled back production, leading to estimates for more than $60 billion in lost revenue for the industry this year.
A bit of background here: Back in the dim mists of time, some major car manufacturers used to have their own captive wafer fabrication plants for automotive components. They were more art-of-the-state than state-of-the-art, as well as heavily unionized. (Your etch machine broke? Better figure out whether you need the union plumber or the union electrician to fix it…) GM shut down their last semiconductor plan in Kokomo, Indiana (which I think was running a 500 nanomemter process, which was beyond old even then) in 2017.
The situation is likely to get worse before it gets better. A rare winter storm in Texas knocked out swaths of U.S. production. A fire at a key Japan factory will shut the facility for a month. Samsung Electronics Co. warned of a “serious imbalance” in the industry, while Taiwan Semiconductor Manufacturing Co. said it can’t keep up with demand despite running factories at more than 100% of capacity.
“I have never seen anything like this in the past 20 years since our company’s founding,” said Jordan Wu, co-founder and chief executive officer of Himax Technologies Co., a leading supplier of display drivers. “Every application is short of chips.”
The chip crunch was born out of an understandable miscalculation as the coronavirus pandemic hit last year. When Covid-19 began spreading from China to the rest of the world, many companies anticipated people would cut back as times got tough.
“I slashed all my projections. I was using the financial crisis as the model,” says Rasgon. “But demand was just really resilient.”
People stuck at home started buying technology — and then kept buying. They purchased better computers and bigger displays so they could work remotely. They got their kids new laptops for distance learning. They scooped up 4K televisions, game consoles, milk frothers, air fryers and immersion blenders to make life under quarantine more palatable. The pandemic turned into an extended Black Friday onlinepalooza.
Automakers were blindsided. They shut factories during the lockdown while demand crashed because no one could get to showrooms. They told suppliers to stop shipping components, including the chips that are increasingly essential for cars.
Then late last year, demand began to pick up. People wanted to get out and they didn’t want to use public transportation. Automakers reopened factories and went hat in hand to chipmakers like TSMC and Samsung. Their response? Back of the line. They couldn’t make chips fast enough for their still-loyal customers.
Here’s the crux of the problem:
Wu explained that he can’t make more display drivers by pushing his workforce harder. Himax designs display drivers and then has them manufactured at a foundry like TSMC or United Microelectronics Corp. His chips are made on what’s artfully called “mature node” technology, equipment at least a couple generations behind the cutting-edge processes. These machines etch lines in silicon at a width of 16 nanometers or more, compared with 5 nanometers for high-end chips.
The bottleneck is that these mature chip-making lines are running flat out. Wu says the pandemic drove such strong demand that manufacturing partners can’t make enough display drivers for all the panels that go into computers, televisions and game consoles — plus all the new products that companies are putting screens into, like refrigerators, smart thermometers and car-entertainment systems.
There’s been a particular squeeze in driver ICs for automotive systems because they’re usually made on 8-inch silicon wafers, rather than more advanced 12-inch wafers. Sumco Corp., one of the leading wafer manufacturers, reported production capacity for 8-inch equipment lines was about 5,000 wafers a month in 2020 — less than it was in 2017.
Hell, there are people still running some four inch fab lines out there, though usually it’s for something funky like gallium arsenide, old analog signal processes, etc.
The problem is, no one is building any new capacity in those old geometries because fabs are too expensive to build and need 2-3 years of lead time to get up and running. Moore’s second law states that the cost of a new, cutting edge semiconductor plant doubles every four years. You can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. And equipment manufacturers like Applied Materials and LAM Research aren’t going to sell you old technology machines to build older geometry chips because they’re not making them anymore. And if you have to pay full price for the equipment, you might as well fab higher-value chips in current geometries anyway.
TSMC is already spending $100 billion for expanded manufacturing capacity over the next three years, and Intel another $20 billion. That spiraling fab cost is why so many former integrated device manufacturers went to a fabless model, designing chips but letting the manufacturing be handled by foundries like TSMC, UMC and Global Foundries. (And Intel is expanding their own foundry business at the same time they’re paying TSMC to fab some of their top-end chips. You can’t tell the players without a scorecard…)
The other problem is the extremely cyclical nature of the semiconductor industry. In booms, fabs make money hand over fist. During busts, some segments (like RAM) barely break even. The foundry model has smoothed the spikes out somewhat, but as the current shortage shows, not entirely.
Just-In-Time delivery was one of the great disruptive business innovations. Leaner, more tightly-coupled computerized inventory lead to decreases in unused parts and faster times to market. But when there’s a hiccup in the supply chain, it makes it more immediately disruptive. It’s hard to obtain additional semiconductor parts if everyone’s fab is already at full capacity, so expect shortages to extend into the year.
Tags:Applied Materials, Economics, GM, Intel, LAM Research, Samsung, Semiconductors, technology, TSMC, UMC, unions
Posted in Economics, Uncategorized, unions | 29 Comments »
Friday, January 15th, 2021
Austin actually enjoyed a rare snowstorm this week. As opposed to those who follow the mainstream media, who enjoy snowstorms 24/7/365…
President Trump is declassifying “a foot high stack of documents” related to Russiagate and Obamagate. Good.
In the “stop panicking” category: “Statehouse wins position GOP to dominate redistricting“:
An abysmal showing by Democrats in state legislative races on Tuesday not only denied them victories in Sun Belt and Rust Belt states that would have positioned them to advance their policy agenda — it also put the party at a disadvantage ahead of the redistricting that will determine the balance of power for the next decade.
The results could domino through politics in America, helping the GOP draw favorable congressional and state legislative maps by ensuring Democrats remain the minority party in key state legislatures. Ultimately, it could mean more Republicans in Washington — and in state capitals.
By Wednesday night, Democrats had not flipped a single statehouse chamber in its favor. And it remained completely blocked from the map-making process in several key states — including Texas, North Carolina and Florida, which could have a combined 82 congressional seats by 2022 — where the GOP retained control of the state legislatures.
After months of record-breaking fundraising by their candidates and a constellation of outside groups, Democrats fell far short of their goals and failed to build upon their 2018 successes to capture state chambers they had been targeting for years. And they may have President Donald Trump to blame.
“It’s clear that Trump isn’t an anchor for the Republican legislative candidates. He’s a buoy,” said Christina Polizzi, a spokesperson for the Democratic Legislative Campaign Committee, on Wednesday. “He overperformed media expectations, Democratic and Republican expectations, and lifted legislative candidates with him.”
Snip.
The biggest disappointment came in the seat-rich state of Texas, Democrats needed nine seats to reclaim the majority after flipping a dozen in the midterms. Though some races remain uncalled, so far Democrats were able to unseat one incumbent and Republicans offset that with another pickup.
Now Texas Republicans, retaining control of the Senate and the governor’s mansion, will have total authority over the drawing of as many as 39 congressional districts in the state. Democrats fear Republicans will pack and crack the rapidly diversifying suburbs to dilute unfriendly voters. Despite targeting 10 districts, Democrats failed to flip a single targeted seat in 2020 on the current map, which was drawn by the GOP roughly a decade ago.
There are plenty of things to worry about with Democrats control (by the skin of their teeth) the White House, the Senate and the House, but federalism provides strong state power as a counterbalance to the federal government.
“10 Times Democrats Urged Violence Against Trump And His Supporters.”
“MIT Professor Who Received $19M in Federal Grants Arrested for Concealing Ties to China.”
A Massachusetts Institute of Technology professor and researcher who has received almost $20 million from the Department of Energy was arrested Thursday after he allegedly failed to disclose ties to the People’s Republic of China.
Mechanical engineering professor Gang Chen faces charges of wire fraud, failing to file a foreign bank account report, and making a false statement in a tax return, the U.S. attorney’s office in Boston revealed Thursday.
Prosecutors allege the 56-year-old professor, who is a naturalized U.S. citizen born in China, has held a number of positions on behalf of the PRC with the goal of promoting China’s technological and scientific capabilities.
They claim he shared his expertise directly with Chinese government officials “often in exchange for financial compensation,” including serving as an “overseas expert” at the request of the Chinese consulate in New York and a member of at least two PRC Talent Programs.
The Department of Energy has given Chen $19 million for research since 2013.
The Second Impeachment Farce doesn’t have a legal leg to stand on.
The president didn’t mention violence on Wednesday, much less provoke or incite it. He said, “I know that everyone here will soon be marching over to the Capitol building to peacefully and patriotically make your voices heard.”
District law defines a riot as “a public disturbance . . . which by tumultuous and violent conduct or the threat thereof creates grave danger of damage or injury to property or persons.” When Mr. Trump spoke, there was no “public disturbance,” only a rally. The “disturbance” came later at the Capitol by a small minority who entered the perimeter and broke the law. They should be prosecuted.
Actually, I think it’s been firmly established that the entry into the capitol occurred even before Trump stopped speaking.
Did you notice that Iran seized a South Korean flagged tanker in the Persian Gulf? South Korea has, in turn, deployed a destroyer to the Gulf.
Also not so much in the news: Israel launched its biggest airstrike in years against Iranian positions in Syria.
A senior U.S. intelligence official with knowledge of the attack told The Associated Press that the airstrikes were carried out with intelligence provided by the United States and targeted a series of warehouses in Syria that were being used as a part of the pipeline to store and stage Iranian weapons.
The official said the warehouses also served as a pipeline for components that supports Iran’s nuclear program.
Maybe the Islamic Republic of Iran expects that they can just ask the Biden Administration for highly enriched uranium directly…
Total crude oil imported from Saudi Arabia last week: Zero.
How big tech erases conservatives from the Internet:
Two companies, Google and Apple, each control about half of the smartphone market. So when the two companies made a move against Parler, the conservative social media alternative, it effectively erased its app from existence. Joining the party was a third member of the FAANG Big Tech consortium, Amazon, which deplatformed Parler from Amazon Web Services.
AWS controls a third of the cloud marketplace. Microsoft and Google are in 2nd and 3rd place.
Blocking an app doesn’t permanently kill a social networking service, though it places it at a structural disadvantage, but Apple and Google can flag sites as unsafe through their browsers.
“Twitter Admits They Lied About the Current Conservative Purge.”
Originally, the social media giant and former favorite platform of President Trump claimed that it was simply a matter of accounts not verifying their information. Twitter claimed that until those accounts did so, they would simply not show upon follower accounts.
Well, the tune has been changed. As most suspected from the beginning, there is actually a widespread deletion of conservative accounts goings on under the guise of them being QAnon related. This has supposedly hit over 70,000 accounts so far.
Let me explain how this works. Basically any small amount that propagated the idea that the election was stolen is going to be lumped in as QAnon and targeted.
I don’t believe in QAnon conspiracies. I do believe the election was stolen.
Speaking of which, Twitter and Facebook lost a combined $51 billion in market value following their banning of Donald Trump from their platforms.
“The world’s biggest gun forum was booted off the Internet because they can be.” In other news, Go-Daddy sucks. I hope AR15.com files a very expensive lawsuit against them.
Looks like Twitter didn’t quite erase Trump’s tweet history:
Rep. Alexandria Ocasio-Cortez ((D)umbass-NY) wants to create a Ministry of Truth to censor the media. (Hat tip: Stephen Green at Instapundit.)
On Trump’s appeal to hardcore Trump fans:
There is a large segment of American society, maybe 15-20%, that has not had a president who represents their basic worldview for decades. These folks tend to be white, exurban or rural, believe in religious tradition and cultural conservatism without being regular church-goers, very patriotic, very pro-military, hostile to immigration and free trade, skeptical of big business, big government, and establishment experts, and in favor of entitlement programs and the safety net…
Ross Perot and Pat Buchanan appealed to this demographic to a large extent. Beyond that, the only major national figure I can think of in my lifetime who more or less represented them was George Wallace.
So along comes Trump who appeals to this constituency almost perfectly. Sure, he’s a rich New Yorker, but his outer-borough accent and mentality, scorned by the elite, reminds people that their own regional accents are also scorned by the elite.
This constituency used to be divided between Republicans and Democrats, which is one reason they lacked influence on presidential nominees, but they have shifted to be heavily Republican, which gave them a lot of influence on the nominating process in 2020 [I think he means 2016 here. -LP], and they chose Trump.
Trump, to almost everyone’s surprise, wins. So how do big government, big business, elite experts and so on, i.e., the establishment, react, from his fans’ perspective? Without even giving Trump a chance, they decree that he is illegitimate, that he needs to be resisted, and that his voters are beyond redemption; “this is 1932 in Germany” was not a rare reaction.
So, from these voters’ perspective, the one time in their lifetimes and much longer a president comes around who really speaks to their worldview, the establishment tries to destroy him. Rather than the anti-Trump sentiment persuading them, it makes them stronger supporters, people who see Trump as their weapon against an establishment that disparages them.
He’s more right than wrong.
“Why The Left Can Be Violent Morons And Destroy Stuff And You Can’t.” (Hat tip: Director Blue.)
Related:
Intel ousts CEO Bob Swan and replaces him with Intel veteran Pat Gelsinger. Intel has stumbled so badly over the last few years that replacing Swan (who has a finance background) is probably overdue. Gelsinger spent 30 years at Intel, some as CTO, so maybe he has a good chance of ironing out their process problems.
Speaking of semiconductors, there’s a global chip shortage going on, with auto makers among the hardest hit. And it’s not from TSMC’s cutting-edge fabs, it’s from older, larger geometry fabs. And dependence on Chinese chips plays a role as well.
Democrats 
Communism:
The ongoing chronicles of Andrew Cuomo, idiot:
The Air Force is testing swarm munitions.
Depressing, detailed story of how good high school kids became pill-popping drug addicts.
Portland police are taking longer than ever to respond to 911 calls? Just because the ruling democrats hate them and won’t back them up, refuse to charge habitual lawbreakings, and engendered a wave of retirements? Imagine that. (Hat tip: 357 Magnum.)
Burning in Hell watch: Lisa Montgomery, who strangled a pregnant mom to death and cut out her unborn baby to parade around as her own, was executed.
California elementary school requires kids to rank their ‘power and privilege’ and “assess their racial and sexual identities.”
Speaking of the insane doings of school administrators, a New Jersey high school evacuated the school because someone brought in a piece of Fiestaware.
“Texas Solicitor General Resigns and Former Scalia Clerk Appointed…Judd Stone will succeed Kyle Hawkins.” Stone previously worked for Ted Cruz. (Hat tip: Holly Hansen.)
“Lincoln Project Co-Founder John Weaver Accused by Multiple Young Men of Grooming for Sex.” Creepy, but at least it’s young men…
The Beard has left the building.
Dwight has up two documentaries on punk rock, for those interested in such.
Quintin Tarantino at three different budget levels.
Have you always wanted to be a faceless drone in a science fiction dystopia? There’s a Kickstarter for that.
“Millions Kicked Out Of Heaven Following Enforcement Of New Diversity Quota.”
Quant Fund or Metal Band? (Hat tip: Dwight.)
Your cute dog video for the week:
Tags:2020 Election, Alexandria Ocasio Cortez, Apple Computer, Austin, Bob Swan, censorship, China, Democrats, dogs, Donald Trump, drugs, Facebook, Gang Chen, Google, Guns, Harold Ford Jr., Houston Rockets, Intel, Iran, Israel, James Harden, Jihad, John Weaver, Judd Stone, Kyle Hawkins, LinkSwarm, Lisa Montgomery, Media Watch, Military, MIT, NBA, Parler, Pat Gelsinger, Portland, punk rock, Saudi Arabia, Semiconductors, SMIC, Social Justice Warriors, South Korea, Texas, Twitter
Posted in Austin, Communism, Crime, Democrats, Elections, Foreign Policy, Guns, Jihad, Military, Social Justice Warriors, Texas | 4 Comments »
Friday, October 23rd, 2020
The third and final presidential debate is in the books, Trump breaks 50% approval, and the hard left plans another riot and arson spree if they lose. It’s the Friday LinkSwarm!
Consensus opinion seems to be that president Trump won last night’s debate with Joe Biden.
That appeared to be one lesson from a Zoom focus group conducted after the debate by messaging expert Frank Luntz. Speaking to 15 undecided voters — and yes, they appeared to be really undecided — Luntz asked for a one- or two-word description of the candidates’ debate demeanor. For Biden, the words were mostly bad: among them were “vague,” “very vague,” “non-specific,” “cognitively impaired,” “old,” “uncomfortable,” “elusive,” “grandfatherly,” and “defensive.”
For Trump, they were mostly much better: among them were “controlled,” “composed,” “constrained,” “reserved,” “poised,” “con artist,” “surprisingly presidential,” “calmer,” and “restrained.”
There will be more coverage of the debate, of Biden’s promise to end the oil industry and, indeed, more about Mr. Luntz, in Monday’s BidenWatch.
President Trump just hit the “Holy Grail” of breaking the 50% approval rating, hitting 52% approval in Rasmussen polling. All the usual poll caveats apply.
The left is currently planning on how to peacefully protest if President Donald Trump wins. Ha, just kidding! They’re going to burn everything down:
An activist group is planning large-scale and widespread ‘disruptive activity’ starting on the night of the election, in an attempt to stop what it predicts will be an “attempted coup” by President Trump in the form of a refusal to accept the election results.
“Shut Down D.C.” is setting the stage for mass gatherings in D.C., noting that the “resistance” must begin during the “muddied” legal and political debate over the election outcome.
More on the same theme:
“We need to show that we’re ungovernable under a continued Trump administration…That can mean blocking traffic at major intersections and bridges, shutting down government office buildings (why should ICE or the FBI be able to keep doing Trump’s bidding when he’s leading with a coup?!?), or blockading the White House.”
The document bases its action plan upon the scenarios projected by the establishment leftist “Transition Integrity Project” for election night and sketches these activists’ response to each, explicitly rejecting the possibility that Trump could legitimately win. It continues:
We’ll keep it going until Trump concedes. We could be in the streets throughout the fall and into the winter– maybe as lots of rolling waves of action or possibly as a few major tsunamis! In other parts of the country, as vote counts conclude, our focus will turn from protecting the vote counts to themselves being ungovernable.
As it becomes clear that Trump’s coup is failing, institutions and the elites will start to abandon him – or we will approach them as part of the problem. Either Amazon will shut down AWS for the Trump loyalists in the government or we’ll shut down their fulfillment centers. Either governors will tell their national guards to stand down or we’ll shut down their state capitals as well. Over time, Trump will grow increasingly isolated and his empire will crumble down around him.
Victor Davis Hanson on the Progressive Medusa:
The new-old leftist aim is not to operate within either the existing parameters of the Constitution as written or the customs and traditions of America—a 150-year-long nine-justice Supreme Court, the Electoral College, a 50-state nation, a Senate filibuster, two senators per state, and a secure border. All are obstructions to the drive for power.
Given its redistributionist creed, socialism cannot afford to be patent and honest. If socialism were transparent, it never would gain majority support. Joe Biden cannot talk about the Electoral College or court packing, unequivocally condemn the violence in our urban centers, discuss the Green New Deal, name his likely Supreme Court appointments, be honest about his plans for fracking, or explain his views on the borders, because he is now owned lock, stock and barrel by the hard Left whose agendas were rejected even in his own Democratic primaries.
The Left seeks to transform America into something never envisioned by the founders, a huge all-encompassing, panopticon state, one run by anointed Platonic guardians. Our elite watchmen will use their unlimited power to force upon us an equality of result society—with themselves properly exempted.
The hard Left’s defense is that its mission is so critical, so morally superior, that all means can be justified to achieve its noble ends. And so almost every institution that the Left has in its line of vision is now petrifying.
Large swaths of the downtowns of America’s large cities—New York, Chicago, Los Angeles, San Francisco, Minneapolis, Seattle, Portland—are becoming unhygienic, unsafe, and uninhabitable. Substantial corridors swarm with the homeless. Crime is increasing but commensurately redefined as a sort of cry of the heart, no-bail social activism. The cities are broke and yet demand more bailouts to spend more money that will ensure things get worse.
Read the whole thing. (Hat tip: Ace of Spades HQ.)
Amy Coney Barrett’s Supreme Court nomination unanimously approved by Senate Judiciary Committee. Democrats failed to show up. The senate confirmation vote is expected Monday. (Hat tip: Stephen Green at Instapundit.)
The Great Southern Democratic Hope:
Back in 2018, I wrote about the phenomenon of Great Southern Democratic Hopes — candidates with not-so-great chances of success running in a Republican-learning state who receive wildly optimistic coverage from national media organizations and reporters desperate to discover a Democrat who can win statewide races in the South and someday end up on a presidential ticket.
Prime past specimens of the Great Southern Democratic Hopes include Harold Ford Jr. in Tennessee, Alison Lundergan Grimes in Kentucky, and Michelle Nunn and Jon Ossoff in Georgia. But 2018 brought the modern king of the Great Southern Democratic Hopes, Texas Senate candidate Beto O’Rourke.
You notice none of those candidates actually won, although O’Rourke deserves some credit for performing better than any other Democrat in decades. Still, next spring, Ted Cruz will be in the third year of his second term, and O’Rourke, having completed a presidential bid that also didn’t live up to the initial hype, will be teaching at Texas State University.
This cycle: Amy McGrath.
after McGrath won the primary, the Washington Post’s Jennifer Rubin declared, “Democrats serious about winning chose Amy McGrath.” The Frankfort State Journal concluded, “McGrath has the name recognition and financial backing to give McConnell, well, a run for his money.” Fueled by Democrats across the country who are itching to see McConnell defeated, McGrath’s fundraising has been off the charts — $37 million in the last quarter, more than $82 million overall.
And yet it is mid October, and McConnell does not appear to be running for his money. The newest Mason-Dixon poll puts the Republican ahead, 51 percent to 42 percent. Nate Silver’s FiveThirtyEight gives McConnell a 96 percent chance of winning. In a year when Democrats are finding themselves in surprisingly strong shape from Maine to Colorado and from Montana to Arizona, McGrath is an afterthought and on pace to turn out like the last Democrat who took on McConnell. In 2013, Politico wrote of Grimes, “The fresh Democratic face could give the Senate minority leader the fight of his political life.” Mitch McConnell won reelection in 2014, 56 percent to 40 percent, in what was not the fight of his political life.
President Trump is not having any of Leslie Stahl’s bias. I’m so old I remember when 60 Minutes was a revered journalistic institution…
“Meet NBC News’ Brandy Zadrozny — The Woman In Charge of Doxxing and Destroying Trump Supporters.” Bonus: “While Zadrozny is passionately committed to doxing and silencing her political foes, there’s another group she is more sympathetic toward: Pedophiles.” (Hat tip: Director Blue.)
Even Obama Administration officials were not believing the Steele dossier’s Russian collusion bullschiff…
How Facebook uses Chinese nationals to work on technology to censor Americans:
China is one of the most censorious societies on Earth. So what better place for Facebook to recruit social media censors?
There are at least half a dozen “Chinese nationals who are working on censorship,” a former Facebook insider told me last week. “So at some point, they [Facebook bosses] thought, ‘Hey, we’re going to get them H-1B visas so they can do this work.’”
The insider shared an internal directory of the team that does much of this work. It’s called Hate-Speech Engineering (George Orwell, call your office), and most of its members are based at Facebook’s offices in Seattle. Many have Ph.D.s, and their work is extremely complex, involving machine learning — teaching “computers how to learn and act without being explicitly programmed,” as the techy website DeepAI.org puts it.
When it comes to censorship on social media, that means “teaching” the Facebook code so certain content ends up at the top of your newsfeed, a feat that earns the firm’s software wizards discretionary bonuses, per the ex-insider. It also means making sure other content “shows up dead-last.”
Like, say, a New York Post report on the Biden dynasty’s dealings with Chinese companies.
To illustrate the mechanics, the insider took me as his typical Facebook user: “They take what Sohrab sees, and then they throw the newsfeed list into a machine-learning algorithm and neural networks that determine the ranking of the items.”
Facebook engineers test hundreds of different iterations of the rankings to shape an optimal outcome — and root out what bosses call “borderline content.”
It all makes for perhaps the most chillingly sophisticated censorship mechanism in human history. “What they don’t do is ban a specific pro-Trump hashtag,” says the ex-insider. Instead, “content that is a little too conservative, they will down-rank. You can’t tell it’s censored.”
(Hat tip: ZeroHedge.)
Texas joins DOJ antitrust lawsuit against Google. Oh, and the DOJ filed an antitrust lawsuit against Google. I probably should have led with that. I blame this Topsy Turvey year.
Intel to sell it’s NAND business to South Korea’s Hynix. It’s a weird deal:
In a joint press release issued early this morning, SK Hynix and Intel have announced that Intel will be selling the entirety of its NAND memory business to SK Hynix. The deal, which values Intel’s NAND holdings at $9 billion, will see the company transfer over the NAND business in two parts, with SK Hynix eventually acquiring all IP, facilities, and personnel related to Intel’s NAND efforts. Notably, however, Intel is not selling their overarching Non-Volatile Memory Solutions Group; instead the company will be holding on to their Optane memory technology as they continue to develop and sell that technology.
Per the terms of the unusual agreement, SK Hynix will be acquiring Intel’s NAND memory business in two parts, with the deal not expected to completely close until March of 2025. Under the first phase, which will take place in 2021 once all relevant regulatory bodies have approved the seal, SK Hynix will pay Intel the first $7 billion for their SSD business and Intel’s sole NAND fab in Dalian, China. This will see Intel’s consumer and enterprise SSD businesses transferred to SK Hynix, along with the relevant IP and employees for the SSD business, but not any NAND IP or employees. Similarly, while SK Hynix will get the Dalian fab, the first phase does not come with the employees that operate it.
Following the first phase, Intel will continue to develop and manufacture NAND out of the Dalian fab for roughly the next four years. This period is set to last until the rest of the deal fully closes in March of 2025. At that point, SK Hynix will pay Intel $2 billion for the rest of their NAND business. This will finally transfer all of Intel’s NAND IP and related employees over to SK Hynix, along with the Dalian fab employees.
NAND = Flash memory, and it’s a very profitable business to be in most times, but not part of Intel’s core microprocessor business. In Intel’s case, NAND is what you run once your fab is too old to crank out Microprocessors, and Fab 68 in Dalian was built in 2010 as a 65 nanometer fab. With Intel’s cutting edge currently at 7nm, you can see how it would be easy for them to part with, especially since the flash division was losing money despite record revenue in 2019. What Hynix gets out of the deal is harder to fathom. They’re buying a revenue stream in a sector that should be profitable, add another fab to their stable, and maintain parity with DRAM rivals Samsung and Micron. But that’s an awful lot to pay for a small revenue stream bump, a ten year old fab and no NAND IP until 2024.
Twitter backs down after Hunter Biden brouhaha.
Rapper 50 Cent endorses President Trump, says Biden’s tax hikes are too high.
Colorado Democratic Party committee member calls for killing political opponents on camera.
“U.S. Sanctions Have Caused ‘Serious’ Damage to Iran, Tehran Says.” Good. Maybe they could stop being jihadist scumbags who oppress your people with a brutal theocracy? Just a thought…
Armenia-Azerbaijan truce breaks down within hours.
Poland signs $18 billion nuclear power deal with the U.S.
Chairman of the Georgetown County (South Carolina) Board of Voter Registration and Elections resignes after stealing Trump signs. Note: Repeatedly stealing the signs of political opponents isn’t a “lapse of judgement.”
Detailed, even-handed analysis of the charges leveled at Ken Paxton.
The Nate Paul scandal has, at its heart, allegations that federal and state law enforcement officials abused the rights of an American citizen. The facts from all sides seem to indicate an unwillingness by the OAG staff to investigate Paul’s complaint; their unwillingness to do so must be explored.
If the 2019 raid was properly conducted, why has that not been confirmed? Why delay an investigation into the raid? If the raids were legitimate, why, after more than 13 months, has Nate Paul not been charged with a crime?
On the other hand, Nate Paul might—indeed—be a notorious villain. But in the current environment, shouldn’t state investigators be willing to double-check that the actions of law enforcement officials are conducted properly? Even accused criminals have constitutional rights.
Just as important, what if Mr. Paul is not a villain and merely a businessman targeted for less than honorable reasons? Is it merely a coincidence that U.S. Attorney Bash resigned from office three days after Mateer tendered his own resignation?
Likewise, it is possible—as the seven OAG employees allege—that Paxton was acting “under duress” in pushing for this investigation into the complaint made by his friend Mr. Paul. Whether or not Nate Paul’s allegations have merit, Texans need to be certain their elected officials are not acting improperly or unethically in the course of their jobs. Was Mr. Paxton simply pursuing justice for a Texan, or was he acting under undue influence?
Bill Burr’s Saturday Night Live monologue.
Bret Weinstein kicked off Facebook, presumably for daring to voice anti-Social Justice Warrior thoughts.
Max Boot manages to dig past the next level of the Hollow Earth in talking about just how swell China has handled the Wuhan coronavirus. Time to dig this out again:
“Half Of Europe’s Small Businesses Face Bankruptcy.” I bet a number of Eurocrats overseeing their Wuhan coronavirus lockdowns see that as a feature rather than a bug.
Dwight has an interesting link up on the Quebec Biker War.
Phil Collins ex-wife took over his mansion with her new boyfriend and armed guards. He should su-su-sue them all.
Johnny Rotten on the antifa Borg. “This collectivism wrapped up in the ideology and dogma of communism is the exact opposite [of punk rock].”
Today’s Hollywood star dragged by the left for not bowing to their wokeness: Chris Pratt
Since Starlord is an integral lead in two blockbuster franchises, I would say the chances of this costing him work are pretty much nil…
Australia bans all hentai. This doesn’t seem like a winning strategy in the Internet era…
Burning Zambonis give you so much more.
Happy Halloween!
Tags:2020 Election, 2020 Presidential Race, 50 Cent, 60 Minutes, Amy Coney Barrett, Amy McGrath, antitrust, Armenia, Australia, Azerbaijan, Bill Burr, Brandy Zadrozny, Bret Weinstein, Canada, CBS News, China, Chris Pratt, Colorado, coronavirus, Democrats, dogs, Donald Trump, Facebook, Foreign Policy, Frank Luntz, Google, Hynix, Intel, Joe Biden, Ken Paxton, Leslie Stahl, LinkSwarm, Max Boot, Media Watch, Mitch McConnell, Nate Paul, NBC, Phil Collins, Poland, polls, punk rock, Rasmussen, Saturday Night Live, Semiconductors, Sex Pistols, Social Justice Warriors, Texas, Twitter, Victor Davis Hanson, Wuhan
Posted in Communism, Crime, Democrats, Elections, Media Watch, Social Justice Warriors, Supreme Court, Texas | 5 Comments »
Tuesday, September 15th, 2020
Fabless chipmaker Nvidia, famed for their graphic chips and bitcoin mining rigs, has agreed to buy Arm (formerly ARM) Holdings from current owner Softbank for $40 billion.
Arm had $1.9 billion in revenue in 2019, and over 22 billion chips shipped with Arm IP in 2019.
Arm’s specialty is licensing it chip design IP to other manufacturers to incorporate into their own designs. Arm has a well-earned reputation for producing designs that squeezes the most performance per watt out of a given die sized. Think of it as an all-purpose CPU mix-and-match design kit, allowing companies to quickly design custom chips incorporating their own special sauce without reinventing the wheel for every JTAG port and ring oscillator. Arm-derived designs have come to completely dominate mobile devices, and Apple, who had previously used custom cores incorporating Arm IP into their iPhone and iPad lines, just this year announced that they’re moving from Intel to an Arm-based custom chip for their Macintosh PC line.
The great thing about Arm is that all they make is money. They license their IP at (for most customers) relatively modest per-chip cost, and most (possibly all) the major chip foundries have licensed their IP for one thing or another. So have most Integrated Device Manufacturers (i.e., chip companies that still run their own wafer fabs, an increasingly pricey proposition), including rival Intel, which has dominated PC CPUs for about an eon of Internet time.
Nvidia currently uses both TSMC and Samsung for foundry partners, both of which have Arm licenses.
A lot of the microwave instant-analysis of “Oh, now Nvidia gets more of that sweet Apple business” is probably greatly overstated, and is at best a minor consideration. The sort of highly parallelized vector processing that Nvidia specializes in is increasingly being used in IT centers and high performance computing for a wide variety of tasks, their GPUs either supplementing or entirely replacing traditional CPUs. Nvidia continues to cram an ever-higher number of CUDA cores (designed for highly parallelized tasks) into its chips. Fully integrating Arm’s renowned power-savings techniques into each of those cores, and being the first to take advantage of that technology, is potentially huge.
All mergers are fought with peril, but if Nvidia pulls off the integration, Intel could be facing the biggest challenge to its dominance since PowerPC and DEC Alpha were pushing it in the late 1990s.
Tags:Apple, ARM, business, Intel, mergers, Nvidia, Semiconductors, Softbank, technology
Posted in Uncategorized | No Comments »
Tuesday, July 28th, 2020
This is some crazy news:
Nvidia Corp. NVDA, 2.38% surpassed Intel Corp. INTC, -1.38% as the largest U.S. chip maker by market cap for the first time on Wednesday. Nvidia shares closed up 3.5% at $408.64, giving it a market cap of $251.31 billion, while Intel shares finished up 0.5% at $58.61, giving it a market cap of $248.16 billion, according to FactSet data. For the year, Nvidia shares have gained 74% while Intel shares have slipped 2%, compared with a 11% gain in the PHLX Semiconductor Index SOX, 3.14%, a 17% gain in the tech-heavy Nasdaq Composite Index COMP, 1.64%, and a 1.9% decline in the S&P 500 index SPX, 0.66%. While it is not the first time a U.S. chip maker has surpassed Intel in market cap, it is the first time for Nvidia. Back in 1999 and 2000, Texas Instruments Inc. TXN, 1.89% surpassed Intel in cap a few times, and between late 2012 and mid-2014 Qualcomm Inc. QCOM, 3.80% and Intel often jockeyed for the No. 1 position, according to Dow Jones data.
Nvidia is a fabless semiconductor company that designs graphics processor units (GPUs), the chips that drive computer screens, especially those for gaming systems and consoles. They were also popular for Bitcoin and other crypto-currency mining rigs, though that market seems to have played itself out. They earned just over $3 billion in profit in their fiscal Q1.
Intel, of course, makes CPUs, the central processing units at the heart of pretty much every computer. They’ve had trouble recently as rival AMD has lapped them in a number of markets, Apple is abandoning them as the Mac CPU manufacturer to go with a custom ARM-based system-on-a-chip, and reportedly Intel has had process yield problems with their chips. However all of that hasn’t prevented them from announcing over $5 billion in profits for their last fiscal quarter, though they also announced they’re pushing out their 7mm process node.
Nvidia, like AMD, has its chips fabbed by TSMC. (AMD is also a competitor to Nvidia in the GPU space, having bought GPU maker ATI back in 2006.) Intel has more than a dozen of it’s own own wafer fabrication plants. But there are reports that even Intel has contracted with TSMC to fab some of its chips next year.
As of this writing, Nvidia is trading at a share price of about 78 times earnings. Meanwhile, Intel is trading at about nine times earnings. That’s a crazy divergence.
Owning your own fabs has become a very expensive proposition, but once they’re up and running, the costs are lower and give you full control of the process. So far Nvidia has benefited greatly from having TSMC fab their chips, but it’s rumored that all of TSMC’s cutting edge 5nm fab wafer starts are already spoken for next year (Apple is another customer), and it will take time for more fab capacity to come online. That may start to constrain Nvidia’s growth.
Nvidia is certainly having a better year than Intel, but 80 times earnings is a pretty crazy P/E ratio. Some market correction is probably in order.
Tags:AMD, Apple, economy, GPU, Intel, Nvidia, Semiconductors, technology, TSMC
Posted in Economics, Uncategorized | 2 Comments »
Wednesday, June 24th, 2020
Apple just announced that its Macintosh PC line will be moving from Intel CPUs to its own chip designs.
Apple today announced it will transition the Mac to its world-class custom silicon to deliver industry-leading performance and powerful new technologies. Developers can now get started updating their apps to take advantage of the advanced capabilities of Apple silicon in the Mac. This transition will also establish a common architecture across all Apple products, making it far easier for developers to write and optimize their apps for the entire ecosystem.
Apple today also introduced macOS Big Sur, the next major release of macOS, which delivers its biggest update in more than a decade and includes technologies that will ensure a smooth and seamless transition to Apple silicon. Developers can easily convert their existing apps to run on Apple silicon, taking advantage of its powerful technologies and performance. And for the first time, developers can make their iOS and iPadOS apps available on the Mac without any modifications.
To help developers get started with Apple silicon, Apple is also launching the Universal App Quick Start Program, which provides access to documentation, forums support, beta versions of macOS Big Sur and Xcode 12, and the limited use of a Developer Transition Kit (DTK), a Mac development system based on Apple’s A12Z Bionic System on a Chip (SoC).
Apple plans to ship the first Mac with Apple silicon by the end of the year and complete the transition in about two years. Apple will continue to support and release new versions of macOS for Intel-based Macs for years to come, and has exciting new Intel-based Macs in development. The transition to Apple silicon represents the biggest leap ever for the Mac.
Well, not really. The leaps from Motorola’s 68000 series to PowerPC chips, its move from legacy Mac OS to the FreeBSD/NeXTSTEP-based OS X, and the transition away from PowerPC to Intel, were all probably bigger leaps. But their transition away from Intel is still pretty big.
The chip they’re moving doing is based on ARM, but that’s only a small part of the story:
The A12Z chip that Apple is currently using in its latest LiDAR iPad Pro and its first generation Apple Silicon chip in the Mac mini developer transition kit does incorporate ARM CPU cores. But that ARM Architecture CPU is not the most significant reason Apple is moving away from Intel’s chips on Macs.
Apple alluded to this in referring to its own custom silicon as being an “SoC,” or System on a Chip. Over the past decade, Apple has developed a series of SoCs that incorporate essentially an entire logic board of chips that a typical PC would require into a single chip that can be mass produced and used across multiple devices from its iPhone, to iPad, to Apple TV and even HomePod.
The primary advantage of this integration was power consumption. ARM supplied licensed CPU reference design cores that provided leading compute performance per watt, leading Apple to make ARM the center core of its SoC designs. ARM cores are also the basis for Apple’s M-series components that monitor data from the accelerometer, gyroscope, and barometer to efficiently track how a device is moving over time.
Snip.
In some respects, Apple’s use of ARM cores in its SoCs is similar to its use of Unix in the OS itself. Both are effectively specifications that standardize the operations of low level technology layers. In the same way that Macs are more than just Unix systems, Apple’s SoCs are more than just ARM processors.
As with Qualcomm’s modems, the customizations, optimizations, and additional layers of proprietary work that Apple adds to its A-series SoCs results in a package that’s significantly more valuable than its base components.
That reality is reflected in Apple’s custom silicon being a lot more than just an “ARM chip,” and helps to explain why Apple’s SoCs have increasingly outperformed other ARM-based SoCs developed by Qualcomm, Nvidia, Samsung, and others.
Who’s going to fab the chips? Almost certainly TSMC, which has been fabbing iPhone chips since 2014, and which has lapped Intel in process technology.
Could Apple build their own fab? With a market cap of over 1.5 trillion and $192.8 billion cash on hand, they’re one of the few companies that could without making it a “bet your company” proposition.
But I don’t think they will.
Keep in mind, TSMC just broke ground on a new 5nm, 300mm Taiwanese fab expected to cost NT$500 billion, which works out to some $16.9 billion. They also plan to build a another 5nm fab in Arizona for $12 billion. That’s a lot of capacity for Apple (one of TSMC’s biggest customers, if not the biggest) to take advantage of. (TSMC has dozens of existing fabs, but not all are equipped for the cutting edge process technology Apple needs.)
Actually, Apple already owns a fab, a former Maxim facility at 3725 N. First St. San Jose, California, which it bought in 2015. Weirdly enough, you can’t find any information about it after 2015. Could they retrofit it to make their new SoCs? The older a fab is, the less likely it is to get retrofitted for new technology, for a variety of reasons. If they weren’t already using it for CPU production, they probably wouldn’t start now. But since they only paid $18.2 million for 70,000 square feet of valuable Silicon Valley real estate, I doubt that concerns them much.
Fabbing their own CPUs has a long-rumored move on Apple’s part, which has been building up its chip design capabilities for over a decade with the acquisitions of fabless design companies like P.A. Semi, Intrinsity, Anobit, Passif Semiconductor and part of Dialog Semiconductor. With its own CPUs, Apple is finally getting the complete end-to-end control of its computing platform its long sought.
According to Apple, “With the translation technology of Rosetta 2, users will be able to run existing Mac apps that have not yet been updated, including those with plug-ins. Virtualization technology allows users to run Linux. Developers can also make their iOS and iPadOS apps available on the Mac without any modifications.” Apple’s previous emulation transitions worked pretty well, but were far from seamless. In theory, well-written Mac software should only require a recompile to work properly on Macs using Apple’s new chips. In practice, such transitions are always bumpy, and it will take a while to tune performance.
Tags:Apple Computer, ARM, Intel, Rosetta 2, Semiconductors, Taiwan, technology, TSMC
Posted in Economics, Uncategorized | 2 Comments »
Friday, April 24th, 2020
Welcome to another Friday LinkSwarm! It turns out that the Wuhan coronavirus has more tricks up its sleeve than we thought:
We knew about the viral pneumonia, but not about the blood clotting:
Craig Coopersmith was up early that morning as usual and typed his daily inquiry into his phone. “Good morning, Team Covid,” he wrote, asking for updates from the ICU team leaders working across 10 hospitals in the Emory University health system in Atlanta.
One doctor replied that one of his patients had a strange blood problem. Despite being put on anticoagulants, the patient was still developing clots. A second said she’d seen something similar. And a third. Soon, every person on the text chat had reported the same thing.
“That’s when we knew we had a huge problem,” said Coopersmith, a critical-care surgeon. As he checked with his counterparts at other medical centers, he became increasingly alarmed: “It was in as many as 20, 30 or 40 percent of their patients.”
One month ago when the country went into lockdown to prepare for the first wave of coronavirus cases, many doctors felt confident they knew what they were dealing with. Based on early reports, covid-19 appeared to be a standard variety respiratory virus, albeit a contagious and lethal one with no vaccine and no treatment. They’ve since seen how covid-19 attacks not only the lungs, but also the kidneys, heart, intestines, liver and brain.
Read the whole thing.
A coronavirus map based on self-reported symptoms. I note that Williamson County has only about 0.32%.
Over on Borepath, there’s a good discussion of all the known unknowns of the Wuhan Coronavirus, and all the data we don’t have.
Quillette writer Jonathan Kay looks at coronavirus “superspreader” events:
Only 38 of the 58 SSEs that I recorded were documented in a way that permitted me to determine their date with any specificity. (And even in these cases, I sometimes had to make educated estimates because of the vague nature of the reporting.) In the case of multi-day SSEs, such as religious festivals, I picked a day corresponding to the middle of the event. Unfortunately, some of the largest SSEs, such as those at North American meat processing plants, can’t be usefully pinpointed at all because the infections span multiple weeks (or even months), and the employers haven’t released detailed date-tagged data.
Of the 38 SSEs for which dates could be usefully identified, about 75 percent (29/38) took place in the 26-day span between February 25th and March 21st, roughly corresponding to the period when thousands of infected COVID-19 individuals were already traveling around the world, but before social distancing and event-cancelation policies had been uniformly implemented in many of the affected countries. (A notable early outlier is Steve Walsh, who spread COVID-19 from a Singapore corporate meeting to a French ski resort to his native UK in late January and early February.) No doubt, a vast number of SSEs occurred in January and February without being reported as such, because public-health officials and journalists weren’t alive to the nature or scale of the coming pandemic. But it is reassuring that, so far, April has been almost entirely bereft of publicly reported SSEs.
I was struck by how few of the SSEs originated in conditions stereotypically associated with the underclass (though a March outbreak at a Qatari migrant workers camp in the industrial area north of Doha offers one such example). Many of the early SSEs, in fact, centered on weddings, birthday parties, and other events that were described in local media as glamorous or populated by “socialites.” Examples here include a March 7th engagement party at a Rio de Janeiro “mansion” that attracted “high society” fly-ins from around the world, and a similarly described birthday party in Westport, CT.
It is theoretically possible that socioeconomically privileged individuals really do lack some immune-response mechanism that protects individuals who have been exposed to a wider array of infectious pathogens. (A recent report on COVID-19 surveillance testing at a Boston homeless shelter contained the stunning disclosure that 36 percent of 408 screened individuals tested positive for COVID-19. Yet the vast majority were asymptomatic, and even the few who were symptomatic did not diverge statistically from the 64 percent of tested individuals who were COVID-19-negative.) But absent more data, the more obvious explanation is that these early SSEs are linked to the intercontinental travel practices of the guests. (In the case of the Connecticut event, reports the New York Times, “a visitor from Johannesburg—a 43-year-old businessman—fell ill on his flight home.” And the Rio party was attended by guests who’d traveled recently from, or through New York, Belgium and Italy.) Moreover, COVID-19 outbreaks in poor communities are simply less likely to be reported, because the victims have less access to testing, high-end medical care, or media contacts.
In fact, the truly remarkable trend that jumped off my spreadsheet has nothing to do with the sort of people involved in these SSEs, but rather the extraordinarily narrow range of underlying activities. And I believe it is on this point that a close study of SSEs, even one based on such a biased and incomplete data set as the one I’ve assembled in my lay capacity, can help us:
- Of the 54 SSEs on my list for which the underlying activities were identified, no fewer than nine were linked to religious services or missionary work. This includes massive gatherings such as February’s weeklong Christian Open Door prayer meeting in Mulhouse, France, which has been linked to an astounding 2,500 cases; and a massive Tablighi Jamaat Islamic event in Lahore that attracted a quarter-million people. But it also includes much smaller-scale religious activities, such as proselytizing in rural Punjabi villages and a religious meeting in a Calgary home.
- Nineteen of the SSEs—about one-third—involved parties or liquor-fueled mass attendance festivals of one kind or another, including (as with the examples cited above) celebrations of weddings, engagements and birthdays.
- Five of the SSEs involved funerals.
- Six of the SSEs involved face-to-face business networking. This includes large-scale events such as Biogen’s notorious Boston leadership meeting in February, as well as one-on-one business meetings—from the unidentified “traveling salesperson” who spread COVID-19 in Maine to Hisham Hamdan, a powerful sovereign-wealth fund official who spread the disease in Malaysia.
All told, 38 of the 54 SSEs for which activities were known involved one or more of these four activities—about 70 percent. Indeed, the categories sometimes overlap, as with patient A1.1 in Chicago, who attended both a party and a funeral in the space of a few days; or the New Rochelle, NY man who covered the SSE trifecta of Bar Mitzvah party, synagogue services, and local funeral, all the while going to his day job as a lawyer in New York City.
But even that 70 percent figure underestimates the prevalence of these activities in COVID-19 SSEs, because my database also includes five SSEs involving two warships and three cruise ships—the USS Roosevelt, Charles de Gaulle, Diamond Princess, Grand Princess and Ruby Princess—at least three of which (and probably all five) featured onboard parties.
These parties, funerals, religious meet-ups and business networking sessions all seem to have involved the same type of behaviour: extended, close-range, face-to-face conversation—typically in crowded, socially animated spaces.
So you probably want to avoid such events for the near future. Snip.
In the case of religious SSEs, Sikhs, Christians, Jews and Muslims are all represented in the database. The virus makes no distinction according to creed, but does seem to prey on physically intimate congregations that feature some combination of mass participation, folk proselytizing and spontaneous, emotionally charged expressions of devotion. In the case of Islam, it is notable that the same movement, Tablighi Jamaat, has been responsible for massive outbreaks at completely separate events in Lahore (noted above), Delhi and Kuala Lampur. At Mulhouse, the week’s schedule included Christian “choir performances, collective prayer, singing, sermons from preachers, workshops, and testimony from people who said God had cured their illnesses… Many people came day after day, and spent hours there.” And in Punjab, dozens of Sikhs died thanks to the itinerant rural preaching of a single (now deceased) infamous septuagenarian named Baldev Singh.
Sporting events? Out. Choir performances? Out. Snip.
It’s worth scanning all the myriad forms of common human activity that aren’t represented among these listed SSEs: watching movies in a theater, being on a train or bus, attending theater, opera, or symphony (these latter activities may seem like rarified examples, but they are important once you take stock of all those wealthy infectees who got sick in March, and consider that New York City is a major COVID-19 hot spot). These are activities where people often find themselves surrounded by strangers in densely packed rooms—as with all those above-described SSEs—but, crucially, where attendees also are expected to sit still and talk in hushed tones.
Again, read the whole thing.
Speaking of things you’re not supposed to do: “Bangladesh: Over 100,000 gather for funeral of Islamic teacher, defying coronavirus lockdown.” What could possibly go wrong? (On the other hand, if this doesn’t turn into a superspreader event, then we have some valuable data about that seemingly invariant infection curve and/or the role of sunlight/warm climates in preventing infection.)
Speaking of superspreader events, want to guess who owned that South Dakota meat packing plant with the heavy infection rate? “In September 2013 Smithfield Foods was acquired by China’s biggest meat processor, Shuanghui International Holdings, in the largest acquisition ever of a U.S. company by a Chinese one.”
Speaking of China’s perfidy, while they rest of the world was struggling with the Wuhan coronavirus, they thought it was the perfect time to arrest dissidents in Hong Kong:
Fifteen activists between 24 and 81 years old were rounded up on suspicion of organizing, publicizing or taking part in several unauthorized assemblies between August and October and will face prosecution, the police said on Saturday without disclosing their names, following protocol.
The arrested democratic heavyweights included the veteran lawyers Martin Lee and Margaret Ng, the media tycoon Jimmy Lai and the former opposition legislators Albert Ho, Lee Cheuk-yan and Leung Kwok-hung, political parties and aides said.
Half the residents of a Boston homeless shelter had the Wuhan Coronavirus, but none showed any symptoms.
Democrats want a depression:
If the Malevolent Donkey Party was actively seeking to plunge the country into an economic tailspin, while still maintaining some level of deniability to the credulous suckers out there, exactly what would it be doing differently? It would be pretty much doing exactly what it is doing right now – shilling for the bat-gobbling ChiComs, delaying needed assistance to keep America working, and generally trying to keep us all locked in the dark in perpetuity.
It’s fair to assume that you intend the expected consequences of the actions you take, and the consequence of the actions the Democrats are taking is economic ruin. The indisputable fact is that they’re totally cool with that if that is what gets them back into power.
Democrats are never ones to let a good crisis go to waste, and this Wuhan Flu is a very good crisis indeed if your goal is leftist hegemony. The Trump economy was booming after the near-decade of the Obama doldrums, and people were getting a taste of prosperity. But a happy, prosperous America is something the Democrat dudes can’t abide. All the Democrats had to sell were recycled cries of “RACISM!” and “RUSSIA!” and their standard-bearer was that sinewy weirdo Grandpa Badfinger, who was promising to drag us all back into the nightmare of globalist failure. The future looked grim, which means it actually looked bright for the rest of us.
So, the Chinese coronavirus was a dream come true, a deus ex pangolin that finally, after an endless series of leaks, impeachments, investigations, and media meltdowns, might be the magic bullet that actually takes Trump down.
Am I saying that the Democrats are exploiting the pandemic for their own cheesy advantage? Well, yeah. Everything they are doing is consistent with that. Everything. No, in the abstract, many of them would probably not prefer that tens of thousands of Americans die (I get enough Twitter death wishes to know, from their own filthy mouths, that some absolutely do want us to die), but their attitude seems to be that if life gives you tens of thousands of dead Americans, make political lemonade.
How can Nancy Pelosi worry about your piddling lives when there’s so much ice cream to eat?
Democrats delayed emergency aid for ordinary Americans so they could maintain “leverage” to achieve Democratic Party priorities.
“Top Elections Lawyer: Vote-By-Mail Is ‘The Most Massive Fraud Scheme In American History.'”
“U.S. Intelligence Knew Russia Preferred Hillary to Trump, But John Brennan Hid the Truth, Ex-NSC Chief Says.” This story probably deserves more attention than I can give it right now…
Iran: Watch our tiny boats harass the Great Satan! President Trump: I hope you like your gunboats getting destroyed.
Masks are for the little people, not a Bill Clinton aide-turned “journalist.”
Even Fredo’s brother said that the federal Wuhan coronavirus response was “a ‘phenomenal accomplishment.'”
Speaking of Gov. Cuomo, he said that if you’re not an essential worker, sucks to be you. (Hat tip: The Other McCain.)
In New York, the death panels are already here. If you code, you’re cold…
How the CDC screwed up testing kits. (Hat tip: Director Blue.)
Another reminder: Don’t freak out over polls:
Least surprising news ever: “Dysfunction in Baltimore police homicide unit went unaddressed as killings hit historic levels.”
“Vindictive Detroit Democrats to Censure Lawmaker for Saying Trump Saved Her Life.” Given that State Rep. Karen Whitsett is black, by Democrat’s own rules, her censure must mean they’re racists. (Hat tip: Stephen Green at Instapundit.)
A look at Amity Shlaes’ book, Great Society: A New History.
Won’t someone please spare a moment to think about how the coronavirus outbreak has derailed the Austin politicians’ plans to spend billions on their toy trains? (Hat tip: Iowahawk.)
Speaking of Austin, the coronavirus has closed landmark Austin restaurants Threadgill’s…
…and Enchiladas Y Mas.
Is Apple moving to ARM for Mac? They’re planning to have their own Apple-designed chips fabbed at TSMC on the latter’s 5nm process. Intel, the current supplier for Mac CPUs, isn’t slatted to hit 5nm until 20203, and there’s long been talk that bringing up yield on their existing 10nm process has been in a world of hurt for a while.
“Respect my (round) authoritah!”
Stop having non-Party approved fun, drone!
We’re all in it together:
Heh:
Heh, BAM!
Whippet. Whippet Good!
Tags:2020 Presidential Race, Albert Ho, Andrew Cuomo, Apple Computer, Austin, Baldev Singh, Baltimore, Bangladesh, Boston, Center for Disease Control, China, Communism, coronavirus, Crime, Democrats, Devo, Foreign Policy, George Stephanopoulos, homeless, Hong Kong, Intel, Iran, Islam, Jimmy Lai, Jonathan Kay, Karen Whitsett, Kurt Schlichter, Lee Cheuk-yan, Leung Kwok-hung, LinkSwarm, Margaret Ng, Martin Lee, Nancy Pelosi, New York City, pandemic, polls, restaurants, Semiconductors, Shuanghui International Holdings, Smithfield Foods, South Dakota, TSMC, Voter Fraud, Williamson County, Wuhan
Posted in Austin, Communism, Crime, Democrats, Foreign Policy | No Comments »
Friday, April 19th, 2019
Happy Good Friday! Yesterday was a very good Thursday for President Donald Trump, and a very bad one for the media outlets that lied about the Russian Collusion fantasy for two years.
After the Mueller Report release, Democratic House Majority Leader Steny Hoyer says that impeaching President Donald Trump is not worth pursuing. Take that, hard left base and Democratic House freshmen! (Hat tip: Sean Davis.)
Orange Man Bad!
For approximately 3 million people, nothing in the Mueller report could exonerate President Trump of “Russian collusion,” obstruction of justice, and various other high crimes and misdemeanors of which they are certain he is guilty. For those 3 million people (a number reflecting the combined average weekday primetime audience of CNN and MSNBC) Trump’s guilt is an indisputable fact, his presidency an ongoing crime against humanity, his 2016 election a fraud. In a nation of 325 million people, of course, 3 million is less than a single percentage point. However, that hard-core audience of obsessive Trump-haters includes every Democrat in Washington and the vast majority of our nation’s journalists, university faculty, and other such members of the intelligentsia. Therefore, their deranged idée fixehas enormous influence, calling into existence a sort of anti-Trump industry that manufactures a constant output of rage-inducing propaganda. The CNN/MSNBC bubble is the cable-TV equivalent of a cult compound, where dissent from their political religion is forbidden. For the past two years, the fanatics have been told every night by Rachel Maddow, Don Lemon, et al. that the final destruction of Trump was at hand — “the walls are closing in!” — and the left-wing faithful awaited their deliverance from the evil man in the White House.
“Orange Man Bad” — that’s a shorthand label for the anti-Trump mentality, coined by an anonymous contributor on a Reddit forum in 2017, mocking the robotic mindlessness of the president’s enemies. No fact that might contradict their Trump-hating beliefs has any validity to them, because Orange Man Bad. By obverse principle, anything done to harm Trump or his supporters, including libel and violent assault, is considered legitimate, because Orange Man Bad. Living inside a media-generated echo chamber where everyone shares their simplistic worldview, the Trump-haters tune in nightly to their MSNBC/CNN religious revival and are catechized, so to speak, with the latest reiteration of the Orange Man Bad gospel.
What else can explain what happened Thursday, after Mueller finally delivered his 448-page “Report on the Investigation into Russian Interference in the 2016 Presidential Election.” The delivery of the special counsel’s report was preceded by a press conference at which Attorney General William Barr summarized the result of the investigation. Barr “made clear that, after two years of investigation, thousands of subpoenas, and endless media speculation, the ‘Russian collusion’ story was, as some of us had noted all along, a story about nothing,” as Professor Glenn Reynolds observed. “No member of Trump’s campaign — and in fact, no American anywhere — colluded with the Russians to influence the campaign.” Contrary to what MSNBC and CNN viewers had been told night after night for month after month, Trump is not a Kremlin stooge and yet: “Orange Man Bad!”
Proven wrong on the matter of “Russian collusion,” the anti-Trump media sifted through the Mueller report in search of evidence of other wrongdoing by the president, who of course must be guilty of something. The Twitter feeds of media types filled up with excerpts of the report proving… what? Well, Trump was very angry about being falsely accused of “collusion,” and he didn’t enjoy watching his former associates being investigated and prosecuted as part of what he considered a partisan witch hunt, inspired in large measure by the phony Steele dossier paid for by the Clinton campaign. But we already knew that. Trump’s animus toward the Mueller investigation was certainly no secret, but being angry is not a crime and, however angry he was, nothing Trump did amounted to obstruction of justice. Because there was no “collusion,” and thus no crime to conceal, it would be hard to figure out how or why justice could be obstructed in such a case. The innocent don’t fear justice, and if Trump was innocent of “collusion” (as Mueller concluded) why should he engage in obstruction? Never mind basic logic, cried the Trump-haters, because Orange Man Bad!
“Their minds are made up, and mere facts cannot penetrate their ironclad certainty about Trump’s maliciousness.”
Watch Democrats move the Mueller goalposts.
Editorial in the New York Times: “Barr Is Right About Everything. Admit You Were Wrong.”
The American political and media elites that spent the first two years of the Trump administration promoting the Russian collusion hoax have some explaining to do. And not merely explaining: They owe the president an apology.
As Attorney General William Barr said on Thursday before releasing the Mueller report, “After nearly two years of investigation, thousands of subpoenas, and hundreds of warrants and witness interviews, the special counsel confirmed that the Russian government sponsored efforts to illegally interfere with the 2016 presidential election but did not find that the Trump campaign or other Americans colluded in those schemes.”
And yet nearly the entire complex of elite media was actively complicit in promoting the biggest political conspiracy theory in American history: that Hillary Clinton lost the election because Donald Trump conspired with Vladimir Putin to — well, that was always a moving target — but to somehow deprive Mrs. Clinton of victory. What we now know definitively is that Robert Mueller, the special counsel, and a team of very accomplished, mostly Clinton-supporting, prosecutors were unable to find evidence of a conspiracy that had been taken as an article of faith by Trump haters.
Journalists don’t like being called “fake news,” but too many of them uncritically accepted the Trump-Russia narrative, probably because of their strong distaste for Mr. Trump himself. But that lack of objectivity represents a major professional failure, and it’s Exhibit A in why Mr. Trump’s taunt resonates with so many Americans. Gallup polling shows that for 69 percent of Americans, trust in the media has fallen over the last decade. Among Republicans, it’s 94 percent; for independents, it’s 75 percent and for moderates it’s 66. Only among self-identified liberals and progressives does a majority continue to trust the media. They like what they hear.
(Hat tip: Ann Althouse.)
“CNN Ratings Continue To Plummet To All-Year Low.” (Hat tip: Director Blue.)
CNN: God Allowed The Mueller Report To Test Our Unshakable Faith In Collusion.
Related:
“Prosecutors Ask To Present Evidence That NXIVM Sex Cult Leaders Illegally Bundled Money For Hillary Clinton Campaign.” Good points: Juicy! Bad points: The use of “sex cult” and “Hillary Clinton” in the same sentence. (Hat tip: Stephen Green at Instapundit.)
Details on a Democratic dark money network under Arabella Advisors founded by Clinton Democrat Eric Kessler.
Leftists express respectful disagreement with Texas Rep. Dan Crenshaw over his criticism of Ilhan Omar. Ha, just kidding! They mocked him as “captain shithead, “Nazi,” and “eyeless fuck.”
What happens when the government turns your apartment building into public housing. “The SWAT team, the overdose, the complaints of pot smoke in the air and feces in the stairwell — it would be hard to pinpoint a moment when things took a turn for the worse at Sedgwick Gardens, a stately apartment building in Northwest Washington.” Bonus: they’re handing out vouchers for up to $2,648 a month, which is more than my mortgage payment. (Hat tip: Ann Althouse.)
“The Trump administration on Wednesday imposed new sanctions and other punitive measures on Cuba and Venezuela, seeking to ratchet up U.S. pressure on Havana to end its support for Venezuela’s socialist president, Nicolas Maduro.” Good.
Journalist shot to death in Northern Ireland, in an incident police are blaming on the New IRA.
Six MS-13 members charged in two murders.
Four truths that will get you banned from a college campus in 2019. Including: “To pretend that a man is a woman if he believes he is a woman…[is] objectively untrue.”
Shocker: University head doesn’t cave in to Social justice Warrior pressure, refuses to fire Camille Paglia.
Change your gut flora, change your thoughts. (Hat tip: Jordan Petersen’s Twitter feed.)
Black immigrant MAGA hat wearer beaten by thugs. Washington Post: “Meh. Somebody did something to somebody.”
Dallas County District Attorney John Creuzot says he will no longer prosecute theft cases under $750. Governor Greg Abbott is mighty pissed.
Related:
CDC: “Hey, our guidelines didn’t mean ‘Screw you, pain sufferers.'”
Apple, Qualcomm settle their patent dispute. Immediately after that was announced, Intel announced they were exiting the 5G modem business. Apple continues to be something of a monopsony in the space.
“Federal Judge Tosses Defamation Lawsuit by Teachers’ Union Leader Against Project Verita.”
Don’t California my Texas:
The Postal Service took away the doughboy’s gun.
Only in New York: Hermit gets $17 million to move out of his tiny dilapidated hotel room. (Hat tip: Baseballcrank.)
Gene Wolfe, RIP.
Ouch! (Consider yourself warned.)
Tags:Apple Computer, Arabella Advisors, Camille Paglia, CNN, Communism, Crime, Cuba, Dallas, Dan Crenshaw, Democrats, drugs, Eric Kessler, Foreign Policy, Greg Abbott, Guns, Ilhan Omar, Intel, John Creuzot, LinkSwarm, Media Watch, MS-13, New IRA, New York City, New York Times, Nicolas Maduro, Northern Ireland, NXIVM Sex Cult, Obituary, Project Veritas, public housing, Qualcomm, Robert Mueller, Social Justice Warriors, Steny Hoyer, Texas, unions, Venezuela, Washington Post, Welfare State
Posted in Communism, Crime, Democrats, Foreign Policy, Guns, Media Watch, Texas, unions, Welfare State | No Comments »
Thursday, August 30th, 2018
GlobalFoundries has given up work on their 7nm process node. This is a direct result of AMD choosing TSMC over GlobalFoundries to fab their next generation microprocessor.
GlobalFounderies was always something of an odd duck. It was spun out from AMD in 2009 to turn their manufacturing arm into a foundry because AMD itself could no longer afford the huge upfront capital investment state-of-the-art wafer fabrication plants demanded. As it exists today, GlobalFounderies is a Frankenstein’s monster of agglomeration, having gobbled up Singapore-based Chartered Semiconductor and what remained of IBM’s fab infrastructure (back in the day, IBM had some of the best semiconductor design capabilities in the world) in New York and Vermont. (SK Hynix, NXP and ON Semiconductor, all integrated device manufacturers rather than foundries, are similar merger-assembled aggregations.) GlobalFounderies actual owner is the Emirate of Abu Dhabi.
With UMC screwing the pooch by letting Chinese spies walk out the door with Micron design IP, there was an opening for a (sorta, kinda) American chip foundry to provide a viable rival to TSMC, but GlobalFoundries evidently found it too difficult to do profitably.
TSMC has already broken ground on a fab that will theoretically take them down to 5nm and is expected to cost $500 billion NT, which works out to over $16 billion US at current exchange rates. That’s more outlay than all the profit TSMC made all of last year.
Some thoughts (partially based on scuttlebutt, gossip, etc.):
Right now there’s no non-TSMC foundry choice if a fabless chip company wants to attempt a sub 14nm design. It’s Taiwan or nothing.
To the best of my knowledge, no one outside TSMC, Intel and Samsung are even attempting 7nm. Word is that TSMC’s 7nm is actually closer to 10nm, and Intel is evidently in a world of hurt getting yields up on its 10nm process.
Samsung says they’re going to 7nm in 2019 using Extreme Ultraviolet (EUV) lithography, a long, long awaited technological shift that will probably involve its own painful learning curve. Others have speculated that, despite those plans, Samsung seems pretty happy sitting at 14nm with high yields for most of its own chip needs (as opposed to its foundry customers).
What this means is that the cutting edge of wafer fabrication technology is probably going to be centered on the Pacific rim for the foreseeable future. China won’t be on that cutting edge, because they can’t steal technology fast enough or hire enough enough qualified process techs to get it done.
We may finally have reached a point that building a cutting edge, state-of-the-art wafer fabrication plant is a money-losing proposition for everyone.
That means fabless chip designers working at the cutting edge will be dependent on Taiwan and South Korea for the foreseeable future, a fact that has a lot of foreign policy relevance, especially in relation to China…
Tags:Abu Dhabi, AMD, Economics, Foreign Policy, GlobalFoundries, Intel, Semiconductors, Taiwan, technology, TSMC, UMC
Posted in Economics, Foreign Policy | 1 Comment »
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