THREAD: The US government's new export controls are wreaking havoc on China's chip industry.
New rules around "US persons" are driving an "industry-wide decapitation."
The following is the translation of a thread posted earlier this week by @lidangzzz.
"Lots of people don’t know what happened yesterday.
To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.
Every American executive and engineer working in China’s semiconductor manufacturing industry resigned yesterday, paralyzing Chinese manufacturing overnight.
One round of sanctions from Biden did more damage than all four years of performative sanctioning under Trump.
Although American semiconductor exporters had to apply for licenses during the Trump years, licenses were approved within a month.
With the new Biden sanctions, all American suppliers of IP blocks, components, and services departed overnight —— thus cutting off all service [to China].
Long story short, every advanced node semiconductor company is currently facing comprehensive supply cut-off, resignations from all American staff, and immediate operations paralysis.
This is what annihilation looks like: China’s semiconductor manufacturing industry was reduced to zero overnight. Complete collapse. No chance of survival.
[Translation of the DMs in a screenshot:
Person A: Everyone from Lam Research at Yangtze Memory left today, and on the 12th the AMAT folks will leave as well
Person B: Yes. Not just Yangtze, but also HLMC, ICRD’s Jiading fab, Hefei’s CXMT DRAM fab
All leaving
Even Geehy in Hangzhou is pausing operations]
Q: Why hasn’t Chinese media reported on this?
A: I don’t know.
The only possible explanation is that this major story, and its future ramifications, will bring severe damage to the supposedly “continuously flourishing” semiconductor industry and Chinese national security as a whole.
The level of embarrassment is on par with Pelosi’s Taiwan visit.
Many people don’t understand why this is annihilation.
ASML has stopped providing services and support to mainland China.
Isaac Newton: an insecure loner, nofapper, heretic, and alchemist. A man who got into petty Kim Kardashian v. TSwift-style fights with rivals like Liebniz.
The "last of the magicians," he invented calculus and paved the way for how we do science today.
In grade school, Newton was a nervous wreck. Also, most rich kids didn't get taught much arithmetic at all, but since his was a little less fancy and filled with some future farmers he got instruction in some basic math.
Are the protests in China a harbinger of what's to come, or a storm soon to pass?
A THREAD recapping the 'Chaos Under Heaven,' with analysis and premature predictions:
A refresher on the timeline:
- Thursday night: fire breaks out in locked-down Urumqi, killing at least 10 apartment residents (mostly Uyghur)
- Friday night: (mostly Han) residents protest in Urumqi; vigils and gatherings begin other cities
- Saturday and Sunday: protests spread to 17(+) provinces and 79(+) campuses; notable escalations in Shanghai's Wulumuqi Road, Nanjing's Comms U of China, and Beijing's Liangmaqiao and Tsinghua U theinitium.com/article/202211…
RAND helped craft America’s strategy against the USSR which helped win the Cold War.
With US-China tensions on the rise, it's wise to reflect on RAND's impact in:
— defining nuclear strategy
— incubating game theory
— reshaping how the Pentagon spends money
Here’s a breakdown:
This thread draws primarily from Soldiers of Reason, the only book-length exploration of RAND history: amazon.com/Soldiers-Reaso…
RAND got its start because General Arnold, who commanded the Air Force in WWII when it dropped nukes on Japan, wanted to make sure that the US government didn't lose all the brainpower it had at its disposal.
How has China's Ministry of State Security infiltrated the mindshare of Presidents Clinton and Trump, not to mention countless public intellectuals who set the terms of the global China debate?
A THREAD:
The following excerpts are all taken from @alexjoske 's fantastic new book Spies and Lies
In the early days, the MSS hosted a number of concert series in the 1980s, including one with George Michael. There's a whole documentary about this trip! en.wikipedia.org/wiki/Wham!_in_…