Video: China is a civilization disguised as a nation. China is a civilization state and unlike western empire a nation states. 中國是一個文明偽裝成一個國家. 不像西方帝國是一個家族宗教國家.
https://rumble.com/v1f9t3p-china-is-a-civilization-disguised-as-a-nation.html
https://www.facebook.com/100036400039778/posts/765957714627556/?d=n
Those who set fires (The American Arsonist) ends up burning itself 那些放火的人（美國縱火犯）最終會自焚
New York Times: Over 90% of Taiwanese when polled opted for the status quo, that is the One China Policy 紐約時報：90%以上台灣人選擇維持現狀，即一個中國政策
Polls of Taiwanese people show that very few have an appetite for unification on China’s terms. In the latest opinion survey from National Chengchi University, 1.3 percent of respondents favored unification as soon as possible, 5.1 percent wanted independence as soon as possible. The rest mostly wanted some version of the ambiguous status quo
Asia Times: Damage from Pelosi’s Asia tour awaits final tally. Besides worsening US and Taiwanese relations with China, her trip made the semiconductor conundrum even more complicated by George Koo, Aug 8 2022 亞洲時報：佩洛西亞洲之行造成的損失等待最終統計。 除了惡化美國和台灣與中國的關係外，她的旅行使半導體難題更加複雜
Taiwan Semiconductor Manufacturing Company logo. Photo: AFP / Sam Yeh
Nancy Pelosi came and left. Some in Taiwan called her visit a part of her graduation trip. A tad condescending, perhaps, but they meant it was her last hurrah.
After the forthcoming midterm election in the US, her Democratic Party is expected to lose control of the House of Representatives and she will no longer be the Speaker. She had to make her grand tour, fully paid for by taxpayers, while she could.
The immediate consequences are clear. Step over Beijing’s red line and you can expect China to react as it promised. Some hotheads were disappointed that People’s Liberation Army (PLA) fighter jets did not shoot down Pelosi’s plane.
However, by exercising live-fire exercises in seven regions surrounding the island of Taiwan, China was saying not only that the “median line” in the Taiwan Strait does not exist, but that it can enter Taiwan’s waters any time it wants, anywhere it wants, and fire at any target it wants. Pelosi’s provocation had given China the necessary cause.
The PLA fired missiles from the mainland over the width of Taiwan that landed on the opposite side of the island facing the Pacific, the potential area where US naval vessels would lurk if they were there to defend Taiwan. They weren’t. The aircraft carrier USS Ronald Reagan had already hightailed out of danger and sailed for Japan.
No wish to waste Patriot missiles
The Taipei government explained that the air-raid alarms remained silent because it did not want to panic the populace unduly. It did not fire at missiles incoming from the mainland because it did not want to waste expensive Patriots on missiles that were going to land harmlessly in the sea.
A poll taken shortly after Pelosi’s visit found that 9% of Taiwanese people remain convinced that the US military will be around to defend them.
The world will be waiting to see if US carriers will resume patrolling the South China Sea and if the PLA will challenge the American version of “freedom of navigation” in the body of water that China considers its own.
Pelosi’s meeting in Taipei also revealed why South Korean President Yoon Suk-yeol declined to meet her.
Over lunch in Taipei, Pelosi urged Morris Chang, founder and former chairman of Taiwan Semiconductor Manufacturing Company (TSMC), to locate some of its fabrication plants outside of Taiwan, specifically to complete its new site in Arizona and perhaps establish a presence in Japan.
Chang’s polite reply to Pelosi was that building semiconductor fabs in different locations is not economically or technically practical. An American citizen, Chang did not say that he did not think the US has the needed skilled personnel, which he had said on other occasions.
Strong-arming South Korea
Pelosi’s mission in Seoul was to pressure Samsung and other chip makers in Korea to join TSMC and move their fabs to the US. Her selling point was to take advantage of the US$52 billion in the CHIPS (Creating Helpful Incentives to Produce Semiconductors for America) Act as a financial incentive for such a move to the US.
The conundrum for the Korean chip makers is that the US would expect them to take sides, that is, the American subsidy would require them to stop supplying chips to China.
While China represents only 10% of TSMC’s market, the Korean fabs sell 60% of their output to China. Giving up 60% of their business to comply with the American embargo would be a real dilemma for South Korea.
While the Korean government is stalling on making a commitment to Washington, Yoon’s avoiding seeing Pelosi was a diplomatic way to avoid being put on the spot, at least for the short term. A less diplomatic view was that meeting with Pelosi was not in South Korea’s national interest.
Washington’s method of denying China access to semiconductor technology has been excruciating for the entire spectrum of players in the chip industry.
TSMC was the first to feel the pain when former US president Donald Trump’s administration ordered it to stop providing advanced chips to Huawei, ZTE and others. China used to be a major customer, accounting for more than 20% of TSMC’s sales. Now. according to the current chairman and chief executive officer, Mark Liu, the figure is around 10%.
The Dutch company ASML is the world’s leading maker of lithography machines essential in making semiconductors. Its most advanced extreme ultraviolet (EUV) system sells for more than $150 million per unit, and the company is forbidden to sell to China.
Now Washington is asking the Netherlands to forbid export of an older generation of deep ultraviolet (DUV) machines to China. Last year, ASML sold $2.78 billion worth of this product line to China, accounting for 14.7% of the company’s total sales.
Embargo painful for US company too
Lam Research based in Silicon Valley is one of world’s major supplier of equipment for semiconductor fabrication, with annual revenue just under $20 billion. Based on its latest quarterly report, China accounts for 31% of its sales while the US accounts for 8%.
Undoubtedly, Lam management is agonizing on how to plead for an exemption from President Joe Biden’s administration so the company will not have to commit corporate seppuku.
Washington’s determination to decouple from China is shortsighted and reflects what lawyers know about technology, which is not much. For many years, the US has underinvested in semiconductor manufacturing while China has done just the opposite. The $52 billion in the CHIPS Act is too little and too late.
Asking companies to withstand self-inflicted pain and act against their own self-interest is unfortunately a case of Washington being an implacable bully. To survive, the victims will have to find ways around American exceptionalism.
Already there are reports appearing to indicate that China is coping, American sanctions and embargoes notwithstanding. See for example two recent discussions, here and here.
Could China embargo EV battery?
Another development associated with Pelosi’s trip to Taiwan that seems to have escaped mainstream media’s attention is the Chinese company Contemporary Amperex Technology Co Ltd (CATL) putting on hold its plan to build a plant in the US until the dust settles from her tour.
CATL is the world’s largest maker of batteries for electric vehicles (EVs) and the owner of world-leading battery technology. Vehicles using its battery pack can go more than 965 kilometers per charge.
Its current battery offers four main advantages: safety, long lifespan, high energy, and fast charging ability. The founder and chairman of CATL, Robin Zeng, has a PhD in condensed-matter physics. In an interview, he indicated that his company has two groundbreaking batteries under development ready for imminent market introduction.
As of May this year, CATL had the largest market share in China’s EV battery market of 45.85%, and as of 2021, it had a global market share of 32.6%.
CATL had been looking at potential sites in the US states of South Carolina and Kentucky to build an EV battery plant to supply Ford and BMW. It’s probably unlikely, but Beijing could decide to reply in kind and deny America’s access to China’s advanced technology and order CATL to abort plans to invest in the US.
Or, on the other hand, US Senate Majority Leader Chuck Schumer could express concerns that a Chinese battery under the hood could be used as a listening device to spy for China, the same logic he expressed on subway cars from China.
George Koo retired from a global advisory services firm where he advised clients on their China strategies and business operations. Educated at MIT, Stevens Institute and Santa Clara University, he is the founder and former managing director of International Strategic Alliances. He is a board member of Freschfield’s, a novel green building platform. Follow him on Twitter @GeorgeKoo.
Video: U.S. aircraft carriers are circling the open sea. Does Beijing ignore it? China leaves US in a cold stalemate 美航母環伺外海 北京不需理會嗎? 中甩給美國冷僵持
https://rumble.com/v1f7mvz-u.s.-aircraft-carriers-are-circling-the-open-sea.-does-beijing-ignore-it.html
https://www.facebook.com/100036400039778/posts/765698784653449/?d=n
Video: BBC journalist didn’t know Taiwan Province is Chinese Territory reminded by China retired diplomat 中國退休外交官提醒BBC記者不知道台灣省是中國領土
https://rumble.com/v1f77a7-bbc-journalist-didnt-know-taiwan-province-is-chinese-territory-reminded-by-.html
https://www.facebook.com/100036400039778/posts/765653374657990/?d=n
Nancy Pelosi’s Taiwan Trip Sparks Protest in Her Hometown – Newsweek. 南希佩洛西的台灣之行在她的家鄉引發抗議 – 新聞周刊 BY KATHERINE FUNG ON 8/2/22
https://www.newsweek.com/nancy-pelosis-taiwan-trip-sparks-protest-her-hometown-1730047
House Speaker Nancy Pelosi’s planned controversial stop in Taiwan prompted protests in her hometown of San Francisco, where anti-war activists and leaders of the city’s Chinese community demonstrated against the Democratic congresswoman’s trip.
On Monday, ahead of the visit, roughly 100 people gathered outside Pelosi’s office at the San Francisco Federal Building to urge her to cancel the stop on her Asia trip, which protesters said would unnecessarily inflame a “potential war” with China.
Demonstrators—who were seen holding signs that read “U.S. hands off Taiwan,” “Stop the provocations,” and “No war on China”—urged Pelosi to cancel the trip to Taiwan, which had not been confirmed at the time of the protest. They asked her to, instead, “focus on the real challenges of inflation, climate crisis and economic distress facing the American People.”
However, the pressure from American protesters did apparent little to change Pelosi’s mind. The House Speaker touched down in the capital of Taipei on Tuesday morning.
Although Pelosi’s visit has drawn bipartisan support from lawmakers who want to see the Democrat defend Taiwan, President Joe Biden has cautioned that the stopover is “not a good idea.” And China has warned that it would respond with “forceful measures” if she goes through with the trip.
The issue of Taiwan’s independence has long been contentious. China has insisted that Taiwan remain part of Beijing under the One China Policy and in recent weeks, U.S. officials have stressed that the Biden administration, like those before it, does not support Taiwan’s independence.
Last week, Chinese President Xi Jinping told Biden over the phone, “Those who play with fire will perish by it. It is hoped that the U.S. will be clear-eyed about this,” according to a readout.
However, Pelosi has also faced immense pressure to make the trip from lawmakers, including Republicans, who said the Democratic congresswoman should not let China dictate her travels.
Tuesday’s stopover makes Pelosi, an outspoken critic of China’s human rights abuses, the first House Speaker to visit Taiwan since Newt Gingrich went in 1997. Pelosi traveled to the island nation in 1999 but did not hold her leadership post at the time.
The division over Pelosi’s trip to the Indo-Pacific region was also apparent at the protest on Monday, where a small group of counter-protests also gathered and accused the main demonstration of supporting communism.
“Big protest at the Federal Building going on right now. Chinese mainlanders shouting that there is no Taiwan, it’s only one China,” journalist Roland Austinat tweeted. “My hats off to three or so counter-protesters, standing next to them with actual hand-written signs.”
Julie Tang, a retired San Fransisco Supreme Court judge, told the San Francisco Standard that, as a longtime supporter of the House Speaker, she was “disappointed” about Pelosi’s trip.
“We have donated to her, we’ve supported her throughout these years, but we are so disappointed that what she’s doing is totally against the welfare and the well-being of the community—in particular Chinese Americans,” Tang said.
Tang added: “She does not listen to us. She’s going with the flow, going with pushing U.S. hegemony to contain China. For what? We don’t get anything out of it.”
The truth will set us free supporting our civilization state 真相將使我們自由支持我們的文明國家
Video: Pink Floyd’s Waters explains to CNN why he called Biden a war criminal. The US president is committing a “huge crime” by fueling the conflict in Ukraine 平克弗洛伊德的水域向美國有線電視解釋為什麼他稱拜登為戰犯. 美國總統助長烏克蘭衝突犯下“巨大罪行”
https://rumble.com/v1f3s6t-pink-floyds-waters-shuts-down-cnn-interviewers-lies-on-china-and-taiwan.html
https://www.facebook.com/100036400039778/posts/765214904701837/?d=n
Video: Brilliant musician (and the political conscience of pink floyd) shuts down CNN interviewer’s lies on China and Taiwan 才華橫溢的音樂家（以及平克弗洛伊德的政治良知）關閉了美國有線電視新聞網採訪者關於中國和台灣的謊言
https://rumble.com/v1f3s6t-pink-floyds-waters-shuts-down-cnn-interviewers-lies-on-china-and-taiwan.html
https://www.facebook.com/100036400039778/posts/765160938040567/?d=n
Pink Floyd’s Waters explains why he called Biden a war criminal. The US president is committing a “huge crime” by fueling the conflict in Ukraine, the rock legend told CNN. They are not encircling Taiwan. Taiwan is part of China. That’s been absolutely accepted by the whole of the international community. You should go away and read.
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