Governor Swill wrote this post while blinking in Morse code:
On Mon, 28 Apr 2025 23:49:40 -0000 (UTC), bks@panix.com (Bradley K.
Sherman) wrote:
| Sec. Bessent says it's 'up to China to de-escalate' trade
| war, not worried about empty shelves
| China insists no tariff talks underway with Trump and Xi or
| top aides, despite U.S. claims
| ...
<https://www.cnbc.com/2025/04/28/trump-xi-tariffs-china-bessent.html>
Yet China recently rolled back their retaliatory tariff on chips
designed or manufactured in the US.
That's China is not anywhere near autonomy on chip manufacture.
<https://www.cnn.com/2025/04/25/business/china-us-tariffs-semiconductors-exemptions-hnk-intl/>
For months, Beijing has been projecting an air of strength and confidence
in its ability to withstand an escalating trade war with the US. But these
exemptions suggest it needs to roll back some levies on crucial items that
it cannot make at home or source elsewhere. Besides semiconductors, China
has decided to grant exemptions on some aircraft parts, including engines
and landing gear, according to an aviation executive.
Semiconductors are an indispensable part of just about every electronic
device. They are difficult to make because of the high cost of development
and the level of knowledge required, meaning much of the production is
concentrated among a handful of suppliers.
Although China has made strides in developing its own semiconductor
industry, it is still highly dependent on imports of chips and chipmaking
equipment from the United States, Taiwan, South Korea, Japan and the
Netherlands. Last year, China imported $11.7 billion worth of
semiconductors from the US, according to customs data.
Duncan Clark, chairman of technology investment advisory firm BDA, said the
exemptions suggest China does not have “autonomy in chips.”
On Mon, 28 Apr 2025 13:22:43 -0400 (EDT), bks@panix.com (Bradley K.
Sherman) wrote:
What are the odds Trump can *wait* longer than Xi?
|
| Sec. Bessent says it's 'up to China to de-escalate' trade
| war, not worried about empty shelves
|
| Treasury Secretary Scott Bessent in various TV hits Monday
| that it's "up to China to de-escalate" the trade war.
| ...
<https://abcnews.go.com/Politics/live-updates/trump-admin-live-updates-border-czar-brief-securing>
Billionaires don't worry about empty shelves, or losing jobs.
This is a totally unnecessary "crisis" fomented by Trump for
no apparent reason. The economy was in great shape; the envy
of the industrial world.
--bks
Considering that China is more dependant on us than we are of them,
you might not to put any money down on China.
On 4/29/25 12:06 PM, Chris Ahlstrom wrote:
Governor Swill wrote this post while blinking in Morse code:
On Mon, 28 Apr 2025 23:49:40 -0000 (UTC), bks@panix.com (Bradley K.
Sherman) wrote:
| Sec. Bessent says it's 'up to China to de-escalate' trade
| war, not worried about empty shelves
| China insists no tariff talks underway with Trump and Xi or
| top aides, despite U.S. claims
| ...
<https://www.cnbc.com/2025/04/28/trump-xi-tariffs-china-bessent.html
Yet China recently rolled back their retaliatory tariff on chips
designed or manufactured in the US.
That's China is not anywhere near autonomy on chip manufacture.
<https://www.cnn.com/2025/04/25/business/china-us-tariffs-semicon
ductors-exemptions-hnk-intl/>
For months, Beijing has been projecting an air of strength and
confidence in its ability to withstand an escalating trade war
with the US. But these exemptions suggest it needs to roll back
some levies on crucial items that it cannot make at home or
source elsewhere. Besides semiconductors, China has decided to
grant exemptions on some aircraft parts, including engines
and landing gear, according to an aviation executive.
Semiconductors are an indispensable part of just about every
electronic device. They are difficult to make because of the
high cost of development and the level of knowledge required,
meaning much of the production is concentrated among a handful
of suppliers.
Although China has made strides in developing its own
semiconductor industry, it is still highly dependent on imports
of chips and chipmaking equipment from the United States,
Taiwan, South Korea, Japan and the Netherlands. Last year, China
imported $11.7 billion worth of semiconductors from the US,
according to customs data.
Duncan Clark, chairman of technology investment advisory firm
BDA, said the exemptions suggest China does not have “autonomy
in chips.”
China thinks it can TAKE OVER Taiwan and STEAL
the chip factories.
The USA/EU really, badly, needs at least a functional
chip-making capability of its own.
On Tue, 29 Apr 2025 23:19:03 -0400, c186282 <c186282@nnada.net> wrote:
China thinks it can TAKE OVER Taiwan and STEAL
the chip factories.
They'll soon be able to. Trump's tepid support of Ukraine has shown
China that the US cannot be trusted to fight for/with its allies.
On Wed, 30 Apr 2025 00:36:07 -0400, c186282 <c186282@nnada.net> wrote:
On 4/29/25 7:21 AM, NoBody wrote:
On Mon, 28 Apr 2025 13:22:43 -0400 (EDT), bks@panix.com (Bradley K.
Sherman) wrote:
What are the odds Trump can *wait* longer than Xi?
|
| Sec. Bessent says it's 'up to China to de-escalate' trade
| war, not worried about empty shelves
|
| Treasury Secretary Scott Bessent in various TV hits Monday
| that it's "up to China to de-escalate" the trade war.
| ...
<https://abcnews.go.com/Politics/live-updates/trump-admin-live-updates-border-czar-brief-securing>
Billionaires don't worry about empty shelves, or losing jobs.
This is a totally unnecessary "crisis" fomented by Trump for
no apparent reason. The economy was in great shape; the envy
of the industrial world.
--bks
Considering that China is more dependant on us than we are of them,
you might not to put any money down on China.
Ummmmm ... note that China can be much more HARD-ASS
than the USA. Don't bitch, OR ELSE.
Apparently you've never waited in line at DMV behind a stubborn
redneck disputing the tag bill on his landscape trailer.
What ... you think China is California ??? Worst case
Xi will CLOSE the factories and send all the workers off
to the nearest collective farms - just like Mao.
In your dreams. Again, like treasuries and tariffs, here is another
bit of interconnectedness that makes it difficult to war on each
other.
You want war, drama, conflict.
I just want peace and everybody able to make their way as they like.
You don't have to be queer or trans or colored, you just have to
realize that there are some folks like that in the world and it's up
to you to handle it without complaint.
Complain
and the New Red Guard will beat you to a pulp and/or put
a bullet through your head.
Is that what The Leader calls his squadristi?
That's China.
Not modern China. The heavy hand of Mao has lightened more than you
know.
IMHO, push it TOO much and China will just shift into
historical Survival Mode. It CAN out-last the west.
Maybe. It has three times the people we have on about the same amount
of ground. Without trade, how will they eat? From where will they
import raw materials? To whom will they sell their products?
In your dreams. Again, like treasuries and tariffs, here is another
bit of interconnectedness that makes it difficult to war on each
other.
You want war, drama, conflict.
I just want peace and everybody able to make their way as they like.
You don't have to be queer or trans or colored, you just have to
realize that there are some folks like that in the world and it's up
to you to handle it without complaint.
On Thu, 1 May 2025 13:42:00 -0400, c186282 <c186282@nnada.net> wrote:
On 5/1/25 8:19 AM, Governor Swill wrote:
On Wed, 30 Apr 2025 00:36:07 -0400, c186282 <c186282@nnada.net> wrote:
On 4/29/25 7:21 AM, NoBody wrote:
On Mon, 28 Apr 2025 13:22:43 -0400 (EDT), bks@panix.com (Bradley K.
Sherman) wrote:
What are the odds Trump can *wait* longer than Xi?
|
| Sec. Bessent says it's 'up to China to de-escalate' trade
| war, not worried about empty shelves
|
| Treasury Secretary Scott Bessent in various TV hits Monday
| that it's "up to China to de-escalate" the trade war.
| ...
<https://abcnews.go.com/Politics/live-updates/trump-admin-live-updates-border-czar-brief-securing>
Billionaires don't worry about empty shelves, or losing jobs.
This is a totally unnecessary "crisis" fomented by Trump for
no apparent reason. The economy was in great shape; the envy
of the industrial world.
--bks
Considering that China is more dependant on us than we are of them,
you might not to put any money down on China.
Ummmmm ... note that China can be much more HARD-ASS
than the USA. Don't bitch, OR ELSE.
Apparently you've never waited in line at DMV behind a stubborn
redneck disputing the tag bill on his landscape trailer.
Once the Covid thing hit, the local DMV started
implementing appointments instead of walk-in.
They also started having a pumped-up uniformed
deputy be there all the time. The number of
loud long arguments at the counters suddenly
dropped off to about nil :-)
What ... you think China is California ??? Worst case
Xi will CLOSE the factories and send all the workers off
to the nearest collective farms - just like Mao.
In your dreams. Again, like treasuries and tariffs, here is another
bit of interconnectedness that makes it difficult to war on each
other.
You want war, drama, conflict.
Hardly. I just want fair and civil.
No, you don't. We've had decades of that. Trump brings drama,
conflict and uncalled for excess.
Stupid motherfucker COULD have just instructed State and Commerce to
work on China with tariff negotiations towards whatever goal he wanted
to achieve.
But no! Not Trump! Gotta be the center of attention. Gotta dominate
the news cycle every day.
There never was any call to arbitrarily slap a 25% on everybody and
triple digit tariffs on China.
He's governing like a bull in a china shop and in the end, we won't
have a better china shop, we'll have an empty china shop with
dumpsters full of broken china out back.
But do not discount Xi getting rough on his own if
the economics get more grim.
Trump keeps blinking. He's been told 'no' by other countries treating
him the same as he treats them. He doesn't like that.
I just want peace and everybody able to make their way as they like.
No, you are far to virulently anti-woke to dare to claim you want
peace and individual freedom.
You don't have to be queer or trans or colored, you just have to
realize that there are some folks like that in the world and it's up
to you to handle it without complaint.
Don't care about queer/whatever - where'd you get
that idea ? Don't want them made "more equal" before
the law or jobs market though.
Who is doing that?
<snip>
Not modern China. The heavy hand of Mao has lightened more than you
know.
Dictators are dictators ... just because they're holding
the iron fist behind their back, behind their smile, never
believe it isn't there.
And Trump has certainly been wielding his - even to the point of
threatening private universities, media outlets and in fact, anybody
who criticizes him in any way.
IMHO, push it TOO much and China will just shift into
historical Survival Mode. It CAN out-last the west.
Maybe. It has three times the people we have on about the same amount
of ground. Without trade, how will they eat? From where will they
import raw materials? To whom will they sell their products?
I *think* they can at least eat using internal resources.
They're also kinda creating alternative trade blocs so
they'd be able to get some help from the outside. They
CAN also send the factory workers to collective farms ...
gonna argue with machine-guns in yer face ?
And what well happen when China and our old allies, EU, Japan, SKorea,
etc., have all joined up their own free trade block and left us cut
out of the world? When that happens, who will protect Taipei? Tokyo?
Seoul? Canberra? US?
On 4/30/25 4:16 AM, Governor Swill wrote:
On Tue, 29 Apr 2025 23:19:03 -0400, c186282 <c186282@nnada.net> wrote:
China thinks it can TAKE OVER Taiwan and STEAL
the chip factories.
They'll soon be able to. Trump's tepid support of Ukraine has shown
China that the US cannot be trusted to fight for/with its allies.
Oh well, the Taiwanese will have to melt down
the fancy machines themselves then.
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