We are now almost one year into the war and genocide in Gaza. Despite profound hardship, the Gazan Resistance continues its battles against the enemy, entirely undeterred. Despite Israeli proclamations throughout 2024 that they have cleared out Hamas from various places throughout Gaza, we still see regular attacks and ambushes against Zionist forces. Just today (Monday), Al Qassam fighters ambushed and destroyed another convoy of Israeli vehicles. The predictions early on in the war were that Israel would defeat Hamas in mere months, needing only until December, then January, and so on. This has proven very much untrue. Israel is stuck in the mud; unable to destroy their enemy due to their lack of knowledge about the "Gaza Metro" and, of course, a lack of actual fighting skill, given how many times I've seen Zionists getting shot while they gaze wistfully out of windows.
Attempts to drive wedges between Hezbollah and the rest of Lebanon are also unlikely to succeed. Hezbollah is not just a military force, it is extremely interlinked into various communities throughout Lebanon, drawing upon those communities to recruit soldiers. Throughout its history, it has provided education, healthcare, reconstruction, and dozens of other services one would attribute to a state. Amal Saad's recent suggestion of using "quasi-state actor" as a more respectful replacement for the typical "non-state actor" seems advisable. And the decentralized command structures, compartmented leadership, strong succession planning, and aforementioned community ties almost entirely neutralizes the effectiveness of assassinations. Hezbollah's Deputy Secretary General Naim Qassem has confirmed that Hezbollah's path has been set by Nasrallah, and his martyrdom will not stop nor even pause their efforts. Additionally, he confirmed that despite the recent attacks by Israel which nominally focussed on destroying missile depots, Hezbollah's supply of weapons has not been degraded, and they are still only using the minimum of their capabilities.
Defense Politics Asia's youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful. Moon of Alabama, which tends to have interesting analysis. Avoid the comment section. Understanding War and the Saker: reactionary sources that have occasional insights on the war. Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don't want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it's just the two of them if you want a little more analysis. Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists' side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR's former Defense Minister and Colonel in the DPR's forces. Russian language. https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one. https://t.me/s/levigodman ~ Does daily update posts. https://t.me/patricklancasternewstoday ~ Patrick Lancaster's telegram channel. https://t.me/gonzowarr ~ A big Russian commentator. https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps. https://t.me/epoddubny ~ Russian language. https://t.me/boris_rozhin ~ Russian language. https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a 'propaganda tax', if you don't believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses. https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Im hearing the 100 things Sheinbaum wants to do during her presidency, and she just mention that she wants México to join the semiconductors race and that México will not only built them but will also start making them from zero using the litium on the north.
So that another country that is planning to compete with Taiwan's semiconductor industry
I remember Russia also wanted to do the same thing back in 2022, but in the end it was decided it’s just never going to be worth the effort and investment.
We’re talking about significant investments and time - dozens and dozens of billions of dollars and a sustained support by the government and the investors over many years, not to mention the level of technical expertise distributed over an entire chain of extremely complicated manufacturing process that would take several decades to cultivate (hint: not even US has the complete expertise, instead it gains control over the semiconductor market through certain key softwares and IP licensing).
But the real problem is that you’re never going to have a foot in the market because your competitors who are several generations ahead will always be able to fabricate the chips much much cheaper than you do. Say you can make the chip at $0.50 but your competitor can make them at $0.05, they’re always going to get the entire global market. Not only is your chip more expensive, but who’s going to buy them? This is how TSMC obliterates Samsung and Intel in the semiconductor race - in the semiconductor market, the winner takes all.
So, you’re going to have to ask yourself: is it worth investing in so many billions over so many years that is not going to yield a real economic return (i.e. no real return if not able to penetrate the global market), while you could have spent those same billions of dollars and resources investing in other domestic industries that support the facets of economy that could have helped improve the lives of the people. The latter is the answer that Russia has come to accept.
The only country I can see succeeding is China, not only because China has a huge domestic market at 1.4 billion people, but because there is a real need to ensure technological self-sufficiency if the West cuts China off the semiconductor import (which is already happening), and it has a huge economy to support the significant investment required for many years to come.
China is also fairly unique in being able to plan for the economic long term, there's just no major countries that big which can plan for decades in advance.
Mexico has a significant high tech manufacturing industry on the border with the US, and ASML develops euv systems in San Diego. If they properly invest in it I could see it working
I feel like it’s a bad idea tbh (unless ai does scale in something approaching to what they will be building in two years), the market will be overflowing in capacity in 3-5 years, especially if ai implodes over log scaling, no new data, and energy cost (good time to explode taiwan I guess), so margins wouldn’t be there. It’s good for military self-sufficiency, but gestures at map. For the nerd green stuff, small switches and mosfets don’t need primo tech