Tag Archives: Germanium

My presumption is real

This article goes over several parts, parts you might agree with and parts you will not agree with. That is fair! You see several parts are set to presumption, which is still better than speculation. The difference is seen in the meaning. Presumption is an idea that is taken to be true on the basis of probability. There is more than probability in my case. I have worked in IT since 1983, as such I have been around (at least twice). Speculation is the forming of a theory or conjecture without firm evidence. And both are important because I am talking from the past, which is not always seen or accepted as evidence. This is fair, and this is why people might disagree and I get it, never take anything for granted, not Ven when I say it. I love the expression from NCIS in this case ‘Trust but verify’ Gibbs was right, always verify what you learn. It is the only real way to move forward.

So this all started yesterday with an article. The article (at https://www.bbc.co.uk/news/business-66118831) gives us ‘Gallium and germanium: What China’s new move in microchip war means for world’, they say it is 8 hours old, but I saw the article a little over 25 hours ago, so not sure what changed. The setting is “Under the new controls, special licences are needed to export gallium and germanium from the world’s second largest economy. The materials are used to produce chips and have military applications. The curbs come after Washington made efforts to limit Beijing’s access to advanced microprocessor technology.” You can turn and twist this to your heart content, but the setting is inaccurate and largely incorrect. Not what you read, that is fine. But there is a whole mess that precedes this and to see this we need to go back to the 90’s. You see, the IT world saw hoe the arms race was going and how military contractors were filling their pockets and the IT world took a page from that stage and started its IT Armistice race. I was caught up in it as well. A 386, a 486, a 486DX2, the Pentium, the Pentium 2, the Pentium-450, the Pentium2, as such between 1993 and 2002 I had wasted thousands on 7 systems, 7 systems in 10 years and I had enough. You see for the most the Pentium2 was enough to do 90% of everything I did, except gaming. Then I switched to consoles and saved myself thousands more. As such I avoided to the largest extend the graphic card war which might seem small but high end gaming needs a $1200 card, my PS5 was less then a thousand dollars on day one. In this Microsoft also pushed the borders, making us upgrade again and again. Oh, they played their cards cautiously and they played it well. Yet consider “Vista alone had 50 million lines of code, 10 million lines more than its successor, Windows 7. Because of the excessive amount of bloat and code, it was very slow on devices at the time, even on the latest and greatest hardware of 2007. This meant that it was more expensive to buy a machine that ran Vista properly.” Between Windows XP and Windows 7 we had the Vista nightmare and it cost too many too much. Yet weirdly enough with a little effort (Suse Linux at $99) you had an equal if not much better option, it would work on most Pentium2 systems like lightning. You could download it for free but for that money you got the discs and a DVD, the DVD had all the discs which included Linux and a truckload of programs, even open office I believe. If not it was easily downloaded. A linux lookalike version of Microsoft office that was free. It had an SQL database and so much more, even a nice collection of games, but they were not high resolution games. Fo that you needed a console and you saved thousands. It is this armistice race. We went though thousands of processors and that is what counts, because that drained the Gallium and Germanium we had and now China is one of the few that has it now. You see, we might act against China, but Gallium is found in Japan, South Korea, and Russia as well. China has however 90% at present. That does not mean there isn’t more, but finding it is not easy. Germanium is also found in Canada, Finland, Russia and the United States. China has about 60% and that is where we see the odd duck out (on your left). And is it not interesting that the second material is not mentioned that it is also found in Canada and the US? In this greed was again a much larger stage to this. The IT Armistice race dwindled whatever the west had and now China and Russia seem to have the upper hand. Still the larger stage is not merely who has it, but it becomes who can find it better, because that is where this is heading. I get it, we all need the latest PC (or MAC) but ask yourself, what allows you to do what you need to do? That is the question that IT providers like Dell and HP were eager to avoid at all cost as it impacted their bottom dollar. They will make the ‘party line’ To enjoy the best of Windows (whatever version) you are best off having a (the latest chip). That is what caused a large part of the drain and I was every bit as guilty. By the time I figured out what was going on I my bank account had about $22,000 less (11 systems with 2 still in use). You can scream whatever you want on how I could ‘save’ some dollars, but the truth is that we all enjoyed that feeling of the latest system, but it came at a price. So when we now see “a Pentagon spokesperson said the US had reserves of germanium but no stockpile of gallium” and why is that? It it is such a crucial element, why is there no stockpile? That is an easy answer, but no answer will be forthcoming. A race for supremacy, all whilst at least two racers are no longer able to keep up and that race is about to turn nasty for at least one of them. The Commonwealth might rely on Australia, but until the deposits are found the UK is in a tight spot. As I personally see it we might have to take a step back and see how else we can get the job done. As such I am phrasing an extremely speculative question. French chemist Paul-Émile Lecoq de Boisbaudran found in 1875 the substance we now know to be gallium, it is in group 13 of the periodic table and is similar to the other metals of the group (aluminium, indium, and thallium. My question becomes Is there another solution that employs indium or thallium? I honestly have no idea, I do not even know where these two are found and whether they can do what Gallium does. Also there is Rhodium, can it (or a combination) get the job done? I have no idea, but it seems to me that the head-banging against a wall we raised ourselves is massively stupid to say the least and there is every chance that there is a chemist and an electronic engineer who will laugh at my suggestion, which is fair enough. To see this we need to look at 1965 when Friedrich Schächter created a ballpoint that works in space as it is a pressurised ink solution. In in 1967 it was reported that NASA purchased approximately 400 pens for $2.95 a piece, all whilst Bic pens were $0.29 in those days. Russia decided to solve it by using a pencil, which costed $0.39 at the time. So we can caress our ego’s or find another solution.  And this is merely one of many issues. So will you embrace someone who adds 10 million lines of code, or seek whatever else is out there? I get it, the other solution will not work for everyone, but over 2 billion people use a PC out there. I am willing to bet the bank that at least 25% could do with a cheaper solution. There are (according to some) an estimated 300 million computers in production annually. I feel certain that at least a third doesn’t need to be bought and if Microsoft woke up and recreated Windows XP for households and adds a decent office version to it several other gallium issues could suddenly be less stringent. In 2018 970 units of Gallium were used. In 2022 it was almost 3500 units (the chart did not clearly give me what the units were). Why is that? I know that PC output is not over 300% in 2022. There might be other uses as well, but I would not know that, but the more I see the more questions I end up with and the BBC (or its article) isn’t giving me the goods. There was no mention of Canada or the US in it, was there?

It is time for plenty of people to wake up, I for one would send a wake up call (plus coffee) to Dr. Stefanie Tompkins of DARPA, perhaps they can find alternative options for these two metals? Not the weirdest idea and as the Pentagon needs these materials it seems to me that between lunch and diner DARPA might find an answer, these boffins are kinda clever so it is one way to go. What do you think?

Enjoy the middle of the week, its all uphill in anticipation to the weekend until Friday. 

 

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The pot saw the black kettle

Yup, we all see that at times. We see the good, the bad and the opposite. And as such the media is all about giving us a partial story. Still this is not always on them, I get that. So when I saw Reuters giving us ‘Yellen criticises China’s ‘punitive’ actions against US companies, urges market reforms’ (at https://www.reuters.com/world/yellen-urges-china-adopt-market-reforms-insists-us-not-decoupling-2023-07-07/) my very first thought was “Is she for real?” 

Thi is a setting that started years ago with the US riling up support AGAINST Huawei. We saw the dozen countries all going against Huawei. The larger station is not that they went up against Huawei, the bigger part is that NONE OF THEM ever gave us ANY evidence that Huawei was a security risk. This is not me being pro Huawei or being pro China. This is me being pro evidence and we were never given any evidence. One case (that was settled) in 2010 is all we got and all the stories were laced with ‘could/‘ and ‘might be’. Cisco was the same danger but no one spoke out, not even when Cisco had its set of security issues. These things happen. Yet the US is still operating its set of systems. There is GARLICK, LADYLOVE, MOONPENNY, JACKKNIFE, TIMBERLINE, STELLAR, IRONSAND and that list goes on for a while. Yet China is the big evil and no evidence is clearly presented. 

So now we get “U.S. Treasury Secretary Janet Yellen called on Friday for market reforms in China and criticised its recent tough actions against U.S. companies and mineral export controls, while China’s premier called on her to “meet China halfway” and put bilateral relations back on track.” I t3end to say, either stop the anti-Huawei stages or present actual and FACTUAL evidence that Huawei is a national security issue. There is close to nothing else. And as for the ‘mineral export controls’, well there might be a reason China needs them, there is also the case that stopping Huawei without evidence comes at a price and it seems that the mineral export is part of that price. So whilst the world is seeking for gallium and germanium (the second one is not found in Germany) the US needs to realise that their stance as a bully comes at a price and now that these prices are set in the open, the US doesn’t get to say “meet China halfway”. It intentionally destroyed the Huawei 5G wave because Americans were too stupid to take the lead in 5G technology and counter what was out there. Even I have 5G IP that the US (and others) do not have. All because the fat cats were lazy in an age when China became a true innovator. As such, as we are told “a technology war with the United States and potentially causing more disruption to global supply chains” the setting is not incorrect but not complete. You see these two substances are decently rare and China has the largest load. The US cannot claim the amounts from Japan or the UK (Or France, or the EU) as such they are in a bind and this is what comes with the bully tactic we have seen these last 5 years. Gallum is a different story. I have no precise numbers, but China is not the largest exporter, it apparently is Brazil with the US in second place. But I reckon that the two together will set a larger station and yes it comes from China. So as we consider “Yellen met with Premier Li Qiang on Friday during a visit to Beijing aimed at repairing fractious U.S.-Chinese economic relations, but made clear in her public remarks that Washington and its Western allies will continue to hit back at what she called China’s “unfair economic practices.”” As unfair economic practices go, 11 years ago we were given “A 2012 White House-ordered security review found no evidence that Huawei spied for China and said instead that security vulnerabilities on its products posed a greater threat to its users. The details of the leaked review came a week after a US House Intelligence Committee report which warned against letting Huawei supply critical telecommunications infrastructure in the United States.” I reckon that with leaked their own stables are in order? In addition to that, the stage is escalating and now we see that as shortages of Gallum and Germanium imply that there is a danger to US National security, with their stockpiles having no reserves left. As such I have a two set mind. Janet Yellen as the champion for bullies should not talk about “market reforms”. On the other hand, I am not claiming that China is innocent. I want to see evidence that they are not and so far going back at least 5 years, the US and the EU NEVER presented this. This is the station we face and as I personally see it Janet Yellen is the new US version of Don Quichotte and China is the next windmill. And as I see it, the stage that STC and Saudi Arabia is embarking on, the shortage that the US faces in Germanium and Gallum implies that the lag that the US faces will close to exponentially increase during late 2024. This is a setting that was to some unexpected, but the Reuters article gives us a list of people and they are all monitoring the supply. This implies to me that the setting is not as good as some make it out to be and it sets a different stage for the UK and France. As the US shortages increase it will stage a takeover of these suppliers by the US a lot stronger and faster than anyone had foreseen. This is (as I personally reckon)  a station of close to exponential danger to these nations. It might be the reason why Janet Yellen was send and not some one form the US State department. Did no one consider that question? Why was Janet Yellen send? It is pure speculation on my side, but I reckon that Premier Li Qiang is having a great time. It might be the first time he is talking from a position of great strength, but I could be wrong here.

What a weird weekend this is, enjoy yours.

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