
Rob van Wijk
2.8K posts




@MomusNL @gjvu Je hoeft overschot zonnepanelen niet op te slaan voor de winter. Want in de winter piekt wind. Een ander zou op het idee komen om in de winter windstroom op te slaan voor de zomer. 😀


Israeli soldiers torture a one-year-old child in Gaza, including burning his leg with a cigarette and inserting a nail into his leg, according to a report, to pressure his father to make confessions trtworld.com/article/346872…


BREAKING. Every Nvidia GPU is made by TSMC. Every Apple processor is made by TSMC. Every AMD chip that matters is made by TSMC. TSMC manufactures 90 percent of the world’s most advanced logic chips on an island that imports 97 percent of its energy and has 11 days of natural gas in reserve. The war in the Persian Gulf just put the future of artificial intelligence on an 11-day clock that nobody in Silicon Valley is counting. Taiwan has no oil fields. No gas reserves. No domestic energy of any consequence. One-third of its LNG comes from the Middle East, with Qatar as the dominant supplier. Qatar’s Ras Laffan complex, which processed roughly one-third of the world’s helium before Iranian strikes shut it down, is offline for repairs that QatarEnergy’s CEO says will take three to five years. Taiwan’s mandatory LNG reserve is 11 days. South Korea holds 52. Japan holds three weeks. Taiwan holds the least backup of any major semiconductor economy on Earth and manufactures more advanced chips than all of them combined. Helium is the molecule the market is not pricing. It cools the extreme ultraviolet lithography systems that print transistors at 3 nanometres. It purges etching chambers of contamination. It tests wafer seals. There is no substitute. Without helium, the EUV machines that print every advanced chip on the planet stop. Not slow down. Stop. SK Hynix sourced 64.7 percent of its helium from Qatar. Taiwan relies on Qatar for the majority of its supply. Since the strikes, helium spot prices have surged 40 to 100 percent. Fitch Ratings flagged South Korea and Taiwan as the most exposed semiconductor economies. Bloomberg reported that if shortages intensify, TSMC will be forced to prioritise production of higher-margin AI chips over less profitable components. TSMC will choose Nvidia over your iPhone. That is not a prediction. It is a triage protocol dictated by the physics of a gas that just stopped arriving. TSMC says operations are normal and it is monitoring the situation. Its shares have fallen 7 percent since the war began. Taiwan’s Ministry of Economic Affairs says supplies are secured through April and half of May, with negotiations ongoing for June. The ministry described the situation as a controllable risk. It also announced plans to raise the mandatory minimum LNG reserve from 11 days to 14 days starting next year. You do not raise a minimum reserve during a crisis unless the current minimum terrifies you. The deeper layer is strategic. The war has diverted two US carrier strike groups and an amphibious ready group to the Persian Gulf. The Pacific naval presence that deters Chinese pressure on Taiwan is thinner than at any point since the regional crisis began in 2023. Beijing does not need to invade. It needs to signal. A military exercise near Taiwan during a helium shortage and an LNG cliff would achieve through perception what a blockade achieves through force. The actuarial warfare that closed Hormuz commercially through insurance withdrawal could close the Taiwan Strait using the same mechanism. Seven reinsurance letters shut Hormuz in five days. The Taiwan Strait is 110 miles wide. If the risk model changes, the letters follow. The strait is 21 miles wide. The chip is 3 nanometres small. The helium that connects them just stopped flowing. And the island that makes every AI chip on Earth has around 11 days of gas and a government that just admitted it needs more. Full analysis: open.substack.com/pub/shanakaans…



🚨Update: Iran’s ballistic missile range have been proven to be over 4000 kilometers. Amazing, much more than Western Intelligence agencies predicted! Most of Europe is now in Range!






The @WSJ, reported that Iran fired 2 ballistic missiles at UK–U.S. military base in Diego Garcia. The distance from Iran to Diego Garcia is about 3800 KM. This is despite the fact that Iran’s former leader had ordered that the range of Iranian missiles should not exceed 2000 KM.








De erfbelasting mag best omhoog, vindt econoom Jona van Loenen. "Het is gevaarlijk als we een samenleving krijgen waarin werken niet loont, maar de bankrekening van pap en man wel. Daar moeten we een open discussie over voeren." #StandvanNederald #WNL
















