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2023 m. gegužės 27 d., šeštadienis

The Weekend Interview with Henry Kissinger: The Great Strategist Turns 100.

"New York -- Eight years -- that's all the time Henry Kissinger was in public office. From January 1969 to January 1977, Mr. Kissinger was first national security adviser and secretary of state under Presidents Richard Nixon and Gerald Ford, holding both titles concurrently for more than two years. He was 53 when he cleared his desk at Foggy Bottom to make way for Cyrus Vance. 

In the 4 1/2 decades since, he has worked as a consultant on strategic relations to governments around the world and consolidated beyond dispute his reputation -- first earned when he co-piloted the U.S. opening to China in 1972 -- as the pre-eminent philosopher of global order and the most original, erudite and hard-nosed statesman of his era.

Mr. Kissinger turns 100 on Saturday, and his appetite for the world he's spent a lifetime setting to rights is still zestful. We meet at his office four days before his birthday, and he offers swift proof not just of his charm but of his facility as a diplomat. "You never came to see me in my office," he scolds, reminding me of an invitation he'd made three years ago over dinner at the home of a common friend, my only previous meeting with Mr. Kissinger. I'd dismissed the invitation at the time as a grand old man's courtesy to a stranger.

The dinner was with Charles Hill, a onetime speechwriter for Mr. Kissinger and later a senior adviser to another secretary of state, George Shultz. The memory of Hill, who died in 2021, prompts Mr. Kissinger to offer an observation on Shultz, who lived to be 100 and also died in 2021. 

Shultz's approach to international affairs was "really not the same as mine," Mr. Kissinger says. "He looked at the economic motivations. I look at the historical and moral motivations of the people involved."

What Mr. Kissinger sees when he looks at the world today is "disorder." Almost all "major countries," he says, "are asking themselves about their basic orientation. Most of them have no internal orientation, and are in the process of changing or adapting to the new circumstances" -- by which he means a world riven by competition between the U.S. and China. Big countries such as India, and also a lot of "subordinate" ones, "do not have a dominant view of what they want to achieve in the world." They wonder if they should "modify" the actions of the superpowers (a word Mr. Kissinger says he hates), or strive for "a degree of autonomy."

Some major nations have wrestled with these choices ever since the "debacle of the Suez intervention" in 1956. While Britain chose close cooperation with the U.S. thereafter, France opted for strategic autonomy, but of a kind "that was closely linked to the U.S. on matters that affected the global equilibrium."

The French desire to determine its own global policy gave rise to awkwardness with President Emmanuel Macron's recent visit to Beijing. While critics say he pandered to the Chinese, Mr. Kissinger sees an example of French strategic autonomy at work: "In principle, if you have to conduct Western policy, you would like allies that only ask you about what contribution they can make to your direction. But that is not how nations have been formed, and so I'm sympathetic to the Macron approach."

It doesn't bother him that Mr. Macron, on his return from Beijing, called on his fellow Europeans to be more than "just America's followers." Mr. Kissinger doesn't "take it literally." Besides, "I'm not here as a defender of French policy," and he appears to attribute Mr. Macron's words to cultural factors. "The French approach to discussion is to convince their adversary or their opposite number of his stupidity." The British "try to draw you into their intellectual framework and to persuade you. The French try to convince you of the inadequacy of your thinking."

And what is the American way? "The American view of itself is righteousness," says the man famed for his realpolitik. "We believe we are unselfish, that we have no purely national objectives, and also that our national objectives are achieved in foreign policy with such difficulty that when we expose them to modification through discussion, we get resentful of opponents." And so "we expect that our views will carry the day, not because we think we are intellectually superior, but because we think the views in themselves should be dominant. It's an expression of strong moral feelings coupled with great power. But it's usually not put forward as a power position."

Asked whether this American assertion of inherent unselfishness strikes a chord with other countries, Mr. Kissinger is quick to say: "No, of course not." Does Xi Jinping buy it? "No, absolutely not. That is the inherent difference between us." Mr. Xi is stronger globally than any previous Chinese leader, and he has "confronted, in the last two U.S. presidents," men who "want to exact concessions from China and announce them as concessions." This is quite the wrong approach, in Mr. Kissinger's view: "I think the art is to present relations with China as a mutual concern in which agreements are made because both parties think it is best for themselves. That's the technique of diplomacy that I favor."

In his reckoning, Joe Biden's China policy is no better than Donald Trump's: "It's been very much the same. The policy is to declare China as an adversary, and then to exact from the adversary concessions that we think will prevent it from carrying out its domineering desires."

Doesn't Mr. Kissinger see China as an adversary? He chooses his words carefully. "I see China, in the power it represents, as a dangerous potential adversary." He puts notable stress on the qualifier. "I think it may come to conflict. Here we have two societies with a global historic view, though different culture, confronting each other."

Mr. Kissinger contrasts his view from that of "others" who "start with a presumption of a permanent hostility, and therefore believe it must be confronted everywhere simultaneously on every issue that arises." Mr. Kissinger believes that "the two world wars should have taught that the price one pays even with conventional technology is out of proportion to most objectives that are achievable." 

But with today's weapons, and with "the growth within each society through cyber and biology to intrude into the territory of the other, this kind of war will destroy civilization."

To prevent war with China, then, the U.S. needs to refrain from being heedlessly adversarial and pursue dialogue instead. "The most important conversation that can take place now is between the two leaders, in which they agree that they have the most dangerous capabilities in the world and that they will conduct their policy in such a way that the military conflict with them is reduced."

It sounds much like detente, the Cold War policy Mr. Kissinger pioneered. "On the American side," he says, "the danger is that in such discussions the belief will arise that China has changed fundamentally and that we are in permanent peace and can disarm -- and therefore become weak."

The peril of an "opposite course" is that "aberrations lead to total war. I'm supposed to be a realist. This is my realistic belief." Mr. Kissinger says that Charles Hill, who helped him write "World Order" (2014), would say that the Chinese position is "irremediable. But I say, even if that is true, we are best off getting into the position of conflict from having attempted every conceivable alternative other than appeasement. So this is not an appeasement doctrine."

Mr. Kissinger demurs when asked what concessions the U.S. might expect from China. "I'm not saying now which of their positions they should alter. I frankly don't look at it this way." We have, he concedes, "a problem" in the South China Sea. "I would see whether we can find some way of solving that within the 'freedom of the seas' formula. If we can't, then there will be confrontations."

He calls Taiwan "an insoluble problem" to which "there is no solution, other than time." He would therefore "welcome a formula that maintains the present status for a period of years in which, for example, the two sides will not issue threats against each other, or will limit their deployments against each other." This would have to be "carefully phrased, so that we don't say we are treating Taiwan as a country. But those are conceivable -- I'm not saying achievable -- objectives." Mr. Kissinger thinks Mr. Xi would be open to such discussions -- but "not if we come to him and say, 'You have to show us progress in the following 10 fields, after which we will reward you.' That will not work."

Asked to size up China's ambitions, he deadpans: "I don't think they desire to spread Chinese culture around the world." They seek "security," not world domination, but they do expect to be the dominant power in Asia. Would India and Japan be expected to accept that? "The ideal position," Mr. Kissinger says, "is a China so visibly strong that that will occur through the logic of events." He foresees that Japan, in response, "will develop its own weapons of mass destruction." He offers a time frame of "three, or five, or seven years" for that to happen. "I'm not urging it," he stresses, "and if you can, you should make that clear in your article. I'm trying to give you an analysis."

The free world depends on U.S. leadership -- as it has since the end of World War II. But Mr. Kissinger is worried. "We have no grand strategic view," he says of the U.S. "So every strategic decision has to be wrested out of a body politic that does not organically think in these categories." When the U.S. does adopt a strategy, it has a tendency to "go into it on the basis of overreaching moral principles, which we then apply to every country in the world with equal validity."

America has its strengths. When challenged, "the mobilization of resources to resist the challenge is comparatively easy." But threats are "interpreted in terms of physical conflict. So until such conflict approaches, it's harder to mobilize. And so to act on the basis of assessment and conjecture is harder in America than in comparable countries."

Mr. Kissinger does believe, however, that the Biden administration has done "many things" right. "I support them on Ukraine," he says. "From my perspective, the Ukraine conflict is won, in terms of precluding a Russian attack on allied nations in Europe. It is highly unlikely to occur again." But there are "other dangers that can rise out of Russia. As we are ending the conflict, we should keep in mind that Russia was a major influence on the region for hundreds of years, caught in its own ambivalence between admiration and feelings of inferiority or of danger coming from Europe." That ambivalence, he suggests, was behind this conflict: "I think the offer to put Ukraine into NATO was a grave mistake and led to this conflict. But its scale, and its nature, is a Russian peculiarity, and we were absolutely right to resist it."

He now believes that Ukraine -- "now the best-armed country in Europe" -- belongs in the North Atlantic Treaty Organization. "I'm in the ironical position that I was alone when I opposed membership, and I'm nearly alone when I advocate NATO membership." He would like the terms of the conflict's end to include the return to Ukraine of all territory with the controversial exception of Crimea. "For Russia, the loss of Sevastopol, which was always not Ukrainian in history, would be such a comedown that the cohesion of the state would be in danger. And I think that's not desirable for the world after Ukraine."

Mr. Kissinger leaves no doubt that he believes in a Pax Americana and in the need "to defend the areas of the world essential for American and democratic survival." But the ability to "execute it politically," he says, "has declined sharply, and that is our overriding problem now." He ascribes this political weakness to a decline in belief in the U.S. in its own historical ambitions and institutions. "There's no element of pride and direction and purpose left," he laments, as American leaders grapple with angst generated by events of "300 years ago."

Alongside that, there isn't enough common purpose and principle across partisan divides. That weakens democratic resolve and the ability to act in the shared national interest. "Even in my day, it used to be possible to talk to groups of senators and not guarantee acceptance, but guarantee some willingness" to find common ground. A cross-partisan team like Harry S. Truman and Arthur Vandenberg -- a Democratic president and a Republican Senate Foreign Relations Committee chairman, working together to rebuild Europe and win the Cold War -- would be all but improbable today.

Mr. Kissinger believes "that's what's needed," and that we have to find a way to re-create the older forms of patriotic collaboration. "There has to be something, some level, in which the society comes together on the needs of its existence."

---

Mr. Varadarajan, a Journal contributor, is a fellow at the American Enterprise Institute and at New York University Law School's Classical Liberal Institute." [1]

1. The Weekend Interview with Henry Kissinger: The Great Strategist Turns 100. Varadarajan, Tunku. 
Wall Street Journal, Eastern edition; New York, N.Y. [New York, N.Y]. 27 May 2023: A.11.

 

JAV naujienos: mikroschemų įmonės siekia laisvesnių pagalbos limitų --- Verslas perspėja, kad reglamentai kenkia JAV bandymams atgaivinti JAV puslaidininkių pramonę

„Vašingtonas – įmonės spaudžia federalinę vyriausybę sušvelninti pagalbos puslaidininkių pramonei sąlygas ir perspėja, kad dėl siūlomų subsidijų programos ir mokesčių kreditų apribojimų JAV įmonėms bus sunkiau konkuruoti su Kinijos kolegomis ir kurti naujas technologijas.

 

     Bendrovės bando formuoti praėjusių metų Lustų ir mokslo įstatymo įgyvendinimą, pagal kurį buvo leista taikyti mokesčių kreditus ir išleisti 53 mlrd. dolerių JAV valstybės pastangoms atgaivinti JAV puslaidininkių pramonę.

 

     Pinigai yra suvaržyti, o dotacijos verčia įmones, gaunančias JAV finansavimą, smarkiai apriboti tolesnę plėtrą Kinijoje. Tačiau Kinija parduoda trečdalį pasaulinių lustų pardavimų ir yra puslaidininkių tiekimo grandinės pagrindas. Įmonės ir pramonės grupės skundėsi Prekybos departamentui, kad jos būtų įskaudintos, jei būsimos Kinijos plėtros apribojimai, vadinami apsauginiais turėklais, bus per griežti.

 

     „Jei bus įgyvendintos taip, kaip parašyta, siūlomos apsauginių turėklų taisyklės taip pat paliks nepalankioje padėtyje įmones, palyginti su tomis, kurios nedalyvauja dviejose programose, o tai pakenks visai JAV puslaidininkių pramonei ir prieštaraus Lustų įstatymo ketinimams“, – sakė JAV ir Kinijos verslo taryba, atstovaujanti Amerikos įmonėms, vykdančioms verslą Kinijoje.

 

     Tarp griežčiausių kritikų yra Pietų Korėjos vyriausybė ir lustų pramonė, pabrėžiantys iššūkį, su kuriuo susiduria JAV, sutelkiant sąjungininkų paramą kovai, siekiant apriboti Kinijos technologinę pažangą.

 

     Korėjos puslaidininkių pramonės asociacija perspėjo, kad tam tikros apsauginių turėklų taisyklių nuostatos „stabdys tvirtas JAV investicijas, numatytas Lustų įstatyme, ir kitaip sukurs kliūtis tarptautiniams puslaidininkių gamintojams“.

 

     Iždo departamentas taip pat patiria įmonių spaudimą plėsti mokesčių lengvatų apimtį naujoms lustų įmonių ir tiekėjų investicijoms.

 

     Peržiūrėjusios pirmąjį vyriausybės pasiūlymą, bendrovės dabar ragina plačiau apibrėžti apibrėžimus, kurie būtų skirti apdovanoti kai kurioms įmonėms, ne tik stambius lustų gamintojus, valdančius didžiausias gamybos patalpas.

 

     Įmonės pateikė pastabas, Prekybos ir Iždo departamentams ruošiantis išleisti galutinius reglamentus.

 

     Prekybos departamentas nori labai apriboti dotacijų gavėjų galimybes plėsti pažangių puslaidininkių gamybą Kinijoje, tuo pačiu leisti įmonėms toliau eksploatuoti esamus įrenginius ir plėsti gamyklas, kurios pirmiausia aptarnauja vietinę Kinijos rinką.

 

     Pietų Korėjos vyriausybė savo gegužės 22 d. komentare rašė, kad įstatymas „neturėtų būti įgyvendinamas taip, kad būtų užkrauta nepagrįsta našta įmonėms, investuojančioms į JAV“.

 

     Korėjos puslaidininkių pramonės asociacija paprašė Prekybos departamento susilaikyti nuo techninės ir konfidencialios įmonės informacijos prašymo per paraiškų teikimo procesą ir įgyvendinti neatskleidimo susitarimus, atspindinčius užsienio įmonių nenorą dalytis komercinėmis paslaptimis su JAV vyriausybe.

 

     Taiwan Semiconductor Manufacturing Co. arba TSMC, didžiausia pasaulyje pažangių lustų gamintoja, investuojanti 40 milijardų dolerių į dvi lustų gamyklas Arizonoje, taip pat siekė peržiūrėti kelis Prekybos departamento pasiūlymus, įskaitant esamų įrenginių Kinijoje plėtros apribojimų sušvelninimą.

 

     „Departamentas peržiūri viešas pastabas, vertina suinteresuotųjų šalių indėlį ir ketina užbaigti taisyklę vėliau šiais metais“, – sakė Prekybos departamento pareigūnas.

 

     Tuo tarpu puslaidininkių įmonės ragina Iždo departamentą sušvelninti savo siūlomus tinkamumo apibrėžimus dėl lustų iniciatyvos mokesčių kredito pusės.

 

     Šiuo kreditu subsidijuojama 25 % įmonių investicijų į puslaidininkių gamybos įrenginius arba gamyklas, gaminančias puslaidininkių gamybos įrangą. Įstatymas šių terminų tiksliai neapibrėžė, o vyriausybės siūlomi apibrėžimai yra per siauri, tvirtino įmonės. Jie pasisakė už platesnes taisykles, kurios leistų daugiau puslaidininkių medžiagų tiekėjų ir gamintojų.

 

     „Wolfspeed“, Šiaurės Karolinos įmonė, kurioje prezidentas Bidenas lankėsi kovo mėnesį, gamina silicio karbidą, naudojamą, kaip puslaidininkius elektrinėse transporto priemonėse ir kitose aukštos temperatūros arba aukštos įtampos srityse. Tačiau siūlomos taisyklės neleis įmonei reikalauti kredito už 5 milijardų dolerių statomą objektą, teigiama jos komentaro laiške.

 

     Iždo departamento atstovė atsisakė komentuoti.“ [1]

 

Lietuvos užsienio reikalų ministras ponas Gabrielius Landsbergis turėtų važinėti tarp JAV, Korėjos bei Taivano ir gadinti orą taip, kad visi šių šalių puslaidininkių gamintojai atsisakytų dirbti Kinijoje. 


1. U.S. News: Chip Companies Seek Looser Aid Limits --- Businesses warn that regulations undermine U.S. attempt to revive semiconductor industry. Hayashi, Yuka; Rubin, Richard. 
Wall Street Journal, Eastern edition; New York, N.Y. [New York, N.Y]. 27 May 2023: A.5.

U.S. News: Chip Companies Seek Looser Aid Limits --- Businesses warn that regulations undermine U.S. attempt to revive semiconductor industry.

"WASHINGTON -- Businesses are pressing the federal government to ease conditions on aid for the semiconductor industry, warning that proposed limits on a grant program and tax credit will make it harder for U.S. companies to compete with their Chinese counterparts and develop new technology.

The companies are trying to shape the implementation of last year's Chips and Science Act, which authorized tax credits and $53 billion of spending in a concerted government effort to use public funding to revive the U.S. semiconductor industry.

The money comes with strings attached, and the grants force companies taking U.S. funding to sharply limit further expansion in China. But China accounts for one-third of global chip sales and is a linchpin in the semiconductor supply chain. Companies and industry groups complained to the Commerce Department they would be hurt if the restrictions on future Chinese expansion, known as guardrails, are too tight.

"If implemented as written, the proposed guardrail rules will also place companies at a serious disadvantage relative to those that do not participate in the two programs, harming the U.S. semiconductor industry as a whole and contradicting the intention of the Chips Act," said the U.S.-China Business Council, which represents American companies doing business in China.

Among the harshest critics are the South Korean government and chip industry, highlighting the challenge the U.S. faces in mobilizing allies' support for its battle to limit China's technological advance.

The Korea Semiconductor Industry Association warned that certain provisions of the guardrail rules will "inhibit the robust U.S. investment intended by the Chips Act and otherwise create obstacles for multinational semiconductor producers."

The Treasury Department is also under pressure from companies to expand the scope of the tax credit for new investments by chip companies and suppliers.

After reviewing the government's first proposal, companies are now urging more expansive definitions that would reward some businesses beyond the large chip makers that operate the largest fabrication facilities.

The companies submitted comments as the Commerce and Treasury departments prepare to issue final regulations.

The Commerce Department wants to severely limit grant recipients' ability to expand production of advanced semiconductors in China, while allowing companies to continue operating existing facilities and expand plants primarily serving the local Chinese market.

The South Korean government wrote in its May 22 comment that the law "should not be implemented in a manner that imposes an unreasonable burden on companies investing in the U.S."

The Korea Semiconductor Industry Association asked the Commerce Department to refrain from requesting technical and confidential company information through the application process and to implement nondisclosure agreements, reflecting foreign companies' reluctance to share trade secrets with the U.S. government.

Taiwan Semiconductor Manufacturing Co., or TSMC, the world's largest maker of advanced chips that is investing $40 billion in two chip factories in Arizona, also sought revisions to several Commerce Department proposals, including easing limits on expansion of existing facilities in China.

"The department is reviewing the public comments, appreciates stakeholder input, and intends to finalize the rule later this year," a Commerce Department official said.

Meanwhile, semiconductor companies are urging the Treasury Department to loosen its proposed eligibility definitions for the tax-credit side of the chips initiative.

That credit subsidizes 25% of companies' investments in semiconductor manufacturing facilities or factories that make semiconductor manufacturing equipment. The law didn't precisely define those terms, and the government's proposed definitions are too narrow, companies contended. They argued for broader rules that would allow more suppliers and makers of semiconductive materials to qualify.

Wolfspeed, a North Carolina company that President Biden visited in March, makes the silicon carbide used as semiconductors in electric vehicles and other high-temperature or high-voltage uses. But the proposed regulations wouldn't let the company claim the credit for a $5 billion facility it has under construction, according to its comment letter.

A Treasury Department spokeswoman declined to comment." [1]

The Minister of Foreign Affairs of Lithuania, Mr. Gabrielius Landsbergis, should travel between the USA, Korea and Taiwan and spoil the air in such a way that all the semiconductor manufacturers of these countries refuse to work in China.

1. U.S. News: Chip Companies Seek Looser Aid Limits --- Businesses warn that regulations undermine U.S. attempt to revive semiconductor industry. Hayashi, Yuka; Rubin, Richard. 
Wall Street Journal, Eastern edition; New York, N.Y. [New York, N.Y]. 27 May 2023: A.5.