The United States has created a supply cut alliance and brought Europe, Japan, and South Korea in.
But now the United States finds itself broken.
The United States claims that the United States is now seriously short of gallium reserves, so the U.S. Department of Defense has to decide to sign contracts with American or Canadian companies as soon as possible before the end of the year, so that these companies can help get gallium from scrap.
Unexpectedly, the U.S. Department of Defense is also going to start collecting the rags.
However, this is also a helpless move, because it is obviously easier to get out of waste than mining.
In addition, however, the United States is also facing new problems, and both Japan and South Korea may have their own small calculations, and it is difficult to say whether the alliance that the United States will eventually be able to achieve the desired results.
Let's take a look at Japan first.
Japan does not blindly obey the arrangement of the United States, obviously, Japan also has its own small abacus, and does not want the United States to develop semiconductors, and then the defense will restrict or cut off the supply of Japan.
So Japan struck first and bought a photoresist company without warning, spending more than $6 billion on it.
JSR, which was acquired and privatized, is in a unique position in the global chip sector because it controls photoresist, an essential material in chip manufacturing.
Obviously, JSR's monopoly capital in the photoresist industry is also the reason why it is favored by Japan.
So far, Japan has grasped four high-quality photoresist companies in the world. In this way, Japan has another trump card in the fierce scientific and technological competition between the United States and the United States.
Japan is also worried that it will be plotted by the United States in the future, so it will try to grab as many resources as possible in the upstream that can be used at a premium in the future.
South Korea, another country, is also facing many difficulties at present, and it is very likely that it will change its way and withdraw from the alliance concocted by the United States.
South Korean chip giant Samsung Electronics recently officially released its second-quarter earnings report.
According to the data, the company's operating income was **223%, and profits have been hit hard, with a whopping 95%.
This data indicates that Samsung Electronics' financial position was severely impacted in the second quarter.
First of all, let's focus on the ** situation of operating income. Samsung Electronics' operating income reached 60,000 billion won, down 223%。
Many South Koreans** have said that it is difficult to find other markets to replace China's huge market.
However, the crux of the matter is that the margin of profit far exceeds the margin of revenue.
According to the financial report, Samsung Electronics' profit was only 668.5 billion won, a staggering 95% decrease from the same period last year.
This means that the company's profit margins have fallen significantly, showing a deterioration in its operating conditions.
The Chinese market has always been an important growth engine for Samsung Electronics, and Samsung Electronics' profit margins have fallen sharply due to the loss of the Chinese market. This situation is also a warning for the entire European and American chip industries.
After all, as the world's leading chipmaker, Samsung Electronics' financial position is a direct reflection of the movements of the entire industry.
What particularly infuriates South Koreans is that the American chip giants have always been able to get a short-term exemption from the United States** to continue producing alternative models of chips for the Chinese market.
The countries or regions in the so-called alliance have encountered various difficulties, which itself shows that the chip industry involves too many aspects, and only globalization can develop together.