Rare Earth Countermeasures in Effect? Biden teamwork, foreign media said it was difficult to get rid of China's ** chain.
At the beginning of 2023, our country officially updated its own"Entity Inventory", targeting some of the main technical constraints, especially rare earth refining and processing technology.
As a country that accounts for up to 90% of the world's rare earth shipments, the effect of this technical restriction is quite favorable, after all, rare earths are the industrial base of the current information age, just like the semiconductor industry is almost"The mother of industry"The same.
With the export ban on rare earth refining and processing technology, the Biden team has also begun to act to win over allies"G7**Chain Alliance", trying to get rid of China's ** problem through other **chain channels.
Obviously, the United States is looking for other ways to solve the rare earth ** problem is a prerequisite for the rare earth countermeasures to take effect, so this"G7**Chain Alliance"What are the alternatives?
In the global rare earth market, apart from China's share of rare earth exports, Australia's Linus is almost the only voice in the market.
Also as an exporter of rare earths, Linus occupies a market share of about 12% and has its own rare earth refining technology and production lines.
However, compared with China's rare earth industry chain, Linnas is much inferior in terms of production capacity, technical level, shipments, etc., and it can even be said that in the face of global rare earth demand, it can only be one-tenth of it.
Not only that, but because the refining technology is not perfect, it is still far behind China's rare earth refining technology, so the production cost is more expensive.
However, the most important point is that there are not many rare earth resources, judging from the data of the previous survey, Australia's rare earth reserves are only 4 million tons, which is completely unable to meet the material needs of Western countries.
It can be seen that the Biden team's choice of Linus Company cannot lead American companies to get rid of China's ** chain, which is undoubtedly a very happy and most willing result for the implementation of rare earth countermeasures in China.
In order to cater to the previous White House through its own selfishness, a series of first-class restrictions have been imposed on Chinese companies, especially the EUV lithography machine cannot be shipped to the mainland, making it difficult for China's chip development to embark on the process at an advanced stage.
Now the so-called reported by foreign media"A tooth for a tooth"Results:"The United States cannot get rid of China's ** chain"It is undoubtedly worth celebrating, but it also represents the importance of the Chinese market on the international stage.
Compared with the United States, which is currently affected by rare earth countermeasures, China has been making gradual progress before China imposes restrictions, especially in the field of lithography machines, Shanghai Microelectronics has broken through the verification of 28nm process lithography machine technology, and will soon be used for commercial use.
At the same time, the company's self-developed national semiconductor equipment ecosystem has also entered a new phase of the 28nm process, greatly reducing its dependence on U.S. wafers and taking a step towards self-sufficiency.
In addition, in the new semiconductor products, China's photonic wafers and quantum wafers have also made great progress, especially in the quantum field, which has the best capabilities of the entire quantum computer.
In order for our country to take the lead in the field of semiconductors, and at the same time to build a high-tech for the rise of China"base"I believe that there will be more outstanding development in the near future.