Chinese batteries are banned, and US gallium and germanium exports are completely stopped?
As the saying goes, do not do unto others as you would have them do unto you. This is the backbone of our Chinese, Sino-US science and technology disputes, we have never been humble or arrogant, once the bottom line is touched, we will not show mercy!
The United States** reported some time ago that starting in July 2023, China will completely stop exporting gallium and germanium to the United States. According to customs statistics, in addition to the United States, China's exports of gallium and germanium to Japan fell by 75% and 33% respectively, which is obviously a countermeasure by the semiconductor alliance between the United States and Japan!
Many may ask, why did China intervene this time? China stopped exporting gallium and germanium to the United States, and the United States took the lead! There is no reason why the United States has banned the purchase of batteries from Chinese companies. Under the new rules, six Chinese companies, including CATL, BYD and EVE, will no longer supply batteries to the United States. The new rules are expected to be implemented in October 2027!
Obviously, passed"Chips"After the turmoil, the United States began to target China's new energy vehicle industry, trying to curb the rise of China's new energy vehicles by cracking down on China's battery power, so as to consolidate and safeguard the interests of local European and American auto companies"Egoism"The hegemonic behavior has had a serious impact on the entire industry. A few decades ago, China failed because it was lagging behind, and decades later China was defeated because it was ahead. As the saying goes, when it's time to do it, he will never show mercy!
China uses gallium and germanium against Western countries because they are important raw materials for making semiconductors. China is the world leader in gallium and germanium production. China accounts for 95% of global gallium production and 60% of germanium.
Once China stops exporting gallium and germanium to the United States, the U.S. semiconductor ** chain will face difficulties and it will be difficult to find other markets. Lao Mei may say that we can extract gallium and germanium from the waste of other products, and we can also buy it from abroad, but in that case, the cost will increase significantly, and it will also be substantially**, this is only a short-term effect, in the long run, Lao Mei is no way at all!
Of course, no matter how advanced the production equipment of the United States, Japan, and the Netherlands is, it is difficult for a clever woman to cook without rice. Without key semiconductor raw materials, what will the United States use to revitalize its chip industry? Dream on! China's response is not only to show its tough posture and show its sword, but also to teach us a good lesson!
In the early days of economic globalization, no company was able to monopolize the market. Even if the United States has a clear technological superiority and dominates, but to think"One big family"From raw materials, processing, production, and packaging, everything has to be done by yourself, how can you be so capable?
No matter how awesome TSMC is, it can't build a lithography machine; No matter how awesome ASML is, it can't make any high-end chips. No matter what business you do, cooperation is always the way to win, but the United States still overestimates and underestimates its competitors! China has few in its hands"cards"Now, I hope the United States can recognize the reality and stop being obsessed! Otherwise, you will only lose both!