Kunpeng Project
Chinese companies are banned from batteries, and China and the United States are nervous again?
Chinese companies are banned from batteries, and new ** tensions between China and the United States are emerging?
That's right"A tooth for a tooth"。This is the unique bloodthirsty nature of the Chinese nation, and the technological confrontation between China and the United States is the same for us, when we cross the line, we will fight back mercilessly!
According to a report by the United States some time ago, China will completely stop importing aluminum and germanium to the United States in July next year. In addition, according to customs statistics, China's gallium exports to Japan, in addition to the United States, fell by 75% and 33%, respectively, apparently to counter the US-Japan semiconductor alliance!
Why, you may ask, is China so assertive this time? China has suspended imports of gallium ore and germanium to the United States, but it is the former United States that has jumped out! According to the relevant regulations issued by the U.S. Department of Commerce, six Chinese companies, including CATL, BYD and EVE, will be suspended from supplying batteries to the United States.
Obviously, in addition to chips, the United States also seems to have set its sights on China's new energy industry, trying to crack down on national electric vehicles and prevent the rise of China's new energy in order to stabilize and protect the profits of European and American car companies"Solipsism"However, this has had a great negative impact on the Chinese industry. China was defeated a few decades ago, and now China is defeated, isn't it also China that is ahead? As the saying goes, people rest when they should rest, and rest when they should rest!
China has turned to gallium and germanium as a counterweight to Europe and the United States, two rare earths that are the most important raw materials for semiconductors. China, in particular, is the world's largest producer of gallium and germanium. Of these products, China produces 95% of the world's gallium and about 60% of germanium.
If China restricts the import of gallium, germanium and other materials, the ** of US semiconductors will be affected, and it will be difficult to find other markets. Although the former United States has said that it is possible to extract gallium and germanium from other wastes, or to buy them abroad, no matter what is done, it will lead to an increase in production costs, which in turn will lead to raw materials, and this trick can only play a role in a short period of time, and in the long run, the former United States has nothing to do!
Obviously, even if the United States, Japan, and the Netherlands are no longer developed, it will be difficult for a smart woman to become a big killer. Without the main raw materials for semiconductors, what can the United States use to revitalize its chip industry? Dream! China's counterattack not only showed its strength, but also showed its strength, which caught the United States off guard!
With the development of the world economy, no company can monopolize the market, and even if the United States has an absolute technological lead, it is impossible"One big family"From raw materials to production, packaging and other links, they are all done, who else can do it?
Although TSMC has high strength, it will not produce lithography equipment after all, and no matter how strong ASML is, it is impossible to produce top-level chips. No matter what the deal is, we have to pay attention to a win-win situation, of course, the former is too big, too small to see each other clearly! China still has a lot more in its hands"cards", I hope the United States can look at the point and not make mistakes again and again! Otherwise, it can only be over, and the gains outweigh the losses!