(Beijing/Washington Comprehensive News) China announced on Monday (July 3) that after export control to semiconductor raw materials 镓 and 锗, a number of downstream companies in many industrial chains in the world responded quickly to seek a stable supply of raw materials. South KoreaAccording to Taiwan, it responded that it was limited in the short term.
Comprehensive Luya Club and Bloomberg reported that after China announced the latest export control, AXT, a US semiconductor wafer manufacturer, said that the national subsidiary Beijing Tongmei Crystal Technology Co., Ltd. will immediately prepare for application materials to buy from China.And 锗.
AXT CEO Morris Young said the company is actively seeking necessary permission and strives to minimize any potential interference to customers.
A Chinese 表示 producer said that his company received several inquiries from buyers from Europe, Japan and the United States, hoping to reserve such products before export control.It takes up to two months.
After the announcement of the export control of 锗 and 锗 in China, the quotation of the Chinese domestic market and export market of this producer rose to 10,000 yuan per kilogram (S $ 1868) and more than 1,500 US dollars per kilogram (More than S $ 2022).
The Ministry of Commerce of China announced on Monday that it will control the exports of eight types of 镓 products and six types of products from August 1 to protect national security and interests.
锗 芯 芯 has a wide and important application in chip manufacturing, and 80%of the world's 镓 and 锗 are supplied by China.As China -US technology competition intensifies, this move in China is considered to be a counterattack against the US -Japan -Dutch export control of semiconductor equipment, which will exacerbate trade with the United States and may cause more damage to the global supply chain.
Chinese Foreign Ministry spokesman Mao Ning said at the press conference on Tuesday (4th) that the Chinese government's export control on relevant items in accordance with the law is an international approach and does not target any specific country.
In response to the export control of China, an official of the Ministry of Industry of Korea said that the short -term impact on South Korea has a limited limitation, and the inventory and alternative supply of the South Korean government will offset this impact.
Taiwan Economic Minister Wang Meihua said on Tuesday that the mainland exported to the United States and Japan to refine it.What impacts in the international market, such as price fluctuations or supply and demand, the Taiwan Ministry of Economic Affairs will continue to pay close attention to the follow -up situation.
71%of the 1 used in the European Union was imported from China, and 45%of the 锗 imported from China.
Bloomberg analyzed that the European Commission may complain about China's new export restrictions to the dispute resolution mechanism of the World Trade Organization (WTO). However, such disputes may take several years to take several years beforeGetched.In addition, China claims that this measure is due to national security considerations, and it may use a loophole of the WTO, that is, allowing the government to take "actions that they believe in protecting basic security benefits."
Researcher Simona Tagria Pittra analyzed by the Researcher of the Brouser Institute, saying that the move in China clearly reminds people who occupy the upper hand in this competition.The risk of the supply chain is indeed an indescribable dependence.