Singers: Sing Tao Daily
Sing Tao Society
On the eve of the US Treasury Minister Yellen, China announced that the two key materials of the control of 镓 and 锗 will be exported to the two semiconductor materials from next month.If the United States wants to alleviate bilateral relations, it must make goodwill in economy, trade and technology, instead of continuing to play on both sides and three knives, otherwise countermeasures will come one after another.
Demonstrate the negotiation chip of the peer -to -peer anti -counterable ability
锗, 稀 is a rare metal, and it is also the third -generation semiconductor key material developed by countries around the world. It can also be used to make solar panels and biotechnology, which is extremely potential.China is the world's largest reserves and the second largest country in reserves. It is also the country with the largest number of crickets and crickets. It is mainly supplied to the United States, the European Union, Japan, and South Korea.
China chooses to sacrifice export control on semiconductor materials on the eve of Yellen's visit tomorrow. It must be thoughtful and not strong.This is the first visit to China after taking office. It is also the secondest member of the US government who visited China in one month. In addition, she resolutely opposed the section with China Economic and Trade Dispostering Chain, and is committed to promoting the recovery of US -China relations and improving bilateral economic and trade.Make US companies full of expectations for its trip to China.
Although Yellen has a more pragmatic position in China, China welcomes her and arranges a 4 -day trip, 2 days more than Brinken, but the outside world should not deal with her big expectations, because she is a White House official after all, she always has always been an official.Take the president Biden ordered.After Biden came to power, it has not been revoked more than $ 300 billion in imports of Chinese goods and imposed tariffs. Not only strictly restrict US chips and related facilities exported to China, it has previously pressured Japan and the Netherlands to restrict exports of 23 semiconductor materials and advanced light inscriptions in China.The machine also included 1,300 Chinese companies into various control and sanctions list.Therefore, the restrictions on the export of 镓 and 锗 at this time are undoubtedly a counterattack against the continuously upgraded chip wars in the United States.
This time, it is different from the sanctions on the US chip company Micron Technology in May. At that time, because the United States was lobbying other G7 member states to break off the chain of China, the Chinese side was dissatisfied with the U.S. spoke to the ice, and the essence of China was essentially blocked in China. Therefore, it was decided to adopt adoptionCountermeasures and choosing to operate with Micron. This approach is believed to be easily related to Meiguang products and the price is lighter.It is a pity that Biden still has me. Although it is no longer decoupled and renamed "de -risk", it is said that wearing a "small courtyard high wall" style is selectively decoupled, and continues to target the Chinese semiconductor industry.Further restrict exports to China to export AI chips, and restrict US companies invest in China's high -tech industry.
The dissatisfaction of China has reached the point of being unable to tolerate, so after finalizing Yellen's visit date, it was obviously shot to show that China is not completely subject to people in the chip supply chain.I didn't want to make a move before, just to take care of the overall situation, I didn't want to lose both.Since the United States has not died of China's heart, Beijing only has eyes with eyes, and the United States tries to restrict China to obtain advanced chips and lithography machines to card in China.In the future, the global and 市场 supply market is tight, pushing up the price of related materials, affecting the competitiveness of the chips and related products of the United States and Europe.I am afraid that the countermeasures for materials may come one after another.
Beauty is not sincere high -level communication is difficult to achieve results
At the same time, China also uses this to release signals. If the United States wants to seek cooperation between China in business, region and international concerns, you need to come up with sincerity.High -level meetings will only be communicated in form, and there will be no substantial results.
Therefore, this time, China ’s shot has seized the throat of the key raw materials of emerging industries. As a negotiating chip, the United States knows what to converge, and views Sino -US relations from strategic cooperation space.It will not bring benefits to both sides or even the world.
