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began to act on the supply of chip core raw materials, foreign media: avoid the Chinese supply chain

author:Cheerful and generous, He Xiaojun

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In recent years, the competition in the global technology field has entered a period of intensity, especially the emergence of China, which has deeply disturbed the United States. U.S. anxiety about China's rise has triggered multilayered and multi-sector restrictions in an attempt to curb the development of China's tech industry. This is no longer just a geopolitical game, but more like a clash of civilizations, with one superpower trying to stifle the scientific and technological progress of another rising power.

Compared to the anxiety of the United States, China has adopted a calm and rational attitude. Chinese authorities have repeatedly called on the United States to return to the principles of globalization and multilateralism to ensure that all enterprises can develop in a fair, transparent and non-discriminatory environment. However, these cries seem to go unheeded in the United States, and the ideas of justice and fairness seem to be rippling in the wind and unheeded.

began to act on the supply of chip core raw materials, foreign media: avoid the Chinese supply chain

In the face of US inaction, China has to take decisive action to show its strength and safeguard its national rights and interests. This is not aggressiveness, but necessary self-protection and self-preservation and self-preservation.

In order to defend its national interests, China recently launched a program called "chip countermeasures", which is not only a policy roadmap, but also a strategic intention. If the United States continues to restrict exports of core technologies and products, China will fight back in the same way. This means that China will no longer be a passive party, but will stand up and actively defend its rights and interests, shifting from passive defense to active attack.

At the same time, China announced restrictions on the export of seven key technologies such as photovoltaic chips and rare earth refining, which was widely supported by domestic public opinion. This is regarded as a necessary measure to defend the dignity and interests of the country, and a powerful response to the hegemonic behavior of the outside world.

began to act on the supply of chip core raw materials, foreign media: avoid the Chinese supply chain

At the international level, however, Japanese companies have begun planning to bypass China's supply chains, with new ones expected to launch in July. This is seen as a silent counterattack, showing that even if you take a tough move on the international stage, you will face a variety of response strategies from other countries or regions.

The United States has been attracting global chip manufacturers to invest in factories in the United States to reduce dependence on Chinese supply chains. This is a geostrategic layout that aims to make the global science and technology ecosystem more favorable to the United States.

Meanwhile, Chinese battery giant CATL's announcement that it will build a factory in the United States has sparked excitement among senior U.S. officials who have proposed plans to reduce their reliance on Chinese battery technology. This once again confirms the determination of the US government to maintain its scientific and technological superiority, and also intensifies this global supply chain game.

began to act on the supply of chip core raw materials, foreign media: avoid the Chinese supply chain

In this complex global supply chain environment, the actions of major companies are like chess games between masters. They understand the risks of relying on a single supply chain and are starting to take a multi-pronged approach to reducing their reliance on specific supply chains.

However, China accounts for 70% of the world's rare earth production, and up to 90% in rare earth smelting. This makes it nearly impossible to wean ourselves off dependence on Chinese supply chains. Rare earths are indispensable in the global high-tech industry, and it is difficult for companies to bypass this huge obstacle, and trying to get rid of dependence is like breaking free from a very sticky web, which is almost impossible.

Although the United States has been trying to reduce its dependence on China's rare earths, it has not been able to get rid of this dependency. This is a helpless reality, but also a helplessness at the strategic level.

began to act on the supply of chip core raw materials, foreign media: avoid the Chinese supply chain

For Japanese companies, trying to avoid Chinese supply chains can be a high-stakes gamble that requires careful consideration of whether they are willing to risk losing long-term stable supply chains for the sake of temporary independence.

From another perspective, the United States has united Japan and the Netherlands in restricting exports of chip-making equipment, showing that they only think about their own interests and ignore the plight of their allies. This short-sightedness and selfishness has become even more worrisome in the context of the current technology war.

In the future, the development of the global technology industry will depend on which party can more effectively protect its core interests. This is a war for the future, and every decision can change the tide of war.

began to act on the supply of chip core raw materials, foreign media: avoid the Chinese supply chain

Article Inspiration:

This article describes China's rise in the tech sector and U.S. restrictions on China's tech industry, as well as a series of countermeasures. This gives us some profound insights:

Geopolitics and the Clash of Civilizations: This article presents a science and technology war between China and the United States, which is not only a geopolitical wrestle, but also a clash of civilizations between two superpowers. The revelation is that in the era of globalization, competition between countries is no longer limited to the economic and military fields, and the field of science and technology has also become the focus of competition.

Calls for globalization and multilateralism: China advocates globalization and multilateralism and emphasizes a fair, transparent and non-discriminatory environment, which is an important principle for maintaining the balance of the global science and technology ecosystem. However, the United States seems to have ignored these calls. This enlightens us that global scientific and technological cooperation requires more cooperation and dialogue, not unilateral restrictions.

The need for diversified supply chains: The global supply chain environment has become tense and complex, and companies need to adopt a diversified strategy to reduce their dependence on specific supply chains. The example of rare earths in the article shows that some dependencies are almost inevitable, but companies should still strive to mitigate risk.

Alliances and Self-Interest: The United States has joined Japan and the Netherlands in restricting exports of chip-making equipment, demonstrating short-sightedness that puts its own interests first. This reminds us that cooperation and alliances in international relations need to be based on common interests and mutual respect.

Summary:

This article explores the impact of China's tech rise and U.S. restrictions on China's tech industry, as well as China's countermeasures. From this we can draw the following conclusions:

China's rise in the tech sector has attracted global attention and concern, especially in the United States. This concern has prompted the United States to adopt a series of restrictive measures, but these measures may lead to countermeasures by different countries and companies, making the global technology ecosystem more complex and unstable.

China advocates globalization and multilateralism and calls for a fair and transparent competitive environment. However, U.S. restrictive policies seem to be biased toward unilateralism and ignore the importance of international cooperation. This requires all parties to seriously reflect on how to achieve cooperation and win-win results in the global scientific and technological competition.

When it comes to supply chain management, diversification strategies become particularly important. Companies should strive to reduce their dependence on specific supply chains, but in some key areas, such as rare earths, dependence is unavoidable. This means that international cooperation and coordination are also key to solving supply chain problems.

Finally, the relationship between the United States and its allies also needs to be revisited. The primacy of short-term self-interest may undermine trust and cooperation among allies, so there should be a greater focus on common interests and long-term cooperation in international relations. Only by forming a common strategy in the global science and technology competition can the balance and stability of the global science and technology ecology be maintained.

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