用稀土和美国芯片做交换？绝无可能，稀土是谈判筹码

Core Viewpoint - The article argues that rare earth elements are a strategic resource that should not be exchanged for chips, emphasizing their critical role in advanced military and technology applications [3][5][11]. Group 1: Importance of Rare Earth Elements - Rare earth elements are not mere commodities but are essential components in advanced technologies such as F35 fighter jets and missile systems, making them invaluable [3][5]. - China dominates the global rare earth supply, accounting for 60% to 70%, with over half of key heavy rare earths like terbium and dysprosium sourced from China [3][5]. - The U.S. heavily relies on imports for rare earths, with 80% of its imports coming from China as of 2019, highlighting the strategic leverage China holds [3][5]. Group 2: U.S. Chip Policy and Its Implications - The U.S. has been implementing chip export restrictions since 2018, which has led to a push for domestic alternatives in China, such as advancements from companies like SMIC and Huawei [5][9]. - The U.S. aims to maximize its interests by seeking to prevent China from using rare earths to hinder U.S. military and renewable energy capabilities while maintaining its own chip restrictions [7][9]. - A 2023 internal report from the U.S. Department of Commerce indicated that failure to secure a steady supply of Chinese rare earths could jeopardize the production of F35 fighter jets, underscoring the urgency of the situation [7]. Group 3: Strategic Resource Management - The article warns against trading rare earths for short-term technological gains, suggesting that such a move would only provide temporary relief while compromising long-term strategic advantages [9][11]. - China's consolidation of rare earth companies into a unified entity signals a strategic approach to managing this resource, indicating an awareness of its significance on a national level [9]. - The article concludes that maintaining control over rare earth resources is crucial for China to sustain its competitive edge and wait for the domestic chip industry to mature [11].