将华为列入黑名单，拿祖国当“投名状”？6000吨稀土出口该停停了

Group 1 - Taiwan's authorities have placed Huawei and SMIC on an export blacklist, aligning with the U.S. strategy to suppress China's chip industry [1][3] - TSMC has already ceased orders from Huawei in 2023, and other mainland manufacturers have taken over, indicating limited impact from Taiwan's actions [3][5] - Taiwan's semiconductor manufacturers, such as TSMC and ASE, rely heavily on materials from mainland China, with over 90% of critical photolithography materials sourced from there [5][6] Group 2 - Taiwan imports over 6,000 tons of rare earth materials from mainland China annually, accounting for 11% of China's total exports, which is significantly higher than India's imports [5][6] - If mainland China decides to control rare earth exports, it could severely impact various industries in Taiwan, including electronics, wind power, and military applications [6][10] - The global chip supply chain is undergoing restructuring, with the U.S. attempting to relocate TSMC's operations to the U.S., but key processes still need to remain in Taiwan [6][10] Group 3 - Taiwan's unilateral actions against mainland China may lead to self-inflicted damage, risking its own semiconductor industry [8][10] - The current strategy of suppressing Huawei may not yield benefits for Taiwan and could result in a supply chain crisis [8][10] - Taiwan's government must address the control of its supply chain to maintain its semiconductor industry's viability in the long term [10]