中国稀土限出口，美国芯片围堵战升级！欧盟被迫选边站，谁是最后的赢家？

Group 1 - The U.S. is leveraging its recent gains in rare earth negotiations with China to exert pressure on companies like Samsung and TSMC, indicating a strategic game rather than mere national security concerns [1] - China controls 90% of rare earth refining capabilities, making it a crucial player in high-tech weaponry and advanced manufacturing [1] - China's advancements in technology, such as Huawei's Harmony OS and SMIC's 7nm process, demonstrate its growing independence and resilience against U.S. trade pressures [1] Group 2 - The EU is caught in a dual dilemma, expressing dissatisfaction with China's "strangulation strategy" while needing to negotiate with Beijing for rare earth supplies [2] - The lack of resolution regarding the ASML lithography machine ban significantly undermines the EU's bargaining power in negotiations with China [2] - A tightening of China's rare earth exports could pose severe risks to Europe's electric vehicle and wind energy sectors [2] Group 3 - The ongoing competition over rare earths and chips transcends traditional trade wars, focusing on technological gaps, resource leverage, and trust issues among allies [4] - U.S. export controls aim to hinder China's semiconductor industry, but the feasibility of this strategy is increasingly questioned as external pressures mount [6] - The potential inability of Samsung and TSMC to access the Chinese market could lead to significant losses, raising questions about the Korean government's compliance with U.S. demands [6]