美媒:以后就看是美国能先解决稀土，还是东方能先解决光刻机。

Group 1 - The core conflict arises from the U.S. banning the sale of lithography machines equipped with its technology to a certain Asian country, which retaliated by prohibiting the sale of rare earth products containing its technology and materials to the U.S. This represents a direct clash of industrial hard power between the two nations [1][3] - The U.S. leverages the monopoly of ASML on advanced EUV technology as a weapon, while ASML tightens export controls on DUV lithography machines to hinder the advanced chip industry of the Asian country. However, the U.S. may overlook the critical role of rare earth technology from the Asian country in the core components of ASML's lithography machines [3][5] - The Asian country has a significant advantage in the rare earth sector due to long-term technological accumulation, controlling 70% of global rare earth mining, 90% of separation processing, and 93% of magnet manufacturing. This dominance extends to the supply of rare elements needed for next-generation BEUV technology [5][7] Group 2 - Maintaining a strong defense of rare earth technology has become a core task for ensuring industrial security in the face of escalating competition [7]