韩专家：东大低估了稀土牌，美国高估了芯片牌，美国好像玩砸了！

Group 1 - The core viewpoint is that the outcome of the US-China competition hinges on whether China can produce high-end chips or the US can secure rare earth elements first, with a pessimistic outlook for the US [1] - Chips are seen as a matter of time for China, which is gradually making breakthroughs without significant technological constraints [3] - The US is underestimating the seriousness of rare earth elements, which are crucial for technologies like AI and high-end chips [3] Group 2 - The US faces significant challenges in overcoming rare earth limitations, which are described as extremely difficult to achieve [5] - China has spent over twenty years consolidating national efforts to achieve a technological monopoly, which the US has criticized as "state capitalism" [5] - A US rare earth company is reportedly receiving a total investment of $1.4 billion from the Defense Department and Goldman Sachs, but achieving goals through this model is considered challenging [5] Group 3 - Understanding the outcome of the US-China rivalry is essential for South Korea to make informed decisions on its strategy [7]