强化AI领域竞争力，美国拉8国加强关键矿产供应链

Core Points - The U.S. is seeking to strengthen its competitiveness in the AI sector by forming agreements with eight allied nations to enhance the supply chain for essential computer chips and critical minerals [1][2] - A meeting is scheduled for December 12 at the White House, involving officials from the U.S., Japan, South Korea, Singapore, the Netherlands, the UK, Israel, the UAE, and Australia to discuss collaboration in energy, critical minerals, advanced semiconductor manufacturing, AI infrastructure, and logistics [1] - The initiative is seen as a continuation of previous U.S. efforts to secure supply chains for critical minerals, dating back to the Trump administration's Energy Resources Governance Initiative and the Biden administration's Mineral Security Partnership [1] Industry Insights - The selected allied countries possess complementary strengths in relevant fields, such as Japan and the Netherlands in semiconductor equipment, and South Korea and Singapore as leading chip manufacturers and logistics hubs [2] - The plan is characterized as a U.S.-centric strategy rather than a direct response to China, although it acknowledges the competitive landscape between the U.S. and China in the AI domain [2] - Despite the U.S. efforts, challenges remain in altering the existing global supply chain dynamics, particularly given China's dominance in rare earth supply chains, holding over 90% of global refining capacity for rare earth and permanent magnet materials [2]