Group 1 - The Chinese government has implemented strict export controls on dual-use items to Japan and initiated anti-dumping investigations on key semiconductor materials, signaling a significant shift in trade relations [4][5][13] - Japan's semiconductor industry, particularly companies like Tokyo Ohka Kogyo and JSR, is facing severe challenges as they rely heavily on imports from China for essential materials [17][32] - If the restrictions on rare earth materials persist for 90 days, Japan's economy could suffer a direct loss of 660 billion yen, highlighting the vulnerability of its high-tech manufacturing sector [9][36] Group 2 - The response from Japan has been characterized by protests and claims of violations of international norms, but these reactions are seen as ineffective against China's strategic measures [11][21] - The ongoing situation is leading to a bifurcation in the global semiconductor supply chain, with China moving towards establishing an independent supply chain outside of the US-Japan framework [34][36] - The current geopolitical climate suggests that Japan may lose its position in the international industrial chain, especially as it becomes increasingly reliant on the US while facing diminishing support [29][40]
中方依法掐命脉!日本双遭击,制造业优势保不住了!
Sou Hu Cai Jing·2026-01-08 12:46