日本半导体原料依赖中国，反倾销调查落地，成本优势彻底丧失？

Core Viewpoint - The East Asian economic landscape is undergoing significant changes, with China asserting its stance on economic cooperation while responding firmly to provocations from Japan in the semiconductor industry [1][7]. Group 1: China's Position and Actions - China has implemented export controls on dual-use items to Japan and initiated an anti-dumping investigation on dichlorosilane, a key material for chip manufacturing, indicating a strong response to Japan's actions [4][6]. - The anti-dumping investigation is based on evidence that Japan's imports of dichlorosilane to China have increased while prices have dropped by 31% from 2022 to 2024, suggesting dumping practices that harm China's domestic industry [4][6]. Group 2: Japan's Semiconductor Industry Challenges - Japan's semiconductor industry is heavily reliant on Chinese materials, with over 60% of its rare earth imports coming from China, and a dependency of over 85% on gallium and nearly 100% on germanium [3][6]. - The Japanese government is in a state of alarm as potential supply restrictions from China could severely impact its semiconductor production, with estimates suggesting a loss of 660 billion yen to the economy if rare earth controls last for 90 days [6]. Group 3: South Korea's Strategic Position - In contrast to Japan, South Korea is pursuing a cooperative approach with China, as President Yoon Suk-yeol emphasized the importance of mutual partnership and competitive cooperation in emerging industries like AI and robotics [1][6]. - The positive market response to the South Korea-China dialogue, reflected in the rise of the Korean stock market, indicates that pragmatic cooperation is favored over confrontation [6]. Group 4: Implications for East Asian Economic Cooperation - China's actions serve as a clear message to East Asian countries about the importance of respecting core interests and the potential consequences of economic provocations [7][9]. - The ongoing tensions highlight the need for countries in the region to focus on collaborative efforts rather than divisive politics, as cooperation is essential for maintaining a stable position in the global supply chain [7][9].