伟伟道来 | 美国和日本：远虑芯片，近忧稀土

Group 1 - The core concern for both the US and Japan revolves around the potential risks associated with Taiwan's political status, particularly regarding semiconductor supply chains and rare earth materials [2][5] - Japan is actively pursuing measures to reduce its dependence on rare earth materials, as evidenced by its recent drilling expedition in the South Bird Island area, which is estimated to have a rare earth reserve of 16 million tons [1][4] - The US is focused on securing semiconductor manufacturing capabilities through agreements with Taiwan, specifically with TSMC's plans to build multiple semiconductor factories in Arizona [1][2] Group 2 - The geopolitical tensions surrounding Taiwan are influencing the strategies of both the US and Japan, with the US concerned about the implications of a potential unification between China and Taiwan on its semiconductor supply [2][5] - Japan's urgency in its rare earth exploration efforts is highlighted by its swift response to China's export restrictions on dual-use materials, indicating a proactive approach to securing its supply chains [4] - Market dynamics will play a crucial role in the future of semiconductor and rare earth industries, as geopolitical factors may be mitigated by relative peace and stability in cross-strait relations [5]