美国稀土供应再恶化！部分航天与芯片被迫限产，钇价一年暴涨69倍！

Core Insights - The shortage of rare earth elements, particularly yttrium and scandium, is severely impacting the aerospace and semiconductor supply chains in North America [1][2][3] - Yttrium prices have surged by 60% since the shortage was first reported, with a staggering increase of approximately 69 times compared to a year ago [1] - Major aerospace coating companies are prioritizing supply for large clients, leading to service refusals for smaller and overseas customers [1][2] Group 1: Aerospace Industry Impact - Two North American aerospace coating companies have been forced to temporarily halt production due to yttrium shortages [2] - Yttrium is essential for high-temperature thermal barrier coatings used in protecting aircraft engines and turbines [2] - The shortage has not yet directly affected the overall production of jet engines, but industry experts warn of potential risks due to increasing demand from Boeing and Airbus [2] Group 2: Semiconductor Industry Impact - Scandium, another critical rare earth element, is facing supply constraints, which poses risks for the production of next-generation 5G chips [1][3] - The U.S. currently has zero domestic production of scandium, and existing inventories may only last for a few months [1] - Major semiconductor manufacturers rely on scandium for components in nearly every 5G smartphone and base station [3]