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稀土禁令升级,美国芯片“断粮”
Hu Xiu· 2025-10-14 01:01
Core Viewpoint - The U.S. semiconductor industry has realized its deep reliance on Chinese rare earth elements, which poses significant challenges for its future operations and competitiveness [1] Group 1 - The U.S. semiconductor sector has been caught off guard by its dependency on China for rare earth materials, which are crucial for manufacturing [1] - This dependency is described as a "China rare earth dependency syndrome," indicating a systemic issue within the industry [1] - The solutions to mitigate this dependency are largely controlled by China, highlighting the geopolitical implications of this reliance [1]