来源：内容来自互联网 10月10日，特朗普 在其"真相社交"平台上宣布 称将从11月1日起对华商品加征100%额外关税。同 时，特朗普表示美国将开始对"所有关键软件"实施出口管制。 根据彼得森国际经济研究所的数据， 美国对华商品平均关税目前约为57%。若此次加税得以实施， 关税将升至150%以上。 此举回应中国近期对稀土元素的出口管制，中国商务部于10月9日发布的2025年第61号公告，该公 告引入了对七种稀土元素及其相关技术的出口限制，要求外国公司获得特别批准方可将这些金属元 素运往国外。 此前，中国已对稀土出口实施严格控制， 但此次新增五种元素，并扩展至稀土开采和加工技术，标 志着中我国政府在关键矿产领域的管制进一步收紧。 如果您希望可以时常见面，欢迎标星收藏哦~ 美国在软件领域确实占据优势，如CAD设计、EDA工具、工业仿真、AI模型训练领域等等。数据显 示， 在2025年软件出口国家排名中，美国以6490亿美元领先，占全球15.3%，其三分之二服务出口 靠数字化，金融+云服务双核驱动，AI软件技术深度应用于金融风险预测、医疗数据分析以及代码 开发及安全防护等。 有博主分析，特朗普的算盘是：既然中国管制 ...

Group 1: Wolfspeed's Decline - Wolfspeed's bankruptcy reflects a failure of the U.S. semiconductor industry strategy, primarily due to stagnation in technology iteration and uncontrolled costs, relying on outdated 6-inch wafer technology while competitors in China have achieved breakthroughs with 8-inch substrates [3][4] - The company's supply chain vulnerabilities were exposed, heavily relying on Chinese suppliers for critical raw materials, and facing increased production costs due to tariffs [4] - Financially, Wolfspeed faced a net loss of $600 million in 2024 and over $5 billion in debt, leading to factory closures and significant layoffs [5] Group 2: Rise of Chinese SiC Industry - Chinese SiC power semiconductor companies have adopted a "hard fortification" strategy, focusing on technological independence and reliability validation, achieving significant improvements in manufacturing processes [10] - The vertical integration of domestic companies has created a closed-loop capability covering the entire supply chain from chip design to module packaging, with significant market penetration in the automotive sector [11] - The application ecosystem has evolved, with Chinese companies enhancing system efficiency and performance, facilitating penetration into renewable energy and storage markets [12] Group 3: Global Industry Restructuring - Chinese breakthroughs in SiC technology are reshaping global competition, with a 35% share of SiC patent applications by Q1 2025, laying the groundwork for international standardization [18] - The restructuring of supply chains includes acquisitions of European packaging plants and the establishment of manufacturing centers in Southeast Asia, creating a localized and globalized network [19] - Cost advantages are significant, with Chinese 6-inch substrate prices 50%-70% lower than international levels, leading to a drastic reduction in U.S. market share from 65% in 2022 to 18% by 2025 [20] Group 4: Challenges and Future Outlook - Despite notable achievements, the Chinese SiC industry faces challenges, including reliance on imports for high-voltage markets above 3300V and potential supply chain risks due to dependence on imported equipment [28] - International competition is intensifying, with Europe and Japan seeking to circumvent Chinese dominance in SiC technology [29] - The transition from Wolfspeed's decline to the rise of Chinese companies illustrates a shift in semiconductor industry power dynamics, emphasizing the importance of technological independence and market depth [29]