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西方拟再次工业化,美国的战略最为典型,外媒:供应链已被卡脖子
Sou Hu Cai Jing· 2025-09-30 07:15
Group 1 - The United States has threatened to impose a 100% tariff on semiconductor imports, particularly targeting chips from Taiwan, if the import levels equal those produced domestically [1] - This threat has caused significant concern in the global semiconductor industry, especially for Taiwan's export products, potentially undermining the competitiveness of Taiwanese chip manufacturers [1] - The U.S. is actively pursuing a strategy of re-industrialization, using tariffs to encourage manufacturers to relocate production back to the U.S. to avoid these tariffs [3] Group 2 - Other Western countries, including Europe, are also attempting to promote re-industrialization, particularly in response to the challenges highlighted by the Russia-Ukraine conflict [5] - The conflict has exposed deficiencies in Europe's defense industrial base, prompting substantial investments in traditional manufacturing sectors [5] - Western nations are facing severe supply chain issues, complicating their efforts to regain control over manufacturing capabilities [5][7] Group 3 - The competition for national strength is increasingly reflected in manufacturing capabilities, with Western countries struggling to regain control over supply chains that have shifted to developing nations [7] - The West's previous focus on globalization has resulted in a loss of critical supply chain control, making re-industrialization efforts more challenging [7] - China currently dominates the rare earth supply chain, complicating Western efforts to replicate this critical resource's supply chain [9] Group 4 - The West's confrontational stance towards China has led to export controls on dual-use materials, including rare earths, which are vital for industrial production [9] - The difficulty of recreating a comprehensive rare earth supply chain poses significant challenges for Western nations, leading to a paradoxical situation where they may face higher costs if they continue to oppose China [9]