Core Viewpoint - The European Union (EU) is expressing strong rhetoric against China regarding rare earth exports, but internal divisions and dependencies may hinder any substantial action against China [1][5][40]. Group 1: EU's Response to China's Rare Earth Export Controls - The EU's aggressive stance follows China's tightening of rare earth export controls in early October, with French President labeling it as "economic coercion" and urging the EU to utilize its "anti-coercion tool" [5][40]. - The EU's "anti-coercion tool" requires the agreement of 15 member states representing 65% of the population to activate, but it has never been used, indicating a lack of real commitment [5][17]. - The EU's reliance on China for rare earth materials is significant, with 90% of its rare earth magnets imported from China, leading to potential self-harm if tensions escalate [7][11]. Group 2: Internal Divisions within the EU - Internal discord is evident, with France advocating for a tough stance while Germany is reluctant to support aggressive measures due to its economic ties with China [9][15]. - Germany's automotive industry heavily relies on the Chinese market, making it cautious about any actions that could disrupt trade [11][13]. - Eastern European countries are also concerned about energy and market access, further complicating a unified EU response [15][17]. Group 3: Semiconductor Issues and Dutch Actions - The Netherlands has exacerbated tensions by invoking Cold War-era laws to take control of a Chinese-owned semiconductor company, citing national security [19][23]. - The semiconductor company, formerly part of Philips, holds a significant market share in automotive components, raising concerns for European car manufacturers about supply chain disruptions [21][25]. - China's swift response to restrict exports of specific components from the semiconductor company has left European carmakers anxious about potential production halts [25][27]. Group 4: China's Position and Negotiation Prospects - China maintains a steady stance, asserting that its export controls are standard practices and not aimed at any specific country, aligning with international norms [29][30]. - China's dominance in rare earth production, with 92.3% of global refining capacity, poses challenges for the EU in finding alternative suppliers [32][34]. - Upcoming negotiations between China and the EU are expected to address multiple issues, including rare earth exports and the semiconductor situation, highlighting the need for a balanced approach [36][38]. Group 5: Conclusion on Future Relations - The EU's contradictory position of wanting to impose countermeasures while simultaneously seeking concessions from China reflects its internal conflicts and dependency issues [40][42]. - The importance of cooperation over confrontation is emphasized, as both sides have interlinked supply chains that could lead to mutual harm if tensions escalate [42][44].

台积电向全球宣布：要对美国投资1000亿美元！岛内民众直呼4个字 据报道，台积电董事长魏哲家3月初宣布，台积电将在美国额外投资1000亿美元，并称核心研发仍在台湾。有网民在台媒评论区留言讽刺，"标准的卖 台"。"原来是'助美代表'！"据台媒报道，目前，台积电对美国总投资额高达1650亿美元。 《哏传媒》7日起在YouTube针对"台积电1650亿美元前进美国，你认为实际状况是？"进行网络投票，截至9日早上7点30分，已有1.4万人投票，高达95% 的网友认为"美国整碗拿去，台湾地区全盘皆输"。网友纷纷留言表示："周边厂商也会走，台湾地区的就业机会减少，台当局减少税收，老百姓没钱，劳 保、健保无底洞越来越严重。""以后美国大公司还来台湾地区下单吗？台湾地区还能超收税金吗？""对台湾地区长久来说是大灾难。""什么都没有了。" 台积电在美设厂（资料图） "毋庸置疑，这等于把台积电从台湾连根拔除。"台湾地区前民意代表蔡正元在政论节目中示警，届时上下游产业链将跟随，大量投资涌向美国，无疑将助 力"美国更伟大"。富拉凯投资银行首席经济学家张明杰分析，台积电始终扮演台湾全球芯片代工七成市占，以及带动台湾出口、出超及民间投资 ...