就在两天前，美国驻日大使格拉斯却接连为高市"帮腔"。他在东京与日本外相茂木敏充会面后在社交媒 体发文，表达对高市早苗的"坚定不移"支持，并妄称中方对日本"经济胁迫"，相关反制行动"令人无法 容忍"。 科技领域可能成为日美合作的一个重点方向。报道称，半导体制造设备是日本对华出口的关键品类，去 年这类设备在日本对华出口总额中的占比超10%，日本或许会考虑收紧该领域的出口管控。不过，日方 若采取这一举措，必须审慎权衡其对本国经济可能造成的冲击。 彭博行业研究高级科技分析师若杉雅宏指出，日本在芯片制造技术领域具备优势，其企业可为先进制程 与成熟制程芯片供应关键设备和材料。可对于那些高度依赖中国市场的日本企业而言，若政府未出台明 确的强制执行措施，他们大概率会对相关管控政策持观望态度。 "但如果能获得美国的支持，情况就会截然不同。日美两国联手后，将掌控全球部分核心芯片制造供应 链，这无疑会给中国的芯片产业带来更为严峻的挑战。"若杉说。 报道认为，倘若中方兑现进一步制裁的威胁，此次争端恐将持续升级，中方或许会采取限制稀土出口的 手段，这一策略早在十多年前的中日领土争端中就曾使用过。如今全球对中国稀土供应的依赖度不断提 升 ...

Core Viewpoint - The Biden administration is urging Congress to reject the GAIN AI Act, which would limit Nvidia's ability to sell AI chips to China and other "adversarial nations," thereby weakening the bill's prospects [1] Group 1: GAIN AI Act - The GAIN AI Act requires chip manufacturers to ensure U.S. buyers have priority access before exporting controlled AI chips, reflecting a "America First" framework [1] - The bill is seen as a form of "reverse pressure" from Congress regarding Trump's stance, potentially hindering Nvidia and AMD's sales of high-performance products to China [1] - Nvidia has been lobbying against the GAIN AI Act, asserting that there is no chip shortage in the U.S. [1] Group 2: Impact on U.S. Cloud Giants - If the GAIN AI Act fails, it could negatively impact U.S. cloud giants like Microsoft, who support the bill to ensure priority access to high-end hardware over Chinese competitors [1] - These companies also aim to secure advanced chip access for their data centers located in Saudi Arabia and the UAE [1] Group 3: SAFE Act of 2025 - Congress is pushing another bill, the SAFE Act of 2025, which would require the U.S. Commerce Department to reject all applications for exporting higher-performance AI chips to China for the next 30 months [2] - The fate of both the GAIN AI Act and the SAFE Act remains uncertain, with discussions ongoing about incorporating GAIN AI into the 2026 National Defense Authorization Act [2] Group 4: Historical Context and Future Outlook - Since 2022, the U.S. has imposed restrictions on Nvidia's chip sales to China, citing concerns that advanced AI could enhance China's military capabilities [3] - The Trump administration has previously approved AI chip exports to Gulf countries and allowed the sale of the H20 chip to China, raising concerns about the legality of such arrangements [3] - The U.S. Treasury Secretary indicated that once the Blackwell chip is no longer considered cutting-edge, exports to China may be permitted [4] - The SAFE Act aims to legally restrict high-end chip exports to China, reflecting the rapid changes in the AI hardware industry [4]

【文/观察者网 熊超然】就在针对中国不断加码"芯片打压"之际，美国政商界、科技界为了各自利益，居然也"大 乱斗"起来。近日，又有一项法案成为其中的焦点。 《华尔街日报》11月13日曾援引知情人士的话称，微软和亚马逊共同支持这项旨在进一步限制英伟达向中国出口 芯片的立法。分析认为，这是英伟达与自己两大客户之间的罕见分歧，凸显了AI竞赛之激烈，各家公司都在争取 有利的政策以保持领先地位，英伟达则试图努力保住利润丰厚的中国市场。 彭博社则指出，即便这项法案最终被扼杀，也不代表美国国会针对中国芯片产业的打压宣告终结，国会山对限制 中国AI发展有着广泛的跨党派共识，议员们已开始着手制定另一项法案，旨在将现有的对华AI芯片销售限制正式 写入法律。 据称，这项更为简单直接的立法，要求负责批准技术出口管制的美国商务部，在30个月内一律拒绝所有向中国出 口性能高于当前允许水平的AI芯片的申请。 报道称，半导体出口管制被视作"国家安全政策领域"，在中美之间的科技和贸易博弈中，已成为焦点议题。总而 言之，这种情况清楚地表明，美国国会极力希望在半导体出口管制这一复杂的领域发挥更大的作用。 当地时间11月20日，彭博社援引知情人士报道 ...

中美釜山见完面，表面上热热闹闹，特朗普还亲手给这次会晤打了个 "12分" 的高分，摆出一副皆大欢喜的样子。可刚过了4天，美国财政部长贝森特就在11月2日跳出来说，美国打算提高对华关税。这转弯够快，难免让人问一句，前 面还在释放合作信号，后面就开刀加税，这是唱的哪出？ 其实底子很简单，美国是真急了。中国的 稀土出口管制 措施一出台，就是直捅美方命门。稀土对高科技军工有多重要，不必多说，美国不从中国这大量进货，自己想建稀土开采和精炼联盟从零起步，技术积累少 说也得 5到10年 才能够用。这当口，美方就动不动就扯关税，不光是要给我们施压，更是抱着一线希望，吓一吓中国，让我们暂停管制，好满足他们的稀土需求。 可问题是，这边嘴上喊"提高关税"，那边又舍不得打破合作的氛围。美国是典型的既要又要，一边盯着中国的稀土用在它的军事科技上，一边盼着中国多买 美国农产品和能源，缓解它国内通胀和农业州的选民抱怨。这种玩法，说直白点就是想捞好处，还不愿放下遏制中国发展的那根骨头。 还有个细节不能忽略，中美元首见完面，特朗普又去和韩国总统李在明聊，李在明还明确说要带核潜艇，重点是水下续航能力，讲明了目的，是为了"追踪 中朝潜艇"，还可以 ...

Core Points - The Dutch government has taken control of Nexperia, a semiconductor company controlled by a Chinese firm, which has raised concerns about disruptions in the global automotive supply chain [1][4] - Reports indicate that the White House is expected to announce the resumption of chip shipments from Nexperia, which could alleviate concerns in the US and Europe regarding chip supply [1][3] - Nexperia's parent company, Wingtech Technology, has stated that any agreement to restart exports must include the reinstatement of the company's former CEO [1][3] Company Impact - Nexperia's chips are crucial for the global automotive industry, with approximately 60% of its revenue, around $1.2 billion, coming from automotive applications [3] - The company has faced significant challenges due to the Dutch government's actions, which have frozen its assets and intellectual property since September 30 [3][4] - The automotive industry is currently facing a "looming disruption," with manufacturers preparing for potential production halts due to the chip supply issues [5][6] Industry Response - European automotive manufacturers are working tirelessly to prevent production interruptions, with some companies nearing shutdowns due to dwindling supplies [5] - Japanese automaker Nissan has indicated that its chip inventory will only last until the first week of November, highlighting the urgency of the situation [6] - The US automotive industry is also on the brink of production halts, with warnings that it could face shutdowns within two to four weeks if the situation does not improve [6]

Core Viewpoint - The article discusses the recent developments regarding Arrow Electronics, specifically its removal from the U.S. Entity List by the Bureau of Industry and Security (BIS), and the implications for the semiconductor market, particularly for Texas Instruments (TI) [3][4][5]. Group 1: Company Developments - Arrow Electronics has been notified by the BIS that several of its subsidiaries in mainland China and Hong Kong have been removed from the Entity List, which will be officially published in the Federal Register soon [3][4]. - The removal allows Arrow and its partners to export and re-export certain controlled items without the usual licensing requirements until February 14, 2026, or until the official announcement is made [4][5]. - The initial listing of Arrow on the Entity List was due to its involvement in procuring U.S.-made electronic components for organizations in Iran, which were used in drones [7]. Group 2: Market Impact - Following Arrow's listing on the Entity List, there was a significant impact on the supply chain, leading to increased demand for TI products as Arrow was a key distributor for TI [9][10]. - The revenue for Arrow in 2022 was reported at $27.9 billion, a 16% decline year-over-year, while its competitor, WPG Holdings, surpassed it with $29.3 billion in revenue [9]. - The market has seen fluctuations in pricing for TI products, with reports of price increases for certain materials, although some market participants noted a lack of significant price changes [10][11]. - After Arrow's removal from the Entity List, the market has become more cautious, with customers adopting a wait-and-see approach rather than rushing to place orders [10][11].

Core Viewpoint - The Netherlands is intensifying efforts to sever ties with Chinese investments, particularly targeting Nexperia, a semiconductor company, leading to significant reactions within Europe [1][3]. Group 1: Company Actions - Nexperia's China division swiftly issued a statement distancing itself from directives from the Dutch headquarters, indicating a clear divide [2][5]. - On October 18, 2025, Nexperia's China team faced a critical situation as their access to accounts and systems from the Dutch headquarters was abruptly cut off [4]. - The Chinese division's statement on October 19 directly confronted the Dutch headquarters' unilateral changes to internal regulations and the controversial replacement of the CEO [7][8]. Group 2: Response to Export Controls - The Chinese division emphasized that any external directives not approved internally could be rejected by employees, hinting at the potential refusal to acknowledge the CEO change [10][11]. - Concurrently, the European Automobile Manufacturers Association (ACEA) warned of an urgent need to address the semiconductor shortage affecting the automotive industry, exacerbated by China's export controls on specific semiconductor products [12][20]. Group 3: Impact on European Automotive Industry - The export controls imposed by China on Nexperia's products have led to a looming chip shortage for European car manufacturers, highlighting the critical reliance on various semiconductor components [12][14]. - Europe's semiconductor manufacturing share has plummeted to around 10%, with a significant gap in the production of advanced chips below 7nm, which poses a risk to the automotive sector [14][16]. - The automotive industry in Europe is particularly vulnerable due to its dependence on a wide range of low-margin components, which are increasingly sourced from China [14][19]. Group 4: Nexperia's Production Facilities - Nexperia operates two major production bases in China, including a 12-inch wafer factory in Shanghai with an initial design capacity of approximately 400,000 wafers per year, primarily for automotive-grade MOSFET products [16][18]. - The Dongguan packaging and testing facility is crucial for Nexperia's global operations, being one of the largest production bases for small-signal components [18][19]. - The Dutch headquarters has historically attempted to mitigate reliance on Chinese production by diversifying manufacturing across Malaysia and the Philippines [19].

Group 1 - The trade conflict between China and the U.S. is escalating, with both sides unwilling to make concessions, reminiscent of the trade war initiated by Trump in 2018 [2][3] - China's recent announcement to strengthen export licensing for rare earth minerals and processing equipment is a strategic move, as China holds 90% of the global processing capacity for these materials [2][5] - The U.S. response includes threats of imposing 100% additional tariffs on all imports from China, indicating a potential for further escalation in trade tensions [3][7] Group 2 - Rare earth elements are critical for modern industries, and China's dominance in this sector poses a significant challenge for the U.S., which has struggled to increase its domestic production [5][7] - The new regulations from China not only cover rare earth minerals but also include restrictions on five types of heavy rare earth elements, aiming to prevent technology leakage [5][8] - The impact of China's export controls is felt globally, as countries like the EU and Japan also rely heavily on Chinese rare earths, which could disrupt supply chains for major companies [7][8] Group 3 - The U.S. is facing internal pressures as companies like Boeing and General Electric express concerns over potential supply chain disruptions due to China's actions [7] - French media reports highlight that China's regulatory changes are not just aimed at the U.S. but have global implications, requiring licenses for products containing Chinese rare earths [8] - The situation reflects a broader need for Western countries to reassess the costs of decoupling from China, particularly in critical supply chains [8]

9月23日，中国台湾出于地区安全考虑，限制向南非出口芯片，以利用其市场主导地位向南非国家施压。相关机构在一份声明中表示，目前中国台湾向南 非出售的大部分芯片都需要事先获得批准。 出口限制的通知期为60天，原定于11月底生效。鉴于中国台湾数据显示，2024年中国台湾向南非出口了价值约400万美元的出口暂停清单上的商品，这些 限制措施可能具有一定的象征意义。 对此，外交部发言人表示，中国台湾当局蓄意干扰破坏全球芯片产供链稳定，只会以失败告终。近年来，中国大陆芯片产业发展迅速，成熟制程芯片产能 约占全球28%，先进制程芯片领域不断实现突破性进展。 据南非海关统计，2024年中国大陆向南非出口芯片是中国台湾地区对南非芯片贸易量的3倍。中国台湾当局有关举措不会对南非相关产业产生实质影响， 只会反噬其身。而仅仅两天，中国台湾便暂停了对南非实施芯片出口管制的措施。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月25日消息，台湾地区暂时搁置两天前对南非实施的芯片出口管制。台湾地区经济部门周四发表声明称，"决定暂停发布此公告"。 半导体公众号推荐 第二步：在 ...

Core Viewpoint - The article discusses the ongoing debate in the U.S. regarding the export controls on AI chips to China, highlighting the contrasting views within the U.S. government and the implications for companies like NVIDIA and Intel as well as the competitive landscape with Chinese firms like Huawei [1][5][12]. Group 1: U.S. Government Perspectives - David Sacks, a senior advisor in the White House, advocates for relaxing export controls on NVIDIA's AI chips to China, arguing that such restrictions may hinder U.S. competitiveness in the AI race [1][5]. - Sriram Krishnan, another advisor, expresses skepticism about policies that align with Huawei's interests, indicating a divide in the government's approach to China [2]. - The Biden administration's export controls are seen as a response to China's rapid technological advancements, with some officials reconsidering the effectiveness of these measures [5][11]. Group 2: NVIDIA's Strategic Moves - NVIDIA announced a $5 billion investment in Intel, becoming one of its largest shareholders, which is viewed as a strategic move to bolster its position amid geopolitical tensions [4][5]. - The collaboration with Intel is perceived as a way for NVIDIA to gain favor with the U.S. government while navigating the complexities of the U.S.-China relationship [7][11]. - NVIDIA's efforts to maintain a positive reputation in the U.S. while seeking opportunities in China are described as a challenging balancing act [9][11]. Group 3: Huawei's Advancements - Huawei is set to launch several new AI chips, including the Ascend series, aiming to reduce reliance on U.S. technology and enhance its competitive edge in the AI sector [11][12][14]. - The introduction of these chips is seen as a significant step towards breaking the supply bottleneck in China's AI development and promoting domestic alternatives to NVIDIA's products [12][14]. - Huawei's advancements in chip technology are expected to further intensify competition with NVIDIA, as the company aims to establish itself as a leader in AI computing [11][12].