未知机构：钇和钪两类稀土元素严重短缺部分美国航天与半导体供应商已无力接单财联社2-20260228

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the severe shortage of rare earth elements, specifically Yttrium and Scandium, impacting the aerospace and semiconductor industries in the United States [1][3]. Core Insights and Arguments - The shortage is primarily focused on Yttrium and Scandium, with Yttrium being critical for coatings that prevent engine and turbine melting at high temperatures [2][4]. - Without regular application of these coatings, engines cannot operate effectively [5]. - Since November of the previous year, the price of Yttrium in the international market has increased by approximately 60%, currently standing at about 69 times the price from a year ago [5]. - Some coating manufacturers have begun to implement material rationing due to the shortage [6]. - Executives from two North American companies that purchase Yttrium for coating production reported having to temporarily halt production due to the Yttrium shortage [7]. - Dylan Patel, CEO of SemiAnalysis, indicated that Scandium, essential for semiconductor manufacturing, is also nearing depletion. Major U.S. semiconductor manufacturers rely on Scandium for chip components used in virtually every 5G smartphone and base station [7]. Other Important but Potentially Overlooked Content - The ongoing shortages could lead to significant disruptions in the supply chain for both the aerospace and semiconductor sectors, potentially affecting production timelines and costs [6][7].