Just at the moment when China launched the rare-earth counteraction, Trump was directly angry and angry, saying that the tariff agreement was not talked about, and to impose a 100% tariff on China again, it could be said that this directly brought the formerly moderate market directly into the ice hole.
And more so that Trump can't imagine, just when he announced the increase of 100% tariffs on China, did not think that China on this side is to announce a major message, the Swordfighter is more straight to Asma, the last fortress of the United States will not be able to keep?
More deadly than rare earth.
What is hurting China the most deeply is the semiconductor, and what is hurting China the most deeply is the most deadly thing in the United States, and even Asma cannot hide.
When everyone is immersed in China's tightened control of technology such as rare earth, many people do not find a major event, which is the most damaging in the United States military and industrial enterprises, even the American commercial enterprises, especially Asma, can not be excluded.
That's right, because although Asmai is a high-tech company in Europe and the United States, Asmai's parts and components are highly in need of rare earths. This means that since you can influence Asmai's decision-making through key components, can China also influence Asmai's decision-making through rare earths?
After all, our regulation this time involves 0.1% rare earths, so we have to apply and report with China and obtain China's permission. Although the light source equipment used by Asmai comes from European and American companies, these European and American companies need to import rare earth production equipment parts from China and then export them to the Netherlands, and then assemble them into lithography machines.
This means that countries such as Europe and the United States control key parts, but China controls the raw materials inside the key parts, China instead controls more deeply.
And that’s clear, after all, we’re not Europeans and we’re not going to do that, but at the same time we’re tightening the rare earth, we’re releasing two news on the same day.
That is, the US Qualcomm is suspected of violating the anti-monopoly law, so the General Administration of Market Regulation investigates Qualcomm in accordance with the law.
Because since Huawei was confessed by the United States, the mainstream chips in the current market are basically Qualcomm, whether it is the mobile phone field or car standard chips are from Qualcomm, and now the time to initiate the case investigation is worth thinking.
After all, while Qualcomm was filed, the Shenzhen Development and Change Commission issued an important news that the new keylogger once brought a surprise to China in March, will bring a bigger surprise at the next Chip Bay exhibition.
Does this not mean that China is coming up with good news in the core areas?
China's Great Attack is Coming
Once the United States, thinking that stuck in the neck of hardware equipment such as Chinese semiconductors, it stuck in the neck of Chinese artificial intelligence.
Unexpectedly, China has not been left behind in the field of artificial intelligence, but has a tendency to surpass it. I originally wanted to use artificial intelligence plus Nvidia to shape the feast of the Internet again, but as a result, there was an in-depth search on our side, and the current Huawei computing power chip cluster is superior to the castrated version of Nvidia.
Now well, important components, especially in the field of optical engraving machines, are also likely to be broken down. The last time New Kyle exhibited 6 major semiconductor processes and 31 testing equipment in the Shanghai equipment exhibition, from diffusion products to optical detection products can be said to be fully presented.
And the most important thing is that this series of products are completely independently developed and controllable. And now that 7 months have passed, it will bring huge surprises. This has to make people wonder, is it a breakthrough in China's lithography machine technology?
It can be said that if this message is really realized, then for the United States, its impact is absolutely no less than our rare-earth regulation. Because everyone knows that at present, the biggest obstacle to Chinese artificial intelligence is the chip, and the most crucial link of the chip is the light gravure.
As long as this key node is opened, then our chips will come to the fountain of development, and by this time, our 5G technology and computing chips will still be cut off?
Without advanced chips, we can all fight back and forth with the United States. But when we get high-end chips, will the United States 'artificial intelligence still be able to fight? More importantly, the current bubble in the AI field in the United States has reached a bubble of trillions or even tens of trillions of dollars. If it breaks, can the United States still hold on?
It can only be said that the current United States still seems to be prosperous, but in fact it is already in danger. As long as artificial intelligence lags behind, the bubble in the United States will burst, and it will be accompanied by three kills of stocks, bonds and foreign exchanges. The most dangerous situation in the United States may be staged.