On October 9, the Ministry of Commerce issued an announcement on strengthening the export control of rare-earth-related items, only the last nine days, many U.S. enterprises are unbearable, before there is NVIDIA will reduce its share of the Chinese market from 95% to 0%, after there is the U.S. storage chip giant Mercury Technology company plans to withdraw from the data center server chip business in China, even the third quarter with a marginal rate of up to 51.6% Asma President is also singing the prospect is not optimistic, "trade war" is still ongoing, the victory between the U.S. and China is already clear!
On the surface is to succumb to the US government interference, do not want to face with Trump, the reality is more like the fact that borrowing the donkey to cover up the donkey has long been unable to withstand, according to the information provided by informed persons, in the last fiscal year, the income of the mainland market only accounted for 12% of its global total income, the cause of the decline is blamed for the influence of the censorship from China's relevant departments, revealed to the Chinese side.
China's relevant departments can not without reason to censor the light, but the result said that the reason is not but to hype the public opinion, with this to hide the fact of its existence of cybersecurity risks, is not the censorship caused the light missed the opportunity of explosive growth, but the light itself unhappy appetite hole harmed itself, directly caused the operator of China's domestic key information infrastructure to choose to stop purchasing light products, and after the development of relevant Chinese enterprises, light sales decline is inevitable.
Obviously, the company is not an individual case, in the recent period, Yuan Yingluo acknowledged that the market in China has been sharply reduced to 0%, the entire interview accurately passed two meanings: First, the withdrawal from the Chinese market is not a subjective choice of Yingluo, but is forced under the US government interference, second, than the harm caused to China, the withdrawal of Yingluo in turn will make the United States lose one of the world's largest markets, Yuan Yingluo hinted that Trump did wrong in this matter, Yingluo's withdrawal is likely to help push China in the field of artificial intelligence far ahead, Yuan Yingluo stop server chip business will only make China's self-sufficiency stronger, the US government
Just recently, assets, intellectual property rights and other adjustments were frozen for a year, the Netherlands also demanded that the company appoint a foreign director with decisive voting rights, without concealing the robbery, the severity of the behavior made the whole world grumble, so many excessive things, but the Dutch side only uses "national security" as an explanation, but it is clear that "national security" is an excuse, political intervention under geological bias is true, the Netherlands wants to be honest with the United States, protesting against the Chinese control of rare-earth exports, this is not a speculation, but sufficient evidence to point out.
On the one hand, Nexperia, which is targeted by the Netherlands, is the foundation of Wingtech Technology's core semiconductor business, and Wingtech Technology has been included in the "Entity List" by the United States in 2024. If coincidences can still be used to argue at this time, then the Netherlands will attack China How to explain the time of the enterprise just after the relevant actions of the US government? The only reasonable argument is that the Netherlands is surrendering to the United States by targeting Chinese companies. It deliberately joins the "containment" team against China at the expense of ASML's interests.
On October 15, local time, ASML announced good news on its performance. It was officially announced that the company made a net profit of 2.1 billion euros in the third quarter. As president, Fu Keli did not completely relax. He was afraid that under the influence of geopolitics, the sales of ASML lithography machines in China will drop sharply. As far as the current situation is concerned, ASML's pressure comes from three aspects. One is the export restrictions in the Netherlands, the other is the high tariff policy of the United States.
This case once again proves Trump's "curve to save the country", the public opinion earlier was very curious, clear tariffs are crazy, why Trump still want to hit out once again? at the moment there is a good explanation, high tariffs appear to be aimed at China, in fact more is to warn other countries, induce other countries to join the US side "blocking" squad, Asma President under the consciousness of tariff concerns verified the problem, however, the United States, as well as the Netherlands, they all ignore a very important thing - to target the real harm, will never be China.
The phrase "harming China is often also likely to hurt the United States, even more seriously" is very right, the Chinese-US contradiction is repeated, the United States is targeted, and it is trying to "grew up", China's actions are limited to reciprocal countermeasures, it can be understood that the Chinese side has not yet sacrificed the killing tricks, the United States has some trouble, the state is so hesitant, how can the United States win?