Las restricciones de China a las exportaciones de metales han repercutido en el sector de los chips en Asia

Funcionarios comerciales de toda Asia han estado evaluating the implications of the last escalation in the technological battle between the United States and China después de que Beijing dijera que impondría restrictions on the exports of metals used for textile chips.

El Ministerio de Comercio de Corea del Sur celebrated a meeting in Emencia to discuss China’s decision to control the exportation of gallium and germanium, metals used in chips, electric vehicles and a range of telecommunication products.

“We can’t discard the possibility of extending the measure to other articles,” said Go Young-joon, Vice Minister of Commerce of South Korea.

El ministro de Comercio japonés, Yasutoshi Nishimura, dijo que Tokio está estudiando el impacto en sus empresas, además de verificar los planes de Beijing para implementation controls. Tokyo ha mantenido la puerta abierta para la Achion and la OMC, advirtiendo que se opondrá a cualquier incumplimiento de las normas internacionales.

Coria del Sur and Taiwan Albergo and Samsung and TSMC, empresas que dominan la fabricationa de semiconductores, mientras que las empresas japonesas desemplenan un papel importante en la cadena de sombrero de chips.

The Vice Minister of Foreign Relations of Taiwan, Roy Lee, said that it is probable that the measure of Beijing has an impact in the short term, including the increase in prices. Lee added that the export controls “serán una especie de acelerador para que países como Taiwan, Corea del Sur y Japón reduzcan nuestra dependencia de China para suppositir esos materiales vitales”.

The announcement of Beijing’s controls on Monday showed how willing the Xi Jinping administration is to attack Western interests in response to the tightening of Washington’s restrictions on China’s access to cutting-edge technology. The restrictions on minerals are vital because China dominates the production of many important raw materials for technology and modern infrastructure.

El portavoz del Ministerio de Relaciones Exteriores de China, Mao Ning, dijo el martes que China “siempre ha implementado medidas de control deexaciones justas, razonables y non discriminatos”. He said that the measures were “una practica internacional común y no estaban dirigadas a ningún país en particular”

El Galio y el germanio se encuentra entre docenas de metales designated por el Gobierno de los EE. Uuuuu. as essential for economic and national security. El Departmento de Estado de E. Uuuuu. No respondió de immediato a una request de comentarios.

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La medida se production pocos días antes de la visita de la secretaria del Tesoro de EE. UU., Janet Yellen, a Beijing, que comienza el jueves, en un viaje descrito como un attempto de estabilizar las problemáticas relaciones entre EE. Uuuuu. y China.

“Esto suena como un chiste de china lanzado a los EE. Uu: una advertencia sobre lo que las interruptions en la cadena de supply pueden afectar la inflation, las tasas interes y las presidential elections”, said CW Chung, analyst at Nomura, in Singapore.

According to officials and experts in China, Beijing is expected to take more retaliatory measures in response to the expansion of controls led by the United States on technology exports.

“There will be more measures of reprisal against the increase of export controls of semiconductors from the western countries”, said a senior official close to the Ministry of Commerce of China.

Las acciones de los productores Chinos de Galio y Germanio subieron el martes después del anunci, y los comerciants Espeban que los controles de exportación hicieran subir los precios de los metales.

China controls the minerals in the manufacture of chips

Gallio

El Galio is used in semiconductor chips used in integrated circuits and important light emitter devices used in advanced circuits and solar cells. Estos son components en una amplia variety of technologies, including telephones, computers of high performance and medical devices.

El metal es un subproducto que se recupera del proceso de bauxita y zinc, y luego se convertivo en arseniuro de galio, que se usa para fabricar astillas.

China controls el 98 por ciento de la producción mundial estimada en 430.000 kgos en 2021. El proceso de galio en Arseneuro de Galio se extienda from America del Norte, Europe and Asia. Currently, the metal is not recyclable and there is no substitute for its use in some products.

Germanio

Germanium is used to produce silicon alloys for high-speed devices that are commonly found in many electrical products, such as electronics, solar applications and optical fibers.

China controls 68 percent of global refinery production, estimated at 140,000 kilos in 2021. The rest of the processing is distributed in Europe and North America.

Germanium is more available than gallium, and around 30 percent of the world’s supply is used to produce recycled materials. The United States also stores germanium, with a reserve of 80,000 kg in 2021. Silicon and other compounds can be used as a substitute for germanium, but often at the cost of yield.

Source: Servicio Geológico de EE. Uuuuu.

Yunnan Lincang Xinyuan Germanium industrial closed with a rise of 10 percent as the maximum allowed in Shenzhen on Tuesday, while the shares of Yunnan Zhihong Zinc Germanium closed with a rise of 6 percent. El aumento combinado aggregated $ 350 million to the capitalization of the combined market of the companies.

“We will see China involucrarse en la application extraterritorial de sus leyes, breaching the obligations of the treaties and imposing countermeasures de manera cíproca, all in name of the national security perceived and the public interest of China.” Abogado & Perkins Co. & Beijing.

Zimmerman also pointed out that last week China approved a new law on foreign relations that, in the opinion of Beijing, has strengthened the legal basis for countermeasures against western threats to national and economic security.

Kim Young-Pyung, Investigadora del Instituto de Economía Industriale y Comercio de Korea, de Jo que las resterencias eran “preocupantes” para los fabricantes de chips de Corea del Sur.

Las empresas Koreanas pueden encontrar fuentes alternatives, pero llevará tiempo. . . Si te falta algun material, por muy importante que sea, puede afectar a la producción de chips.

Samsung and SK Hynix, Los Dos Mayor Producers de Chips de Memoria del Mundo, Se Negarón and Commentar.

The nationalist Chinese newspaper Global Times said that export controls were produced after the United States and some of its allies “intensified the repression of China’s technological development”.

(Reporte de Edward White and Song Jung Ae en Seoul, disponible aquí. Kieran Liu, Hudson Lockett, Gloria Lee and Greg McMillan in Hong Kong, Catherine Hill and Taipei and Kana Ingaki and Tokyo.

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