China has near global monopolies on these exports, accounting for 98% of global gallium production, 93% of germanium production, and 49% of antimony production.
China has near global monopolies on these exports, accounting for 98% of global gallium production, 93% of germanium production, and 49% of antimony production.
I’d define that as an effect, particularly given how the US has been scrambling to insource its tech industry over the last four years. TMSC just ramped up a competitive chip fab in Arizona, for instance.
The argument boils down to each country claiming they need additional security measures aimed at a geopolitical rival. The ramp up to war never looks smart until one side wins.
The Arizona fab is for relatively standard chips, not the high end ones.
And this is also a step to prepare for an incoming president that has already kicked off a trade war before he even got there.