Trade War: China strikes back at US HiTech

An IMO very good political analysis of the ongoing "Chip War" between the US and China:

https://www.rt.com/news/579263-china-chip-critical-materials/
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6 Jul, 2023 01:01
China makes a move in the war for critical materials
Beijing announces export controls on metals used in semiconductor production

By Timur Fomenko, a political analyst

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The emerging Cold War between the US and China is fought over supply chains, that is control over key materials and the ability to produce public goods.
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This will never end. No news we see in the mainstream media are for nothing. They are deliberately creating problems, crises and wars to shift the balance of power. I am talking about both sides. Export bans, production reports, price action throughout the financial markets, the fight war raw materials.. It is all part of the game.
 
gulliam and germanium are not rare earth, i was told. it is the byproduct of copper zine aluminum smelting. currently 6 companies can make these, 3 in china , 2 in japan, 1 in europe. but someone can verify this.
 
mervyn said:
gulliam and germanium are not rare earth, i was told. it is the byproduct of copper zine aluminum smelting. currently 6 companies can make these, 3 in china , 2 in japan, 1 in europe. but someone can verify this.
More...

That's correct. Many of the rare-earth metals are not dug up from the ground but rather the by-products of raw metals via smelting.
 
The result of the US anti-China sanctions backfires, as was expected by everybody, except of course the dumbos in the WH ... :-)
New Chinese GPUs cause Taiwan GPU manufacturer EVGA to give up, or even go bankrupt or so...

https://www.tomshardware.com/news/evga-denies-rumors-of-demise
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EVGA Counters Rumors of Its Demise, But Questions Remain
By Zhiye Liu
published about 16 hours ago
Marching on despite abandoning the GPU business.

A recent rumor originated from a Korean Coolenjoy forum that EVGA, which used to make some of the best graphics cards, had reportedly closed its headquarters in Taiwan. EVGA has since come out to dispel the rumor; however, many still think the company may be coming to the end of its road very soon.

According to the rumor, EVGA's personnel from the Taiwan office, including legendary overclocker Vince "K|NGP|N" Lucido, resigned, and closure was imminent.

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terr said:
It is misleading when people talk about China supplying most rare-earth elements today - as if it is only China that has these resources. In fact rare-earth elements are pretty evenly distributed around the planet. The reason why China monopolized the supply for now was the price - China was artificially dumping to create the monopoly. Once it jeopardizes this supply, even in short term, other sources will be found/developed, and (just as with Russian gas) the near-monopoly will not, ever, return.
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Yes. Russia tried this with Natural Gas. Shot itself in the foot yet another time.
REE are everywhere, the mining cost and ecological factors are determining factors.
Seabed mining is on the horizon.
 
We never had a rare earth industry onshore, like never. Therefore it was not due to the outsourcing.

USGS is just guessing, from satellites photos and eath science, plug in the computer model, which we probabaly shouldn't take their words for it. Expoloration is more solid, which we never fund or try in other countries (maybe oil, funded by oil companies). Minerals deposits are sensitive subjects in politics, even if one is found, open bid would inevitably attracts global producers, including China and Russia firms.

I read an old stats, more like a "joke". Gallium global output is 370.6 metric tons, 356.6 ton is produced in China, 7 tons from Russia, 4 tons from Ukraine "Donbas". Only 3 tons left produced in Japan and Korea combined. While gallium is a byproduct of aluminum, up to 0.005% can be extracted during the process.

It costs about 1 billion to build a new greenfield plant from scatch. For $550/kg, no shareholders would fund a new plant.

https://strategicmetalsinvest.com/gallium-prices/
 
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