Chapter 733 [The eldest brother and the second brother fight, but it is the third brother who is beaten]

After the video connection ended, Fang Hong asked Tian Jiayi to prepare a copy of the relevant materials of quantitative capital, which was used as a bargaining chip for exchange with him, and then reported it, and someone above would negotiate with Lao Mei and them.

Quantitative Capital is committed to asset management for Wall Street and provides a key commitment of guaranteed 20% annualized returns.

It seems to be a bargaining chip to be exchanged, but it is harmless for oneself, and it is bound to the interests of Wall Street capital, and it is difficult for the United States to actually twist it into a bundle, and if necessary, it can further deepen the bundle.

As a result, when Lao Mei wants to target Qunxing Capital again in the future, there will be internal disagreements among them.

Anyway, this so-called chip is taken out and exchanged, no matter how bad it is, it is to make money, so naturally there is nothing to hesitate.

With the cards of gallium and germanium played, the country is sitting firmly in the Diaoyutai and watching the situation change, anyway, there is no hurry, just waiting for America on the other side of the ocean to make a new reaction.

If there is no response, then wait until April 15 to officially take effect, and there is still a month left in the calculation, and give the other party a one-month time window.

At present, America has not said anything, but it does not mean that there is no action, in fact, she has already let her little brother jump out to find out the bottom first.

The little book next door reacted strongly to this matter, claiming that if it felt unfair, it would take corresponding action in accordance with international rules such as the WTO, including filing a lawsuit

At this time, thinking of the existence of the WTO, the double-standard operation is called a slip, and selectively forgets the various suppressions it has implemented in the semiconductor field.

Shortly after the news came out, the stick claimed that it still had about 40 days of gallium inventory and was actively looking for other sellers.

However, looking for other sellers, this kind of talk is just a layman comforting and comforting his own people.

Gallium and germanium are not rare earth elements at all, but rare metals.

Taking gallium as an example, the current global annual output is about 450 tons, of which more than 430 tons are in the big eastern countries, 13 tons are in the big hairy bears, 4 tons are in the two-haired bears, and the rest can be ignored.

The annual output is 450 tons, and more than 430 tons are in the hands of the big eastern countries, without this largest seller, the so-called search for other sellers is simply funny.

Take 10,000 steps back, even if there is a dozen tons of output left, his European and American fathers are not enough to make his sticks, how can he get his sticks?

Moreover, even if it moves out of the WTO, it is completely reasonable and legal for the big eastern countries to completely cut off the international supply of gallium, because the T/R components of modern phased array radars use gallium arsenide and gallium nitride in large quantities.

This is purely military material, and the WTO can't manage it here.

Gallium, a metal known as the "backbone" of the modern electronics industry, and other elements of the alloy and compound, not only have strong optoelectronic performance and microwave performance, but also for the manufacture of high-end chips, solar cells These products are also very critical, and even for photoelectric induction, as well as phased array radar and other fields are involved.

In particular, gallium nitride is the main raw material for the development of third-generation semiconductors.

In recent years, countries have begun to increase investment in the research and development of third-generation semiconductor technology to promote the innovation of materials and devices, and third-generation semiconductors mainly include materials such as silicon carbide and gallium nitride.

These materials have excellent electrical properties, are able to withstand higher operating temperatures and voltages, and have higher switching frequencies and lower power consumption.

The third-generation semiconductor is also the core of the breakthrough of the semiconductor panorama industry chain under Qunxing Capital, and the new generation of STAR series flagship products released by Xingyu Technology in the future are rushing to the third-generation semiconductor technology.

In addition, the third generation of semiconductors can also effectively reduce the volume and weight of the device, improve the power transmission effect, so it has a wide range of application prospects in energy, communications, automobiles, optoelectronics and other fields.

Especially in the fields of electric vehicles and photovoltaic power generation, the third-generation semiconductor technology has a tendency to replace traditional silicon-based semiconductors as the new mainstream technology.

All in all, gallium is the main material for the development of the third generation of semiconductors, and it is also the most advanced semiconductor material in the world, and the other germanium can play a huge role, which also involves the development of optical fiber communications, infrared optics and other fields.

This trump card was played, and the outside world generally believed that it was aimed at Americaka.

There's nothing wrong with that, but that's not the point.

In fact, this is a fight between the eldest brother and the second brother, but it is the third brother who is beaten, and this third is a man who beats Zhou.

And this trump card is played, and what the above is really aimed at is this third child, because one of the core demands of the big eastern countries this time is the semiconductor equipment represented by the lithography machine, and the one who makes the lithography machine is the Acemore company that beats the rotten people in Zhouhe.

Judging from the ranking of the number of gallium and germanium imported by large countries in the East, the small book is ranked first, and He Lan, who is engaged in lithography machines, ranks second, but considering that the current chip manufacturing scale of the small book is very small, the glory of the last century has long ceased to exist.

Therefore, the most hurtful person is actually He Lan.

In addition, Germany's imports of gallium and germanium are also in the forefront.

Behind the manufacturer of lithography machines, Acemoore, there are actually shadows of old European technology manufacturers such as Siemens.

In a word, if you want to talk about who hurts the most when you play the cards of gallium and germanium, it is really not North America.

Rather, it is a beating continent.

In addition to following America to restrict the eastern countries from the problem of lithography machines, the people of the continent actually did other things, in 2012, they attacked the photovoltaic new energy of the eastern countries.

As early as September 2012, the European Commission issued an announcement to gradually launch a so-called "double anti-dumping" investigation on photovoltaic panels, photovoltaic cells and other photovoltaics imported from the Greater China market.

That is, anti-dumping and countervailing.

The production cost of enterprises in the city is not the point, the focus is on raw materials or bought from large eastern countries, and the demand for gallium in photovoltaics is greater than that of semiconductors.

The chip area required for photovoltaic panels is much larger than that of small precision chips such as mobile phones, how big is the area of a solar panel, and what is the area of a mobile phone chip?

The answer is self-explanatory.

In fact, from the current reaction of the people who beat the continent, it may be possible to get a glimpse of the whole leopard.

As soon as the cards of gallium and germanium were played, the people of the continent were stunned and didn't say much, but how much they hurt them, they knew it in their hearts like a mirror.

For the whole situation, the above obviously saw the essential problem, and the action was also fast and accurate.

Lao Mei is of course taking the lead in doing things, but playing this card is not for the sake of playing cards, but to achieve his own strategic demands, so on the surface, he is in the middle of the line with América, and the outside world sees the same thing.

But what really hurts the most is actually the beating guy who didn't say much.

It hurts, that's right!

Who let the restriction lithography machine and photovoltaic engage in "double reversal" are all the work done by the Zhou Yankee, how can it be done without making you feel pain?

As for the sticks and notebooks, they seem to be the most enjoyable and eye-catching, but they're really not the point.

……

(End of chapter)