We're hearing that Beijing could retaliate by cutting off the export of critical minerals to Japan, which could impact sectors like the automotive industry. This concern has prompted Toyota to express their worries to Japanese officials about the potential consequences of Japan yielding to U.S. pressure to limit the sale of more advanced semiconductor equipment to China, as well as restricting maintenance services that companies like Tokyo Electron could offer for equipment already sold to China.

我們聽說，北京可能會通過切斷對日本關(guān)鍵礦物的出口來進(jìn)行報復(fù)，這可能會影響到汽車行業(yè)等多個領(lǐng)域。由于擔(dān)心日本屈服于美國壓力，限制向中國出售更先進(jìn)的半導(dǎo)體設(shè)備，并限制像東京電子這樣的公司對已經(jīng)出售給中國的設(shè)備提供維護(hù)服務(wù)，豐田公司已經(jīng)向日本官員表達(dá)了他們的擔(dān)憂。


This is a significant issue for Japan, as Toyota has been deeply involved in Japan's chip policy, including their investment in TSMC's new plant in Kumamoto. Tokyo Electron, being a target of U.S. pressure, is also deeply affected. Senior officials are currently in discussions with Japan's government to explore strategies to secure alternative sources of critical minerals, as the last time China temporarily cut off Japan's access to rare earths in 2010, it severely impacted Japan's electronics industry.

對于日本來說，這是一個重要問題，因為豐田深度參與了日本的芯片政策，包括他們對臺積電在熊本新建工廠的投資。而作為美國壓力的目標(biāo)，東京電子也受到了深遠(yuǎn)的影響。高級官員們正在與日本政府討論，探索確保關(guān)鍵礦物替代來源的策略，因為上次中國在2010年暫時切斷日本對稀土的獲取，嚴(yán)重影響了日本的電子產(chǎn)業(yè)。
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Meanwhile, the U.S. administration is under intense pressure from legislators to use any leverage available to ensure allies align with their strategy, including the possibility of supporting tariffs on foreign chip manufacturers that compete with U.S. producers. This situation is time-sensitive, with significant actions needing to be implemented before President Biden's term ends in January. Interestingly, we've also seen South Korea looking for what it describes as compensatory measures from the U.S. for embracing these curbs on China. South Korea, which already cannot export certain advanced semiconductor equipment to China, has successfully negotiated waivers in the past for companies like SK Hynix and Samsung.

與此同時，美國政府正面臨來自立法者的巨大壓力，要求利用一切可能的杠桿手段確保盟友與其戰(zhàn)略保持一致，包括可能支持對與美國生產(chǎn)商爭奪市場份額的外國芯片制造商征收關(guān)稅。這一情況具有時間緊迫性，需要在拜登總統(tǒng)任期結(jié)束前的1月前實施重要措施。有趣的是，我們還看到韓國正在尋求美國的所謂補(bǔ)償措施，以換取他們接受這些對華限制。韓國目前已經(jīng)無法向中國出口某些類型的先進(jìn)半導(dǎo)體設(shè)備，但他們過去成功地為像SK海力士和三星這樣的公司爭取到了豁免

Now, they are seeking more incentives as the U.S. considers imposing even tighter restrictions on AI chips, given that around half of South Korea's chip exports go to China. The intertwined nature of their economies makes minimizing the impact on South Korean companies a priority.

現(xiàn)在，隨著美國考慮對AI芯片實施更嚴(yán)格的限制，韓國正在尋求更多的激勵措施，因為韓國約一半的芯片出口都銷往中國。兩國經(jīng)濟(jì)的緊密聯(lián)系使得盡量減少對韓國企業(yè)的影響成為了當(dāng)務(wù)之急。