Chapter 735 [The eldest brother and the second brother fought, but the third one was beaten]
After the video connection was over, Fang Hong asked Tian Jiayi to prepare a document related to the quantification of capital, which was used as a bargaining chip in exchange, and then reported it, and someone above would negotiate with Lao Mei and the others.
Quantitative Capital here promises to do asset management for Wall Street, and provides the key promise of a guaranteed 20% annualized return.
It seems to be a bargaining chip to be exchanged, but there is no harm to one's own side. It is tied to the interests of Wall Street capital, and it is difficult for Laomei to actually twist into a bundle. If necessary, it can go further. Deepen the binding.
In this way, when Laomei wants to attack Qunxing Capital in the future, there will be disagreements among them.
Anyway, this so-called bargaining chip is exchanged, no matter how bad it is, it will make money, so naturally there is nothing to hesitate.
After the cards of gallium and germanium are played out, the country will just sit on the Diaoyutai and watch the situation change. Anyway, there is no rush, and we are waiting for a new reaction from America across the ocean.
If there is no response, then wait until April 15th and it will come into effect. If there is still one month left, give the other party a one-month time window.
At present, America has not said a word, but it does not mean that there is no action. In fact, she has already let the little brother jump out to find out.
The small book next door reacted strongly to this matter, claiming that if it feels unfair, it will take corresponding actions in accordance with WTO and other international rules, including filing a lawsuit
At this time, thinking of the existence of the WTO, the double-standard operation is called a slippery play, selectively forgetting the various suppressions I have implemented in the semiconductor field.
Relatively speaking, Bangzi next door seems to be trying to downplay the impact of its neighbor’s gallium and germanium regulations on its local companies. Soon after the news came out, Bangzi claimed that his company still has about 40 days of gallium inventory and is actively looking for other sellers.
However, looking for other sellers is just a layman 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 bears, 4 tons are in the two hairy 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 country. Without this largest seller, the so-called search for other sellers is simply ridiculous.
Taking a step back, even if the remaining ten tons of production are not enough for his European and American fathers, how can he get his turn?
Moreover, it doesn’t matter even if it moves out of the WTO. It is completely reasonable and legal for the eastern powers to completely cut off the international supply of gallium, because the T/R components of modern phased array radars use a large number of gallium arsenide and gallium nitride.
These are purely military supplies, and the WTO can't control them here.
Gallium is a metal known as the "backbone" of the modern electronics industry. The alloys and compounds formed with other elements not only have strong photoelectric and microwave properties, but are also quite suitable for the manufacture of high-end chips and solar cells. The key, even for photoelectric sensing, and phased array radar and other fields are involved.
Especially gallium nitride, which is the main raw material for the development of third-generation semiconductors.
In recent years, all countries have begun to increase investment in the research and development of the third-generation semiconductor technology to promote the innovation of materials and devices, and the third-generation semiconductor mainly includes materials such as silicon carbide and gallium nitride.
These materials have excellent electrical properties, can withstand higher operating temperature and voltage, and have higher switching frequency and lower power consumption.
The third-generation semiconductor is also the core of the breakthrough of the semiconductor panoramic industry chain under Qunxing Capital. The STAR series of new-generation flagship products released by Xingyu Technology in the future are aimed at the third-generation semiconductor technology.
In addition, third-generation semiconductors can effectively reduce the volume and weight of devices and improve power transmission effects, so they have broad 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 the tendency to replace traditional silicon-based semiconductors and become the new mainstream technology.
All in all, gallium is the main material for the development of third-generation semiconductors, and it is also the most advanced semiconductor material in the world. Germanium can also play a huge role, which also involves optical fiber communication, infrared optics, etc. development in a field.
When this trump card was played, the outside world generally believed that it was aimed at America.
Nothing wrong with that either, but not the point.
In fact, it was a fight between the eldest brother and the second brother, but it was the third child who was beaten, and the third child was from Bazhou.
And when this trump card is played, the real target is the third child, because one of the core demands of the eastern power this time is semiconductor equipment represented by lithography machines. The Asmore Company.
Judging from the ranking list of gallium and germanium imported by the big eastern countries, Xiaobenzi ranks first, and He Lan, who is engaged in lithography machines, ranks second. cease to exist.
Therefore, it was He Lan who hurt the most.
In addition, gallium and germanium imported from Germany are also in the forefront.
Behind the manufacturer of lithography machines, Esmer, is actually the shadow of Siemens and other established European technology giants.
In a word, when it comes to gallium or germanium, which one hurts the most, it really is not North America.
But Ouzhou.
In addition to following America to restrict the eastern powers from the issue of lithography machines, the Europeans actually did other things. In 2012, they attacked the photovoltaic new energy of the eastern powers.
As early as September 2012, the European Commission issued an announcement to gradually launch a so-called "double reverse" investigation on photovoltaic panels, photovoltaic cells and other photovoltaics imported from the Greater China market.
That is, anti-dumping and countervailing.
The production costs of enterprises in Europe are put aside, and this is not the point. The point is that the raw materials are still bought from the big eastern countries, and the demand for gallium in photovoltaics is greater than that in semiconductors.
The chip area required by a photovoltaic panel is much larger than that of a small precision chip like a mobile phone. How big is the area of a solar panel, and how big is the area of a mobile phone chip?
The answer is self-evident.
In fact, the whole panther can be seen from the current reaction of Europeans.
As soon as the cards of gallium and germanium were played, the Europeans were stunned and didn't say much, but they knew how much it hurt them like a bright mirror.
Regarding the overall situation, the higher-ups obviously saw the essential problem, and they acted quickly and ruthlessly.
Although Lao Mei is taking the lead in doing things, but playing this card is not to play cards for the sake of playing cards, but to achieve her own strategic demands, so on the surface, she is in line with America in the middle lane, and the outside world sees it The same thing happened.
But the one who really hurt the most was actually the guy who didn't say much.
It hurts!
Who made the restrictions on lithography machines and photovoltaics to engage in "double-reversal"? These are all the work done by Ozhou guys. How can it be done without making you feel hurt?
As for sticks and notebooks, they seem to be the funniest and most eye-catching, but they are really not the point.
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