this post was submitted on 03 Dec 2024
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China has near global monopolies on these exports, accounting for 98% of global gallium production, 93% of germanium production, and 49% of antimony production.

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[โ€“] [email protected] 50 points 3 weeks ago (1 children)

If not this will have zero affect for the state actors and the US will just buy through a trading proxy at a higher cost.

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.

Idiotic policy on both sides.

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.

[โ€“] [email protected] 9 points 3 weeks ago

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.