The leaders present at the meeting were very surprised.
Fang Hong continued: "It can be said that all countries in the world that can produce semiconductors, especially high-end chips, will have to shut down if we do not supply the raw material gallium."
The leader at the meeting asked: "Can't other countries produce it?"
Fang Hong answered affirmatively: "If they can't produce it, not only will their refining technology be inferior to ours, but even if they have the technology, it won't work because it's also related to the industrial chain. The reason why we can account for such a large proportion of output is thanks to our
Huge and complete industrial production capacity and industrial chain."
"If the United States wants to do this, first of all, our refining technology is more than 10 years ahead of theirs. Secondly, they need to have an industrial chain of our size. Even if they are given five years, they will not be able to build a complete industrial chain.
, if you can’t do it, it’s not that the day lily is cold, but it’s smelly.”
The leaders at the meeting laughed. After a while, the leader asked: "If we counterattack from the raw materials, how much loss will we suffer?"
Fang Hong affirmed: "If it was before, there might still be problems, but it is different now. It just so happens that there has been a major breakthrough in the semiconductor field recently. Here I will briefly report to the leaders that we have broken through 3 nanometer technology, that is to say
In the mid- to low-end segment, they can’t get in our way. As for the high-end segment, at the current pace of advancement, we will definitely be able to tie up with the world’s most advanced level in 2018.”
These words made the leaders present very happy: "Okay."
Fang Hong continued: "We can achieve domestic substitution in the mid-range and low-end areas. In many key areas such as automobiles and the military, we are mainly pursuing stability, durability and not being too delicate. The mid-range is completely sufficient, so the losses can be ignored, and there are
There is no difference. They now restrict us for high-end products, but we can now make mid- to low-end products ourselves."
"In this way, we will have the confidence to lift the table. If he won't let us eat at the table, then we won't lift the table and don't eat. Or the United States will take the lead again to create a complete industrial chain on its own, and the whole world will mine it.
, anyway, we account for 8%, and the rest is still with the E people."
"As for germanium, our proportion is a little less, about 41%, and it is also an associated mine. The United States has 4%, but why don't the United States get it by itself? Because it is associated with sphalerite, and the mining cost is high, and
Our source is lignite. We have a lot of coal. The annual output and demand are so huge. The material germanium is a by-product of our coal production, so our production capacity can account for 60% of the world.
above."
"More importantly, mining and production are two different things. Not only do we need a complete industrial chain, but we also need huge amounts of electricity, and electricity is our specialty. If there is one person in the world who can compare with us, we say it is second in the world.
No one dares to say first."
"Let's talk about antimony metal. We produce 80% of the world's raw materials. The United States originally relied on us for imports of antimony, and antimony is even more important than the previous two materials because antimony is an indispensable raw material for the production of high-tech weapons and equipment.
.”
"So, gallium, germanium, and antimony are stuck in their necks, which is equivalent to strangling their blood transfusion arteries. Their inventory is not large, and they have been holding on for half a year. If they are stretched to the limit, they will definitely not be able to uncover the problem next year."
Finally, after Fang Hong's discussion, all the leaders present understood and roughly knew what to do.
Fang Hong continued to participate in the meeting for about twenty minutes, explaining all the issues clearly, and then ended the video conference. He just waited for the news quietly as to what to do next.
It is worth mentioning that today's A-share market was very volatile. It plunged sharply at the opening in the morning but was pulled back.
On Friday the next day, there were still large fluctuations, and the specific trend reversed. It shot up quickly in the morning and fell back to close an upper shadow line in the afternoon, with the index closing at 07.91 points.
…
The action from above was very fast. Fang Hong originally thought that the news would come out after a week, but he did not expect that the cards would come out two days after the video conference.
Just this Saturday morning, relevant parties officially announced that they will implement export controls on rare metals and their compounds such as gallium and zinc starting from April 1. A spokesman said that the ban on sales control measures does not target any country and is in accordance with international law.
Relevant actions taken.
Not targeting anyone, well, everyone understands this classic international slang.
As soon as the news came out, it did not immediately cause a big sensation on the entire Internet, because many people, especially ordinary people, are unfamiliar with things like gallium and germanium.
But it soon became the hottest news on the Internet on this weekend.
It turns out that less than 4 hours after the news of the export control measures came out, Europe, the United States, Japan and South Korea were already bombarded with calls. They were mainly asking about the price and supply situation of domestic products involving these two metal elements. The purpose was
We want to achieve more cooperation in this area during the window period before it is officially subject to export controls.
It can be seen from various phone calls that they do not have much inventory, which directly caused the prices of germanium and gallium products to soar to more than 10,000 yuan that day.
It was this news that made the domestic public realize that the country's move was a great move.
It seemed to have hit the opponent's seven inches.
So the news spread quickly over the weekend, and it immediately became a hot spot of attention on the entire Internet. Experts began to popularize science on the Internet. Only then did they understand that it was a king-level ultimate move. When I saw this news again, I was even more impressed.
Boost your energy.
Last year, the United States began to suppress top domestic high-tech companies such as Xingyu Technology. Everyone was waiting to take action to counterattack, and even complained why they did not take action. Finally, they waited today. As the saying goes, it is never too late for a good show.
After the country announced export controls on germanium and gallium, not only the West was confused, but also domestic public intellectuals and big Vs.
However, the online public opinion war soon started, and a bunch of people who had received dog food began to work hard. Various strange comments also appeared, and the two sides online began to fight in the middle.
[Restricting the export of gallium and germanium is useless simply because it kills 1,000 of the enemy and damages 3,000 of itself. The magnesium country also has a lot of reserves, so they don’t care about it at all.]
[What are you doing in such a hurry upstairs? I can see it. Every time we do something, you don't have to look at the foreigners' reactions. You just look at the stinky fish and shrimp stuff in our house. Just look at it.
If they jump in a hurry, it means we must be doing something right.]
[Haha, the truth is revealed.]
[It’s the classic futility theory again, can you try some new methods?]
[Isn’t something new here? I just saw in another post that someone else’s dealer has been stocking it for hundreds of years, so you’re lonely.]
[If a dealer has this kind of inventory and doesn’t raise the price, he will be sorry for this kind of inventory.jpg]
[I guess it will only be restricted for a period of time, and it will definitely be released.]
[It will be good for a while.]
[It’s just a bargaining chip, there’s no need to break up now.]
[This is a counterattack. Foreign countries are now planning to stop selling our lithography machines. If we just cut the firepower, we can also ask them to relax their restrictions. If they don’t let it go, we won’t let it go either. Are we stuck? Come on, let’s get stuck.
That’s fine then.]
[No wonder the number of calls was so loud within 4 hours.]
[I’m so sentimental, I don’t really think I can’t live without you, right?]
[Haha, all you have to do is be arrogant, right? One ton of electrolytic aluminum requires tons of alumina and 14,000 kilowatt-hours of electricity. How many grams of gallium can be extracted from one ton of residue? The aluminum industry chain is basically saturated, which means there is no profit.
Money. For example, you can't make tons of dumplings and buy dozens of large freezers just for this bit of jealousy, right? Invest hundreds of billions to start construction over ten years and tens of thousands of workers, just for the sake of a business of hundreds of thousands a year.
The by-product aluminum cannot be sold...]
[The aluminum industry is still domestic, and it is a complete one-stop service. What America wants to build is not a factory, but a complete production line... Manually funny]
[In the past, the industrial strength of a country was measured by steel production, but now the industrial strength of a country is measured by electricity generation.]
[Although the total value of restricting the export of gallium and germanium is only US$6 million, if Europe and the United States want to make up the gap of gallium and germanium on their own, they will have to pay a cost of US$10 billion, and the only result is a gap worth US$6 million. But if
If they give up the use of gallium and germanium, the high-end semiconductor industry will suffer greatly, and the losses can reach 100 billion US dollars. It is a bit unethical, but I like... Shiba Inu.jpg]
[The problem is, even if they lose 10 billion US dollars, I don’t think they can create such an industrial chain. It’s a thankless effort and the returns are low.]
[10 billion U.S. dollars is absolutely impossible to build. Even according to my country's work efficiency and price, the comprehensive cost of a complete electrolytic aluminum industry chain would have to be more than 100 billion U.S. dollars to build. This thing involves too many other industries. .]
