rare earth resources

The Tulip is About to Wither: The Global Chess Game Behind the China-Netherlands Semiconductor Standoff

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The Tulip is About to Wither: The Global Chess Game Behind the China-Netherlands Semiconductor Standoff International Observation · In-Depth Analysis 1. The Netherlands’ Probing and China’s Thunderous Counterattack Recently, Minister of Commerce Wang Wentao had a phone conversation with Dutch Minister of Economic Affairs Karremans. Wang Wentao clearly stated that the measures taken by the … Read more

The 3-Nanometer Chip Crisis: How China Fights Back with Rare Earths and Quantum Technology Amid Japan’s Supply Cut of Photoresists

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The 3-Nanometer Chip Crisis: How China Fights Back with Rare Earths and Quantum Technology Amid Japan's Supply Cut of Photoresists

A silent technological war On April 3, 2025, a ban from the Japanese government shook the global semiconductor industry—export controls on EUV (Extreme Ultraviolet) photoresists to China. This seemingly ordinary chemical material actually chokes the throat of China’s 3-nanometer chip manufacturing. As I pored over the financial reports of Japan’s JSR Corporation late at night, … Read more