Comments by "D W" (@DW-op7ly) on "China's export curbs on Antimony aren't a new front in the trade war. The problem is much worse." video.

  1. Kevin is on top of everything, as this just came out
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  2. He hit on it a little with rare earths There are countries mining rare earths and refining rare earths (Although I read that some of that rare earth is sent it to China to refine) And for sure, no one else is refining the Heavy Rare Earths And China has tons of proprietary rare earth patents on its refining process
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  3. China holds the most reserves And if a country actually did mine this resource they would probably ship it to China As China for sure has proprietary patents on its refining process Just like they do in all their rare earths 👇 China Solidifies Dominance in Rare Earth Processing (UPDATED) China’s first international rare earth patent filing was in 1983, and just 14 years later, China surpassed the United States and every other nation in total patents filed as shown in the chart. As of August 2018, China has accumulated 23,000 more rare earth patent filings than the United States. Here are some other findings: China has filed more rare earth patents than the rest of the world combined every year since 2011. By early 2021, China will have accumulated more rare earth patents than the rest of the world combined. Chinese companies can use patent-trolling and patent-ring-fencing legal strategies to undermine or nullify existing non-Chinese patents. China’s rate of filings is accelerating relative to the rest of the world — increasing 250 percent from 2011 to 2018. At no time over the last 40 years was China’s rare earth production, or its growing number of rare earth patents, listed as an issue of serious concern by the Pentagon in any of its past manufacturing and industrial base policy reports, reports to Congress on China threats, or acquisition reports. National Defense
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  4. another way to look at it China has managed to make a homegrown Lithography machine albeit one that creates legacy type/level 28nm chips Where they are using their proprietary layering/patterning technique to get down to that 7nm/5nm So yes one could argue they are behind from a sanctioning standpoint But from an all out war standpoint where a Country has been cut off from inputs from other countries? I look at it as a China is ahead Because really that is the worst case scenario the USA/West is envisioning. As that being the reason they have sanctioned/cut off China right now That’s the biased criteria we put on China they need to be making that 100% homemade semiconductor chip From that 100% homemade lithography machine right down to the screws and Rare Earths required to make the lithography machines in the first place Where the Dutch company ASML sources 85% of what goes into making their lithography machines from around the world. As ASML cuts off China from its technology/patents But then no one thought to go back even farther. Forgetting about the fact 85% of the components are sourced from other places/countries They should have been asking what goes into making those components or the patents on what goes into that component in the first place? 👇 Applications in Semiconductor Manufacturing Lasers and Lithography Lasers are indispensable in semiconductor manufacturing, especially in advanced lithography. REEs like neodymium are used in Nd:YAG lasers, which are critical for UV light generation in lithography processes. Laser Cleaning As semiconductor components shrink, traditional cleaning methods become less effective. Lasers, particularly those using REEs, offer a solution by dislodging particles adhered to wafers through Van Der Waal forces. Magnets and Plasma Material Processing Permanent magnets, often made from REEs like neodymium, are used in plasma material processing systems. These systems are essential for thin film growth and patterning. Coatings and Abrasives REEs like yttrium oxide are used for coatings in plasma etch chambers, reducing maintenance costs. Cerium dioxide abrasives are used in the Chemical Mechanical Polishing (CMP) process to achieve extremely flat wafer surfaces. The Impact on Adjacent Technologies Optoelectronics and LEDs REEs like cerium and yttrium are vital for the production of white LEDs. These LEDs are increasingly used in various applications, from displays to therapeutics. Silicon Photonics In the emerging field of silicon photonics, REEs like erbium are being studied for their potential to enable silicon to emit light, thus making monolithic silicon photonics chips a possibility. Amr Elgarony
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  5. The west is crying about dual use exports from China to Ukraine but for sure Russia
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  6. Well if the US Government had Kevin advising them they wouldn’t be in a trade war … Trump actually wasn’t wrong to see China as a threat… it’s just the China Hawks he had advising him had pre 1990s solutions for a 2018 China If Trump had smarter advisers… he would have showed up every 6 months with a trade delegation. And embarrass the Chinese into announcing more and better trade deals Instead of turning them into an adversary actively preparing for a decoupling As that is the direction the USA is headed these days… Fully unprepared for a decoupling of course
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