So... here's my take on US / China tensions: You have European monopolies like: - $ASML (EUV) - $SOI (Photonics-SOI) - Zeiss SMT (ASML EUV supplier), ...
Twitter @Serenity
So... here's my take on US / China tensions: You have European monopolies like: - $ASML (EUV) - $SOI (Photonics-SOI) - Zeiss SMT (ASML EUV supplier), ...
Serenity: China reportedly halts some rare earth shipments to US.
Not a new blanket ban, or any mention of specific rare earths.
But… if I had to guess, Japan is usually a decent indicator of what’s actively important since Japan:
- “sources virtually all of its dysprosium and terbium
Not a new blanket ban, or any mention of specific rare earths.
But… if I had to guess, Japan is usually a decent indicator of what’s actively important since Japan:
- “sources virtually all of its dysprosium and terbium