中美之间的科技博弈，最受伤的却是美国的盟友——日韩?
正文翻译
We're hearing that Beijing could retaliate by cutting off the export of critical minerals to Japan, which could impact sectors like the automotive industry. This concern has prompted Toyota to express their worries to Japanese officials about the potential consequences of Japan yielding to U.S. pressure to limit the sale of more advanced semiconductor equipment to China, as well as restricting maintenance services that companies like Tokyo Electron could offer for equipment already sold to China.
我们听说，北京可能会通过切断对日本关键矿物的出口来进行报复，这可能会影响到汽车行业等多个领域。由于担心日本屈服于美国压力，限制向中国出售更先进的半导体设备，并限制像东京电子这样的公司对已经出售给中国的设备提供维护服务，丰田公司已经向日本官员表达了他们的担忧。
This is a significant issue for Japan, as Toyota has been deeply involved in Japan's chip policy, including their investment in TSMC's new plant in Kumamoto. Tokyo Electron, being a target of U.S. pressure, is also deeply affected. Senior officials are currently in discussions with Japan's government to explore strategies to secure alternative sources of critical minerals, as the last time China temporarily cut off Japan's access to rare earths in 2010, it severely impacted Japan's electronics industry.
对于日本来说，这是一个重要问题，因为丰田深度参与了日本的芯片政策，包括他们对台积电在熊本新建工厂的投资。而作为美国压力的目标，东京电子也受到了深远的影响。高级官员们正在与日本政府讨论，探索确保关键矿物替代来源的策略，因为上次中国在2010年暂时切断日本对稀土的获取，严重影响了日本的电子产业。
Meanwhile, the U.S. administration is under intense pressure from legislators to use any leverage available to ensure allies align with their strategy, including the possibility of supporting tariffs on foreign chip manufacturers that compete with U.S. producers. This situation is time-sensitive, with significant actions needing to be implemented before President Biden's term ends in January. Interestingly, we've also seen South Korea looking for what it describes as compensatory measures from the U.S. for embracing these curbs on China. South Korea, which already cannot export certain advanced semiconductor equipment to China, has successfully negotiated waivers in the past for companies like SK Hynix and Samsung.
与此同时，美国政府正面临来自立法者的巨大压力，要求利用一切可能的杠杆手段确保盟友与其战略保持一致，包括可能支持对与美国生产商争夺市场份额的外国芯片制造商征收关税。这一情况具有时间紧迫性，需要在拜登总统任期结束前的1月前实施重要措施。有趣的是，我们还看到韩国正在寻求美国的所谓补偿措施，以换取他们接受这些对华限制。韩国目前已经无法向中国出口某些类型的先进半导体设备，但他们过去成功地为像SK海力士和三星这样的公司争取到了豁免
Now, they are seeking more incentives as the U.S. considers imposing even tighter restrictions on AI chips, given that around half of South Korea's chip exports go to China. The intertwined nature of their economies makes minimizing the impact on South Korean companies a priority.
现在，随着美国考虑对AI芯片实施更严格的限制，韩国正在寻求更多的激励措施，因为韩国约一半的芯片出口都销往中国。两国经济的紧密联系使得尽量减少对韩国企业的影响成为了当务之急。
我们听说，北京可能会通过切断对日本关键矿物的出口来进行报复，这可能会影响到汽车行业等多个领域。由于担心日本屈服于美国压力，限制向中国出售更先进的半导体设备，并限制像东京电子这样的公司对已经出售给中国的设备提供维护服务，丰田公司已经向日本官员表达了他们的担忧。
This is a significant issue for Japan, as Toyota has been deeply involved in Japan's chip policy, including their investment in TSMC's new plant in Kumamoto. Tokyo Electron, being a target of U.S. pressure, is also deeply affected. Senior officials are currently in discussions with Japan's government to explore strategies to secure alternative sources of critical minerals, as the last time China temporarily cut off Japan's access to rare earths in 2010, it severely impacted Japan's electronics industry.
对于日本来说，这是一个重要问题，因为丰田深度参与了日本的芯片政策，包括他们对台积电在熊本新建工厂的投资。而作为美国压力的目标，东京电子也受到了深远的影响。高级官员们正在与日本政府讨论，探索确保关键矿物替代来源的策略，因为上次中国在2010年暂时切断日本对稀土的获取，严重影响了日本的电子产业。
Meanwhile, the U.S. administration is under intense pressure from legislators to use any leverage available to ensure allies align with their strategy, including the possibility of supporting tariffs on foreign chip manufacturers that compete with U.S. producers. This situation is time-sensitive, with significant actions needing to be implemented before President Biden's term ends in January. Interestingly, we've also seen South Korea looking for what it describes as compensatory measures from the U.S. for embracing these curbs on China. South Korea, which already cannot export certain advanced semiconductor equipment to China, has successfully negotiated waivers in the past for companies like SK Hynix and Samsung.
与此同时，美国政府正面临来自立法者的巨大压力，要求利用一切可能的杠杆手段确保盟友与其战略保持一致，包括可能支持对与美国生产商争夺市场份额的外国芯片制造商征收关税。这一情况具有时间紧迫性，需要在拜登总统任期结束前的1月前实施重要措施。有趣的是，我们还看到韩国正在寻求美国的所谓补偿措施，以换取他们接受这些对华限制。韩国目前已经无法向中国出口某些类型的先进半导体设备，但他们过去成功地为像SK海力士和三星这样的公司争取到了豁免
Now, they are seeking more incentives as the U.S. considers imposing even tighter restrictions on AI chips, given that around half of South Korea's chip exports go to China. The intertwined nature of their economies makes minimizing the impact on South Korean companies a priority.
现在，随着美国考虑对AI芯片实施更严格的限制，韩国正在寻求更多的激励措施，因为韩国约一半的芯片出口都销往中国。两国经济的紧密联系使得尽量减少对韩国企业的影响成为了当务之急。
评论翻译
We're hearing that Beijing could retaliate by cutting off the export of critical minerals to Japan, which could impact sectors like the automotive industry. This concern has prompted Toyota to express their worries to Japanese officials about the potential consequences of Japan yielding to U.S. pressure to limit the sale of more advanced semiconductor equipment to China, as well as restricting maintenance services that companies like Tokyo Electron could offer for equipment already sold to China.
我们听说，北京可能会通过切断对日本关键矿物的出口来进行报复，这可能会影响到汽车行业等多个领域。由于担心日本屈服于美国压力，限制向中国出售更先进的半导体设备，并限制像东京电子这样的公司对已经出售给中国的设备提供维护服务，丰田公司已经向日本官员表达了他们的担忧。
This is a significant issue for Japan, as Toyota has been deeply involved in Japan's chip policy, including their investment in TSMC's new plant in Kumamoto. Tokyo Electron, being a target of U.S. pressure, is also deeply affected. Senior officials are currently in discussions with Japan's government to explore strategies to secure alternative sources of critical minerals, as the last time China temporarily cut off Japan's access to rare earths in 2010, it severely impacted Japan's electronics industry.
对于日本来说，这是一个重要问题，因为丰田深度参与了日本的芯片政策，包括他们对台积电在熊本新建工厂的投资。而作为美国压力的目标，东京电子也受到了深远的影响。高级官员们正在与日本政府讨论，探索确保关键矿物替代来源的策略，因为上次中国在2010年暂时切断日本对稀土的获取，严重影响了日本的电子产业。
Meanwhile, the U.S. administration is under intense pressure from legislators to use any leverage available to ensure allies align with their strategy, including the possibility of supporting tariffs on foreign chip manufacturers that compete with U.S. producers. This situation is time-sensitive, with significant actions needing to be implemented before President Biden's term ends in January. Interestingly, we've also seen South Korea looking for what it describes as compensatory measures from the U.S. for embracing these curbs on China. South Korea, which already cannot export certain advanced semiconductor equipment to China, has successfully negotiated waivers in the past for companies like SK Hynix and Samsung.
与此同时，美国政府正面临来自立法者的巨大压力，要求利用一切可能的杠杆手段确保盟友与其战略保持一致，包括可能支持对与美国生产商争夺市场份额的外国芯片制造商征收关税。这一情况具有时间紧迫性，需要在拜登总统任期结束前的1月前实施重要措施。有趣的是，我们还看到韩国正在寻求美国的所谓补偿措施，以换取他们接受这些对华限制。韩国目前已经无法向中国出口某些类型的先进半导体设备，但他们过去成功地为像SK海力士和三星这样的公司争取到了豁免
Now, they are seeking more incentives as the U.S. considers imposing even tighter restrictions on AI chips, given that around half of South Korea's chip exports go to China. The intertwined nature of their economies makes minimizing the impact on South Korean companies a priority.
现在，随着美国考虑对AI芯片实施更严格的限制，韩国正在寻求更多的激励措施，因为韩国约一半的芯片出口都销往中国。两国经济的紧密联系使得尽量减少对韩国企业的影响成为了当务之急。
我们听说，北京可能会通过切断对日本关键矿物的出口来进行报复，这可能会影响到汽车行业等多个领域。由于担心日本屈服于美国压力，限制向中国出售更先进的半导体设备，并限制像东京电子这样的公司对已经出售给中国的设备提供维护服务，丰田公司已经向日本官员表达了他们的担忧。
This is a significant issue for Japan, as Toyota has been deeply involved in Japan's chip policy, including their investment in TSMC's new plant in Kumamoto. Tokyo Electron, being a target of U.S. pressure, is also deeply affected. Senior officials are currently in discussions with Japan's government to explore strategies to secure alternative sources of critical minerals, as the last time China temporarily cut off Japan's access to rare earths in 2010, it severely impacted Japan's electronics industry.
对于日本来说，这是一个重要问题，因为丰田深度参与了日本的芯片政策，包括他们对台积电在熊本新建工厂的投资。而作为美国压力的目标，东京电子也受到了深远的影响。高级官员们正在与日本政府讨论，探索确保关键矿物替代来源的策略，因为上次中国在2010年暂时切断日本对稀土的获取，严重影响了日本的电子产业。
Meanwhile, the U.S. administration is under intense pressure from legislators to use any leverage available to ensure allies align with their strategy, including the possibility of supporting tariffs on foreign chip manufacturers that compete with U.S. producers. This situation is time-sensitive, with significant actions needing to be implemented before President Biden's term ends in January. Interestingly, we've also seen South Korea looking for what it describes as compensatory measures from the U.S. for embracing these curbs on China. South Korea, which already cannot export certain advanced semiconductor equipment to China, has successfully negotiated waivers in the past for companies like SK Hynix and Samsung.
与此同时，美国政府正面临来自立法者的巨大压力，要求利用一切可能的杠杆手段确保盟友与其战略保持一致，包括可能支持对与美国生产商争夺市场份额的外国芯片制造商征收关税。这一情况具有时间紧迫性，需要在拜登总统任期结束前的1月前实施重要措施。有趣的是，我们还看到韩国正在寻求美国的所谓补偿措施，以换取他们接受这些对华限制。韩国目前已经无法向中国出口某些类型的先进半导体设备，但他们过去成功地为像SK海力士和三星这样的公司争取到了豁免
Now, they are seeking more incentives as the U.S. considers imposing even tighter restrictions on AI chips, given that around half of South Korea's chip exports go to China. The intertwined nature of their economies makes minimizing the impact on South Korean companies a priority.
现在，随着美国考虑对AI芯片实施更严格的限制，韩国正在寻求更多的激励措施，因为韩国约一半的芯片出口都销往中国。两国经济的紧密联系使得尽量减少对韩国企业的影响成为了当务之急。
很赞 21
收藏