resilinc：2023年中国出口限制影响全球半导体行业供应链报告（英文版）（28页）.pdf

1、Vietnam Power OutagesExport Restrictions Impact the Global Semiconductor Industry 2023Resilinc.All rights reserved.SPECIAL SUPPLY CHAIN REPORT|August 2023Export Controls Impacting the Global Semiconductor IndustryContents2 2023 Resilinc.All rights reserved.This report highlights the implications of

2、recent Chinese export controls on gallium and germanium,and supply chain impacts on the global semiconductor industry.Chinas dominance of over 60%of global rare earth oxide reserves will affect such key industries:semiconductor,electronics,and aerospace and defense.Countries reliant on these commodi

3、ties have the opportunity to rethink their sourcing strategies and explore alternative materials.Impacted industries can increase collaboration to diversify supply chains and reduce risk due to export controls.Key insights:Chinese export controls on germanium and gallium began August 1Export control

4、s are expected to have an upstream impact to supply chainsJapan and the Netherlands increased export restrictions for advanced chip manufacturing equipmentExecutive SummaryContents01Overview on Export Control Impacts02Affected Commodities03Outlook&SolutionsPg.3-11Pg.22-27Pg.12-213 2023 Resilinc.All

5、rights reserved.Export Controls Impacting the Global Semiconductor IndustryOverview on Export Control Impacts014 2023 Resilinc.All rights reserved.Export Controls Impacting the Global Semiconductor IndustryChinas Export Controls:Gallium and GermaniumOverviewChina implemented export controls on galli

6、um and germanium on August 1st,two rare earth metals essential for semiconductor manufacturing.The restrictions are not a complete banChina will require a license from the Chinese Ministry of Commerce with specified information on the recipient and purpose of use for exports.Ex:AXT,a US manufacturer