2023-07-24 14:28:00
Chip production in China
Chinese chip manufacturers are increasingly having to do without machines from the West.
(Foto: Future Publishing/Getty Images)
Munich Only one week left until Chinese manufacturers have to apply for a license to export gallium and germanium. The government in Beijing announced this. Western chip companies could then be cut off from the supply of materials that are very important for some types of semiconductors. Because China is by far the most important producer of raw materials in the world.
Western experts see the export restrictions that will come into effect next Tuesday as a sign that Beijing is ready to retaliate in the chip dispute with the USA – albeit initially only to a limited extent. “It’s a warning shot, nothing more,” says Mirko Woitzik from the supply chain specialist Everstream. Gartner analyst Sridhar Srinivasan emphasizes: “The export has not been stopped, only permission has to be obtained.”
Nevertheless, the semiconductor companies are worried, emphasizes Ondrej Burkacky, chip expert at the management consultancy McKinsey: “The fear in the industry is that this is not the end of the road.”
China refrains from effective retaliation
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