Japan hasn't even recovered yet, and we've already struck again! On January 7th, our Ministry of Commerce issued Order No. 2, launching an anti-dumping investigation on imported dichlorodihydrogen silane from Japan. Obviously, the initiation of this investigation means it will be more difficult for Japanese chemical materials to enter the Chinese market. Relevant data shows that dichlorodihydrogen silane is mainly used in the film deposition process of chip manufacturing, used for producing logic chips, memory chips, analog chips, etc.
China's imports of this material mainly come from South Korea, Japan, and Germany, with percentages of 35-40%, 25-30%, and 15-20% respectively, meaning Japan is our second largest source of import. Obviously, this anti-dumping investigation has taken Japan by surprise. First of all, we took a strong action yesterday, and Japan is still digesting it, but we have already launched a second strike.
Secondly, many hardliners in Japan have stated that Japan should counteract China's semiconductor industry chain through chemical materials, making China pay a price. However, Japan did not take action, while we have taken the initiative to "decouple". Our move seems to remind Japan that if Japan wants to retaliate against us, they don't have much cards in their hand. If Japan retaliates, it would be equivalent to Japan handing over the market to other countries, and Japan needs to weigh the consequences themselves.
Evidently, the nature of the Takahashi Hayana incident is very serious, and we will definitely not stop here. Takahashi Hayana can continue to hold out, then let us play out our cards one by one. The relevant incident has lasted for two months, and our patience has been exhausted, now entering the substantive countermeasures phase, the future is up to Japan to think clearly.
Original text: toutiao.com/article/1853646747987977/
Statement: This article represents the views of the author.