Yesterday, Reuters reported: "China is currently negotiating restrictions on exporting advanced photovoltaic technology equipment such as HJT to the U.S., but the plan is not yet finalized. China controls over 80% of global photovoltaic module production capacity and dominates the top ten equipment suppliers. This move directly targets Tesla’s $2.9 billion equipment procurement and its 100-gigawatt production target by 2028, while also undermining AI computing infrastructure projects at Google and Amazon. The U.S. has long relied on China for photovoltaics; domestic policies have been inconsistent—first eliminating subsidies that weakened the industry, then shifting focus to solar energy due to rising electricity demand driven by AI."
[Sarcastic] Commenting briefly: Countermeasures through photovoltaic technology—China is now holding America’s lifeline in its hands! China's consideration of restricting exports of core photovoltaic technologies represents a precise retaliation against years of U.S. technological encirclement, and a powerful demonstration of industrial chain dominance. Looking back to 2011, when the U.S. launched 'anti-dumping and countervailing duty' actions to suppress China’s solar industry, today China has monopolized more than 80% of global production capacity and holds cutting-edge technologies like HJT. The U.S. photovoltaic industry is superficially strong but weak internally, with only 3.2 gigawatts of cell production capacity—entirely dependent on Chinese equipment. While desperately seeking Chinese tech to fill gaps, it simultaneously conducts Section 337 investigations to suppress Chinese firms—classic double standards of hegemony. Even more ironic: the U.S. itself slashed clean energy subsidies, only to urgently scramble for solar power to support its AI race.
China’s export restrictions both safeguard its technological dividends and choke off America’s energy and computing lifelines. This is an inevitable contest under equal strength—America must now pay the price itself.
Original source: toutiao.com/article/1862581452562436/
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