独家:中国出口管制持续,美国航空航天与芯片产业面临稀土短缺加剧困境

美股速递
Feb 26

随着中国对稀土出口管控措施的延续,美国航空航天与半导体行业正面临日益严峻的稀土供应短缺问题。这一局面可能对依赖稀土材料生产高性能元件的波音、GE航空航天、霍尼韦尔及雷神技术公司等关键企业造成连锁影响。

稀土元素在制造喷气发动机、导弹制导系统和芯片基板等高科技产品中具有不可替代的作用。供应链专家指出,若短缺态势持续恶化,或将波及美国国防及尖端技术领域的生产稳定性。目前,部分企业已启动应急方案,寻求多元化供应渠道,但短期内难以完全替代中国的主导地位。

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