北京一刀殺穿美日！村田、TDK「氧化鏑」斷炊死亡倒數 F-35、戰斧「氮化鎵」卡死秒成廢鐵 殲-20雷達讓F-22變裸奔【#環球大戰線】20260618-完整版 葉思敏 賴岳謙 楊永明 栗正傑

China's tightening of tungsten and rare earth exports directly impacts Japan's MLCC and high-end manufacturing lifelines. Companies like Murata and TDK are facing near-collapse due to inventory shortages, and the AI ​​and military supply chains are under simultaneous pressure. From dysprosium oxide to key materials, Japan's long-standing reliance on Chinese supplies has exposed its structural weaknesses, and the global electronics industry is entering a period of reshuffling. While the G7 is advocating for "decoupling from China," the US military's F-35 and missile systems are hampered by bottlenecks in rare earths and components, leading to declining readiness rates and limited combat capabilities. The so-called supply chain reconstruction is increasingly at odds with reality. China's continued dominance in key minerals and materials is putting structural pressure on the West's military and technological advantages. Host: Yeh Szu-min International Situation Expert: Lai Yueh-chien Former Deputy Secretary-General of the National Security Council: Yang Yung-ming Retired Army Major General: Li Cheng-chieh #MLCC #DysprosiumOxide #HeavyRareEarths #ChinaJapanTradeWar #MurataManufacture #TDK #TaiyoYuden #AISupplyChain #ElectronicComponents #KeyMinerals #G7 #KeyMinerals #DecouplingFromChina #F-35FighterJet #RareEarthWar #USChinaCompetition #MilitarySupplyChain #GalliumNitride #Anti-StealthRareRadar #GlobalGeopolitics #USIranTalks #MiddleEastSituation #Trump #Iran #ChineseDiplomacy #XiJinping #StrategicCompetition #StraitOfHolmes #EnergySecurity #Geopolitics #DeepSeek #ChangXinMemory #USChinaTechWar #AICompetition #Microsoft #Copilot #CloudComputing #ChipBlacklist #OpenAI #ArtificialIntelligenceStrategy #YehSzu-min #LaiYuehchien #YangYungming #LiCheng-chieh China has seized dysprosium oxide! Murata and TDK's inventory is running low, only one month left! Beijing has seized control of the MLCC lifeline. Japan's AI supply chain faces an epic shortage! Three major Japanese companies sound the alarm: High-purity dysprosium could trigger a production halt! Indispensable for AI development! Dysprosium oxide becomes the world's most sought-after strategic material! No AI without dysprosium oxide? Japan's electronics industry faces a life-or-death test! Kanto Denka just halted production; MLCC industry hit hard by China's heavy rare earths! Japan searches the world for rare earths, but can't bypass China's supply chain! After tungsten, now dysprosium! Beijing's next blow targets core AI components! Dysprosium oxide prices soar; AI supply chain enters a state of alert! Heavy rare earths become strategic weapons; Beijing seizes technological dominance! AI demand surges while rare earth controls expand global shortages! China holds the resource trump card; Japan's manufacturing advantage suffers a direct impact! Without Chinese heavy rare earths, the AI ​​industry's boom could instantly stall! G7 calls for decoupling from key minerals; F-35 and F-22 combat capabilities collapse; US rare earth supply strangled. F-35 fighter jet readiness rate plummets Only one of four F-35s remains operational, triggering a major air superiority alarm for the US military. Decoupling from China is loudly proclaimed, yet fighter jets are still waiting for spare parts! Rare earth shortages exacerbate the situation, plunging US high-end weapons production lines into crisis F-35s and Tomahawk missiles are barely surviving thanks to recycled rare earth waste. China controls key materials, leaving US advanced weapons vulnerable to supply chain disruptions. Pentagon upgrade plans delayed for years, supply crisis remains unresolved. China's gallium nitride radar is rapidly developing, continuously eroding US military advantages. Anti-stealth radar is fully deployed, posing a serious challenge to the F-22 myth! Can meter-wave radar combined with UHF radar networks break through US stealth superiority? China's continuous breakthroughs in materials science impact US leadership! G7's plan to rebuild mineral supply chains may struggle to escape Chinese influence. Air superiority myth clashes with rare earth reality, forcing US to return to ground combat. The battle for key minerals is rewriting the global military competition landscape! US and Iran sign ceasefire memorandum, China emerges as the biggest strategic winner; the US is responsible for the war's attrition. China Reaps the Rewards While Laying the Foundation Wang Yi's Continued Shuttle Diplomacy: Beijing Reshapes the Middle East Order! China Secures Four Major Strategic Benefits Without Sending a Single Troop! From Saudi-Iranian Reconciliation to US-Iran Ceasefire: Beijing's Influence Expands Again Trump Busy Stopping the Bleeding of the War, China Busy Laying the Foundation for the Future Pakistan's Shuttle Mediation: China's Role Becomes More Crucial Behind the Scenes US Military Deeply Involved in Middle East War of Attrition: Asia-Pacific Strategy Further Constrained! Iranian Oil Re...