The Danger of the Rare Earth Elements War: Is the Future of Chip Technology Inevitable?

We are going through a period where a trade war is insidiously awaiting us. The SQM-Codelco partnership plans to increase Lithium production by 70%. This is a long-term bet on rising battery demand. However, the realities behind this news run deeper. It is important to analyze the impact of the rare earth elements war between China and the U.S., especially on chip technology.

Lithium plays a critical role in battery production, and demand continues to grow. This production increase from the SQM-Codelco partnership will shape the future of chip technology. However, this is also part of the rare earth elements war between China and the U.S. China is working intensively to control Lithium and other rare earth elements. The U.S., on the other hand, is taking steps to restrict access to these elements. This war will have a significant impact on the future of chip technology.

The increase in TSMC's production capacities and the development of ASML chip machines are shaping the future of chip technology. However, the war between China and the U.S. will also affect the accessibility of these technologies. That is why the increase in Lithium production from the SQM-Codelco partnership is not just a commercial bet, but a crucial step for the future of the entire chip technology.