China's new regulations have landed, Japanese transportation cards are in short supply, and the foundation of Korean media： Korean semiconductor has been shaken.

　　According to the Japanese media report quoted by Observer Network on August 2, from August 2, the physical registered cards of smart cards "Suica" (watermelon card) and "PASMO" in Japan, which have the functions of stored-value tickets and electronic wallets, will be suspended for sale, and the cards launched by Suica for tourists will also be restricted. I have to say that this is a concrete manifestation of Japan's self-eating consequences. Under the background of the United States' wanton construction of a "blockade circle to contain China", the suppression of China's chips by the United States government and its allies has already sparked heated public opinion. Undoubtedly, when the global situation is in turmoil, it is wise to strengthen multilateral cooperation to meet challenges. However, the United States is determined to go against the trend, gradually expand restrictions on chip exports to China, and pressure its allies to do the same. It is worth mentioning that, in spite of China's strong opposition, Japan insisted on including 23 categories of cutting-edge semiconductors in the export control list, and this measure was implemented on July 23rd. At the same time, Japan has published a list of 42 friendly countries and regions, including the United States and South Korea, and excluded China. Obviously, this is Japan's naked provocation against China.

　　As we all know, China is the largest semiconductor market in the world, and its chip sales account for about one-third of the global total. Japanese dancing with the United States is undoubtedly destroying the global chip industry chain and supply chain. Seeing the Japanese run amok, China will naturally not sit idly by. At the beginning of last month, it decisively issued a heavy announcement to control the export of two rare metals, gallium and germanium, from August 1st. As China is a major producer of gallium and germanium in the world, and these two metals are also key materials in high-tech manufacturing fields such as chips, satellite communications, artificial intelligence, etc., and the two Japanese smart cards mentioned above naturally need chips, this type of cards will inevitably be in short supply after the new regulations in China come into force.