There has been a lot of attention lately about the tech rivalry between the US and China. The United States has tried to "bring down" China through technological means, but the reality is that some giant companies in the United States are facing a situation of wanting to change. Let's take a look at the situation in the lithium battery and semiconductor fields.

Changes in the field of lithium batteries

Exxon Mobil Corporation of the United States has long been a giant in the oil and gas industry. Recently, however, they decided to branch out into lithium-ion batteries and partnered with automakers like Tesla and battery suppliers. This move shows that they want to occupy a place in the field of new energy vehicles.

This is a bold shift, as the lithium battery field is gradually becoming the focus of the world's attention. The rise of new energy vehicles has led to a surge in demand for lithium batteries, and China already leads in battery production and metal processing. The competitive mentality of American companies to China's lithium battery industry chain is becoming more and more obvious.

Although the lithium battery industry in the United States is currently dominated by Japanese and Korean companies, its raw materials still mainly come from China. The entry of American giants into the field of lithium batteries is actually vying for a dominant position in the global energy transition, especially in terms of key minerals.

Challenges in the semiconductor field

On the other hand, in the field of semiconductors, AMD Semiconductor Corporation of the United States plans to develop "China Special Edition" chips to meet the needs of the Chinese market. This shows the importance of the Chinese market to American companies. China's semiconductor market is the largest in the world, and American companies hope to continue to have a presence in it.

However, some policies implemented by the US government towards China limit the cooperation between US companies and China. Although some American companies try to "customize" chips to meet the Chinese market, this also exposes their desire for the Chinese market.

Industrial Change and China's Influence

Generally speaking, American giants are facing challenges from industrial changes and the Chinese market. China's leadership in lithium batteries and semiconductors has forced U.S. companies to adjust their strategies.

However, despite the United States' attempts to contain China's development through technological means, this has not proven to be easy. China's competitive advantages in lithium batteries and semiconductors, as well as its strong industrial chain, make it difficult for the US technology strategy to work.

In short, American giants are facing the challenge of thinking about change, and they have to adapt to new industrial trends and market demands. While the U.S. may attempt to counter China in a technology war, China's leading position and industrial dominance could render such an effort ultimately unsuccessful.