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판정 리포트 · 완료 2026-10-13 17:14

美·日 반도체 장비 샀는데… 까보니 중국산 희토류·흑연

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요약
.tel.com/product/pv8va20000001b3o-img/lexia192.jpg] 최종 판정: 대체로 사실
근거 — 직접 열람한 1차 출처 12건
  1. https://www.chosun.com/economy/tech_it/2026/10/13/AI2N645BVRFKHJT6PXVCFMKFKM/
  2. https://www.semiconductors.org/wp-content/uploads/2026/10/SIA_2026_Supply-Chain-Report.pdf
  3. https://www.semiconductors.org/sia-report-highlights-strategies-for-strengthening-supply-chains-supporting-the-u-s-chip-ecosystem/
  4. https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-rare-earths.pdf
  5. https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-graphite.pdf
  6. https://www.mofcom.gov.cn/zcfb/blgg/art/2023/art_f6b1bc49e2c8482f8eb749012bc66dec.html
  7. https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_9c2108ccaf754f22a34abab2fedaa944.html
  8. https://aqygzj.mofcom.gov.cn/qdml/art/2025/art_fbc5f7e23bff4bb184d5c49ff878f8ad.html
  9. https://korea.kr/briefing/pressReleaseView.do?newsId=156719229
  10. https://patents.google.com/?q=%22samarium+cobalt%22+%22wafer+handling%22
  11. https://aqygzj.mofcom.gov.cn/qdml/art/2025/art_47f3f3f7aac8447285df7861cc36fa79.html
  12. https://www.appliedmaterials.com/products/endura
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