On April 23, NetEase, which has ties to official Chinese narratives, released a striking report. It said customs data had leaked, showing that domestic companies imported zero PVA optical film from Japan in the first two months of the year. NetEase did not describe this as a supply cutoff by Japan. Instead, it claimed that major display manufacturers and semiconductor foundries in China are actively using up existing inventory. However, it also revealed that China had already banned exports of high-purity gallium and germanium to Japan for two consecutive months.
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