我刚才问了 GPT, 稀土对数字芯片影响有限， 被夸大了。美国可以用 关键软件 来反制 ，两败俱伤，双方可能都会让步

For TSMC's main business (logic chips), the effect is limited but not zero:

• Low direct impact:
  TSMC's chips (e.g., Apple A-series, Nvidia GPUs，and Broadcom ASICs ) are made mainly from silicon, not gallium or germanium.
  These are standard CMOS silicon processes, so rare earths aren't a major input.