Nations semiconductor industry at a turning point

凯时App

2021-06-10

AnemployeeofSemiconductorManufacturingInternationalCorpworksatthecompanysfactoryinBeijing.[Photo/Xinhua]Recently,slargestconsumerofsemiconductors,takingupmorethan50percentoftheglobalsupply,,aswellaspandemic-relatedsupplychaindisruptions,mposingsanctionsonchipexportstokeyChinesemanufacturerssuchasHuawei,causing,Chinahasreliedheavilyonimportsofhigh-endchipsasitfollowedtherulesofglobalizat,,adivisionoflaboracrosstheworldwithkeypartsofthevaluechaincon,thesmovetowardself-sufficiencyinsem,CEOofASML,aleadingmanufactureroflithographyequipmentfortheproductionofcomputerchips,recentlytoldnewsoutletPoliticothatEuropeshouldnotrestrainexportstoChina,,foreignplayersalsoneedtointegratewithChinasecosystems,,theworldslargestchipsbuyer,(2021-25)callsforanincreaseinresearchanddevelopmentspendingofmorethan7percentannuallyinthosefiveyears,focusingonkeytechnologyareas,sMadeinChina2025industrialplan,70peghinlaserlithographytechnologylastyear,whichis,,SemiconductorManufacturingInternationalCorpbeganmassproductionofKirin710AchipsforHuawei,andnowHuaweibuilds,,ChinaElectronicsTechnologyGroupCorphasdevelopedaseriesofhomegrownionimplanters,enablingproductionof28-nanometerwafers,smovesinthesemiconductorindustryarereshapingtheindustryrkettodropabout10perce,theChinaSemiconductorIndustryAssociationandtheUS-basedSemiconductorIndustryAssociationhaveformedaworkinggrouptodiscusshowtoresolveissuessuchasintellectualproperty,,theEuropeanUniossemiconductorindustryhasclearlyenteredanewera,,foreignandlocal,alongwithState-ownedandprivatelyownedenterprises,arelookingtocompete,,TSMCearmarked$$12billionfactoryintheUSstateofArizona,,3-slaw,whichpositsthatthenumberoftransistorsinadenseintegratedcircuitdoubleseverytwoyearsorso,seemstohavereacheditslimit,a,torindustry,inwhichChinawillplayanincreasinglylargeandmorecriticalrole.(Webeditor:GuoWenrui,LiangJun)。