Hnub Wednesday yav tsaus ntuj nyob rau hauv Shanghai, tus tsim ntawm ib tug semiconductor start-up pom lub taub hau ntawm ib tug zoo-paub chip venture peev tuam txhab uas muag nyob ze ntawm lub elevator ntawm ib qho kev lag luam kev tshwm sim - thiab tuav lub sij hawm rau 60-thib ob "elevator pitch". Tus thawj tswj hwm tau taug kev mus thiab tus neeg ua lag luam tau tawm nrog kev nkag siab ntawm foreboding.
"Kuv yuav tag nyiaj sai sai yog tias tsis muaj kev nqis peev tshiab," said tus tsim, uas tsis kam lees lub npe vim qhov kev xav ntawm lub ncauj lus. "Nws tsis yooj yim li ob xyoos dhau los, thaum [yav dhau los US Thawj Tswj Hwm Donald] Trump thawj zaug pib rau txim rau kev lag luam thiab feem ntau hyped li semiconductor peev lub voj voog hauv Suav teb," nws hais rau South China Morning Post.
Tus tsim pib tsuas yog ib qho ntawm ntau tus neeg ua lag luam hauv Suav teb sim nrhiav chaw nkaum los ntawm cua daj cua dub uas tau tsoo lub teb chaws kev lag luam chip. Lub galvanisation ntawm kev lag luam uas tuaj nyob rau hauv lub ntsej muag ntawm yav dhau los US kev rau txim tau tig mus rau lub siab xav tom qab Washington ratcheted li txwv. Tam sim no, tag nrho cov tuam txhab hauv Suav teb tab tom npaj rau lub xyoo nyuaj ua ntej.
Koj puas muaj lus nug txog cov ncauj lus loj tshaj plaws thiab cov ncauj lus los ntawm thoob plaws ntiaj teb? Tau cov lus teb nrog SCMP Kev Paub, peb lub platform tshiab ntawm cov ntsiab lus curated nrog cov neeg piav qhia, FAQs, kev txheeb xyuas thiab infographics coj los rau koj los ntawm peb pab neeg tau txais txiaj ntsig.
Xyoo 2020, thaum Washington blacklisted kaum ob ntawm Tuam Tshoj tech tuam txhab uas muag, nrog rau Semiconductor Manufacturing International Corp (SMIC) thiab Hikvision, nws tau pab ua kom muaj kev vam meej hauv Tuam Tshoj txoj kev tsim khoom thiab tsim kev lag luam raws li cov tuam txhab thawb kom tau raws li Beijing txoj kev hu xov tooj rau kev tso siab rau tus kheej. Biren Technology, lub tuam txhab tsim nti tau txais txiaj ntsig los ntawm kev tsav tsheb no, nce 4.7 billion yuan (US $ 648.5 lab) hauv thawj 18 lub hlis ntawm kev koom ua ke.
Xyoo tas los ib leeg, Tuam Tshoj ntxiv 592 nti tsim cov tuam txhab, lossis txog 11 qhov pib tshiab hauv ib lub lis piam. Suav semiconductor-tsim lub nroog xws li Shanghai, Beijing, Shenzhen, Wuxi thiab Nanjing muaj tag nrho ntawm 2,810 cov tuam txhab zoo li no thaum kawg ntawm lub xyoo.
Qhov xwm txheej tau hloov pauv sai heev. Thaum muaj ib qho kev tshwm sim ntawm lub hli no Semicon China Summit, plaub ntawm tsib tus thawj coj los ntawm Tuam Tshoj chip tuam txhab tau kwv yees tias 2023 yuav phem dua li xyoo no, ntxiv tias lawv tab tom "npaj rau lub caij ntuj no".
Liu Erzhuang, CEO ntawm Productive Technologies tau hais tias "Lub xyoo tom ntej yuav qeeb qeeb, txawm hais tias los ntawm lub ntiaj teb lossis kev xav hauv tsev, yog li peb yuav tsum txhim kho peb cov khoom," said Liu Erzhuang, CEO of Productive Technologies. Ntxiv nrog rau qee qhov kev thuam thaj chaw hauv thaj chaw, nws kuj tau hais txog qhov kev poob qis rau kev sib kis, kev nce nyiaj hauv Asmeskas, thiab lub ntiaj teb nti glut.
Zhang Guoming, tus thawj tswj hwm ntawm Shanghai-listed semiconductor khoom chaw tsim tshuaj paus Hwatsing Technology, hais tias chip tuam txhab uas muag nyob rau hauv Tuam Tshoj tau kwv yees thiab npaj rau ib tug poob rau xyoo tom ntej, uas tau cia siab tias yuav los ntawm lub ntiaj teb no kev lag luam tom qab cov chips tsis ntev los no hloov mus rau glut.
Zhang cov lus tau hais tawm cov neeg los ntawm tus thawj coj ntawm Nanjing-based Atomic Nano-Materials thiab Equipment, uas tsim cov khoom siv raw rau cov khoom siv hluav taws xob, uas tau hais tias kev poob qis tau kwv yees "txog thaum lub Peb Hlis" xyoo no.
Thaum Lub Xya Hli, Gartner tau kwv yees tias kev lag luam semiconductor yuav ntsib cov nyiaj tau los poob qis hauv 2023 thaum muaj kev nce nyiaj nce ntxiv thiab kev siv nyiaj tsis muaj zog rau cov neeg siv khoom, uas yuav ua rau muaj kev cuam tshuam sai sai rau ib qho ntawm kev lag luam loj tshaj plaws. Lub tuam txhab tshawb fawb tau txo qis kev cia siab rau xyoo no cov nyiaj tau los loj hlob los ntawm 6.2 feem pua.
"Txawm hais tias cov chips tsis txaus, kev lag luam thoob ntiaj teb semiconductor tab tom nkag mus rau lub sijhawm tsis muaj zog, uas yuav nyob mus txog xyoo 2023 thaum cov nyiaj tau los ntawm semiconductor tau kwv yees tias yuav poob 2.5 feem pua," Richard Gordon, tus lwm thawj coj ntawm Gartner, tau sau hauv tsab ntawv ceeb toom hauv Lub Xya Hli.
Thaum lub Tsib Hlis, Malcolm Penn, tus thawj coj ntawm Future Horizons, tau ceeb toom txog 22 feem pua ntawm ntiaj teb poob qis hauv kev sib koom ua ke ntawm kev sib koom ua ke ntawm "kev lag luam chips poob ua ke nrog kev lag luam thoob ntiaj teb poob qis".
Raws li cov cim ceeb toom rau kev lag luam piled, tshiab US export tswj tswj nyob rau hauv Lub kaum hli ntuj tau ua rau lwm qhov kev npaj txhij txog.
Thaum Lub Kaum Hli 7, US Bureau of Industry thiab Security, ib lub koom haum nyob rau hauv Department of Commerce, tau siv a tshiab puag ncig ntawm export tswj aiming los txwv Tuam Tshoj lub peev xwm kom tau txais cov chips siab heev, txhim kho thiab tswj cov supercomputers, thiab tsim cov semiconductors siab heev rau kev siv tub rog, suav nrog riam phom ntawm kev puas tsuaj loj.
Cov kev nplua, pom tias yog qhov kev nthuav dav tshaj plaws thiab kev puas tsuaj rau hnub tim tsom rau Tuam Tshoj txoj kev lag luam semiconductor, ua raws li kev cai lij choj ntawm US Chips thiab Science Act los txhawb kev tsim cov chips hauv tsev, thiab Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau txav mus los txwv Nvidia thiab Advanced Micro Devices (AMD) los ntawm kev muag lawv cov cuab yeej txawj ntse tshaj plaws (AI) chips rau Suav teb.
"[Cov kev tswj hwm kev xa tawm tshiab kawg] yuav ua rau nws nyuaj rau peb los nqis peev hauv cov txheej txheem tsim khoom lag luam yav tom ntej," Zhang hais. "Nyob rau hauv kev npaj rau lub caij ntuj no, peb yuav tsum tau ua ntau yam kev tshawb fawb thiab kev loj hlob."
Qhov cuam tshuam tam sim ntawd. Biren, uas khav theeb tias muaj peev xwm tsim cov chips muaj zog dua li Nvidia's, raug yuam kom txo qis kev ua haujlwm ntawm nws cov nti kom tsis txhob muaj kev xa tawm, raws li tsab ntawv ceeb toom los ntawm Financial Times. Biren tsis teb rau qhov kev thov tawm tswv yim.
Kev tswj xyuas cov khoom xa tawm txawv teb chaws yog qhov tseem ceeb rau cov tuam txhab tsim khoom hauv Suav teb, vim lawv vam khom rau cov chaw tsim khoom lag luam zoo tshaj plaws ua haujlwm los ntawm cov nyiam. Taiwan Semiconductor Manufacturing Co (TSMC). HiSilicon, nyob rau hauv-tsev nti chav tsev ntawm Huawei Thev Naus Laus Zis, sai sai tsis lees paub cov ntawv tshaj tawm xov xwm lub hlis no hais tias nws yuav tuaj yeem tsim Huawei lub siab tshaj plaws Kirin smartphone nti hauv 2023.
Wafer fabs thiab cov tuam txhab tsim cov khoom siv chips, tshwj xeeb tshaj yog cov uas tsom mus rau qib siab, kuj tseem cuam tshuam txog qhov cuam tshuam ntawm cov kev txwv.
US Secretary of State Antony Blinken (sab laug sab laug) thiab Applied Materials 'CEO Gary Dickerson (thib peb sab laug) nrog Applied Materials 'SVP of Semiconductor Products Group Prab Raja (thawj sab laug) ntawm Applied Materials lab hauv Santa Clara, California thaum Lub Kaum Hli 17, 2022 . Yees duab: Reuters alt = US Secretary of State Antony Blinken (sab laug sab laug) thiab Applied Materials 'CEO Gary Dickerson (thib peb sab laug) nrog Applied Materials 'SVP of Semiconductor Products Group Prab Raja (thawj sab laug) ntawm Applied Materials lab hauv Santa Clara, California thaum Lub Kaum Hli 17, 2022. Duab: Reuters>
Xing Xiao, tus khub thiab CEO ntawm Shanghai Haiwang Fund Management, tau hais tias ib qho ntawm cov tuam txhab khoom siv uas nws tau nqis peev tau pom cov xaj "txo ncaj qha los ntawm 20 feem pua".
Wafer fabs kuj tseem yuav ntsib kev txo qis hauv kev tsim khoom, vim tias kev tswj hwm kev xa tawm tau ua rau qeeb qeeb ntawm kev nthuav dav thiab kev tsim kho cog tshiab, Xing ntxiv.
Qhov cuam tshuam hauv ntau qhov chaw sib txawv yuav sai sai ntxiv. Kev txiav txim txiav, txo cov nyiaj tau los thiab tsis muaj peev txheej tuaj yeem yuam qee qhov kev lag luam.
Ib tus neeg ua haujlwm ua haujlwm ntawm cov kab tsim khoom ntawm Jiangsu Azure Corporation Cuoda Group thaum Lub Peb Hlis 25, 2022, hauv Huai'an hauv xeev Jiangsu. Yees duab: VCG ntawm Getty Images. alt=Ib tug neeg ua haujlwm ua haujlwm ntawm cov kab tsim khoom ntawm Jiangsu Azure Corporation Cuoda Group thaum Lub Peb Hlis 25, 2022, hauv Huai'an hauv Jiangsu xeev. Yees duab: VCG ntawm Getty Images.>
Ib daim ntawv teev cov tuam txhab ntsig txog nti tau tawm mus ua lag luam xyoo no. Ntau li 3,470 lub tuam txhab uas suav nrog Suav lo lus "chip" hauv lawv lub npe lossis kev lag luam deregistered ntawm Lub Ib Hlis thiab Lub Yim Hli, tshaj 3,420 cov tuam txhab xws li kaw hauv 2021, raws li kev txheeb cais los ntawm kev lag luam database platform Qichacha.
"Tuam Tshoj txoj kev lag luam semiconductor tam sim no nyob rau hauv kev poob qis ntawm kev lag luam," said Wang Chikun, tus kws tshawb fawb ntawm lub koom haum tshawb fawb hauv Beijing-based Kandong. "Cov tuam txhab uas twb muaj lawm tau ntsib nrog txo cov tswv yim-tso tawm piv, txo kev muag khoom, txo qis kev lag luam, nrog rau cov txiaj ntsig qis dua."
Tsis txawm tias cov tuam txhab loj tshaj plaws hauv kev lag luam muaj kev tiv thaiv kev poob qis.
Sun Bin, tus lwm thawj coj ntawm ChangXin Memory Technologies (CXMT), tau hais hauv kev hais lus tseem ceeb ntawm Semicon Tuam Tshoj. "Peb yuav tsum ua neej nyob los ntawm theem ntawm kev muab khoom thiab kev thov tsis txaus."
CXMT yog ib qho ntawm Tuam Tshoj tus thib ob lub cim xeeb nti tsim, nrog rau Yangtze Memory Technologies (YMTC). Ob leeg ntseeg tau tias yog lub hom phiaj tseem ceeb ntawm kev tswj hwm kev xa tawm tshiab ntawm Asmeskas, uas txwv Tuam Tshoj txoj kev nkag mus rau dynamic random-access memory (DRAM) chips siv 18-nanometer ib nrab-pitch node lossis me dua, thiab rau NAND flash nco chips nrog 128 txheej lossis ntau.
"Cov tuam txhab loj tseem tab tom ntsib teeb meem thaum lawv R&D kev siv nyiaj txo qis thiab qhov nrawm ntawm cov khoom lag luam tawm tshiab tau qeeb," said Xing.
Chip venture peev tuam txhab, uas tau nqis peev ntau ntau lab daus las txhua xyoo rau hauv kev lag luam hauv tsev nyob rau ob peb xyoos dhau los ntawm kev nthuav dav ntxiv los txhawb Tuam Tshoj cov khoom lag luam tus kheej txaus, kuj tseem hnov txog cov teebmeem ntawm US kev txwv, raws li kev sib tham ntawm pawg thawj coj saib. ntawm Semicon China.
Sun Yuwang, tus thawj tswj hwm ntawm Tuam Tshoj Fortune-Tech Capital, lub tuam txhab lag luam peev koom nrog SMIC hauv xyoo 2014, tau hais tias cov peev txheej tau pom zoo los ntawm tuam txhab hauv ib lub lis piam tau ze li ib nrab piv nrog plaub lub hlis dhau los. Nws tau hais tias qhov no yog "tsis muaj qhov project nrog lub zog hauv kev lag luam semiconductor tom qab ntau xyoo ntawm kev siv nyiaj ntau".
Sun tau hais tias lub tuam txhab tau npaj kom txo qis kev nqis peev raws li nws npaj rau kev lag luam poob qis, ntxiv rau kev txhim kho cov qauv kev nqis peev tshiab thiab "tshwj xeeb tshaj yog ceev faj" nrog cov phiaj xwm muaj txiaj ntsig.
Tsoomfwv Meskas Tus Thawj Kav Tebchaws Joe Biden tau mloog IBM tus Thawj Coj Arvind Krishna thaum ncig saib IBM lub chaw nyob hauv Poughkeepsie, New York, Lub Kaum Hli 6, 2022. Duab: AFP ntawm Getty Images. alt=US Thawj Tswj Hwm Joe Biden tau mloog IBM tus CEO Arvind Krishna thaum mus ncig xyuas IBM lub chaw nyob hauv Poughkeepsie, New York, Lub Kaum Hli 6, 2022. Duab: AFP ntawm Getty Images.>
Kev txiav txim siab nqis peev kuj raug cuam tshuam rau lwm txoj hauv kev. Su Renhong, tus tsim tus khub ntawm Shanghai Hushan Investment Management, tau hais tias nws lub tuam txhab tam sim no xav txog cov haiv neeg ntawm cov tuam txhab ua haujlwm.
Qhov no yog ib feem los ntawm kev txhawj xeeb txog yuav ua li cas cov pej xeem Asmeskas tuaj yeem cuam tshuam los ntawm Washington txoj cai tshiab, uas "txo lub peev xwm ntawm Asmeskas cov neeg los txhawb kev txhim kho lossis tsim khoom" ntawm cov chips ntawm "qee qhov chaw nyob hauv Suav teb semiconductor fabrication 'chaw' yam tsis muaj ntawv tso cai" . Ntau tus thawj coj uas tau ua qhov tseem ceeb rau kev txhim kho kev lag luam hauv tsev kawm thiab ua haujlwm hauv Asmeskas thiab tuav US passports.
"Thaum lub caij ntuj no los txog, thawj yam uas cov neeg ua lag luam yuav tsum tau ua yog npaj tsawg kawg 18 lub hlis ntawm cov nyiaj tau los," said Mi Lei, tus tsim tus khub thiab co-CEO ntawm venture peev tuam txhab CASSTAR, uas tsom mus rau cov cuab yeej siv zog hauv Suav teb thiab tuav ib qho. portfolio ntawm ntau tshaj 150 lub tuam txhab chip.
Daim duab ntawm kev nkag mus rau Shanghai lub hauv paus chaw haujlwm ntawm Semiconductor Manufacturing International Corp. (SMIC), thaum Lub Peb Hlis 23, 2021. Duab: Bloomberg. alt=Ib daim duab ntawm kev nkag mus rau Shanghai lub hauv paus chaw haujlwm ntawm Semiconductor Manufacturing International Corp. (SMIC), thaum Lub Peb Hlis 23, 2021. Duab: Bloomberg.>
"Nws zoo li qhov kev pib ua lag luam yuav tsis tuaj yeem tau txais cov nyiaj rov qab hauv ib xyoos lossis yog li nyob rau hauv kev lag luam poob qis lossis muaj kev kub ntxhov, yog li 18 lub hlis ntawm cov nyiaj khaws cia yuav muaj kev nyab xeeb rau lub tuam txhab kom dhau lub sijhawm ntawd, ”Kuv hais.
Txawm li cas los xij, qee tus tau tuav kev cia siab tias qhov kev poob qis yuav tsis kav ntev dua ib xyoos vim lawv nrhiav txoj hauv kev los tshem tawm ib zaug peev npuas pop.
Mi, uas tau pom kev hloov pauv ntawm Tuam Tshoj txoj kev lag luam nti hauv yim xyoo dhau los, tau hais tias qhov kev poob qis tuaj yeem pab tau rau cov tub ua lag luam vim tias cov tuam txhab rov qab mus rau "kev nqis peev" kev lag luam.
Thaum nws ntseeg tias Tuam Tshoj txoj kev lag luam semiconductor zoo li yuav rov qab los hauv 2024, nws kuj xav tias kev lag luam yav tom ntej nyob hauv cov thev naus laus zis dhau ntawm cov txheej txheem me me. Photonic chips, piv txwv li, tuaj yeem muab kev ua tau zoo dua hauv AI-txog qhov xwm txheej los ntawm kev siv photons, lossis cov teeb pom kev zoo, es tsis txhob siv cov khoom siv hluav taws xob siv hauv kev sib xyaw ua ke, nws hais.
Unisoc, Tuam Tshoj tus loj tshaj plaws fabless nti tuam txhab nyob rau hauv lub xov tooj ntawm tes processor ua lag luam, kuj pom ib tug kaj yav tom ntej rau nws 5G chips thaum muaj kev thov ntau ntxiv rau cov xov tooj smartphones hauv peb lub xyoos tom ntej, txawm hais tias qhov kev thov tsis muaj zog rau cov khoom siv hluav taws xob, lub tuam txhab tus thawj coj Wu Shengwu tau hais.
Qhov tsab xov xwm no Ameslikas tshwm nyob rau hauv lub South China Morning Post (SCMP), lub suab tshaj tawm tshaj tawm ntawm Tuam Tshoj thiab Asia rau ntau tshaj ib puas xyoo. Yog xav paub ntxiv txog SCMP cov dab neeg, thov tshawb xyuas SCMP app los yog mus ntsib SCMP's Facebook thiab Twitter nplooj ntawv. Copyright © 2022 Sab Qab Teb Suav Tsam Hnub Tshaj Tawm Cov Neeg Tshaj Luam Luam Luam Ntawv Luam Yeeb
Copyright (c) 2022. Sab Qab Teb Suav Tsam Hnub Tshaj Tawm Tshaj Tawm Cov Tuam Txhab Ltd. Tag nrho cov cai sau tseg.
Tau qhov twg los: https://finance.yahoo.com/news/chinas-chip-executives-brace-winter-093000109.html