新华时评丨芯片新规——美国低估了中国，高估了自己

Core Viewpoint - The U.S. Department of Commerce has announced new regulations to strengthen export controls on global chip exports, claiming that the use of Huawei's Ascend chips anywhere in the world violates U.S. export control laws, which poses a serious threat to the highly globalized semiconductor division and increases the risk of market fragmentation and technological standard divergence [1] Group 1: U.S. Export Control Regulations - The new regulations are characterized as unilateral and non-market actions that threaten global technological innovation [1] - The U.S. government claims that these restrictions are intended to ensure that the U.S. remains at the forefront of AI innovation, but this approach is criticized as protectionist and counterproductive [1][2] - Historical evidence suggests that protectionist measures, such as those in the steel industry, have not effectively preserved jobs or enhanced competitiveness [1] Group 2: Impact on the Semiconductor Industry - The U.S. blockade strategy underestimates China's industrial resilience and innovation capabilities while overestimating the irreplaceability of U.S. companies [3] - The blockade has accelerated the growth of China's semiconductor industry, enhancing its self-research capabilities [3] - The complexity of the semiconductor supply chain means that no single country can independently complete it, and the U.S. "America First" policy is prompting countries to localize their semiconductor industries [3] Group 3: Global Cooperation and Innovation - China's innovation is thriving in the face of adversity, driven by an open and competitive approach [4] - Prominent economists argue that countries should enhance cooperation in advanced technology fields like AI rather than dividing the world into "friends" and "enemies" [4] - The geopolitical risks are exacerbating the trend of supply chain decentralization, leading the semiconductor industry into an unpredictable era [4] Group 4: Future Outlook - The historical evolution suggests that the timing and momentum are in favor of China [5]