Core Viewpoint - The article highlights the increasing dependence of the United States on foundational chips from China, which poses significant national security risks, overshadowed by the focus on advanced AI semiconductor competition [1][5]. Group 1: Dependence on Foundational Chips - The U.S. is becoming increasingly reliant on foundational chips, which are essential for various sectors including automotive, medical devices, and defense systems [1]. - China currently holds nearly 40% of global chip production capacity, a figure expected to grow before 2030 [1]. - The article warns that if the U.S. continues to depend on Chinese foundational chips, it risks compromising its military capabilities and national security [5]. Group 2: Call for Action - The author urges the U.S. government to take decisive action regarding the 301 investigation into China's mature process chips, advocating for more than just tariffs [1][6]. - There is a call for increased funding and investment in foundational chip production to ensure supply chain resilience and national security [6][7]. - The article emphasizes the need for transparency in the supply chain, suggesting that U.S. companies should disclose their chip sources to mitigate risks [6]. Group 3: Strategic Implications - The article discusses the strategic implications of U.S. reliance on Chinese chips, suggesting that it undermines the logic of maintaining peace in the Taiwan Strait [5]. - The author argues that the belief that economic interdependence would prevent conflict is flawed, as China's self-sufficiency in foundational chips increases U.S. dependency [5][7]. - The article concludes that the U.S. must innovate rather than rely solely on restrictions to maintain its technological edge over China [7].
美国安专家又操心:别光盯着AI,基础芯片快被中国“偷家”了!
Xin Lang Cai Jing·2025-10-03 15:27