锐评｜芯片巨头汇聚中国，此情此景让谁脸红？

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo showcased over 600 global chip-related companies, highlighting the deep integration of the semiconductor industry despite geopolitical tensions [2] - The semiconductor industry is characterized by its high level of globalization, complex supply chains, and intricate divisions of labor, requiring collaboration across multiple countries and disciplines [2] - NVIDIA's CEO expressed concerns about U.S. export controls, noting that the company's market share in mainland China has dropped from 95% to 0%, emphasizing the potential self-harm of such policies [3] - China is pursuing a path of self-reliance in semiconductor technology while remaining open to global cooperation, aiming to fill market gaps and support the stability of global supply chains [4] - The semiconductor industry is approaching physical limits in chip manufacturing, with the slowing of Moore's Law necessitating collaborative innovation to drive future breakthroughs [5] Group 1 - The Bay Area Semiconductor Expo attracted over 600 companies, demonstrating the industry's interconnectedness [2] - The semiconductor industry involves thousands of processes and requires collaboration across various countries and technologies [2] - NVIDIA's CEO highlighted the negative impact of U.S. export controls on the company's competitiveness and innovation [3] Group 2 - China is focusing on self-reliance in key technologies while promoting international collaboration in the semiconductor sector [4] - The slowing of Moore's Law indicates the need for global cooperation to achieve future advancements in chip technology [5]