Sou Hu Cai Jing·2025-12-17 04:15Group 1 - The "Silicon Peace Declaration" signed by the US and eight allied countries aims to establish a secure and prosperous silicon supply chain, reflecting a shift in US foreign policy from "value-based alliances" to "industrial chain control" in response to China's technological rise [1][3] - The US is concerned about China's rapid advancements in 5G, artificial intelligence, and semiconductor manufacturing, which challenge its long-standing technological dominance. In 2024, China's high-tech industry is projected to account for 19.1% of GDP, a 7.3 percentage point increase since 2019 [3] - The US is forming a "technology security alliance" to create an exclusive cooperation system across the entire supply chain, from key mineral extraction to AI infrastructure deployment, aiming to curb China's technological upgrades [3] Group 2 - China holds a dominant position in the silicon industry, with a projected production of 1.82 million tons of polysilicon in 2024, a 23.6% year-on-year increase, maintaining over 90% of the global market share [4] - The global semiconductor industry has developed an interdependent structure, with China being the largest semiconductor consumer market, accounting for 35% of global demand. A complete "decoupling" from China by US allies could lead to supply chain disruptions and increased costs [6] - China is responding to US strategic containment with a dual approach of "independent innovation + open cooperation," increasing domestic production of semiconductor equipment and attracting foreign investment in high-tech industries, which reached 1.2 trillion yuan in 2024, a 15.3% increase [6]