Sou Hu Cai Jing·2025-12-26 05:42Group 1 - The U.S. government plans to impose tariffs on China's mature process chips by 2027, but has provided an 18-month "buffer period," indicating a new phase in the semiconductor competition between the two countries [1][3] - The U.S. strategy towards China’s semiconductor industry has evolved, with previous sanctions failing to halt China's advancements, as evidenced by Yangtze Memory Technologies' breakthroughs in NAND flash memory [3][5] - The focus on mature process chips is due to their extensive applications in critical sectors like automotive and industrial equipment, with China holding a significant share of global production capacity [3][5] Group 2 - The 18-month grace period reflects U.S. strategic hesitation, as American companies face pressures from supply chain disruptions and the need to maintain market share in China, which accounts for one-third of global chip demand [5][7] - China's self-sufficiency in chips has improved to 26% in 2023, with domestic chips gaining cost advantages and stable supply capabilities, embedding deeply into the global supply chain [5][9] - Technological breakthroughs, such as the rise of RISC-V architecture and Chiplet technology, are key for China to circumvent U.S. restrictions, allowing for high-performance computing and innovative solutions [7][9] Group 3 - The competition in the semiconductor sector has transcended simple tariff conflicts, evolving into a comprehensive contest over technology standards, industrial ecosystems, and global supply chains [9] - The U.S. aims to slow down China's development through regulatory measures, while China is building a self-sufficient chip ecosystem through innovation and market penetration [9]