美国加税都拦不住！全球70%订单涌向中国，日媒一句话道出真相

Group 1 - The core point of the article highlights that despite the U.S. tariff policy aimed at Chinese mature chips, over 70% of global orders are still flowing to China, indicating a contradiction between policy pressure and market dynamics [1][3][21] - The U.S. government announced additional tariffs on mature chips from China, set to take effect in 2027, primarily targeting chips of 28nm and above, which are essential for everyday applications [3][5] - The demand for mature chips is driven by the need for reliability and stability rather than extreme performance, making them a crucial component in various industries [5][19] Group 2 - China's mature chip industry has developed a complete supply chain, including production, packaging, design, and delivery, which is difficult for U.S. policies to disrupt [5][21] - The U.S. policy aims to limit China's position in the chip supply chain, but the actual effect may catalyze companies to further invest in Chinese supply chains due to cost and stability considerations [7][23] - Chinese manufacturers have rapidly expanded production capacity, allowing them to respond quickly to market demands, which is a core capability valued by global customers [17][25] Group 3 - Recent technological breakthroughs in China, particularly by a team from Peking University, have enhanced innovation capabilities in mature chips, supporting AI and next-generation communication technologies [9][11] - The competitive edge of China's mature chips is not solely based on low prices but on a comprehensive advantage derived from a complete industrial chain [13][19] - The shift in global semiconductor orders from a few dominant firms to a more distributed model reflects changing market dynamics, with China establishing a leading position in the mature chip market [21][26] Group 4 - U.S. automotive and electronics companies have expressed concerns about the impact of tariffs on costs and delivery times, indicating a shift in the industry focus towards increased procurement from China [23][30] - The article emphasizes that the future competition in the semiconductor industry will depend on understanding market needs, with China redefining the global semiconductor logic through its actions [29][30]