网易科技·2024-02-18 02:44Group 1 - The development of China's semiconductor industry has accelerated, with significant advancements in chip manufacturing, particularly with Huawei's Kirin series chips [1][2] - The U.S. has placed over 1,200 Chinese entities on its "entity list," but recently removed 31 companies, which is perceived as a strategic maneuver rather than a genuine easing of restrictions [1] - The U.S. has begun to relax some export controls on mature process chips, allowing companies like Samsung and SK Hynix to ship products, while still maintaining strict controls on advanced chips [1][2] Group 2 - China has established 42 wafer fabs, capturing approximately 27% of the global market share in mature process technology, with plans to increase this to over 35% by 2030 [1] - The import of chips into China is expected to decrease significantly, with over 100 billion units less anticipated in 2023, indicating a move towards domestic production [1] - Huawei's recent launch of the Mate60, featuring the domestically produced Kirin 9000s chip, demonstrates China's advancements in chip technology, potentially achieving 7nm process without EUV lithography [2]