中国芯片，出乎意料

Core Insights - The rapid development of artificial intelligence (AI) technology has led to a reshuffling of global semiconductor technology rankings, with South Korea's semiconductor technology being surpassed by China [1][2]. Group 1: Semiconductor Technology Rankings - According to a report by the Korea Institute of Science and Technology Evaluation and Planning (KISTEP), South Korea's semiconductor technology is lagging behind China in all key areas, with specific scores indicating South Korea at 90.9% in high-integration, low-resistance memory chip technology compared to China's 94.1% [1]. - In the field of high-performance, low-power AI chips, South Korea scored 84.1%, while China scored 88.3% [1]. - South Korea's score in power semiconductors is 67.5%, significantly lower than China's 79.8% [1]. Group 2: Commercialization and Market Position - From a commercialization perspective, South Korea only leads in high-integration, low-resistance memory chips and advanced packaging technology, indicating a significant decline in its previous advantages [2]. - The report highlights that South Korea's previous lead in memory, sensing, and packaging technologies has been lost to China within just two years [2]. Group 3: Challenges and Future Outlook - Experts express concerns over South Korea potentially losing its major advantages in semiconductor technology to China, particularly in foundational research and design technology [2][3]. - The report emphasizes the need for South Korea to secure core technologies to maintain its strategic position in the global value chain, suggesting measures to attract and retain talent [3]. - Factors such as the rise of Japan and China, U.S. sanctions, and growth in Southeast Asian markets contribute to uncertainties for South Korea's semiconductor industry [3].