日经BP精选：中国发力可能颠覆半导体产业的新领域“光电融合”，专利申请超美国

Core Viewpoint - The article discusses the potential of "optical-electrical integration" technology to revolutionize the semiconductor industry and redefine the competitive landscape between the US and China, highlighting China's recent advancements in this field [3]. Group 1: Optical-Electrical Integration - "Optical-electrical integration" is a technology that aims to combine semiconductors with optical transmission, potentially leading to significant reductions in data center energy consumption [3][4]. - China has emerged as the world leader in patent applications for optical-electrical integration since 2022, indicating a strong focus on this technology amidst US semiconductor restrictions [3]. - The technology allows for data transmission via light instead of electricity, offering advantages such as higher speed and lower loss compared to traditional copper wire transmission [4]. Group 2: Competitive Landscape - The US has not yet secured a victory in the ongoing technological competition with China, particularly in the realm of optical-electrical integration [3]. - As Chinese companies expand their commercialization efforts in this technology, they may pose a significant challenge to Japanese firms [3].