中国芯片研究领先全球，远超美国

Core Viewpoint - The ongoing US-China chip trade war has led to a significant increase in China's research output in next-generation chip manufacturing, surpassing that of the US by more than double, indicating a potential shift in technological capabilities in the near future [2][4][5]. Research Output Comparison - From 2018 to 2023, China produced 34% of the global research papers on chip design and manufacturing, while the US and Europe contributed only 15% and 18%, respectively [10]. - In terms of high-citation papers, 50% of the top 10% most cited articles in this field were authored by Chinese researchers, compared to 22% from the US and 17% from Europe [5][10]. Emerging Technologies - China's research focus includes neuromorphic computing and optoelectronic computing, which are considered post-Moore's Law technologies and are less affected by current export restrictions [2][6]. - The research indicates that if these emerging technologies are commercialized, they could significantly enhance China's position in the global chip market, making it difficult for the US to maintain its competitive edge through export controls [7][8]. Impact of US Export Controls - Since October 2022, the US has imposed restrictions on the sale of advanced chips and manufacturing equipment to China, aiming to limit China's ability to produce cutting-edge chips [6][3]. - Despite these restrictions, China's research output continues to grow, with significant contributions from leading institutions such as the Chinese Academy of Sciences and Tsinghua University [11][13]. Research Trends and Hotspots - The overall growth in chip research from 2018 to 2023 was 8%, which is slower compared to more popular fields like artificial intelligence [9]. - The research hotspots identified include neuromorphic computing and photonics, reflecting a shift towards innovative semiconductor technologies that address the limitations of traditional chip manufacturing [15][16].