少了一个必要环节

Core Viewpoint - The article critiques the overly optimistic narrative surrounding domestic chip production in China, highlighting a critical missing link in the supply chain: the domestic foundries [1][2]. Group 1: Supply Chain Analysis - The decline in domestic chip performance from March to May is attributed not to a lack of demand but to supply issues, specifically the interruption of supply from H20 [3][4]. - Major manufacturers are facing challenges due to the early cessation of foundry services by TSMC, which has left many companies unable to produce their self-developed chips effectively [3][4]. Group 2: Demand vs. Supply - The article emphasizes that while there is a growing demand for domestic chips, the supply chain's inability to meet this demand is a significant barrier, indicating that improvements in yield rates are necessary for progress [4][5]. - The narrative of domestic self-sufficiency in chip production is incomplete without addressing the supply aspect, which remains a critical factor for future growth [5].