是说芯语·2025-09-29 08:11Core Viewpoint - The article highlights the significant reliance of the U.S. on Chinese-manufactured mature process chips, revealing a 66% dependency rate that has led to U.S. government anxiety and potential new restrictions on technology [1][3]. Group 1: U.S. Anxiety and Dependency - The U.S. government research indicates that 66% of American products utilize mature process chips made in China, exposing the fragility of U.S. technological dominance [1][3]. - The U.S. has historically categorized chips into "advanced" and "mature" processes, but China's competitive pricing (30%-50% lower) and high yield rates (98%) challenge this classification [4][5]. - U.S. attempts to decouple from Chinese technology, such as the $52 billion investment in the CHIPS Act, have faced significant obstacles, including labor shortages and low yield rates in domestic production [4][5]. Group 2: China's Strategic Advantages - China's strategy focuses on mature process technology, which constitutes 75% of global chip demand, allowing it to optimize processes and innovate materials, thus creating new value [7][8]. - The establishment of a comprehensive domestic supply chain in China ensures that all aspects of chip production are covered, making it resilient to U.S. equipment restrictions [8][9]. - Market dynamics are shifting, with global companies prioritizing ecosystem compatibility over mere technological pedigree, indicating a transition in industry power from technology monopolists to ecosystem builders [9][11]. Group 3: Redefining Supply Chain Security - The U.S. narrative of "decoupling from China" is contradicted by its own dependency on Chinese talent and technology, as evidenced by the shortage of chip engineers in the U.S. compared to China [12][13]. - China is emerging as a rule-maker in the global supply chain, with significant contributions to essential components in various industries, demonstrating that dependency on Chinese chips is a rational choice for global companies [13][14]. - The 66% dependency rate reflects a global market decision rather than a threat, emphasizing that true supply chain security involves stable supply and value provision to global partners [13].