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稀土:中国面临断供风险?95%依赖进口,未来之路在哪里?
Xin Lang Cai Jing· 2025-04-27 11:28
Core Viewpoint - The article discusses the potential challenges China faces due to its heavy reliance on imported chips and the strategies it can adopt to mitigate the impact of a possible supply cut from the United States [1][3]. Group 1: Current Situation - The United States holds a dominant position in the global chip industry, controlling a significant portion of the world's chip reserves and possessing advanced technology [3]. - China currently imports 95% of its chips, making it vulnerable to supply disruptions [3]. Group 2: Potential Consequences - A supply cut from the U.S. could severely impact various high-tech industries in China, leading to shortages in essential products like smartphones, computers, and medical devices [3][6]. Group 3: Proposed Strategies - China should accelerate its independent research and development efforts, increasing investment in technology and talent to master core chip technologies [3][6]. - Strengthening international cooperation is essential for China to learn advanced technologies and expand its market [4]. - Building a complete industrial chain from design to manufacturing and testing is crucial for improving efficiency and competitiveness [4][6]. Group 4: Long-term Goals - While it is challenging to eliminate dependence on imported chips in the short term, a gradual and steady approach is necessary to achieve self-sufficiency in chip production [6][8]. - Enhancing the quality and performance of domestic chips is vital for competing with imported alternatives and ultimately replacing them in the market [6][8].