（来源：钧正平） 转自：钧正平 这或许是毛泽东同志军事生涯"得意之笔"中，一个不太被注意的间奏。 早春，从四川泸州石厢子驱车向西，在穿过曲曲折折的峰和谷后，终于到了云南扎西，一座嵌在大地褶皱里的小镇。90年多年前，几乎是同样的时节，中 央红军大概也是沿着这么一条路径一路前行，只不过那时他们的脚步可能略显沉重。 1935年2月，还处在农历正月里的川滇黔边区，下了几场大雪，空气仍没褪去冬的湿冷气息。刚刚经历一场失利的中央红军，拖着伤员和辎重来到了扎 西。 云南威信县扎西会议会址。资料图片 在彝语中，"扎西"代表驻扎，在藏语中，"扎西"代表着吉祥与好运。但此时驻留此地的红军，在经历一路围追堵截后，已经由出发时的八万多人减员至三 万多人，几乎是到了生死存亡的危急关头。 此时的红军实在是太累也太"重"了。在撤离中央苏区时，执行"一切都要带走"的指示的红军以"大搬家"的形式实施转移，带着大量辎重的队伍在山区的小 道上曲曲折折，既跑不动也走不快。 在遵义时，毛泽东同志就看见担架连有一个需要七八个战士才能抬起来的大箱子，便问担架连的女红军李桂英："那个像棺材一样的东西是什么？"李桂英 告诉毛泽东："照肺用的镜子，宁都暴动时弄 ...

Core Viewpoint - The article discusses the strategic shift in the semiconductor industry between China and the U.S., highlighting China's transition from defensive strategies to proactive countermeasures in response to U.S. sanctions and regulations, particularly focusing on rare earth elements as a leverage point in the semiconductor supply chain [1]. Strategic Defense - The U.S. has escalated its control over the semiconductor supply chain, implementing stringent rules that have tightened from 25% to 0%, aiming to sever China's access to advanced manufacturing processes [2]. - In response, China's semiconductor industry adopted a flexible defense strategy, focusing on preserving resources and accumulating counterattack capabilities, particularly by developing mature process technologies above 28nm and achieving over 30% localization in key materials by 2024 [2][3]. - China's understanding of U.S. regulatory weaknesses allowed it to prepare for future counterattacks, akin to the Red Army's strategic maneuvers during historical conflicts [3]. Strategic Counterattack - The introduction of new rare earth regulations on October 9 marked a significant turning point in the "chip offense and defense conversion war," targeting critical components in high-end semiconductor manufacturing [6]. - China's counterattack strategy involved coordinated actions against U.S. semiconductor giants and military enterprises, leveraging its dominance in rare earth materials and enhancing its industrial capabilities [6][7]. - This shift from passive defense to active positioning reflects a broader strategy of mutual engagement and collaboration within the industry, emphasizing the importance of a robust supply chain [7]. Current Phase and Future Outlook - The semiconductor industry is now in a balanced phase, with a restructuring of global supply chains underway, indicating a shift in power dynamics [10]. - The U.S. sanctions are beginning to backfire, leading to a loss of domestic jobs as international equipment manufacturers relocate to maintain access to the Chinese market [10]. - For China's semiconductor sector, the focus must now be on adapting to changes, deepening expertise in automotive and industrial control chips, and fostering vertical collaboration across the supply chain [10][11]. - The article concludes that the evolution of the "chip offense and defense conversion war" illustrates the enduring value of strategic thinking, emphasizing the need for continuous innovation and collaboration to secure a competitive edge in the global market [13].