每经评论员 杜恒峰 10月15日，为期三天的2025湾区半导体产业生态博览会（以下简称湾芯展）在深圳会展中心启幕。600 余家企业集中亮相，数万观众到场参观，数百万投资者紧盯展品背后的市场价值。这场展会，不只是大 湾区芯片产业成果的展示窗口，更藏着中国芯片产业向前走的希望之光。 谁都记得中国芯片曾陷"卡脖子"的至暗时刻，而如今，湾芯展上的一个个展品，正印证着产业链关键节 点的突破——这是中国芯片的"创新硬实力"。以测量芯片质量的关键设备示波器为例，万里眼推出的 90GHz示波器，直接将国产示波器性能提升500%，还超越不少西方厂商，冲到了全球第二的位置。要 知道此前，美国把高带宽实时示波器列入出口管制清单，让国内高端芯片、6G通信、智能驾驶等前沿 领域的发展处处受限，而现在，这样的制约正在被打破。 当然，芯片产业要实现规模效应最大化，离不开全球协作，湾芯展也成了中国芯片产业"开放"的证明。 本届展会有不少外国企业参加，像荷兰阿斯麦、美国应用材料、泛林、科磊，日本东电、迪思科、尼 康、蔡司等，国际展商数量同比增长超50%。中国的芯片市场一直向世界敞开，湾芯展既是国际企业展 示技术的"舞台"，也是它们对接中国客户 ...

Economic Overview - The U.S. GDP contracted by 0.3% on a year-over-year basis in the first quarter, exceeding market expectations and highlighting rising uncertainties due to government tariff policies [1] - Concerns about a slowdown in the U.S. economy are growing amid a global trade war, leading to declines in consumer and business confidence, which in turn affected U.S. stock index futures [1] U.S.-China Trade Relations - President Trump has recently signaled a willingness to significantly reduce tariffs on China, but this was clarified by China as non-existent, and subsequent talks have not materialized [3] - The U.S. continues to demand negotiations with China, emphasizing the need for "fairness" in trade [3] Semiconductor Industry - The U.S. Department of Commerce has intensified export controls on semiconductor technology to China, specifically targeting Huawei's Ascend chips, which serves as a warning to other countries against purchasing these chips [5] - China's Ministry of Commerce criticized the U.S. for its unilateral actions, claiming they violate international law and market principles, and warned that such measures could lead to retaliatory actions under China's anti-foreign sanctions law [5][6] Implications for China - If China cannot access advanced foreign chips, it may accelerate its efforts in self-research and development, potentially leading to a complete independence from foreign semiconductor suppliers [5] - The historical precedent suggests that once China commits to self-research, it is likely to achieve domestic production capabilities, which could negatively impact foreign chip manufacturers' access to the Chinese market [5] Global Semiconductor Supply Chain - The U.S. actions are viewed as a form of unilateral bullying that could destabilize the global semiconductor supply chain, prompting China to enhance its innovation capabilities [6] - The ongoing trade tensions and restrictions are seen as counterproductive to global cooperation and innovation, which are essential for mutual benefits in the technology sector [6]