美方暂缓加税并非让步，而是为评估制裁效果、调整战略争取时间；中方则抓住窗口期，加速技术攻关，这场围绕芯片的较量，已从正面硬扛转入战略相持 阶段。 美国对华芯片制裁的策略正在发生微妙转变， 从2018年至今，美国先后发起四轮围堵：限制华为获取先进制程芯片、切断EDA工具供应、联合日荷封锁光 刻机出口。 但制裁清单的反复调整暴露了美方的困境——严苛打压并未阻断中国半导体产业的升级， 例如，长江存储在NAND闪存领域的技术突破，迫使美国不得不 重新评估制裁效果。 成熟制程芯片成为美国新一轮关税的焦点，原因在于其广泛的应用场景，这类芯片虽不追求顶尖算力，却是汽车、家电、工业设备的核心组件，全球供应链 依赖极深。 美国数据显示，中国在成熟制程领域的产能已占全球重要份额，中芯国际的扩产速度远超预期。 美方担忧，若放任中国主导该市场，将动摇美国在半导体 产业链的话语权。 美国政府近日宣布，计划在2027年对中国成熟制程芯片加征关税，却意外给出了18个月的"缓冲期"，这一决定看似缓和了中美科技摩擦，实则是双方在半导 体领域新一轮博弈的开始。 技术突破成为中国打破封锁的关键路径，RISC-V开源架构的兴起，让中国企业得以规避美 ...

Core Insights - Qualcomm's acquisition of Ventana Micro Systems strengthens its position in the RISC-V sector, highlighting the potential of RISC-V architecture in the AI era [1][3] - The establishment of the RDSA industry alliance in Zhuhai, which includes Ventana, is expected to enhance international development opportunities by leveraging Qualcomm's global resources [1][3] - Zhuhai aims to become a significant international hub for RISC-V innovation, supported by strategic initiatives and collaborations [1][3][9] Group 1: Industry Developments - The RDSA industry alliance has attracted nearly 50 leading companies, covering the entire semiconductor industry chain, which is expected to create a substantial ecological effect [4] - The integration of Ventana into Qualcomm's global framework will provide the RDSA alliance with access to Qualcomm's extensive customer network and design expertise [4][8] - The global market for RISC-V is projected to grow significantly, with penetration rates expected to rise from 2.5% in 2021 to 33.7% by 2031, and chip shipments anticipated to exceed 16.2 billion by 2030 [8] Group 2: Zhuhai's Strategic Positioning - Zhuhai's integrated circuit industry is projected to generate revenues of 18.487 billion yuan in 2024, ranking third in the province, with a 12.6% year-on-year growth in the first nine months of 2025 [5] - The city is developing a national-level RISC-V ecological innovation center, integrating resources from Zhuhai, Hengqin, and Macau to create a comprehensive ecosystem [5][6] - Zhuhai's "city as a laboratory" approach has opened over 20 high-value urban application scenarios, facilitating the commercialization of RISC-V technology [6][10] Group 3: Future Outlook - The local government emphasizes the importance of RISC-V in building a modern industrial system with distinct Zhuhai characteristics, aiming for new advantages and breakthroughs [9][10] - The collaboration with global giants like Qualcomm is expected to enhance Zhuhai's position in the domestic RISC-V sector and establish it as a key player in the global open-source chip innovation network [10]

Core Insights - The graduation of the open-source Hongmeng and Euler projects marks a significant milestone in China's open-source ecosystem, indicating a transition from technical incubation to ecological maturity [1][2][3] - The number of active open-source projects in China is projected to exceed 3 million by the end of 2024, with active developers reaching 2.27 million, showcasing a robust and diverse talent pool [1][2] - The graduation signifies that these projects have met rigorous standards in code quality, community engagement, and ecological scale, thus enhancing their sustainability and value creation potential for global developers and users [2][3] Project Development - The open-source Hongmeng project has undergone 10 major iterations since its contribution to the foundation in September 2020, accumulating over 9,700 core code contributors and producing more than 130 million lines of code [2] - The open-source Euler community has over 2,100 member organizations, with global contributors exceeding 23,000 and user numbers surpassing 5.5 million, indicating its widespread application across various industries [2][3] Strategic Significance - The graduation of these projects reflects China's core capabilities in sustainable development within the foundational software sector, positioning the country as a leader in the open-source large model field [3] - The open-source ecosystem is expected to drive collaborative innovation in AI computing power, chip architecture, and industrial ecology, contributing to global digital technology transformation [3] Industry Impact - The thriving open-source ecosystem has attracted significant participation from listed companies such as Inspur Software, Softcom Power, and Jiangsu Runhe Software, indicating a growing interest in foundational software development [5] - The involvement of listed companies in the open-source ecosystem is characterized by focused technological investment, systematic ecological construction, and deep integration of talent cultivation with industry applications [5] - The collective efforts of 2.27 million active open-source developers and the participation of market entities signal a new phase in China's digital economy, enhancing its role in the global open-source innovation landscape [5]