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荷兰封锁持续升级,清华玉衡芯片亮相,全球供应链面临大变局
Sou Hu Cai Jing· 2025-10-20 21:20
Group 1 - The Netherlands has frozen the control of Nexperia, a semiconductor giant, aiming to reclaim it, despite 70% of its production capacity being in China [1] - The action taken by the Netherlands has not effectively disrupted the production lines, leading to a backlog of chip products [1] - The complexity of the manufacturing system means that control cannot be easily asserted through ownership changes alone [1] Group 2 - The "Yuheng" chip can capture ultra-high-definition spectral images in the 400 to 1000 nanometer range, showcasing China's alternative path in semiconductor technology [3] - China's ambition in the semiconductor industry is supported by a three-pronged approach involving resources, standards, and computing power [3][5] - The tightening of rare earth export controls indicates an ongoing supply chain battle [3] Group 3 - European efforts to establish their own wafer fabs face significant challenges, including funding, manpower, and electricity costs [7] - Major companies like ASML and Bosch, despite advocating for independence, are still seeking collaboration with China [7] Group 4 - The technology war is not limited to laboratory confrontations but encompasses a broader competition involving mines, ports, factories, and codes [8] - The effectiveness of a system's resilience is becoming crucial in this context [8] Group 5 - The future of the technology war will depend on which side can adapt more flexibly to changes [10] - A combination of hardware and software is essential for success, indicating that the conflict is ongoing [10] Group 6 - The Netherlands' belief that gaining control of Nexperia would secure victory was challenged by Tsinghua's unveiling of the Yuheng chip, demonstrating a strategic counterattack [11] - The emergence of the Yuheng chip is just the beginning, with China continuing to strengthen its position amid escalating Western opposition [12]