未知机构：招商计算机自主可控大势所趋坚定信创不动摇中美科技摩擦频-20241204

Summary of Conference Call Notes Industry Overview - The conference call discusses the semiconductor industry, particularly in the context of U.S.-China technology tensions and the push for self-sufficiency in technology [1]. Core Points and Arguments - Frequent U.S.-China technology conflicts are leading to a strong trend towards self-sufficiency in technology [1]. - On December 2, the U.S. Bureau of Industry and Security (BIS) revised the Export Administration Regulations (EAR), adding 140 Chinese semiconductor-related entities to the "Entity List" [1]. - On December 3, several Chinese industry associations, including the China Internet Association and the China Semiconductor Industry Association, collectively stated that U.S. chip products are no longer safe or reliable, urging domestic companies to be cautious in their procurement of U.S. chips [1]. - The increasing severity of U.S. sanctions is expected to accelerate the pace of domestic technology replacement in China, particularly in the context of government and industry initiatives [1]. Other Important Content - The emphasis on self-sufficiency is not only a reaction to current events but is also seen as an inevitable trend in the industry [1].