Xinjiang official media journalist Zhou Yuexiang cited foreign media reports stating that China is planning to launch a fund of up to 500 billion yuan to support domestic chip manufacturing, highlighting Beijing's determination to reduce its reliance on foreign chip manufacturers such as NVIDIA and promote the self-reliance and control of the semiconductor industry.
The report also cited expert opinions: "China will definitely accept NVIDIA H200 chips, which does not contradict the strategic goal of pursuing technological self-reliance and strength. Experts believe that China is currently adopting a 'two-legged approach' strategy, on one hand, trying to procure advanced foreign chips through legal channels (for security), and on the other hand, accelerating the development of domestic chips."
A senior semiconductor expert analyzed that China has multiple advantages in developing the semiconductor industry, mainly reflected in national strategic support, market demand potential, gradually improved industrial chain, and accelerated technology catching up.
1. National Strategy and Policy Support: The country has listed the semiconductor industry as a strategic priority, providing long-term financial support through special funds (such as the third phase of the large fund), extending the investment cycle to focus on key technological breakthroughs, and issuing policies such as the "Industrial Structure Adjustment Catalogue" to encourage the development of cutting-edge fields such as third-generation semiconductors, forming clear industrial guidance.
2. Vast and Growing Market Demand: Rapid development of downstream industries such as consumer electronics, new energy vehicles, 5G communications, and artificial intelligence has created strong demand for semiconductor devices, offering local companies broad market space and commercial opportunities.
3. Industrial Chain Collaboration and Domestic Substitution Opportunities: With the global semiconductor supply chain restructuring, China is accelerating the localization of equipment and materials. For example, local equipment manufacturers are gradually breaking through advanced process bottlenecks by leveraging cost advantages and technological iteration (such as the use of batch processing equipment in 14A processes), promoting an independent and controllable industrial chain.
4. Technological Accumulation and Accelerated Innovation: Under the impetus of emerging technologies such as AI and high-performance computing, domestic companies focus on advanced processes (from 1.4nm to 3nm) and third-generation semiconductors (such as SiC, GaN) research and development, narrowing the gap with international leading levels through interdisciplinary integration and continuous investment.
5. Talent and Capital Agglomeration Effect: Semiconductor industry talent reserves are gradually increasing, combined with the improvement of capital market activity, providing important support for technology research and development and industrialization, helping enterprises deal with high technical barriers and capital demands.
6. China has a complete rare earth material system, whether light rare earth or heavy rare earth, China can rely on them to create its own semiconductor ecosystem (chip processes, design, equipment).
Rare earth elements play a key role in the semiconductor industry. China, with its advantages in rare earth resources, processing technology, and industrial chain completeness, provides important support for semiconductor development.
Rare earth elements include 17 metals such as lanthanum, cerium, praseodymium, and neodymium. Due to their unique chemical and physical properties, they are called "industrial vitamins." In semiconductor manufacturing, rare earth is mainly used in the precision motion control of equipment such as lithography machines. For example, neodymium-iron-boron permanent magnets are the core components for the high-speed movement of the wafer stage in lithography machines; at the same time, rare earth compounds such as cerium dioxide are used for chip polishing, improving material removal efficiency; in addition, rare earth-doped targets are also applied in 5G RF devices and optoelectronic devices to optimize material performance.
Original: toutiao.com/article/1851450696250368/
Statement: This article represents the personal views of the author.