Tshwj Xeeb: Tuam Tshoj Npaj $ 143 Bln Pob Rau Nws Cov Chip Firms nyob rau hauv ntsej muag ntawm US Curbs

Raws li Reuters Xov XwmKaum Ob Hlis 14, 20226:00 AM GMT plus 8

HONG KONG, Kaum Ob Hlis 13 (Reuters) - Tuam Tshoj tab tom ua haujlwm rau ntau tshaj 1 trillion yuan ($ 143 nphom) kev txhawb nqa pob rau nws txoj kev lag luam semiconductor, peb qhov chaw tau hais tias, nyob rau hauv ib kauj ruam tseem ceeb ntawm kev txaus siab rau tus kheej hauv chips thiab tiv thaiv US kev txav mus los. qeeb nws cov kev siv technology tshiab.

Beijing npaj yuav nthuav tawm dab tsi yuav yog ib qho ntawm nws cov pob nyiaj txhawb nqa loj tshaj plaws hauv tsib xyoos, feem ntau yog cov nyiaj pab thiab cov qhab nia se los txhawb cov khoom siv hluav taws xob thiab kev tshawb fawb hauv tsev, hais cov peev txheej.

Nws taw qhia, raws li cov kws tshuaj ntsuam tau xav, txoj hauv kev ncaj qha los ntawm Tuam Tshoj hauv kev tsim lub neej yav tom ntej ntawm kev lag luam uas tau dhau los ua lub pob kub kub vim qhov kev thov nce siab rau cov chips thiab uas Beijing suav tias yog lub hauv paus ntawm nws lub peev xwm thev naus laus zis.

Nws kuj tseem yuav ua rau muaj kev txhawj xeeb ntxiv hauv Tebchaws Meskas thiab nws cov phoojywg txog Tuam Tshoj txoj kev sib tw hauv kev lag luam semiconductor, hais cov kws tshuaj ntsuam. Qee tus neeg tsim cai lij choj Asmeskas twb txhawj xeeb txogTuam Tshoj tus chip ntau lawmmuaj peev xwm tsim.

Cov phiaj xwm tuaj yeem ua tiav sai li sai tau thaum thawj peb lub hlis twg ntawm xyoo tom ntej, hais tias ob ntawm cov peev txheej uas tsis lees paub lub npe vim lawv tsis tau tso cai hais lus rau xov xwm.

Feem ntau ntawm kev pab nyiaj txiag yuav raug siv los txhawb kev yuav khoom ntawm cov khoom siv hluav taws xob hauv tsev los ntawm cov tuam txhab Suav, feem ntau yog cov khoom siv hluav taws xob semiconductor, lossis fabs, lawv hais.

Cov tuam txhab zoo li no yuav muaj cai tau txais 20 feem pua ​​​​nyiaj pab rau tus nqi ntawm kev yuav khoom, peb qhov chaw tau hais.

Cov phiaj xwm kev txhawb nqa nyiaj txiag los tom qab Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam Asmeskas tau dhau los thaum Lub Kaum Hli ib txoj cai cheb, uas tuaj yeem txwv cov chaw tshawb fawb thiab cov chaw lag luam cov ntaub ntawv nkag mus rau qib siab AI chips, ntawm lwm qhov kev txwv.

Tebchaws Asmeskas tseem tau tos txais qee tus neeg koom tes, suav nrog Nyij Pooj thiab Netherlands, kom nruj kev xa tawm mus rau Tuam Tshoj ntawm cov cuab yeej siv los ua cov khoom siv semiconductors.

Thiab Asmeskas Thawj Tswj Hwm Joe Biden thaum Lub Yim Hli tau kos npe rau daim nqi tseem ceeb los muab $ 52.7 nphom hauv nyiaj pab rau Asmeskas cov khoom siv hluav taws xob thiab kev tshawb fawb nrog rau cov nyiaj se rau cov nroj tsuag chips kwv yees tias muaj nqis txog $ 24 billion.

Nrog rau pob nyiaj txhawb siab, Beijing lub hom phiaj los txhawb kev txhawb nqa rau Suav chip tuam txhab tsim, nthuav lossis kho tshiab hauv tsev rau kev tsim, sib dhos, ntim khoom, thiab kev tshawb fawb thiab kev tsim kho, cov peev txheej tau hais.

Beijing txoj kev npaj tshiab tshaj plaws kuj suav nrog cov cai se tshwj xeeb rau lub teb chaws kev lag luam semiconductor, lawv tau hais.

Tuam Tshoj Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg Hauv Xeev tsis tau teb tam sim ntawd rau kev thov tawm tswv yim.

YUAV TSUM TAU TXAIS

Cov neeg tau txais txiaj ntsig yuav yog ob lub xeev cov tswv thiab cov lag luam ntiag tug hauv kev lag luam, tshwj xeeb tshaj yog cov tuam txhab khoom siv hluav taws xob loj xws li NAURA Technology Group(002371.SZ), Advanced Micro-Fabrication Equipment Inc China(688012. SWB)thiab Kingsemi(688037. SWB), cov peev txheej ntxiv.

Qee tus suav chip shares hauv Hong Kong tau nce siab tom qab xov xwm ntawm pob. Semiconductor Manufacturing International Corp (SMIC)(0981.HK)ntxiv ntau dua 8 feem pua, xa nws cov nyiaj tau los txhua hnub mus txog ze li 10 feem pua. Hua Hong Semiconductor Ltd(1347. HK)kaw li 17 feem pua. Kev lag luam hauv av tau raug kaw thaum daim ntawv tshaj tawm tau tshaj tawm.

Ua kom muaj kev vam khom rau tus kheej hauv kev siv thev naus laus zis tau nthuav dav hauv Thawj Tswj Hwm Xi Jinping daim ntawv tshaj tawm ua haujlwm tag nrho ntawm Pawg Neeg Communist Party thaum Lub Kaum Hli. Lub sij hawm 'technology' raug xa mus rau 40 zaug, nce los ntawm 17 zaug hauv tsab ntawv ceeb toom los ntawm 2017 lub rooj sib tham.

Xi txoj kev hu rau Chinato "yeej kev sib ntaus sib tua" hauv cov thev naus laus zis tseem ceeb tuaj yeem qhia txog kev kho dua tshiab hauv Beijing txoj hauv kev los txhawb nws txoj kev lag luam thev naus laus zis, nrog rau kev siv nyiaj ntau hauv lub xeev thiab kev cuam tshuam los tawm tsam Asmeskas kev ntxhov siab, cov kws tshuaj ntsuam tau hais.

Tsoomfwv Meskas cov kev rau txim luam tawm thaum Lub Kaum Hli tau ua rau cov tuam txhab tsim khoom siv hluav taws xob loj nyob txawv teb chaws tau tso tseg cov khoom lag luam tseem ceeb hauv Suav teb, suav nrog Yangtze memory Technologies Co (YMTC) thiab SMIC, thiab cov neeg tsim khoom ntawm cov cuab yeej txawj ntse ntse kom tsis txhob muab cov tuam txhab thiab cov chaw soj nstuam.

Lub ntiaj teb kev lag luam loj thib ob tau pib muaj kev sib cav txog kev lag luam ntawm Lub Koom Haum Ntiaj Teb Kev Lag Luam tawm tsam Tebchaws Meskas txog nws cov kev tswj hwm nti xa tawm, Tuam Tshoj txoj haujlwm kev lag luam tau hais rau hnub Monday.

Tuam Tshoj tau ntev lagged lub ntiaj teb no nyob rau hauv lub chip manufacturing sector, uas tseem yog dominated los ntawm tuam txhab uas muag raws li nyob rau hauv lub tebchaws United States, Nyiv, thiab lub Netherlands.

Ntau lub tuam txhab lag luam hauv tsev tau tshwm sim hauv 20 xyoo dhau los, tab sis feem ntau tseem nyob tom qab lawv cov neeg sib tw ntawm lub peev xwm los tsim cov chips siab heev.

NAURA's etching thiab thermal txheej txheem cov cuab yeej, piv txwv li, tsuas yog tsim tau 28-nanometer thiab saum toj no chips, kuj mature technologies.

Shanghai Micro Electronics Equipment Group Co Ltd (SMEE), Tuam Tshoj tsuas yog lub tuam txhab lithography, tuaj yeem tsim 90-nanometers chips, zoo tom qab ntawm Netherlands 'ASML, uas yog tsim cov tsawg li 3 nanometers.

($1=6.9796 Suav yuan renminbi)

Ntawm no yog thawj qhov txuas rau koj siv:

https://www.reuters.com/technology/china-plans-over-143-bln-push-boost-domestic-chips-compete-with-us-sources-2022-12-13/