Although the integrated circuit(IC)industrial chain is distributed globally,the real participants are limited to a few economies such as the United States,the United Kingdom,the Netherlands,Germany,Japan,South Korea,China's Taiwan,and the Chinese mainland,and each has its own expertise and advantages.From a historical perspective,this distribution pattern has been largely driven by the US government and companies.From the perspective of techno-economic characteristics,the current IC industry chain features"ultra-long industrial chain and concentrated production capacity","front-end locking in back-end induced by concentration","limited capacity of niche market in subdivided links",and"financial countermeasures to upstream enterprises formed by downstream demand".In the context of deglobalization,the industrial chain is in a fragile"edge balance"state.The continuous technological progress and the continuous refinement of the division of labor have reduced the resilience of the industrial chain,and the smooth operation of the industry has become even more difficult and fragile.The risk of industrial and technological decoupling between major economies has pushed up the costs of digital transformation.The international community should abandon confrontation,strengthen cooperation and actively build a positive and relaxed environment for industrial development.
NETL
NSTL
万方数据
