Raws li Reuters Hong Kong, Tuam Tshoj tab tom ua haujlwm ntawm US $ 143.9 billion, sib npaug rau RMB1,004.6 billion, uas tuaj yeem siv tau ntxov li thawj peb lub hlis twg xyoo 2023.
HONG KONG, Kaum Ob Hlis 13 (Reuters) - Tuam Tshoj tab tom ua haujlwm ntawm pob nyiaj txhawb nqa ntau dua 1 trillion yuan ($ 143 billion) rau nwsKev lag luam semiconductor, peb qhov chaw hais tias.Qhov no yog ib kauj ruam tseem ceeb ntawm chip self-sufficiency thiab tawm tsam US cov thawj coj tsom mus rau qeeb nws txoj kev vam meej.
Cov peev txheej hais tias qhov no yog ib qho ntawm nws cov pob nyiaj txhawb nqa loj tshaj plaws nyob rau tsib xyoos tom ntej, feem ntau yog nyob rau hauv daim ntawv ntawm cov nyiaj pab thiab cov qhab nia se.Feem ntau ntawm kev pab nyiaj txiag yuav raug siv los pab cov tuam txhab Suav los yuav cov khoom siv semiconductor rau wafer manufacturing.Ntawd yog, kev yuav khoom ntawm cov khoom siv semiconductor yuav tuaj yeem tau txais 20% nyiaj pab raucov nqi yuav khoom.
Nws tau tshaj tawm tias sai li sai tau cov xov xwm tawm, Hong Kong semiconductor cov khoom lag luam txuas ntxiv nce mus rau qhov kawg ntawm hnub: Hua Hong Semiconductor tau nce ntau dua 12%, ntaus lub siab tshiab nyob rau lub sijhawm tsis ntev los no;Solomon Semiconductor tau nce ntau dua 7%, SMIC tau nce ntau dua 6%, thiab Shanghai Fudan tau nce ntau dua 3%.
Beijing npaj yuav nthuav tawm ib qho ntawm nws qhov kev txhawb nqa nyiaj txiag loj tshaj plaws nyob rau hauv tsib xyoos, feem ntau yog nyiaj pab thiab cov qhab nia se, los txhawb kev tsim khoom lag luam hauv tsev thiab kev tshawb fawb, cov peev txheej tau hais.
Ob qhov chaw, uas tau hais tawm tsis qhia npe, tau hais tias txoj kev npaj yuav raug siv sai li sai tau thaum thawj peb lub hlis twg ntawm xyoo tom ntej vim tias lawv tsis tau tso cai rau kev xam phaj xov xwm.
Lawv hais tias feem ntau ntawm kev pab nyiaj txiag yuav raug siv los pab cov tuam txhab Suav los yuav cov khoom siv hluav taws xob hauv tsev, feem ntau yog semiconductor fabs lossis fabs.
Cov tuam txhab yuav muaj cai tau txais 20 feem pua nyiaj pab rau cov nqi yuav khoom, peb qhov chaw tau hais.
Cov pob nyiaj pab txhawb nqa tuaj tom qab lubDepartment of Commercedhau los ntawm cov txheej txheem cheb nyob rau lub Kaum Hlis uas tuaj yeem txwv tsis pub siv AI chips siab heev hauv cov chaw tshawb fawb thiab cov chaw lag luam cov ntaub ntawv.
Tsoomfwv Meskas Tus Thawj Kav Tebchaws Joe Biden tau kos npe rau daim nqi chip hauv lub Yim Hli uas muab $ 52.7 nphom hauv nyiaj pab rau Asmeskas cov khoom siv hluav taws xob semiconductor thiab kev tshawb fawb thiab cov qhab nia se rau cov chip factories muaj nqis kwv yees li $ 24 billion.
Los ntawm txoj kev txhawb siab, Beijing yuav txhawb nqa rau Suav chip tuam txhab tsim, nthuav lossis kho tshiab hauv kev tsim khoom, sib dhos, ntim khoom thiab kev tshawb fawb thiab kev tsim kho chaw, cov peev txheej tau hais.
Beijing txoj kev npaj tshiab kawg kuj suav nrog kev txhawb nqa se rau Tuam Tshoj txoj 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.
Cov neeg tau txais txiaj ntsig tau:
Cov neeg tau txais txiaj ntsig yuav yog cov tswv lag luam hauv xeev thiab 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, cov peev txheej ntxiv Tuam Tshoj (688012.SS) thiab Kingsemi (688037. SS).
Tom qab cov xov xwm, qee cov khoom lag luam hauv Suav teb hauv Hong Kong tau nce siab.SMIC (0981.HK) tau nce ntau dua 4 feem pua, nce li 6 feem pua ntawm ib hnub.Txog tam sim no, Hua Hong Semiconductor (1347. HK) cov khoom lag luam tau nce ntau dua 12 feem pua thaum cov khoom lag luam hauv av kaw thaum kaw.
Cov ntawv tshaj tawm sab saum toj 20 suav nrog kev tshawb fawb thiab thev naus laus zis 40 zaug, kev tsim kho tshiab 51 zaug thiab cov txuj ci 34 zaug.
Post lub sij hawm: Dec-30-2022