China's semiconductor industry is facing development difficulties.

(Schematic, AFP)

[Financial Channel/Comprehensive Report] China's semiconductor industry is dying. The Chinese Academy of Sciences, the highest advisory body for science and technology in Zhongnanhai, issued a report saying that China's basic semiconductor capabilities cannot keep up with international trends, and it is difficult to be self-reliant.

The so-called domestic substitution can only achieve internal circulation, and cannot change the stuck neck of "you are in me, but I am not in you".

After the United States turned off the semiconductor lighthouse, China's chip industry immediately fell into darkness.

Lack of semiconductor basic research delusional corner overtaking

Li Shushen, vice president of the Chinese Academy of Sciences, and Luo Junwei, a researcher at the Institute of Semiconductors, recently published an article directly poking at the pain points of China's semiconductors and pointing out the future development direction.

The article pointed out that for a long time, Chinese chip companies have shared the basic research results of global semiconductors by purchasing EDA's PDK (a data kit verified by the fab), which has led China's "decision makers", "government personnel" and even the industry to think that , Without basic semiconductor research, the semiconductor industry can also be developed.

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It is miserable now. The United States has wooed Taiwan, Japan, and South Korea to form Chip4 to improve the security of the semiconductor supply chain and at the same time curb China's development of high-end chips.

The article bluntly stated that this move by the United States is tantamount to closing the "lighthouse", and China's chip industry has entered the dark forest.

The article also complained that under the US-China technology war and the decoupling of the industrial chain, even if advanced chips are designed or manufactured, it is difficult to enter the international supply chain.

Localized substitution through a large amount of investment can only achieve internal circulation or narrow the gap with the United States, and cannot change the stuck neck of "I have you, but you have no me".

Taiwan and the United States set up a national semiconductor center, China is alone

The article points out a number of pain points in China's chip industry, including the severe shortage of semiconductor physics talents. Under the blockade of the United States, the development of China's semiconductor industry is like a "castle in the air"; there is also a serious shortage of basic semiconductor research investment, which is less than 5% of that of the United States; There is also a lack of cooperative innovation mechanisms. In contrast, many American university professors are undertaking basic research projects commissioned by companies such as TSMC, Samsung, and Intel. China does not even have a decent mechanism.

The Chinese Academy of Sciences believes that the United States will soon establish a National Semiconductor Technology Center, Taiwan will also establish a semiconductor research center, and South Korea will establish a National Semiconductor Research Institute. China should follow suit and establish a "bottom-up" innovation system to resist low-level research.

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