|
发表于 2024-3-4 19:14:57
|
显示全部楼层
源自:https://americanaffairsjournal.o ... ba867eeb15c0353c08e
Hence, a high-level decision may have been made that China needs a national-level SOE conglomerate to run overall semiconductor industry policy, in a manner similar to sectors like nuclear with CNNC and aerospace with casic, among others. The other state-backed companies that are regarded as being most successful in their technology areas are generally involved in national security and defense industrial sectors. Thus, if there is indeed a move to take a similar path with semiconductors in 2024, it would indicate that the Chinese leadership views the sector as increasingly important, particularly semiconductor manufacturing equipment, material supply chains, and advanced manufacturing. As of late 2023, it seemed likely that this mission could be given to one or a combination of two major state-owned conglomerates, such as CEC and/or CETC. In addition, there were also indications that most or all major semiconductor policy decision-making would be moved under the National Development and Reform Commission (NDRC)
因此,高层可能已经做出决定,即中国需要一家国家级国有企业集团来管理整体半导体产业政策,类似于核电与中核集团、航天与航天工业等部门的运作方式。 其他被认为在其技术领域最成功的国家支持的公司通常涉及国家安全和国防工业领域。 因此,如果到 2024 年半导体行业确实采取了类似的举措,则表明中国领导层认为该行业日益重要,特别是半导体制造设备、材料供应链和先进制造。 截至 2023 年底,这一使命似乎可能会交给一家或两家大型国有企业集团(例如CEC and/or CETC.)。 此外,还有迹象表明,大部分或全部重大半导体政策决策将移交给国家发展和改革委员会(NDRC) |
|