12/17/2024, 06:20 AM UTC
中国芯片投资今年不佳Bad year for China chip investment
➀ 2024年前11个月，中国芯片投资新交易数量同比下降35.9%，总资金下降32.4%；➁ 长鑫存储和紫光展锐分别成为最大和第二大投资者，金额分别为14.8亿美元和8.24亿美元；➂ JW Insights指出，由于国内供应链限制，中国在高端计算芯片和高端存储产品的需求激增受到阻碍，而美国在AI基础设施方面进行了大量投资，导致第三季度美国半导体市场超过中国。➀ China experienced a decline in chip investment, with new investment deals dropping by 35.9% year-on-year in the first 11 months of 2024; ➁ The total funding decreased by 32.4%; ➂ ChangXin Memory and Unisoc were the largest and second-largest investors, respectively. JW Insights notes that the US semiconductor market surpassed China's in Q3, driven by massive AI infrastructure investments in the US.---
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