Recently the New York Times reported the following:
How China Built a Chip Industry, and Why It’s Still Not
Enough (1/2)
More than a decade into Beijing’s push for self
sufficiency, Chinese firms are producing fewer, lower-performing chips than
their foreign competitors.
The NYT - By Meaghan Tobin reporting from Taipei, Taiwan ; Xinyun Wu contributed reporting from Taipei. Meaghan Tobin covers business and tech stories in Asia with a focus on China and is based in Taipei.
Feb. 14, 2026, 12:00 a.m. ET
At a conference at Tsinghua University in Beijing in
January, a group of the most influential executives and founders working in
artificial intelligence in China gathered to discuss the state of their
industry. The mood was bullish. One of the companies in the room, which
included people from Tencent, Alibaba and Zhipu AI, could soon lead the world,
they agreed.
But one thing was holding them back: They needed more superfast semiconductors.
This year, Chinese chip makers are likely to produce a small fraction of the number of advanced chips made by foreign firms. Huawei, the telecommunications and electronics company leading China’s chip charge, has said it will need almost another two years to make chips that can perform as well as the current offerings from Nvidia of Silicon Valley.
“Even the national champion is fighting an uphill battle,” said Xiaomeng Lu, a director with Eurasia Group, a political consultancy and research group in Washington.
Still, while Chinese chip companies make fewer, slower chips — in large part because U.S. policies have prevented them from importing key tools — there is no shortage of momentum in the country’s A.I. industry.
While Washington’s export controls have slowed China’s chip development, they have added fuel to Beijing’s decade-long push to make strategic technologies like semiconductors and A.I. entirely at home.
Government and private money has been pouring into the development of Chinese artificial intelligence. Chinese tech stocks have made huge gains — Alibaba soared more than 94 percent last year. A stream of Chinese A.I. start-ups are going public. Last month, two of China’s most promising A.I. companies raised more than $1 billion in Hong Kong listings.
The gap between the money flowing into China’s A.I. sector and the reality that Chinese companies produce fewer chips than the country needs underlines the urgency of Beijing’s self-sufficiency efforts, and how much the Chinese A.I. industry still depends on foreign chips.
In December, President Trump extended China a lifeline when he allowed Nvidia to sell some of its advanced chips to Chinese companies, reversing years of U.S. policy. But whether China will get broad access to those chips remains an open question ahead of Mr. Trump’s planned visit to Beijing next month.
The Memory Chip Lag
The Chinese government’s push to make cutting-edge chips at
home began more than a decade ago. And it has spent more than $150 billion on
the drive.
China’s biggest tech companies, including Huawei, Alibaba
and the TikTok parent company ByteDance, have started chip design businesses.
Chip makers, many working with Huawei, are building dozens of factories and
have hired top engineers from Taiwan and South Korea.
But the task of catching up has gotten progressively more difficult. While Chinese companies have been building their own supply chain for chip making, officials in Washington have tried to hold them back. Three presidential administrations have used export controls to keep Chinese companies from buying advanced chips and the tools to make them, over concerns the technology could fuel China’s economic and military power.
The restrictions have kept Chinese companies from buying equipment made by the Dutch company ASML that performs a crucial step in the chip making process. The lack of access to these machines, which are the size of school buses, is one reason Chinese companies are making chips that lag the performance of the top of the line from Nvidia.
Those are the kinds of chips that power artificial intelligence systems. Chinese companies will most likely make just 2 percent as many A.I. chips as foreign firms do this year, said Tim Fist, a director at the Institute for Progress, a think tank in Washington.
The production gap between Chinese and foreign manufacturers is especially big for memory chips, which are essential for the large calculations done by A.I.
Companies outside China will make 70 times as much memory storage capacity this year as Chinese chip makers will, Mr. Fist said.
The leading makers of memory chips are the South Korean conglomerates Samsung and SK Hynix. Taiwan Semiconductor Manufacturing Company, the world’s biggest chip producer, dominates production of the most advanced chips.
(to be continued)
Translation
中國如何打造晶片產業,為何仍有所不足(1/2)
北京推進晶片自給自足已逾十年,但中國企業生產的晶片數量和性能卻不及國外競爭對手。
今年1月,在北京清華大學舉行的會議上,一群中國人工智能領域最具影響力的企業主管和創辦人齊聚一堂,探討產業現況。會場氣氛樂觀。企業包括騰訊、阿里巴巴和智普人工智能在內的多家公司,其中一家預計他們很快就會引領全世界,與會者一致認同。
但有一點阻礙了他們:他們需要更多超高速半導體。
今年,中國晶片製造商生產的先進晶片數量可能僅為外國公司產量的一小部分。引領中國晶片產業發展的電信和電子公司華為表示,還需要近兩年時間才能生產出性能與矽谷英偉達現有產品相當的晶片。
華盛頓政治諮詢和研究機構歐亞集團的董事Xiaomeng Lu表示:「即使是國家的冠軍也面臨著一場艱苦的戰鬥」。
儘管中國晶片公司生產的晶片數量較少、速度較慢 - 這在很大程度上是因為美國的政策阻止了它們進口關鍵設備 - 但中國的人工智能產業並不缺乏動力。
雖然華盛頓的出口管制減緩了中國晶片的發展速度,但這卻為北京十年來致力於實現半導體和人工智能等戰略技術完全自主研發的努力注入了動力。
政府和私人資金一直湧入中國人工智能的研發領域。中國科技股漲幅驚人 - 阿里巴巴去年股價飆漲超過94%。大量中國人工智能新創公司紛紛上市。上個月,兩家中國最有前景的人工智能公司在香港上市,融資超過10億美元。
流入中國人工智能領域的資金,與中國企業晶片產量遠低於國內需求的現實之間存在巨大差距,凸顯了北京推進晶片自給自足的迫切性,以及中國人工智能產業對外國晶片的依賴程度。
去年12月,特朗普總統允許英偉達向中國企業出售部分先進晶片,此舉推翻了美國多年來的政策,為中國提供了一線生機。但中國能否廣泛取得這些晶片,在特朗普下個月訪華之前仍是個未知數。
記憶體晶片的滯後
中國政府推動自主研發尖端晶片的計劃始於十多年前,並已為此投入超過1500億美元。
包括華為、阿里巴巴和TikTok母公司位元組跳動在內的中國大型科技公司已開始涉足晶片設計業務。許多與華為合作的晶片製造商正在建造數十家工廠,並從台灣和韓國聘請了頂尖工程師。
但追趕的難度卻與日俱增。儘管中國企業一直在建造自己的晶片製造供應鏈,但華盛頓的官員卻試圖阻撓它們。三屆美國總統政府都曾動用出口管制,阻止中國企業購買先進晶片及其製造設備,理由是擔心這項技術會增強中國的經濟和軍事實力。
這些限制使得中國企業無法購買荷蘭ASML公司生產的設備,而這些設備正是晶片製造過程中至關重要的一環。無法獲得這些在體積上堪比一輛校車的機器,是中國企業生產的晶片性能落後於英偉達頂級晶片的原因之一。
而這些晶片正是人工智能系統的核心。華盛頓智庫「進步研究所」(Institute for Progress)主任 Tim Fist表示,中國企業今年生產的人工智能晶片數量很可能只有外國公司的2%。
中國製造商與外國製造商在記憶晶片領域的產量差距尤其巨大,而記憶晶片對於人工智能(AI)的大規模運算至關重要。
Fist先生指出,今年中國以外公司的記憶體晶片產量將是中國晶片製造商的70倍。
領先的記憶體晶片製造商是韓國的三星和SK海力士兩大企業集團。台積電(TSMC)是全球最大的晶片生產商,在最先進晶片的生產中佔據主導地位。
(待續)