Epoch AI 研究显示，中国对芯片短缺的暴露度是美国的2.7倍，因为半导体在中国采购总额中的占比是美国的2.7倍。每1000美元支出中，中国最终为芯片支付15.2美元，美国仅5.7美元；对台湾、韩国、日本芯片的暴露度差距分别达4.7倍、4.0倍和3.6倍。2022年中国国产芯片满足23%的需求，高于2016年的12%，但在先进处理器和堆叠内存方面仍落后。
Eponch AI research: China is 2.7× as exposed to chip shortages as the US, because semiconductors make up 2.7× as large a share of everything it buys.
When Chinese consumers and businesses spend $1,000, $15.2 of it ultimately pays for the chips inside what they buy, while the same American spending pays $5.7.
The gap widens for chips made by China’s neighbors, reaching 4.7× for Taiwan’s, 4.0× for South Korea’s and 3.6× for Japan’s.
Domestic producers covered 23% of China’s chip demand in 2022, up from 12% in 2016, but lag in advanced processors and stacked memory.
来源：Rohan Paul · x.com