日本寻求复兴作为半导体强国 _《金融时报》.pdfVIP

Japan seeks revival as a semiconductor powerhouse /content/ded1e679-451b-4425-9348-0a4aefcd588f Kana Inagaki yesterday 稻垣假名昨天 2023年9月5 日 There was a feeling of national pride in Japan as the biggest participants in the semiconductor industry from ASML to Applied Materials to Lam Research gathered on the northern island of Hokkaido when construction for the country’s new chip plant kicked off last week. 从ASML到应用材料再到泛林集团，半导体行业最大的 参与者聚集在北海道北部岛屿，上周该国新芯片工厂的 建设开始时，日本有一种民族自豪感。 In front of the gathered guests, trade minister Yasutoshi Nishimura boasted that Chitose, a city of less than 100,000 people where the plant for newly formed j oint venture Rapidus will be built, had “the potential to overtake Silicon Valley”. 在聚集的嘉宾面前，贸易大臣西村康俊 （Yasutoshi Nishimura ）吹嘘说，千岁这个人口不到10万的城市， 新成立的合资企业Rapidus 的工厂将在那里建造，“有可 能超越硅谷” 。 Such claims might j ust be typical grandstanding for a groundbreaking ceremony but there is no question about the stakes in Japan’s ¥5tn ($34bn) experiment to revive itself as a semiconductor powerhouse. Success or failure will have significant ramifications not only for Japan but also for the US and other allies looking to reshape the global chip supply chain amid rising tensions with China. 这种说法可能只是奠基仪式的典型哗众取宠，但毫无疑 问，日本5万亿日元 （340亿美元）的实验将重振自己 作为半导体强国。成功或失败不仅对日本，而且对美国 和其他盟国都有着重大影响，这些盟国希望在与中国的 紧张局势加剧的情况下重塑全球芯片供应链。 The partnership between Rapidus, which is backed by the government and Japan’s biggest corporations, and IBM to develop advanced chips is evidence of the industrial blocs emerging among friendly nations as they seek to reduce their dependence on chips produced by Taiwan Semiconductor Manufacturing Company. 由政府和日本最大公司支持的Rapidus与IBM合作开发 先进芯片，证明了友好国家之间正在出现的工业集团， 因为他们寻求减少对台湾半导体制造公司生产的芯片的 依赖。 But while many in Japan desperately want this new strategy to work, it is hard to over