全球半导体产业“去中国化”背景下中日韩合作前景研究  

In the context of the“de-Chinaization”of the global semiconductor industry,the prospect of cooperation between China,Japan and South Korea

作　　者：韩燕妮 Han Yanni

机构地区：[1]中国国际经济交流中心

出　　处：《全球化》2024年第4期80-91,135,136,共14页Globalization

基　　金：2023年度中国国际经济交流中心基金重点课题“新形势下中日韩经贸关系发展研究”的部分研究成果。

摘　　要：一直以来,中日韩半导体产业优势互补,并在国际半导体产业链分工格局中建立了牢固的合作关系。但随着全球科技竞争和战略博弈不断加剧,尤其是美国试图联合日韩等盟友对中国半导体产业遏制打压,阻碍中国先进芯片及以此为基础的人工智能产业发展,中国与日韩半导体产业合作面临重大挑战。本文通过文献和调查研究判断,美国未来仍将进一步拉拢日韩加大对中国半导体产业的制裁力度,中国芯片产业海外发展也将受阻。面对国际国内两个循环体系的压力,要积极作为,利用原材料和市场优势与日韩形成战略合作,建设高标准营商环境,进一步落实日韩企业优惠政策,加强与日韩半导体领域多种形式的研究与合作。For a long time,China,Japan and South Korea have complemented each other’s semiconductor industries,and have established a solid cooperative relationship in the division of labor in the international semiconductor industry chain.However,with the intensification of global technology competition and strategic games,especially the United States’attempt to unite allies such as Japan and South Korea to contain and suppress China’s semiconductor industry,hindering the development of China’s advanced chips and artificial intelligence industry based on them,China’s semiconductor industry cooperation with Japan and South Korea is facing major challenges.Through literature and research,this paper judges that the United States will further attract Japan and South Korea to increase sanctions on China’s semiconductor industry in the future,and the overseas development of China’s chip industry will also be hindered.In the face of the pressure of the international and domestic circulation systems,it must actively take action,use raw materials and market advantages to form strategic cooperation with Japan and South Korea,build a high-standard business environment,further implement the preferential policies of Japanese and South Korean enterprises,and strengthen various forms of research and cooperation with Japan and South Korea in the field of semiconductors.

关 键 词：半导体产业 中日韩合作 科技竞争 

分 类 号：F426.63[经济管理—产业经济] F125