Eponch AI：中国芯片短缺敞口为美国2.7倍

AI 导读

Eponch AI 研究显示，中国受芯片短缺影响程度是美国的 2.7 倍，半导体在中国采购支出中的占比是美国的 2.7 倍。中国消费者和企业每花 $1,000，其中 $15.2 最终用于芯片，而美国同等消费仅为 $5.7；对邻国芯片的敞口差距更大，台湾、韩国、日本芯片分别达 4.7 倍、4.0 倍和 3.6 倍。

正文 · 原文

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.