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“Chip War” traces the evolution of the semiconductor industry
Semiconductors are the cornerstone of the modern economy. Everything from emails
to guided missiles relies on them. Yet parts of the supply chain, particularly
for cutting-edge chips, depend on choke-points dominated by a small number of
firms. For decades few people worried much about this—until covid-19 and rising
tensions between China and America highlighted the sector’s fragility. In “Chip
War”, his elegant new book, Chris Miller of Tufts University shows how economic,
geopolitical and technological forces shaped this essential industry.
In 1947 a group of researchers at Bell Labs, a subsidiary of at&t, a telecoms
giant, invented the transistor, a switch that controls electric current and is a
building block of modern electronics. Within a decade researchers were placing
several transistors on a slab of silicon to make an “integrated circuit”, or
chip. A thriving industry grew up around California, outsourcing low-value
tasks, such as assembly, to Asia where labour was cheaper.
Innovation came quickly. In 1965 Gordon Moore, who later co-founded Intel,
America’s chipmaking giant, correctly predicted that by shrinking transistors,
engineers would be able to double the number that fit on a chip every two years
or so—and that this enhancement would, in turn, double a chip’s performance.
As the market grew, so did interest from America’s rivals. First, the Soviet
Union tried and failed to replicate Silicon Valley. Later, Japanese firms such
as Toshiba and Fujitsu managed to take a share of some chip markets. But the
strategic danger comes from China, which today spends more on importing chips
than it does on oil. Xi Jinping, the president, has ordered China’s tech titans
to reduce its dependence on foreign chips; state funds dole out tens of billions
a year to that end. Rather than matching America’s know-how, however, a big
priority is to emulate Taiwan, which produces 90% of the world’s premium logic
chips, which process data.
Taiwan’s chip dominance can be traced to Morris Chang, founder of the Taiwanese
Semiconductor Manufacturing Company (tsmc), who gave Mr Miller a rare interview.
Mr Chang was born in China and grew up in Hong Kong. After an education in
America he joined Texas Instruments, then a big chipmaker. He was obsessed with
eking out efficiencies in the chip-manufacturing process. Passed over for the
top job, in 1985 Mr Chang became involved in Taiwan’s bid to gain a foothold in
the semiconductor industry.
He duly put into practice a long-held idea for a firm that made chips designed
by customers. At that point, virtually all large chipmakers designed and
manufactured their silicon in-house. But as chips shrank, the cost of the
factories that made them (or “fabs”) grew: today building an advanced fab costs
$20bn. At the same time, the economics of the business favoured scale. The more
chips a firm produces, the higher the yield—ie, the share of them that actually
work. Thus, reasoned Mr Chang, only outfits that manufactured huge amounts of
chips would be cost-competitive. With lavish support from Taiwan’s government,
tsmc was born.
https://www.economist.com/culture/2022/10/13/chip-war-traces-the-evolution-of-the-semiconductor-industry?utm_medium=cpc.adword.pd&utm_source=google&ppccampaignID=18156330227&ppcadID=&utm_campaign=a.22brand_pmax&utm_content=conversion.direct-response.anonymous&gclid=CjwKCAjw6IiiBhAOEiwALNqncWke-GVX0xJ73HC7yjOwUccVb5xn-lx-4f_q8MwuVYJz8njY8AeOsBoCdeAQAvD_BwE&gclsrc=aw.ds