中美博弈，国产化突围，昔日王者走下神坛，谁在颠覆全球芯片产业？

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2020 年，一场突如其来的疫情席卷了整个世界。在新冠肺炎疫情的肆虐之下，全球各行各业都陷入了停滞状态，科技产业更是受到了前所未有的冲击。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在这之中，芯片行业的变动尤为引人注目。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"除了受疫情影响，中美贸易摩擦带来的不确定性也时时刻刻影响着芯片行业的发展。尤其在今年，美国对中国芯片技术的限制不断增加，有更多中国企业上了美商务部的“实体清单”，这也很大程度上影响了中国芯片产业的发展。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"为应对这种情况，一些开源技术在国内更受欢迎，如 RISC-V，国产芯片企业得以喘息，同时也开拓了更多的可能性；而在一些专用芯片领域，如云端 AI 芯片、自动驾驶芯片等，中国企业也开始崭露头角，频频有产品发布，甚至量产。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"国际芯片市场的变动也是巨大的。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"巨头之间除了产品上互相竞争，收购的脚步也从未停止，而且数额惊人，比如引爆全行业讨论的英伟达 -Arm 收购案。另有一些企业，在时代的大潮中或停滞不前，或干脆放弃，忍痛割肉的事情也没有少发生。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"总之，2020 年是多变的一年，危与机并存，困难与机遇同在。在这样的背景之下，InfoQ 特别企划了 2020 年芯片行业盘点，与读者共同交流这一年中芯片行业的点点滴滴。"}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"1、全球芯片现状"}]}]}