china

DPS 周刊 195 - 日美半导体之争的启示

最近在读 Chris Miller 所著的 Chip War,发现其中记录的美日半导体之争,与当下的中美关税之争有许多相似之处。得益于美日之争,韩国和台湾的半导体产业得以迅速成长,梳理这些也许会让我们对当下的时局会有一些启示。 先让我们来看看美日之间的半导体之争: 二战后,尽管处于百废待兴的状态,日本科学家通过美国占领军总部在东京提供的渠道,获得了如《贝尔系统技术杂志》、《应用物理学杂志》和《物理评论》等期刊,接触到 Bardeen、Brattain 和 Shockley 关于晶体管的论文。 日本政府支持本国电子产业的发展,例如对进口技术的使用进行协调。同时,日本公司积极学习和应用新技术,索尼等公司开始制造晶体管收音机。日本政府和企业之间的合作,

Daily Productive Sharing 1225 - American Disruption

One helpful tip per day:) Ben Thompson uses disruption theory to explain the recent tariff war, drawing a parallel between how resource-limited newcomers can challenge dominant incumbents—and how misguided policies can unintentionally

Daily Productive Sharing 1216 - American Disruption

One helpful tip per day:) Ben Thompson uses disruption theory to explain the recent tariff war, drawing a parallel between how resource-limited newcomers can challenge dominant incumbents—and how misguided policies can unintentionally

Daily Productive Sharing 1204 - China's EV Boom

One helpful tip per day:) Om Malik believes that China’s electric vehicle industry has made significant progress, even threatening the dominance of the U.S. auto industry: 1. An electric vehicle is

Daily Productive Sharing 1179 - Industrial Coevolution

One helpful tip per day:) 1. China’s strength across multiple overlapping industries creates a compounding effect for its industrial policy efforts. 2. If you’re already strong in multiple overlapping industries, then