US and China Continue Trade War Over Tech and Semiconductors
美中在科技與半導體領域的貿易戰持續延燒
As of mid-April 2026, the US-China trade war has shifted from broad tariffs to a high-stakes battle for technological supremacy.
截至2026年4月中,美中貿易戰已從廣泛的關稅轉向技術霸權的高風險競逐。
Both nations view control over the "tech stack," especially in artificial intelligence (AI) and semiconductor manufacturing, as the ultimate source of international power.
兩國皆視對「技術堆疊」的控制—尤其是在人工智慧(AI)與半導體製造領域—為國際權力的終極源頭。
The U.S. continues to use surgical export controls and investment screening to maintain its lead.
美國持續採用精準的出口管制與投資審查以維持領先地位。
Meanwhile, China is pursuing a "whole-of-state" strategy to achieve technological self-sufficiency by 2035.
與此同時,中國正推行「舉國體制」策略,力求在2035年前實現技術自給自足。
A major point of contention is the restriction of semiconductor manufacturing equipment, which serves as a critical "chokepoint" for advanced chip production.
一個重要的爭議焦點是半導體製造設備的限制,這些設備是高階晶片生產的關鍵「瓶頸」。
While U.S. lawmakers push the MATCH Act to standardize export restrictions across allied nations, this has caused some friction regarding commercial sovereignty.
儘管美國立法者正推動《MATCH法案》以規範盟國間的出口限制,但此舉已在商業主權方面引發些許摩擦。
Interestingly, this "innovation paradox" means that U.S. restrictions are pushing China to accelerate its own research and development.
有趣的是,這種「創新悖論」意味著美國的限制正迫使中國加速自身的研發工作。
Although these tensions are leading to global supply chain fragmentation and "selective decoupling," global markets remain resilient.
盡管這些緊張局勢導致全球供應鏈碎片化與「選擇性脫鉤」,但全球市場仍保持韌性。
