1.The U.S. Sees China as a Threat in the Semiconductor Sector 
1.1 Fragile Semiconductor Supply Chains 
1.2 The United States Lacks Advanced and Mature Logic Chip Manufacturing 
1.3 Threats to the Development of China's Semiconductor Industry 
2.The U.S. and China Developing Semiconductor Sectors Using Different Policies 
2.1 U.S. Policy Focuses on Boosting Local Advanced Logic Chip Manufacturing Capacity 
2.2 China’s Push for Semiconductor Self-Sufficiency 
3.Taiwan Plays A Key Role In Global Semiconductor Manufacturing 
3.1 Taiwan Accounts for Nearly 40% of Global Logic Chip Production Capacity 
4.Changes in the Structure of the Global Logic Chip Industry 
4.1 The Upstream and Downstream Advanced Logic Chip Markets Have Oligopolistic Characteristics 
4.2 The Upstream Oligopoly Structure and Downstream Exclusive Competitive Characteristics of Mature Logic Chips
5.MIC Perspective 
Appendix 
List of Companies 

Background of the U.S-China trade war, touching on the fragility of supply chains and shortcomings of the United States and China

Development of the U.S. and Chinese semiconductor industry and related policies

Changes in the structure of the global logic chip industry, touching on advanced and mature logic chip industry structures and main players
 

Figure 1: Semiconductor Supply Chain Risks Listed by the US Department of Commerce 
Figure 2: Production Capacity Distribution of Global Semiconductor Wafer Technology Nodes 
Figure 3: Proportion of Global Foundry Revenue 
 

Table 1: The First Phase of the National Large Fund, Portfolio and the Fundraising Situation on the Shanghai STAR Board
Table 2: Advanced Logic Chip Industry Structure and Main Players 
Table 3: Mature Logic Chip Industry Structure and Main Players