新报告显示，超过5%的美国芯片制造商所使用的设备和材料来自中国，而中国还拥有约90%的制造半导体所需稀土。
More than 5% of equipment and materials supplied to US chipmakers originate in China, which also possesses some 90% of the rare earths required to manufacture semiconductors, a new report showed.
这些数据凸显了美国科技对中国的结构性依赖，以及在对北京构建材料和软件防火墙方面的困难。布鲁金斯学会人工智能专家凯尔·陈对《华盛顿邮报》表示：“我们的联系如此紧密。”他还说：“存在大量实际依赖。”除了材料之外，美国科技初创企业生态系统也依赖于更便宜的开源中国人工智能，以至于当特朗普政府考虑禁止它时，近300家美国公司发声反对——这标志着“开放智能本身成为地缘政治依赖”的时刻，一位分析师如此写道。
The figures highlight the structural reliance of US tech on China, and the difficulties of erecting a materials and software firewall against Beijing. “We’re so deeply intertwined,” Brookings’ AI specialist Kyle Chan told The Washington Post: “There’s a lot of actual dependency.”Beyond materials, the US tech startup ecosystem also relies on cheaper, open-source Chinese AI, so much that when the Trump administration considered banning it, nearly 300 US firms spoke out — marking “the moment open intelligence itself becomes a geopolitical dependency,” an analyst wrote.
