In the global chip battlefield, China, the United States, Japan and South Korea, where conspiracy coexists, what kind of grievances and entanglements have?

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zài nǐ de yìn xiàng zhōng

在你的印象中

In your impression

zhōng guó huā fèi zuì duō de qián jìn kǒu de chǎn pǐn shì shén me ne

中国花费最多的钱进口的产品是什么呢

What product does China spend the most money importing?

gū jì hěn duō rén huì shuō shì shí yóu

估计很多人会说是石油

It is estimated that many people will say it is oil

bì jìng nà kě shì dà zōng

毕竟那可是大宗

After all, that's a big deal

shāng pǐn a qì chē yuè lái yuè duō le

商品啊汽车越来越多了

There are more and more commodities

hào yóu liàng nà shì cèng cèng de wǎng shàng zhǎng a

耗油量那是蹭蹭的往上涨啊

The fuel consumption is going up.

nà wǒ men jiù xiān lái kàn yī zhāng tú

那我们就先来看一张图

Then let's look at a picture first

zhè gè tú shàng hóng sè dài biǎo de shì zhōng guó jìn kǒu bàn dǎo tǐ de

这个图上红色代表的是中国进口半导体的

The red on this picture represents China's imported semiconductors

jīn é

金额

Amount

lán sè de shì jìn kǒu yuán yóu de jīn é

蓝色的是进口原油的金额

The blue one is the amount of imported crude oil

cóng nián dào nián

从2007年到2019年

From 2007 to 2019

zhǐ yǒu sān nián shí jiān shì yuán yóu jìn kǒu huā de qián bǐ mǎi

只有三年时间是原油进口花的钱比买

Only three years is the cost of crude oil imports than buying

bàn dǎo tǐ huā de duō

半导体花的多

Semiconductor flowers

shèng xià de shí jiān dōu shì huā zài bàn dǎo tǐ shàng de qián zuì duō

剩下的时间都是花在半导体上的钱最多

The rest of the time is spent most money on semiconductors

dào le nián

到了2019年

In 2019

huā zài jìn kǒu bàn dǎo tǐ shàng de qián jū rán dá dào le

花在进口半导体上的钱居然达到了

The money spent on imported semiconductors actually reached

yì měi yuán

3055亿美元

305.5 billion USD

zhè gè qián shá gài niàn ne

这个钱啥概念呢

What is the concept of this money

wǒ men hái shì ná xiàn zài zuì liú xíng de jì liàng dān wèi bǎi dù lái

我们还是拿现在最流行的计量单位百度来

Let’s use Baidu, the most popular unit of measurement.

bǐ jiào

比较

Compare

ba zhè me duō de qián xiāng dāng yú néng mǎi xià sān gè bàn de bǎi dù

吧这么多的钱相当于能买下三个半的百度

So much money is equivalent to buying three and a half Baidu

了

zài xīn wén zhōng shí bù shí de huì gé yī duàn shí jiān jiù néng kàn dào

在新闻中时不时的会隔一段时间就能看到

You can see it every now and then in the news

měi guó duì huá wèi a duì hǎi sī de zhì cái yǒu méi yǒu xiào guǒ ne

美国对华为啊对海思的制裁有没有效果呢

Will the U.S. sanctions on Huawei and HiSilicon have any effect?

yǒu xiào

有效

effective

zhè bì xū chéng rèn

这必须承认

This must be admitted

yīn wèi zài quán qiú de bàn dǎo tǐ chǎn yè liàn zhōng

因为在全球的半导体产业链中

Because in the global semiconductor industry chain

měi guó réng rán shì chù yú zhǎng kòng quán jú de dì wèi

美国仍然是处于掌控全局的地位

The U.S. is still in control

suī rán quán qiú zuì dà de xīn piàn dài gōng chǎng tái jī diàn

虽然全球最大的芯片代工厂台积电

Although the world’s largest chip foundry, TSMC

zuì dà de xīn piàn shè bèi zhì zào gōng sī

最大的芯片设备制造公司

Largest chip equipment manufacturing company

ā sī mài ěr bù shì měi guó qǐ yè

阿斯麦尔不是美国企业

Asmer is not an American company

dàn shì sī háo bù yǐng xiǎng měi guó zài zhěng gè bàn dǎo tǐ chǎn yè liàn

但是丝毫不影响美国在整个半导体产业链

But it does not affect the entire semiconductor industry chain of the United States

zhōng de huà yǔ quán

中的话语权

Right to speak in

yà dāng sī mì de guó fù lùn zhōng shuō

亚当斯密的国富论中说

In Adam Smith’s Wealth of Nations

ràng kàn bù jiàn de shǒu shì chǎng qǐ jué dìng zuò yòng

让看不见的手市场起决定作用

Let the invisible hand market play a decisive role

dàn shì zài bàn dǎo tǐ chǎn yè zhōng

但是在半导体产业中

But in the semiconductor industry

zhè yī jīng jì xué dìng lǜ xiǎn rán bìng bù shì yòng

这一经济学定律显然并不适用

This economic law obviously does not apply

nà xiāng duì yú qí tā xíng yè

那相对于其他行业

Compared to other industries

wèi shén me bàn dǎo tǐ xíng yè huì shàng shēng dào guó jiā jiān de zhàn zhēng ne

为什么半导体行业会上升到国家间的战争呢

Why does the semiconductor industry rise to a war between nations?

rì běn de bàn dǎo tǐ chǎn yè rú hé diào dá

日本的半导体产业如何调达

How to adjust the Japanese semiconductor industry

měi guó yòu bèi měi guó àn zài dì shàng mó cā de

美国又被美国按在地上摩擦的

The United States was rubbed on the ground by the United States

hán guó sān xīng rú hé chèn jī kuài sù jué qǐ

韩国三星如何趁机快速崛起

How South Korea's Samsung took the opportunity to rise quickly

bìng duì měi rì jìn xíng bǔ dāo de

并对美日进行补刀的

And make up for the U.S. and Japan

tái jī diàn shì rú hé tāo guāng yǎng huì

台积电是如何韬光养晦

How TSMC is keeping a low profile

zhōng chéng bàn dǎo tǐ chǎn yè liàn de xīn yī jí

终成半导体产业链的新一极

Eventually become a new pole of the semiconductor industry chain

zhōng guó qǐ chū de bàn dǎo tǐ fā zhǎn yǒu zhe zěn yàng de xuè lèi shǐ

中国起初的半导体发展有着怎样的血泪史

What kind of blood and tears did China's initial semiconductor development have?

měi guó wèi hé duì bàn dǎo tǐ chǎn yè luò hòu de zhōng guó yī rán

美国为何对半导体产业落后的中国依然

Why does the United States still have a backward China in the semiconductor industry

wéi zhuī dǔ jié

围追堵截

Chase and intercept

jīn tiān māo yǎn ér jiù gēn nǐ yī qǐ lái liáo liáo bàn dǎo tǐ de nà xiē shì

今天猫眼儿就跟你一起来聊聊半导体的那些事

Today, Maoyan'er will talk to you about semiconductors

huān yíng guān zhù māo yǎn ér de pín dào

欢迎关注猫眼儿的频道

Welcome to follow Maoyaner's channel

xián lái de huà yě kě yǐ fān fān qí tā nèi róng

闲来的话也可以翻翻其他内容

You can also browse other content if you are free

shàng gè shì jì nián dài chū qī

上个世纪70年代初期

Early 1970s

rì běn de bàn dǎo tǐ chǎn yè hái fēi cháng de luò hòu

日本的半导体产业还非常的落后

Japan's semiconductor industry is still very backward

jī běn shàng jiù shì mǎi měi guó de yuán qì jiàn

基本上就是买美国的元器件

Is basically buying American components

rán hòu zì jǐ zài cǐ jī chǔ shàng shēng chǎn shōu yīn jī

然后自己在此基础上生产收音机

And then produce radios on this basis

a diàn shì jī a zhī lèi de zhōng duān chǎn pǐn

啊电视机啊之类的终端产品

Terminal products like TVs

zài chū kǒu dào ōu měi shì chǎng

再出口到欧美市场

Re-export to European and American markets

kě yǐ shuō bàn dǎo tǐ chǎn yè luò hòu měi guó nián dōu bù zhǐ

可以说半导体产业落后美国10年都不止

It can be said that the semiconductor industry lags behind the United States for more than 10 years

dào le nián dài zhōng qī

到了70年代中期

By the mid 70s

rì běn yǐ qián dà lì fā zhǎn de shǎ dà hēi cū de gāng tiě méi tàn

日本以前大力发展的傻大黑粗的钢铁煤炭

The silly big black steel and coal that Japan developed vigorously before

děng zhòng gōng yè chǎn yè guò shèng

等重工业产业过剩

Surplus of heavy industry

zhèng hǎo xiǎng zhuǎn xíng

正好想转型

Just want to transform

kàn dào le xīn xīng de bàn dǎo tǐ shì chǎng qián lì jù dà

看到了新兴的半导体市场潜力巨大

Seeing the huge potential of the emerging semiconductor market

zhè wán yì ér bù dà

这玩意儿不大

This thing is not big

dàn shì jì shù hán liàng fēi cháng gāo

但是技术含量非常高

But the technical content is very high

zhè yě jiù yì wèi zhe chāo gāo de fù jiā zhí hé chāo gāo de

这也就意味着超高的附加值和超高的

This also means super high added value and super high

lì rùn lǜ

利润率

Profit margin

jiù zhè yàng yú kuài de jué dìng hòu

就这样愉快的决定后

After such a happy decision

rì běn zhèng fǔ jiù kāi zhǎn le yī gè jiào zuò chāo dà guī mó jí chéng

日本政府就开展了一个叫做超大规模集成

The Japanese government launched a project called super large-scale integration

diàn lù gòng tóng zǔ hé chuàng xīn xíng dòng de xiàng mù

电路共同组合创新行动vlsi的项目

Circuit Co-Combination Innovation Action VLSI Project

jiǎn dān de shuō jiù shì zhèng fǔ bǎ píng cháng hù xiāng jìng zhēng de jiā

简单的说就是政府把平常互相竞争的5家

Simply put, the government puts 5 companies that normally compete with each other

jì suàn jī gōng sī rì lì sān líng

计算机公司日立、三菱

Hitachi, Mitsubishi

fù shì tōng

富士通

Fujitsu

dōng zhī

东芝

Toshiba

rì běn diàn qì jiào dào yī qǐ

日本电气叫到一起

NEC called together

rán hòu hé zhèng fǔ suǒ shǔ de diàn zi jì shù zōng hé yán jiū suǒ

然后和政府所属的电子技术综合研究所

And then with the government-owned Electronic Technology Research Institute

diàn qì jì shù shí yàn shì de rén yī qǐ zǔ chéng yī gè lián méng

电气技术实验室的人一起组成一个联盟

The people in the electrical technology laboratory form an alliance

dà jiā yī qǐ tóu zī yì rì yuán

大家一起投资720亿日元

Everyone invested 72 billion yen together

chū rén chū lì

出人出力

Contribute

chū qián chū zhuāng bèi

出钱出装备

Pay for equipment

yī qǐ gōng guān yán fā bàn dǎo tǐ hé jí chéng diàn lù jì shù

一起攻关研发半导体和集成电路技术

Research and develop semiconductor and integrated circuit technology together

bìng qiě dāng shí rì běn diàn qì zhī qián mǎi guò měi guó lǎo jiù de

并且当时日本电器之前买过美国老旧的

And at that time, Japan Electric had bought old American ones before

jì shù shòu quán yě bèi yào qiú ná chū lái yǔ suǒ yǒu de

dram技术授权也被要求拿出来与所有的

DRAM technology authorization is also required to come up with all

cān yǔ xiàng mù de gōng sī jìn xíng fēn xiǎng

参与项目的公司进行分享

The companies participating in the project share

shì yī zhǒng bèi yòng zài dà xíng jì suàn jī huò

dram是一种被用在大型计算机或

DRAM is a type of

fú wù qì shàng de gāo kě kào xìng de cún chǔ qì

服务器上的高可靠性的存储器

Highly reliable storage on the server

zài shí dài lái lín zhī qián

在pc时代来临之前

Before the PC era

bàn dǎo tǐ chǎn yè de jìng zhēng jiù wéi rào zhe zhè gè

半导体产业的竞争就围绕着这个

The competition in the semiconductor industry revolves around this

zhǎn kāi de

dram展开的

DRAM unfolded

hǎo jiā huǒ zài shì chǎng jīng jì zhī xià

好家伙!在市场经济之下

Good guy! Under the market economy

dà jiā píng shí wèi le zhēng shì chǎng fèn é

大家平时为了争市场份额

People usually fight for market share

hái bù shì dǎ de tóu pò xuè liú

还不是打的头破血流

It's not a blow

ér cǐ shí yī shēng lìng xià

而此时一声令下

And at this moment an order

sǐ dí biàn chéng méng yǒu

死敌变成盟友

Rivals become allies

dà jiā zuò zài yī gè bàn gōng shì lǐ jìn xíng hé zuò yán fā

大家坐在一个办公室里进行合作研发

Everyone sits in an office for collaborative research and development

yào shuō zhè zài qí tā de xíng yè xiǎng dōu bù gǎn xiǎng

要说这在其他的行业想都不敢想

I can't even think of it in other industries

yě zhèng shì zhè yàng de hé lì

也正是这样的合力

It's just such a joint force

ràng rì běn de bàn dǎo tǐ jì shù kuài sù de fā zhǎn

让日本的半导体技术快速的发展

Let Japan's semiconductor technology develop rapidly

dào le nián dài

到了80年代

In the 80s

rì běn de qì chē chǎn yè hé dà xíng jì suàn jī shì chǎng xùn sù

日本的汽车产业和大型计算机市场迅速

Japan’s automobile industry and mainframe computer market are rapidly

jué qǐ

崛起

Rise

ér qí guān jiàn bù jiàn xū qiú yě dà fú zēng zhǎng

而其关键部件dram需求也大幅增长

And its key component DRAM demand has also increased significantly

rì běn de jué qǐ què ràng měi guó nán shòu le

日本的崛起却让美国难受了

The rise of Japan makes the United States uncomfortable

nián de jìng lì rùn xià jiàng le

1981年amd的净利润下降了2/3

AMD’s net profit fell by 2/3 in 1981

yīng tè ěr bèi pò cái diào le míng yuán gōng

英特尔被迫裁掉了2000名员工

Intel was forced to lay off 2,000 employees

kě wèi shì lái shì xiōng xiōng

可谓是来势汹汹

Can be described as menacing

dào nián de shí hòu

到1986年的时候

By 1986

rì běn qǐ yè zài shì jiè shì chǎng fèn é jiù jiē jìn le

日本企业在世界dram市场份额就接近了

Japanese companies have approached the world DRAM market share

80%

měi guó guī gǔ de bàn dǎo tǐ qǐ yè shí zài chēng bù zhù le

美国硅谷的半导体企业实在撑不住了

The semiconductor companies in Silicon Valley can't support it

zhè gè yǐ qián luò hòu de xiǎo dì jū rán qí dào le lǎo dà gē de

这个以前落后的小弟居然骑到了老大哥的

This little brother who was behind actually rode to Big Brother's

tóu shàng

头上

On the head

zhè hái dé le

这还得了

It's gotta

yú shì jiù pài rén dào rì běn kàn kàn dào dǐ zěn me huí shì

于是就派人到日本看看到底怎么回事

So I sent someone to Japan to see what happened

xiǎng zhǎo dào zhè gè xiǎo dì de ruò diǎn qiāo dǎ qiāo dǎ

想找到这个小弟的弱点敲打敲打

I want to find the weakness of this kid

kě lìng rén chī jīng de shì

可令人吃惊的是

But surprisingly

rì běn de cún chǔ xīn piàn bù jǐn chǎn liàng gāo

日本的存储芯片不仅产量高

Japan’s memory chips are not only high in production

ér qiě zhì liàng hái hǎo

而且质量还好

And the quality is good

guī gǔ de bàn dǎo tǐ xié huì shén zhì hái quán fāng wèi de jiǎn cè le

硅谷的半导体协会甚至还全方位的检测了

The Semiconductor Association of Silicon Valley has even tested all aspects

rì běn de xīn piàn

日本的芯片

Japanese chips

fā xiàn zì jǐ zuì hǎo de xīn piàn bǐ rén jiā zuì chà de xīn piàn

发现自己最好的芯片比人家最差的芯片

I found my best chip is better than others' worst chip

hái yào chà

还要差

Worse

zhè ràng guī gǔ de kē jì jù tóu men shǎ yǎn le

这让硅谷的科技巨头们傻眼了

This makes Silicon Valley's tech giants dumbfounded

zhè kě zěn me bàn

这可怎么办

This is how to do

zǒng bù néng fàng rèn bù guǎn ba

总不能放任不管吧

I can't just let it go

ràng zì jǐ dào bì

让自己倒闭

Let yourself go bankrupt

ba yú shì kē jì jù tóu men jiù lìng xiǎng yī zhāo

吧于是科技巨头们就另想一招

So the tech giants think of another trick

ràng guó jiā chū miàn

让国家出面

Let the state come forward

dàn shì huá shèng dùn bìng méi yǒu yì shí dào bàn dǎo tǐ de zhòng yào xìng

但是华盛顿并没有意识到半导体的重要性

But Washington did not realize the importance of semiconductors

bù yuàn yì shī yǐ yuán shǒu

不愿意施以援手

Unwilling to help

wú nài zhī xià

无奈之下

Without any choice

guī gǔ bàn dǎo tǐ xié huì yóu shuō huá shèng dùn zhǔn bèi le yī xì liè

硅谷半导体协会游说华盛顿准备了一系列

The Silicon Valley Semiconductor Association lobbied Washington to prepare a series of

tào lù

套路

Routine

shǒu xiān kěn dìng shì xiǎo zhī yǐ qíng

首先肯定是晓之以情

First of all, it must be love

dòng zhī yǐ lǐ de

动之以理的

Move with reason

cóng měi guó zuì zhòng shì de jūn shì xià shǒu

从美国最重视的军事下手

Start with the most important military in the United States

měi guó xiǎng yào yōng yǒu chāo qiáng de jūn shì shí lì

美国想要拥有超强的军事实力

The U.S. wants to have super military power

jiù bì xū yào yǒu chāo qiáng de wǔ qì

就必须要有超强的武器

You have to have super weapons

chāo qiáng de wǔ qì jì shù lí bù kāi chāo qiáng de bàn dǎo tǐ jì shù

超强的武器技术离不开超强的半导体技术

Super weapon technology is inseparable from super semiconductor technology

rú guǒ bàn dǎo tǐ jì shù bèi rì běn děng qí tā guó jiā lǐng xiān

如果半导体技术被日本等其他国家领先

If semiconductor technology is led by other countries such as Japan

nà me měi guó de xiān jìn wǔ qì jiù yào jìn kǒu bié rén de

那么美国的先进武器就要进口别人的

Then the advanced weapons of the United States must be imported from others

yuán qì jiàn

元器件

Components

yī dàn yǒu le zhàn zhēng

一旦有了战争

Once there is war

rú guǒ rén jiā duì wǒ men duàn huò

如果人家对我们断货

If people sell us out of stock

zhè shì duō me kě pà de shì

这是多么可怕的事

What a terrible thing this is

a huá shèng dùn yī tīng

啊华盛顿一听

Ah Washington

zhè hái dé le dǎ tā yā de

这还得了，打他丫的

It's okay, beat him

yú shì nián de shí hòu

于是1985年的时候

So in 1985

měi guó yǐ qīng xiāo wèi yóu qǐ sù rì běn

美国以倾销为由起诉日本

U.S. sues Japan for dumping

zuì zhōng yú nián qiān shǔ le wèi qī nián de rì měi

最终于1986年签署了为期5年的《日美

Finally, in 1986, the 5-year "Japan-US

bàn dǎo tǐ bǎo zhèng xié dìng

半导体保证协定》

Semiconductor Guarantee Agreement

yào qiú rì běn bì xū yǒu de měi guó bàn dǎo tǐ chǎn pǐn

要求日本必须有20%的美国半导体产品

Japan must have 20% of American semiconductor products

zhàn yǒu lǜ

占有率

bìng guī dìng chū le yī gè wài guó shì chǎng jià gé

并规定出了一个外国市场价格

And set a foreign market price

rì běn de bàn dǎo tǐ jià gé bù dé dī yú zhè gè jià gé

日本的半导体价格不得低于这个价格

The price of semiconductors in Japan must not be lower than this price

fǒu zé jiù rèn wèi shì jìn xíng qīng xiāo

否则就认为是进行倾销

Otherwise, it is considered as dumping

kàn kàn zhè nǎ lǐ hái yǒu shì chǎng jīng jì de yàng zi ne

看看这哪里还有市场经济的样子呢

See where the market economy still looks like

ér dào le nián

而到了1987年

And by 1987

měi guó yòu yǐ rì běn bù zūn shǒu xié yì wèi yóu

美国又以日本不遵守协议为由

The United States also cited Japan’s non-compliance with the agreement

jiù wēi jī děng chǎn pǐn xiàng rì běn zhēng shōu le de jìn kǒu guān shuì

就微机等产品向日本征收了100%的进口关税

A 100% import tariff is imposed on Japan on products such as microcomputers

zhè hái méi wán

这还没完

This is not over yet

dào le nián yòu qiān shǔ le xīn de nián bàn dǎo tǐ

到了1991年又签署了新的5年半导体

In 1991, a new 5-year semiconductor was signed

xié yì

协议

protocol

yào qiú měi guó bàn dǎo tǐ zài rì běn zhàn yǒu fèn é chāo guò

要求美国半导体在日本占有份额超过20%

Require American semiconductors to occupy more than 20% of Japan

tóng shí zài nián de shí hòu

同时在1985年的时候

At the same time in 1985

zhòng suǒ zhōu zhī de yī jiàn dà shì guǎng chǎng xié yì

众所周知的一件大事（广场协议）

A well-known event (Plaza Agreement)

shǐ rì yuán huì lǜ chí xù biǎn zhí

使日元汇率持续贬值

Continue to depreciate the yen

cóng nián yuè měi yuán duì rì yuán

从1985年9月1美元兑250日元

From 1 U.S. dollar to 250 yen in September 1985

shēng zhí dào le nián zuì gāo de rì yuán

升值到了1987年最高的120日元

Appreciated to the highest level of 120 yen in 1987

jǐ hū shēng zhí le yī bèi

几乎升值了一倍

Almost doubled in value

zhè yě ràng rì běn de bàn dǎo tǐ xíng yè hǎi wài jìng zhēng lì yán zhòng

这也让日本的半导体行业海外竞争力严重

This also makes Japan's semiconductor industry more competitive overseas

xià jiàng

下降

decline

zuì zhōng ràng rì běn nǔ lì le nián de shì chǎng zēng liàng quán bù

最终让日本努力了15年的市场增量全部

In the end, Japan has worked hard for 15 years of market growth.

dōu tǔ le chū lái

都吐了出来

Spit out

bù dé bù shuō měi guó zhēn shì tài hěn le

不得不说美国真是太狠了

I have to say that the United States is so cruel

wú nài zhī xià rì běn lìng qǐ lú zào

无奈之下日本另起炉灶

In desperation, Japan starts anew

ná chū rì běn jīng yì qiú jīng de gōng jiàng jīng shén

拿出日本精益求精的工匠精神

Bring out the craftsman spirit of Japan's excellence

kāi shǐ dà lì yán fā bàn dǎo tǐ de cái liào lǐng yù

开始大力研发半导体的材料领域

Began to vigorously research and develop semiconductor materials

bù yǔ měi guó xíng chéng zhèng miàn chōng tū

不与美国形成正面冲突

Not in direct conflict with the United States

jié zhì mù qián

截至目前

up to now

zài zhěng gè bàn dǎo tǐ lǐng yù zhōng de xiàng guān jiàn cái liào zhōng

在整个半导体领域中的19项关键材料中

Among the 19 key materials in the entire semiconductor field

yǒu zhǒng cái liào de chǎn néng

有14种材料的产能

14 kinds of material capacity

rì běn zhàn jù le quán qiú de yǐ shàng

日本占据了全球的50%以上

Japan accounts for more than 50% of the world

cóng ér diàn dìng le rì běn rú jīn de bàn dǎo tǐ lǐng yù dì wèi

从而奠定了日本如今的半导体领域地位

Thus established Japan’s current status in the semiconductor field

zhè gè lǐng yù yǒu duō hěn

这个领域有多狠

How ruthless is this field

qù nián rì běn hé hán guó de bàn dǎo tǐ dà zhàn

去年日本和韩国的半导体大战

The semiconductor war between Japan and South Korea last year

rì běn gěi hán guó duàn gōng jī chǔ cái liào

日本给韩国断供基础材料

Japan cuts supply of basic materials to South Korea

jiù lì mǎ ràng sān xīng de bàn dǎo tǐ shēng chǎn xiàn rù le kǒng huāng

就立马让三星的半导体生产陷入了恐慌

It immediately caused Samsung's semiconductor production to panic

ér zhèng dāng rì měi àn zì jiào jìn de shí hòu

而正当日美暗自较劲的时候

And when Japan and the United States secretly competed

yà zhōu de lìng wài yī gè gōng sī yě zài màn màn de fā zhǎn

亚洲的另外一个公司也在慢慢的发展

Another company in Asia is also slowly developing

bàn dǎo tǐ

半导体

semiconductor

zhè jiù shì sān xīng

这就是三星

This is Samsung

bù dé bù shuō sān xīng de chuàng shǐ rén lǐ bǐng zhé hái shì hěn yǒu

不得不说三星的创始人李秉哲还是很有

I have to say that Samsung’s founder Li Bingzhe is still very

zhì huì de

智慧的

Wise

dāng shì jiè shàng de bàn dǎo tǐ jù tóu lín lì de shí hòu

当世界上的半导体巨头林立的时候

When there are many semiconductor giants in the world

lǐ bǐng zhé jí qí ér zi lǐ jiàn xī jiān xìn

李秉哲及其儿子李健熙坚信

Li Bingzhe and his son Li Jianxi firmly believe

bàn dǎo tǐ xíng yè néng gòu ràng sān xīng shén zhì shì hán guó jué qǐ

半导体行业能够让三星甚至是韩国崛起

The semiconductor industry can make Samsung and even South Korea rise

nián shí yóu wēi jī zhòng chuàng xī fāng jīng jì tǐ

1973年石油危机重创西方经济体

The 1973 oil crisis hit Western economies hard

chèn cǐ shí tā men fù zi shōu gòu le měi guó bīn lín pò chǎn de

趁此时他们父子收购了美国濒临破产的

At this time, their father and son bought a bankruptcy in the United States

yī jiā bàn dǎo tǐ gōng sī

一家半导体公司

A semiconductor company

bìng zài rì běn hé měi guó jiàn lì qǐ le zì jǐ de qíng bào jī gòu

并在日本和美国建立起了自己的情报机构

And established its own intelligence agencies in Japan and the United States

bù jǐn jǐn shì shōu jí bàn dǎo tǐ xíng yè de zuì xīn jì shù dòng xiàng

不仅仅是收集半导体行业的最新技术动向

More than just collecting the latest technological trends in the semiconductor industry

ér qiě hái mì mì de yāo qǐng měi guó hé rì běn de jì shù rén yuán

而且还秘密的邀请美国和日本的技术人员

And secretly invited American and Japanese technicians

lái dāng sān xīng de gù wèn

来当三星的顾问

Become a consultant for Samsung

dāng shí sān xīng cān guān le rì běn dōng zhī de yī jiā gōng chǎng zhī hòu

当时三星参观了日本东芝的一家工厂之后

After Samsung visited a factory in Toshiba, Japan

jiù bǎ rén jiā de shēng chǎn bù zhǎng zhí jiē gěi wā zǒu le

就把人家的生产部长直接给挖走了

They just poached the production minister

hái jiàn le yī zuò jǐ hū yǔ rén jiā yī mó yī yàng de gōng chǎng

还建了一座几乎与人家一模一样的工厂

Also built a factory almost identical to others

bù dé bù shuō lǐ bǐng zhé zhēn shì gè hěn rén

不得不说李秉哲真是个狠人

I have to say that Li Bingzhe is really a cruel man

nián dài mò qī

80年代末期

Late 80s

sān xīng gēn jù qíng bào dé zhī

三星根据情报得知

Samsung learned from intelligence

dōng zhī yán fā chū le shǎn cún xīn piàn

东芝研发出了闪存芯片

Toshiba developed a flash memory chip

sān xīng jiù tí chū yǔ dōng zhī hé zuò kāi fā

三星就提出与东芝合作开发

Samsung proposed to cooperate with Toshiba to develop

ér dāng shí yóu yú rì běn jīng jì pào mò pò liè

而当时由于日本经济泡沫破裂

At that time, because the Japanese economic bubble burst

dōng zhī xiàn rù cái wù wēi jī

东芝陷入财务危机

Toshiba is in financial crisis

wú nài zhǐ dé dá yīng

无奈只得答应

I had no choice but to agree

ér jié guǒ dà jiā yě kàn dào le

而结果大家也看到了

And everyone has seen it

sān xīng de hé shǎn cún lǐng yù zhǎng qī zhàn jù zhe shì jiè

三星的dram和闪存领域长期占据着世界

Samsung's DRAM and flash memory fields have long occupied the world

dì yī de wèi zhì

第一的位置

First position

dāng rán le hán guó bàn dǎo tǐ de jué qǐ gēn sān xīng de hěn jiǎo sè

当然了韩国半导体的崛起跟三星的狠角色

Of course, the rise of South Korean semiconductors and Samsung’s ruthless role

lí bù kāi

离不开

Can't do without

dàn dān dān kào yī gè sān xīng

但单单靠一个三星

But just rely on a Samsung

hái zhēn de hěn nán zài bàn dǎo tǐ xíng yè xiān qǐ tài dà de fēng làng

还真的很难在半导体行业掀起太大的风浪

It’s really hard to make a big storm in the semiconductor industry

zhè bèi hòu yǒu zhe hán guó zhèng fǔ de dà lì zhī chí

这背后有着韩国政府的大力支持

Behind this is the strong support of the South Korean government

qí zhōng zuì dà de zhī chí jiù shì fàng rèn sān xīng zài hán guó jīn róng

其中最大的支持就是放任三星在韩国金融

One of the biggest support is to allow Samsung to finance in Korea

xì tǒng nèi rèn yì de xī nà zī jīn

系统内任意的吸纳资金

Absorb funds at will in the system

yǐ zhī chí bàn dǎo tǐ de fā zhǎn

以支持半导体的发展

To support the development of semiconductors

ér hán guó zhèng fǔ shén zhì bù xī dòng yòng rì běn de zhàn zhēng péi kuǎn

而韩国政府甚至不惜动用日本的战争赔款

The South Korean government even used Japan’s war reparations

lái zhī chí sān xīng

来支持三星

To support Samsung

dāng rán jǐn jǐn shì jīn qián de zhī chí hái bù zú yǐ fā zhǎn

当然仅仅是金钱的支持还不足以发展

Of course, only money is not enough for development

gèng zhòng yào de shì rén cái

更重要的是人才

More important is talent

hán guó zhèng fǔ yòu shè lì le chǎn xué yán lián méng

韩国政府又设立了产学研联盟

The South Korean government has established an industry-university-research alliance

bǎ sān xīng hé xiàn dài jié wèi lián méng

把三星/lg和现代结为联盟

Alliance of Samsung/LG and Hyundai

bìng yǒu suǒ dǐng jiān de gāo xiào cān yǔ yán jiū

并有6所顶尖的高校参与研究

And 6 top universities participate in research

bìng chéng lì diàn zi diàn xìn jī gòu

并成立电子电信机构

And set up an electronic telecommunications agency

zài zhōng jiān jìn xíng zī yuán pèi zhì hé xié diào

在中间进行资源配置和协调

Resource allocation and coordination in the middle

gāo xiào zhōng xuǎn bá dà liàng de liú xué shēng dào měi guó

高校中选拔大量的留学生到美国

Select a large number of international students from universities to the United States

rán hòu liú xué shēng bì yè hòu dào měi guó dà xíng bàn dǎo tǐ gōng sī

然后留学生毕业后到美国大型半导体公司

After graduation, international students go to a major American semiconductor company

gōng zuò jǐ nián

工作几年

Working years

rán hòu huí guó

然后回国

Then return home

zhè xiē hǎi guī huí dào hán guó hòu jiù jìn rù sān xīng

这些海归回到韩国后就进入三星

These returnees entered Samsung after returning to South Korea

hǎi lì shì děng bàn dǎo tǐ qǐ yè cóng shì gāo guǎn hé yán fā de

海力士等半导体企业从事高管和研发的

Semiconductor companies such as Hynix are engaged in executives and R&D

gōng zuò

工作

jobs

kě yǐ shuō wèi hán guó de bàn dǎo tǐ rén cái chǔ bèi gòng xiàn le

可以说为韩国的半导体人才储备贡献了

It can be said to have contributed to Korea’s semiconductor talent pool

zhòng yào de lì liàng

重要的力量

Important force

suī rán zhěng gè nián dài yǐ sān xīng wèi dài biǎo de zhěng gè

虽然整个80年代以三星为代表的整个

Although the entire 80s represented by Samsung

hán guó bàn dǎo tǐ chǎn yè yī zhí chù yú zhuī gǎn de jiē duàn

韩国半导体产业一直处于追赶的阶段

South Korea's semiconductor industry has been in a stage of catching up

dàn shì dào le nián dài

但是到了90年代

But in the 90s

sān xīng yī dàn chāo yuè rì měi zhī hòu

三星一旦超越日美之后

Once Samsung surpasses Japan and the United States

jiù diàn dìng le wáng zhě dì wèi

就奠定了王者地位

Established the king status

sān xīng zài nián dài jué qǐ

三星在90年代崛起

Samsung's rise in the 90s

měi guó yě xiǎng dǎ yā

美国也想打压

The US also wants to suppress

kě shì biān zhǎng mò jí

可是鞭长莫及

But beyond reach

nián dài gè rén lǐng yù dà bào fā

90年代个人pc领域大爆发

The personal PC field exploded in the 1990s

ér de quán qiú gōng chǎng zài tái wān

而pc的全球工厂在台湾

And the global factory of PC is in Taiwan

sān xīng de bàn dǎo tǐ shí shí de bǎ jì shù fāng xiàng gǎi xiàng xiǎo xíng

三星的半导体实时的把技术方向改向小型

Samsung's semiconductors are changing the technology direction to small in real time

jī hé xiāo fèi diàn zi lǐng yù

机和消费电子领域

Machine and consumer electronics

ér bàn dǎo tǐ xū qiú dōu zài yà tài dì qū

而半导体需求都在亚太地区

And semiconductor demand is in the Asia-Pacific region

suǒ yǐ měi guó bù néng xiàng zhì cái rì běn nà yàng gǎo hán guó

所以美国不能像制裁日本那样搞韩国

So the U.S. cannot engage South Korea like sanctions against Japan

shén zhì zài nián dài jué dé hán guó zhè gè xiǎo guó gǎo

甚至在80年代觉得韩国这个小国搞

Even in the 1980s I felt that South Korea, a small country

bàn dǎo tǐ jiù shì gè xiào huà

半导体就是个笑话

Semiconductors are a joke

zhí jiē shì wú shì de

直接是无视的

Directly ignored

dāng nián rì běn bàn dǎo tǐ zhēng shōu de guān shuì

当年日本半导体征收100%的关税

Japanese semiconductors imposed 100% tariffs

duì hán guó dī duān de bàn dǎo tǐ zhǐ zhēng shōu le de guān shuì

对韩国低端的半导体只征收了0.2%的关税

Only 0.2% tariff is imposed on South Korea's low-end semiconductors

kě yǐ shuō hán guó jiù shì zài rì měi de yǎn pí dǐ xià fā zhǎn

可以说韩国就是在日美的眼皮底下发展

It can be said that Korea is developing under the nose of Japan and the United States

zhuàng dà de

壮大的

Strong

yǔ sān xīng de zhè zhǒng bàn dǎo tǐ cóng shè jì dào zhì zào zài dào

与三星的这种半导体从设计到制造再到

With Samsung’s semiconductor from design to manufacturing to

fēng zhuāng de quán liú chéng zì zhǔ zhǎng kòng

封装的全流程自主掌控

Independent control of the entire packaging process

bù tóng de shì

不同的是

the difference is

nián cái yóu zhāng zhōng móu chéng lì de tái jī diàn

1987年才由张忠谋成立的台积电

TSMC was founded by Zhang Zhongmou in 1987

fā zhǎn chū le bù yī yàng de mó shì

发展出了不一样的模式

Developed a different model

bù pèng shè jì zhǐ zhuān zhù yú zhì zào

不碰设计只专注于制造

Do not touch design, only focus on manufacturing

dàn shì zhè yàng yī zhǒng wán fǎ zài dāng shí shì jiè bàn dǎo tǐ lǐng yù

但是这样一种玩法在当时世界半导体领域

But such a gameplay was in the world semiconductor field at that time

shì yī zhǒng xīn de wán fǎ

是一种新的玩法

Is a new way to play

bìng bù bèi zhǔ liú rèn kě jiē shòu

并不被主流认可接受

Not accepted by the mainstream

gāng chéng lì de tái jī diàn fā zhǎn de bìng bù hǎo

刚成立的台积电发展的并不好

The newly established TSMC is not developing well

shén zhì kě yǐ shuō yǒu xiē cǎn dàn

甚至可以说有些惨淡

It can even be said to be a little bleak

dìng dān liáo liáo wú jǐ

订单寥寥无几

Very few orders

nián zhāng zhòng móu méi zhé le

1988年张仲谋没辙了

Zhang Zhongmou was gone in 1988

jiù tōng guò sī rén guān xì bǎ dāng shí de yīng tè ěr shǒu xí zhí xíng

就通过私人关系把当时的英特尔首席执行

Through personal relationships, the then chief executive of Intel

guān ān dí gé lǔ fū qǐng dào tái jī diàn

官安迪·格鲁夫请到台积电

Officer Andy Grove invites TSMC

ruǎn mó yìng pào de ràng qí duì tái jī diàn jìn xíng yè wù rèn zhèng

软磨硬泡的让其对台积电进行业务认证

Soft grinding and hard foam let it carry out business certification for TSMC

zhēng qǔ yīng tè ěr de rèn kě

争取英特尔的认可

Strive for Intel’s approval

suī rán shì yóu sī rén jiāo qíng kāi shǐ jiē chù tái jī diàn

虽然是由私人交情开始接触台积电

Although I started contacting TSMC from a personal relationship

dàn zhè wèi kě méi yǒu bàn diǎn fàng shuǐ rèn zhèng tuán duì

但这位ceo可没有半点放水认证团队

But this CEO doesn’t have any certification team

yìng shēng shēng de gěi tái jī diàn de chǎn pǐn chá chū le xiàng

硬生生的给台积电的产品查出了266项

266 items were found for TSMC products abruptly

de quē xiàn

的缺陷

Defects

ér zhāng zhōng móu yě sī háo méi yǒu dài màn

而张忠谋也丝毫没有怠慢

And Zhang Zhongmou did not neglect at all

léi lì fēng xíng de qīn zì dū dǎo yī xiàng xiàng de gǎi jìn

雷厉风行的亲自督导一项项的改进

Resolutely and personally supervise an improvement

cóng ér jiàn lì qǐ le yī tào wán shàn de xiàn dài huà gōng sī shēng chǎn

从而建立起了一套完善的现代化公司生产

Thus established a complete set of modern company production

zhì dù

制度

system

zuì zhōng dá dào le yīng tè ěr de yào qiú

最终达到了英特尔的要求

Finally met Intel's requirements

yào zhī dào yīng tè ěr zuò wèi quán qiú zhī míng pǐn pái

要知道英特尔作为全球知名品牌

Know that Intel as a world-renowned brand

jīng guò tā rèn zhèng de gōng sī

经过他认证的公司

His certified company

qí shí lì jué duì shì bù yī bān de

其实力绝对是不一般的

Its strength is absolutely extraordinary

zhè xiāng dāng yú zài guó jì shàng gěi tái jī diàn zuò le bèi shū

这相当于在国际上给台积电做了背书

This is equivalent to an international endorsement to TSMC

yīng tè ěr bǎ luò hòu liǎng dài de wú guān jǐn yào de dìng dān gěi le

英特尔把落后两代的无关紧要的订单给了

Intel gave irrelevant orders two generations behind

tái jī diàn

台积电

TSMC

suī rán zhè ràng tái jī diàn zhēng bù le duō shǎo qián

虽然这让台积电挣不了多少钱

Although this makes TSMC unable to make much money

dàn shì zhì shǎo zhè zhāng tái jī diàn huó le xià lái

但是至少这张台积电活了下来

But at least this TSMC survived

kě yǐ shuō yīng tè ěr dāng shí yě kě wèi shì yòu gěi qián yòu gěi

可以说英特尔当时也可谓是又给钱又给

It can be said that Intel was giving money and giving

jì shù de

技术的

Technical

píng jiè zhe yīng tè ěr de míng qì bèi shū

凭借着英特尔的名气背书

Endorsed by Intel's reputation

zhǐ zuò zhì zào bù zuò shè jì de tái jī diàn zài bù dà de

只做制造不做设计的台积电在不大的

TSMC, which only manufactures but does not design, is not big

bàn dǎo tǐ quān liú chuán kāi

半导体圈流传开

The semiconductor circle spreads

yě kě yǐ shuō zhèng shì yóu yú tái jī diàn de cún zài

也可以说正是由于台积电的存在

It can also be said that it is due to the existence of TSMC

nǐ jīn tiān cái néng zài guó jì shàng kàn dào gāo tōng

你今天才能在国际上看到高通

You can see Qualcomm in the world today

bó tōng yīng wěi dá de míng zì

博通，英伟达的名字

Broadcom, the name of Nvidia

nián dài rì běn de cún chǔ xīn piàn wān dào chāo chē

80年代日本的存储芯片弯道超车

Japan's memory chip overtaking on a curve in the 1980s

bǎ měi guó dǎ dé luò huā liú shuǐ

把美国打得落花流水

Beat the United States

měi guó yě bù shì shǎ zi

美国也不是傻子

America is not a fool

dǎ bù guò jiù bù dǎ le

打不过就不打了

If you can't beat it

suǒ xìng jiù fàng qì le cún chǔ xīn piàn

索性就放弃了存储芯片

Simply gave up the memory chip

zhuǎn ér diào tóu qù zuò

转而掉头去做cpu

Turn around and do CPU

zhè yàng de xīn piàn

gpu这样的芯片

GPU chip

zhè xiē xīn piàn kě yǐ zuò dào shè jì yǔ zhì zào de fēn lí

这些芯片可以做到设计与制造的分离

These chips can separate design and manufacturing

yě jiù shì qīng zī chǎn

也就是轻资产

Asset-light

kě yǐ bǎ fèi qián fèi lì fèi shè bèi de zhì zào gōng zuò wài bāo

可以把费钱费力费设备的制造工作外包

Can outsource expensive and laborious equipment manufacturing

chū qù

出去

Go out

ér zhèng shì zhè yàng de qīng zī chǎn mó shì

而正是这样的轻资产模式

And it is this light asset model

ràng měi guó de bàn dǎo tǐ xíng yè zhòng huí le xíng yè diān fēng

让美国的半导体行业重回了行业巅峰

Let the U.S. semiconductor industry return to the pinnacle of the industry

dāng nián gāo tōng de chuàng shǐ rén ōu wén yǎ gé bù sī ná dào le

当年高通的创始人欧文·雅格布斯拿到了

Owen Jacobs, the founder of Qualcomm, got it

wú xiàn xīn piàn de dú jiā zhuān lì

无线芯片的独家专利

Exclusive patent of wireless chip

dàn shì kǔ yú méi yǒu zī jīn

但是苦于没有资金

But suffer from lack of funds

yě méi yǒu zhì zào de néng lì

也没有制造的能力

And no manufacturing ability

yú shì zhè wèi nián guò bàn bǎi de chuàng shǐ rén zhǎo dào le tóng shì

于是这位年过半百的创始人找到了同是

So the founder who was over half a hundred years old found the same

má shěng lǐ gōng xiào yǒu de zhāng zhōng móu

麻省理工校友的张忠谋

Zhang Zhongmou of MIT Alumni

shuāng fāng yī gè chū shè jì tú

双方一个出设计图

Design drawing for both parties

yī gè lái zhì zào

一个来制造

One to make

zuì zhōng gè qǔ suǒ xū

最终各取所需

In the end each take what you need

dà jiā jiē dà huān xǐ

大家皆大欢喜

Everyone happy

zuì zhōng gāo tōng yī kào zì jǐ de shè jì shuǐ zhǔn

最终高通依靠自己的设计水准

Ultimately Qualcomm relies on its own design standards

zài xiāo fèi diàn zi lǐng yù lì yòng zhuān lì jì shù zhuàn dé

在消费电子领域利用专利技术赚得

Earn with patented technology in the field of consumer electronics

pén mǎn bō mǎn

盆满钵满

earned a lot

ér dāng nián de yīng wěi dá yì shì rú cǐ

而当年的英伟达亦是如此

And the same was true for Nvidia back then

zǎo qī yīng wěi dá hái zài chuàng yè jiē duàn de shí hòu

早期英伟达还在创业阶段的时候

In the early days when NVIDIA was still in the entrepreneurial stage

jiù shì zhuān zhù yú xīn piàn shè jì de

就是专注于芯片设计的

Is focused on chip design

dàn shì què méi yǒu néng lì zhì zào

但是却没有能力制造

But it has no ability to make

zuò wèi yī jiā xiǎo qǐ yè

作为一家小企业

As a small business

yīng wěi dá zǒng cái huáng rén xūn jiù xiě xìn gěi zhāng zhōng móu

英伟达总裁黄仁勋就写信给张忠谋

NVIDIA President Huang Renxun wrote to Zhang Zhongmou

xī wàng tái jī diàn bāng máng zhì zào jīng yuán

希望台积电帮忙制造晶圆

Hope TSMC can help manufacture wafers

bù jiǔ zhī hòu

不久之后

Soon after

huáng rén xūn chǎo nào de bàn gōng shì jiē dào yī gè diàn huà

黄仁勋吵闹的办公室接到一个电话

Huang Renxun's noisy office received a call

duì fāng zì chēng shì zhāng zhòng móu

对方自称是张仲谋

The other party claims to be Zhang Zhongmou

zhè shí huáng rén xūn lì mǎ duì suǒ yǒu de rén shuō kuài ān jìng

这时黄仁勋立马对所有的人说快安静

At this moment, Huang Renxun immediately told everyone to be quiet

zhāng zhōng móu lái diàn huà le

张忠谋来电话了

Zhang Zhongmou called

jiē xià lái wǒ men yě dōu le jiě le

接下来我们也都了解了

Next, we all understand

yīng wěi dá dā shàng le tái jī diàn shùn fēng chē

英伟达搭上了台积电顺风车

Nvidia took a ride on TSMC

nián lì rùn zēng zhǎng gāo dá

年利润增长高达70%

Annual profit growth up to 70%

tái jī diàn chéng jiù le yī zhòng bàn dǎo tǐ shàng yóu qǐ yè

台积电成就了一众半导体上游企业

TSMC has made a number of upstream semiconductor companies

zhè xiē shàng yóu qǐ yè de péng bó fā zhǎn gěi tái jī diàn dài lái le

这些上游企业的蓬勃发展给台积电带来了

The vigorous development of these upstream companies has brought TSMC

gèng duō de dìng dān

更多的订单

More orders

shǐ dé tái jī diàn yī yuè chéng wèi quán qiú zuì dà de jīng yuán zhì zào

使得台积电一跃成为全球最大的晶圆制造

Makes TSMC the world's largest wafer manufacturing

qǐ yè

企业

enterprise

ér zài tái jī diàn jué qǐ de shí hòu

而在台积电崛起的时候

And during the rise of TSMC

jiù bì xū tí dào yī gè yǔ zhāng zhōng móu zài dé zhōu yí qì gòng shì

就必须提到一个与张忠谋在德州仪器共事

It must be mentioned that one who worked with Zhang Zhongmou at Texas Instruments

le jìn nián de rén

了近10年的人

For nearly 10 years

hòu lái zài zhōng xīn guó jì chuàng shǐ rén zhāng rǔ jīng

后来在中芯国际创始人张汝京

Later, Zhang Rujing, founder of SMIC

céng jīng sī jiāo shén hǎo de liǎng gè rén

曾经私交甚好的两个人

Two people who used to have a good relationship

hòu lái jū rán chéng le sǐ duì tóu

后来居然成了死对头

Then he became a rival

yī gè shì tái wān jīng yuán dài gōng de lǎo dà

一个是台湾晶圆代工的老大

One is the boss of Taiwan's foundry

yī gè shì dà lù jīng yuán dài gōng de lǎo dà

一个是大陆晶圆代工的老大

One is the boss of mainland foundry

tái jī diàn chéng lì nián hòu

台积电成立10年后

10 years after TSMC was established

nián zhāng rǔ jīng chuàng bàn le shì dà bàn dǎo tǐ

1997年张汝京创办了世大半导体

Zhang Rujing founded World University Semiconductor in 1997

fā zhǎn xùn měng

发展迅猛

Rapid development

sān nián hòu jiù shí xiàn le yíng lì

三年后就实现了盈利

Profitable after three years

ér tái jī diàn yě zài xún qiú kuò zhāng

而台积电也在寻求扩张

And TSMC is also looking to expand

jiù yǐ yì měi jīn de jià gé shōu gòu le shì dà

就以50亿美金的价格收购了世大

Bought World University for 5 billion U.S. dollars

dàn shì shì dà de gǔ dōng men zài jué dìng le zhè xiàng shōu gòu àn de

但是世大的股东们在决定了这项收购案的

But the shareholders of World University are deciding on the acquisition

shí hòu

时候

time

jū rán méi yǒu gào sù zhè wèi zǒng jīng lǐ zhāng rǔ jīng

居然没有告诉这位总经理张汝京

I didn't tell this general manager Zhang Rujing

qī rén tài shén le

欺人太甚了

Deceived too much

qì bù guò de zhāng rǔ jīng fèn rán lí zhí

气不过的张汝京愤然离职

Zhang Rujing left angrily

liǎng gè yuè hòu chóu jí le yì měi jīn zài kāi màn qún dǎo

两个月后筹集了14.8亿美金在开曼群岛

Raised US$1.48 billion in the Cayman Islands two months later

zhù cè le zhōng xīn guó jì jí chéng diàn lù gōng sī

注册了中芯国际集成电路公司

Registered with Semiconductor Manufacturing International Corporation

zuì zhōng luò hù shàng hǎi zhāng jiāng gāo kē jì qū

最终落户上海张江高科技区

Finally settled in Shanghai Zhangjiang High-tech Zone

yǒu qián de zhōng xīn yě bì xū yǒu rén

有钱的中芯也必须有人

Rich SMIC must also have someone

yú shì lì yòng zì jǐ de rén mài guān xì

于是利用自己的人脉关系

So I use my personal connections

dà liàng de cóng tái jī diàn gāo xīn wā rén

大量的从台积电高薪挖人

A lot of high-paying people from TSMC

bù dào nián zhōng xīn jiù bù rù zhèng guǐ bìng cán shí le tái jī diàn

不到4年中芯就步入正轨并蚕食了台积电

In less than 4 years, SMIC was on the right track and eroded TSMC

de shì chǎng

的市场

Market

yú shì tái jī diàn kāi shǐ fǎn jī

于是台积电开始反击

So TSMC began to fight back

kuàng rì chí jiǔ de zhuān lì sù sòng dà zhàn kāi qǐ le tái jī diàn

旷日持久的专利诉讼大战开启了台积电

The protracted patent litigation battle started TSMC

sù sòng zhōng xīn

诉讼中芯

Litigation Center

guó jì wā yuán gōng xiè lù shāng yè jī mì àn dǎ le sān nián

国际挖员工泄露商业机密案打了三年

International digging employees have been fighting for three years in the case of leaking trade secrets

zuì zhōng zhōng xīn guó jì péi cháng yì měi jīn le shì

最终中心国际赔偿1.75亿美金了事

In the end, Center International compensated 175 million U.S. dollars.

hòu lái nián zài cì sù sòng zhōng xīn guó jì shǐ yòng le tái jī

后来06年再次诉讼中芯国际使用了台积

Later, in 2006, SMIC used TSMC again

diàn de jì shù

电的技术

Electric technology

yòu dǎ le sān nián guān sī

又打了三年官司

The lawsuit for another three years

zhōng xīn guó jì péi cháng yì měi jīn

中芯国际赔偿2亿美金

SMIC compensates 200 million US dollars

bìng qiě tái jī diàn rèn gòu zhōng xīn guó jì gǔ piào

并且台积电认购中芯国际股票

And TSMC subscribed for SMIC shares

zuì zhōng jiāng chí yǒu zhōng xīng guó jì de gǔ fèn

最终将持有中兴国际10%的股份

Will eventually hold 10% of ZTE International

dà jiā kàn dào le jīng qí de yī mù

大家看到了惊奇的一幕

Everyone saw a surprising scene

liǎng gè sǐ dí dǎ dào zuì hòu

两个死敌打到最后

Two deadly enemies hit the end

tái jī diàn chéng le zhōng xīn guó jì de gǔ dōng

台积电成了中芯国际的股东

TSMC became a shareholder of SMIC

ér zhè fèn xié yì gōng bù zhī hòu

而这份协议公布之后

And after the agreement was announced

zhōng xīn guó jì de gǔ jià jū rán dà zhǎng le

中芯国际的股价居然大涨了53%

SMIC's share price actually rose 53%

hǎo xiàng méi yǒu shū jiā

好像没有输家

There seems to be no loser

dàn yǒu yī gè rén què chéng le zuì zhōng de shū jiā

但有一个人却成了最终的输家

But one person became the ultimate loser

zhāng rǔ jīng lí zhí

张汝京离职

Zhang Rujing resigns

wài jiè yě cāi cè

外界也猜测

The outside world also guessed

zhè kě néng shì zhè fèn xié yì zhōng de yī gè yǐn cáng de tiáo kuǎn

这可能是这份协议中的一个隐藏的条款

This may be a hidden clause in this agreement

ba dāng rán jǐn jǐn yī jiā zhōng xīng guó jì kěn dìng shì rù bù le

吧当然仅仅一家中兴国际肯定是入不了

Of course, just a ZTE International is definitely not allowed

měi guó de fǎ yǎn de

美国的法眼的

American law eye

dāng zhōng guó kāi shǐ jí quán shè huì zhī lì bìng tuī chū le wàn yì

当中国开始集全社会之力并推出了1万亿

When China began to gather the power of the whole society and launched 1 trillion

bàn dǎo tǐ jī jīn fā zhǎn zhè gè chǎn yè de shí hòu

半导体基金发展这个产业的时候

When the semiconductor fund develops this industry

měi guó cái kāi shǐ yǒu suǒ jì dàn

美国才开始有所忌惮

The U.S. only started to be afraid

zǐ guāng jí tuán shì tú shōu gòu měi guó cún chǔ xīn piàn zhì zào shāng měi

紫光集团试图收购美国存储芯片制造商美

Tsinghua Unigroup tried to acquire US memory chip manufacturer Midea

guāng kē jì

光科技

Optical Technology

jiù yìng shì bèi měi guó zhèng fǔ lán xià

就硬是被美国政府拦下

He was stopped by the US government

ér yī jiā zhōng zī gōng sī zài shōu gòu fēi lì pǔ de bàn dǎo tǐ

而一家中资公司在收购飞利浦的半导体

And a Chinese company is acquiring Philips Semiconductors

cái liào bù mén de shí hòu

材料部门的时候

In the materials department

bèi jù jué le

被拒绝了

got rejected

rán hòu yǐ yī bàn de jià gé mài gěi le měi guó de yī jiā sī mù

然后以一半的价格卖给了美国的一家私募

Then sold it to a private equity firm in the United States at half the price

gǔ quán gōng sī

股权公司

Equity company

ér fēi lì pǔ duì cǐ bù yǔ zhì píng

而飞利浦对此不予置评

Philips declined to comment

nǐ shuō wú yǔ bù wú yǔ

你说无语不无语

You speak speechless but speechless

ér zhōng guó de gāo jià shōu gòu què bèi měi guó guān yuán ná lái tán zī

而中国的高价收购却被美国官员拿来谈资

But China’s high-priced acquisitions were used by US officials to negotiate capital

shuō zhōng guó rén hěn lè yì chū yī bǐ jì shù cì tàn fèi

说中国人很乐意出一笔技术刺探费

That the Chinese are happy to pay a technical spy fee

zhōng guó zài quán qiú gè dì de bāo kuò hán guó

中国在全球各地的包括韩国

China in all parts of the world including South Korea

ōu méng

欧盟

European Union

rì běn de bàn dǎo tǐ chǎn yè bìng gòu dōu yù dào le zhòng zhòng de

日本的半导体产业并购都遇到了重重的

Japan’s semiconductor industry mergers and acquisitions have encountered numerous

zǔ ài

阻碍

Hinder

jì rán bìng gòu bù chéng

既然并购不成

Since the merger is not successful

nà jiù zì jǐ gǎo

那就自己搞

Then do it yourself

zǐ guāng jí tuán yòu zài wǔ hàn tóu zī le yì měi yuán

紫光集团又在武汉投资了240亿美元

Ziguang Group invested another 24 billion US dollars in Wuhan

xīn jiàn le cún chǔ xīn piàn chǎng fáng

新建了存储芯片厂房

Built a new storage chip factory

huá wèi hǎi sī zài ān fáng xīn piàn lǐng yù lǒng duàn le quán qiú

华为海思在安防芯片领域垄断了全球80%

Huawei HiSilicon monopolizes 80% of the world in the field of security chips

de shì chǎng

的市场

Market

dōu zhǎn shì chū le zhōng guó qǐ yè xiàn zài duì bàn dǎo tǐ xíng yè yǒu

都展示出了中国企业现在对半导体行业有

Have shown that Chinese companies are now

duō zhòng shì

多重视

Pay more attention

ér qiě jìn nián lái zhōng guó bàn dǎo tǐ shì chǎng guī mó zài quán qiú zhōng

而且近年来中国半导体市场规模在全球中

And in recent years, the scale of China’s semiconductor market

de bǐ lì bù duàn tí gāo

的比例不断提高

The proportion of

cóng nián de zēng zhǎng dào nián

从2014年的27.3%增长到2019年

Increased from 27.3% in 2014 to 2019

的35.1%

35.1% of

zhè gèng shì jī fā le zhōng guó qǐ yè duì yú bàn dǎo tǐ xíng yè de

这更是激发了中国企业对于半导体行业的

This has inspired Chinese companies’

rè qíng

热情

enthusiasm

zhōng guó yǔ dāng nián de rì běn bù tóng

中国与当年的日本不同

China is different from Japan back then

rì běn de bàn dǎo tǐ chǎn yè nèi xū yǒu xiàn

日本的半导体产业内需有限

Japan's semiconductor industry has limited domestic demand

zhǔ yào hái shì yī lài yú wài bù de ōu měi shì chǎng

主要还是依赖于外部的欧美市场

Mainly depends on the external European and American markets

ér zhōng guó dān dān shì zhǐ shì nèi xū shì chǎng jiù zú gòu de páng dà

而中国单单是只是内需市场就足够的庞大

And China's domestic market alone is huge enough

měi guó rú guǒ zài xiǎng yòng dāng nián duì fù rì běn de fǎ zi gǎo

美国如果再想用当年对付日本的法子搞

If the U.S. wants to use the same method it used to deal with Japan

zhōng guó xiǎn rán bù zòu xiào

中国显然不奏效

China clearly doesn't work

zhōng guó duì yú mào yì zhàn de kàn fǎ shì yào dǎ jiù dǎ

中国对于贸易战的看法是要打就打

China's view of the trade war is to fight it

yào tán jiù tán

要谈就谈

Talk if you want

dà yǒu yī fù shuí pà shuí de jià shì

大有一副谁怕谁的架势

There is a posture of who is afraid of whom

suǒ yǐ měi guó jiù lì yòng zì jǐ de jì shù lǐng xiān yōu shì chù chù

所以美国就利用自己的技术领先优势处处

So the U.S. uses its technological leadership everywhere

xià bàn zi

下绊子

Lower trip

nǐ zhōng xīn guó jì bù shì xiǎng mǎi ā sī mài ěr de guāng kè jī

你中芯国际不是想买阿斯麦尔的光刻机

You SMIC didn’t want to buy Asmer’s lithography machine

ma wǒ jiù gěi hé lán ā sī mài ěr shī yā

吗我就给荷兰阿斯麦尔施压

I'll put pressure on Asmer in the Netherlands

bù ràng mài

不让卖

Not allowed to sell

nǐ huá wèi bù shì lǐng xiān ma

你华为不是5g领先吗

Isn't your Huawei 5g leading

wǒ jiù ràng nǐ bù néng yòng gǔ gē de fú wù

我就让你不能用谷歌的gsm服务

I will prevent you from using Google’s GSM service

ràng nǐ de xīn piàn zào bù chū lái

让你的芯片造不出来

Make your chip impossible to make

nǐ huá wèi hǎi sī xīn piàn shè jì bù shì niú ma

你华为海思芯片设计不是牛吗

Isn’t your Huawei HiSilicon chip design awesome?

wǒ jiù ràng nǐ bù néng yòng wǒ měi guó de xīn piàn shè jì ruǎn jiàn

我就让你不能用我美国的芯片设计软件

I let you not use my American chip design software

nǐ zǐ guāng jí tuán bù shì yào shōu gòu měi guāng kē jì ma

你紫光集团不是要收购美光科技吗

Isn't Ziguang Group buying Micron Technology?

wǒ jǐ gè jué yì jiù bǎ nǐ dǎ fā zǒu le

我几个决议就把你打发走了

I sent you away with a few resolutions

tài duō de lì zi le

太多的例子了

Too many examples

bàn dǎo tǐ zài měi guó duì wài chū kǒu zhōng jǐn cì yú fēi jī

半导体在美国对外出口中仅次于飞机

Semiconductors are second only to aircraft in U.S. exports

yuán yóu hé chéng pǐn yóu

原油和成品油

Crude oil and refined oil

kě yǐ shuō yě zhèng shì bàn dǎo tǐ de lǒng duàn dì wèi

可以说也正是半导体的垄断地位

It can be said that it is the monopoly of semiconductors

ràng měi guó xiāng duì yú qí tā fā dá guó jiā yǒu gèng hǎo de jīng jì

让美国相对于其它发达国家有更好的经济

Let the US have a better economy than other developed countries

chéng zhǎng

成长

growing up

suǒ yǐ zhè gè xíng yè de lǐng xiān dì wèi shì bù kě dòng yáo de

所以这个行业的领先地位是不可动摇的

So the leading position in this industry is unshakable

ér zhōng guó zuò wèi rú jīn bàn dǎo tǐ xíng yè quán qiú zuì dà de

而中国作为如今半导体行业全球最大的

China is now the world’s largest semiconductor industry

tiāo zhàn zhě

挑战者

Challenger

shì bì huì duì qí jìn xíng wéi zhuī dǔ jié

势必会对其进行围追堵截

It is bound to be chased and intercepted

xiǎng xiǎng céng jīng de rì běn

想想曾经的日本

Think about Japan once

hán guó

韩国

Korea

tái wān de bàn dǎo tǐ chǎn yè jué qǐ

台湾的半导体产业崛起

The rise of Taiwan's semiconductor industry

wú bù duì měi guó bàn dǎo tǐ xíng yè zào chéng le jù dà de chōng jī

无不对美国半导体行业造成了巨大的冲击

All have had a huge impact on the US semiconductor industry

ér zhōng guó zhè yàng páng dà tǐ liàng de tiāo zhàn zhě zài lì shǐ shàng hái

而中国这样庞大体量的挑战者在历史上还

And a challenger with such a huge volume as China still

wèi chū xiàn guò

未出现过

Never appeared

rú guǒ zhōng guó zài jiāng lái yī dàn huò dé yōu shì

如果中国在将来一旦获得优势

If China gains an advantage in the future

kě yǐ yù qī duì měi guó de bàn dǎo tǐ xíng yè

可以预期对美国的半导体行业

It can be expected that the US semiconductor industry

shén zhì duì měi guó de jīng jì fā zhǎn dōu huì dài lái gèng jiā yán zhòng

甚至对美国的经济发展都会带来更加严重

Even the economic development of the United States will bring more serious

shén zhì shì wú fǎ gū liàng de chōng jī

甚至是无法估量的冲击

Even immeasurable impact

suǒ yǐ cái huì yǒu bù duàn de zhōng xīng shì jiè

所以才会有不断的中兴世界

That’s why there will be a constant ZTE world

mèng wǎn zhōu shì jiè

孟晚舟世界

Meng Wanzhou World

huá wèi shì jiàn guāng kè jī shì jiàn de fā shēng

华为事件、光刻机事件的发生

The occurrence of Huawei incident and lithography machine incident

wèi lái huì yǒu gèng duō de shì jiàn jiē lián shàng yǎn

未来会有更多的事件接连上演

More events will be staged in the future

suī rán yǎn xià zài bàn dǎo tǐ de zhěng gè chǎn yè huán jìng zhōng

虽然眼下在半导体的整个产业环境中

Although currently in the entire semiconductor industry environment

zhōng guó réng rán yě jiāng zhǎng qī chù yú xià fēng

中国仍然也将长期处于下风

China will still be at a disadvantage for a long time

quán qiú shí dà bàn dǎo tǐ gōng sī hái wèi jiàn yī jiā dà lù qǐ yè

全球十大半导体公司还未见一家大陆企业

The world's top ten semiconductor companies have yet to see a mainland company

dàn shì qián tú yī rán guāng míng

但是前途依然光明

But the future is still bright

quán qiú de bàn dǎo tǐ chǎn yè hé shì chǎng zhú bù xiàng zhōng guó zhuǎn yí

全球的半导体产业和市场逐步向中国转移

The global semiconductor industry and market are gradually shifting to China

zhè gè dà qū shì réng rán zài jìn xíng zhōng

这个大趋势仍然在进行中

This megatrend is still in progress

mó ěr dìng lǜ de cún zài zhì yuē zhe bàn dǎo tǐ jì shù de fā zhǎn

摩尔定律的存在制约着半导体技术的发展

The existence of Moore's Law restricts the development of semiconductor technology

xiàn zài suī rán tái jī diàn yǐ jīng yǒu le nà mǐ zhì chéng

现在虽然台积电已经有了5纳米制程

Although TSMC has a 5nm process

dàn shì zài nà mǐ nà mǐ nà mǐ shàng huì yuè lái yuè

但是在3纳米2纳米1纳米上会越来越

But it will get more and more on 3nm, 2nm and 1nm

kùn nán

困难

difficult

yīng tè ěr de xīn zhì chéng yán fā sù dù yě yuè lái yuè màn

英特尔的新制程研发速度也越来越慢

Intel's new process development speed is getting slower and slower

zhè xiē dōu gěi le zhōng guó qǐ yè gǎn chāo de shí jiān

这些都给了中国企业赶超的时间

These have given Chinese companies time to catch up

guó jiā xiàng bàn dǎo tǐ qīng xié

国家向半导体倾斜

The country leans towards semiconductors

dōu huì ràng bàn dǎo tǐ de fā zhǎn jiā sù

都会让半导体的发展加速

Will accelerate the development of semiconductors

suī rán fā zhǎn huì yù dào hěn duō kùn nán

虽然发展会遇到很多困难

Although development will encounter many difficulties

dàn yī jiù yǒu xī wàng

但依旧有希望

But there is still hope

bàn dǎo tǐ xíng yè duì yú zhōng měi lái shuō yǐ jīng bù dān dān shì

半导体行业对于中美来说已经不单单是

The semiconductor industry is not just for China and the United States

yī gè chǎn yè de wèn tí

一个产业的问题

An industry problem

gèng shì guān xì dào guó jiā zhàn lüè xìng wèn tí

更是关系到国家战略性问题

It is more related to national strategic issues

shuí zhǎng wò le bàn dǎo tǐ

谁掌握了半导体

Who has mastered semiconductors

shuí jiù zhàn zài le wèi lái fā zhǎn de zhì gāo diǎn

谁就站在了未来发展的制高点

Who stands at the commanding heights of future development

ér duì yú luò hòu zhě jiù huì cháng dào gè zhǒng kǔ guǒ

而对于落后者就会尝到各种苦果

And for the laggards, they will taste various bitter fruits

měi guó zì jǐ zuò wèi lǐng xiān zhě

美国自己作为领先者

America itself as a leader

zì rán gāo gāo zài shàng

自然高高在上

Nature aloft

fǔ kàn yún yún zhòng shēng

俯瞰芸芸众生

Overlooking all living beings

rú hé wú nài bēi chuàng qī cǎn de fǎn kàng

如何无奈、悲怆、凄惨的反抗

How to resist helplessly, sadly, and miserably

suǒ yǐ bàn dǎo tǐ shì yī gè shuí dōu bù néng shū diào de zhàn zhēng

所以半导体是一个谁都不能输掉的战争

So semiconductor is a war that no one can lose

duì yú wèi lái nián

对于未来10~20年

For the next 10-20 years

nín jué dé zhōng měi de bàn dǎo tǐ xíng yè dì wèi huì fā shēng gǎi biàn ma

您觉得中美的半导体行业地位会发生改变吗

Do you think the status of China and the US in the semiconductor industry will change?

huān yíng liú yán píng lùn

欢迎留言评论

Welcome to leave a comment

gǎn xiè guān zhù māo yǎn ér de pín dào

感谢关注猫眼儿的频道

Thanks for following Maoyaner's channel

xià qī zài jiàn

下期再见

See you next time

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