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分析与观点 · 2025年6月29日

芯片:不只是纳米之争

西方国家在技术上习惯循序渐进,中国则擅长“弯道超车”,用成熟的28纳米和110纳米工艺量产 AI 芯片。

作者 Jun Jiang

本文原以英语发布,此处为原文。

China’s way of thinking is completely different from the West.

Western countries like to follow a step-by-step approach in technology: first master 7nm, then go to 5nm, then 3nm. Always pushing for smaller and smaller chips.

But China doesn’t think that way.
Chinese strategists are very good at changing lanes to overtake.弯道超车
When they realize that the direct path is blocked, they don’t waste time. They simply find a new road or even create one.

This time, China is using probability-based computing and hybrid stochastic numbers.
They are not trying to fight the U.S. in the 3nm or 5nm battlefield.
Instead, they are using mature 28nm and 110nm processes to mass-produce AI chips.

It may not sound “high-end” by Western standards, but it is:

  • Cheap to produce
  • Quick to scale up
  • Good enough for practical use (like robots, navigation, smart displays)

China’s logic is simple:
“We don’t need to win the game by having the best technical numbers.
If it works, if it sells, if we can roll it out fast, that’s already a win.”

This shows the flexibility, pragmatism, and fast adaptation of China’s strategy under pressure.

China’s real power is this: they are not afraid to break the rules and create their own game.

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分析与观点

分析与观点 · 视频 · 2026年10月20日 · 5 分钟

出人头地 · 每日一词

出人头地,不是高过别人,而是高过自己的起点。根据Jun Jiang 的帖子制作的视频,有英文版和荷兰语版。

分析与观点 · 书评 · 2026年10月8日 · 6 分钟

The Next China Is Still China

Joe Ngai en Nick Leung (McKinsey) · Scribner, 2026

中国新阶段对企业家意味着什么:不是终点,而是重启。

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