Japan lost its edge in chips decades ago — to chip designers in the US and manufacturers in Taiwan and South Korea. Since the 1990s, the gap has only widened. The world’s most advanced silicon, powering artificial intelligence, is not made in Japan. Yet Japanese chip-related stocks are still going strong.
日本在几十年前就失去了芯片领域的优势——输给美国的芯片设计商,以及台湾和韩国的芯片制造商。自上世纪90年代以来,这些差距越来越大。用于驱动人工智能的世界最先进的硅片并非日本制造。然而,日本的芯片概念股仍然表现强劲。
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