“欧盟半导体危机”的成因、对策与启示⸺围绕《欧洲芯片法案》的解读

Causes, Countermeasures and Enlightenment of “EU Semiconductor Crisis”: Interpretation Around the European Chips Act
作者
        李俊峰 张颖
中文关键词
         欧盟,半导体,危机,芯片法案
英文关键词
        European Union (EU), semiconductor, crisis, chips act
中文摘要
        欧盟是全球半导体行业的策源地之一,但因其半导体价值链存在结构性缺陷,自 2021 年以来遭遇芯片短缺和断供危机。欧盟拟定的《欧洲芯片法案》,提出了半导体生态建设路径、危机干预规制措施,勾勒了“有欧盟特色的芯片事业举国体制”蓝图,对我国在半导体芯片领域高强度投资和供应链建设过程中,如何把握政府与市场、补贴与竞争、重点打造与普惠支持之间的关系,具有思辨意义和参考价值。
英文摘要
        The European Union (EU) is one of the origins of the global semiconductor industry, but due to its structural defects in the semiconductor value chain, it has encountered a crisis of chip shortages and supply cuts since 2021. The European Chips Act drafted by EU proposes a path for semiconductor ecological construction, crisis intervention regulatory measures, and outlines a blueprint for a “national system for the chip industry with EU characteristics”. These factors are of speculative significance and reference value for China to balance the relationship between the government and the market, subsidies and competition, key construction and inclusive support in the process of highintensity investment and supply chain construction in the field of semiconductor chips.
作者简介
李俊峰
上海大学法学院教授。上海市法学会经济法学研究会理事,上海市法学会竞争法研究会理事。主要研究领域为经济法、民商法,重点关注国际经贸关系中的竞争法律与政策问题。主持研究国家社会科学基金项目、教育部人文社会科学研究项目、教育部哲学社会科学重大课题攻关项目子课题、上海市哲学社会科学基金项目等多项国家级及省部级项目。
E-mail: law_li@shu.edu.cn
LI Junfeng
Professor of Law School of Shanghai University and Tutor of master students. Board Director of Economic Law Research Association of Shanghai Law Society, Board Director of Competition Law Research Association of Shanghai Law Society. His main research areas are economic law, civil and commercial law, focusing on competition law and policy issues in international economic and trade relations. He has presided over a number of national and provincial-level projects, such as the National Social Science Fund Project, the Humanities and Social Sciences Research Project of the Ministry of Education, the sub-project of the Ministry of Education’s Philosophy and Social Science Major Project, and the Shanghai Philosophy and Social Science Fund Project.
E-mail: law_li@shu.edu.cn

张 颖
上海城建职业学院马克思主义学院副教授。主要研究领域为马克思主义中国化、产业政策治理的政治经济学。主持上海市高等教育学会规划研究课题等项目。
E-mail: zhangying@succ.edu.cn
ZHANG Ying
Associate Professor at the Marxism School, Shanghai Urban Construction Vocational College. Her main research fields are the Sinicization of Marxism and the political economy of industrial policy governance. She has presided over the planning and research projects of Shanghai Higher Education Society. E-mail: zhangying@succ.edu.cn
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