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.
日本在幾十年前就失去了晶片領域的優勢——輸給美國的晶片設計商,以及臺灣和南韓的晶片製造商。自上世紀90年代以來,這些差距越來越大。用於驅動人工智慧的世界最先進的矽片並非日本製造。然而,日本的晶片概念股仍然表現強勁。
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