一 | The Chips Act is "a pre-cursor to further escalations with China in order to flip this dynamic, knowing that the US will not be able to adequately defend Taiwan,” US-based financial commentator Tom Luongo tells Sputnik, referring to US-Chinese tensions over Taipei, which escalated after House Speaker Nancy Pelosi’s visit to the island last week.,"The US will defend Taiwan through a number of hybrid war tactics, including sanctions and tariffs as well as monetary policy, while simultaneously making like they can and will defend Taiwan militarily. For now, Taiwan is important, this bill is saying we need to ensure it is less important. This vulnerability, in my opinion, was deliberately pursued by forces within our government to lead us to this unfolding crisis. We always wanted a casus belli against China. Taiwan is the perfect trip wire for further war," Luongo explains.,He ventured to say that “it may even have been the reason” Pelosi visited Taiwan “to ratchet up the tension and ensure the bill’s passage,” adding that “at this point, things are so murky, trying to divine what anyone’s motivations are on Capitol Hill, other than surviving the mid-terms, is a fool’s errand.”,Earlier this week, US President Joe Biden signed a bipartisan bill that aims to boost the country’s competitiveness with China by investing $280 billion in domestic semiconductor manufacturing and science research.,Speaking at the signing ceremony outside the White House on Tuesday, Biden claimed that “the future of the chip industry is going to be made in America,” adding, “Today is a day for builders. Today America is delivering.”,Dubbed the Chips and Science Act, the bill includes more than $52 billion for US companies producing computer chips, as well as billions more in tax credits to encourage investment in semiconductor manufacturing.,WorldUS New Chips Law Will Undermine Global Supply Chains: Chinese Foreign MinistryYesterday, 12:00 GMT,The document also stipulates allocating tens of billions of dollars to fund scientific research and development and to spur the innovation and development of other US technology.,"Trade tensions with China and the war hysteria [around] Taiwan will make US susceptible to disruptions in chip availability that can have wide ranging disturbances across industries," says Dr. Sunita Raju, a professor of economics and Chairperson of the Indian Institute of Foreign Trade. "While the CHIPS Act is an effort to maintain technology leadership position of US, it is also an effort to stem the US lagging behind Taiwan, Korea and China in recent times in chip manufacturing.",The Chips Act is "a clear departure for US industrial policy to provide subsidies and incentives to a specific industry. The compulsion now is driven by geopolitical tensions (US-China trade war, China-Taiwan-US confrontation), strategic significance of chips in manufacturing across industries (particularly post COVID) and its applications for defence and national security concerns," says Dr. Raju.,The professor explains that the purpose is to attact investment from major chip manufacturers and establish semiconductor fabrication plants in the United States.,"The 'Fab less' model that the US followed in the past made US gain a dominant market position in the R&D, IP and design capability of the value chain of semiconductor industry but resulted in less than 12% in wafer fabrication (capital intensive) and 2% in Assembling, Packaging &Testing (Capital & labour intensive) (SIA, 2021). US share in global installed capacity of semiconductor industry is less than 12%, while the global sale of semiconductor sales (Fab less plus IDMs) is 48%. As a result, growth in installed capacity of US was outpaced by Asian countries," Dr. Raju explains.,Modi Vows to Develop India as Chip Hub as Gov't Sets $300Bn Target in Electronics Manufacturing 4 July, 20:01 GMT,Meanwhile, Luongo says that the bill “will have an effect on semiconductor production” in the US, but “the question is whether it is cost-effective to actually do it.”,“It was a strategic mistake to offshore all of our chip production. For everything outside of the bleeding edge in power management – phones, data centers, etc. – older technology is just fine. Remember that most of these big chips are designed here in the US, manufacturing happens overseas. […] The production of most of your iPhone happens here in the US, the assembly of the parts happens in China. This point is lost in all of the noise,” he points out.,Luongo describes the bill as “just a start” in terms of the US’ effort to get the better of China in the race to dominate the high-tech sector.,“The turnaround will take time certainly, there is no easy fix here (…) If the US is serious about gaining real market share and competitiveness in manufacturing, then a lot of roadblocks currently in place will need to end,” the commentator notes.,He went on to argue that the global market for chips currently looks “the way it does because of US technology barriers through trade deals, sanctions and the like.” Luongo adds that US foreign policy “will now hinge on continuing to try and delay and slow down the rise of competition” and that “being pushed out of markets like central Asia and falling behind in Africa, etc. isn’t a good sign.”,According to him, “the real problem now is that the US is going hyper-belligerent to maintain its control when it should have looked inward to solve its internal problems years ago. [Former US President Donald] Trump tried and failed to make meaningful reforms.”。 商务部数据显示，今年前7个月，全国新设立外商投资企业37711家，同比增长4.4%，高技术产业实际使用外资1823.1亿元，同比增长32.7%。今年上半年，近4800家外资企业追加对华投资。从“中国生产”到“中国研发”，外企在华角色正在发生一场深层转变。
二 | “中国的很多发展，将是指数级的。”外资企业负责人表示，市场、人才、政策三重优势叠加，以及“十五五”规划带来的新机遇，让更多外资选择与中国共创。 69年前，德国企业蔡司来到中国。蔡司大中华区总裁兼首席执行官费铭远说，中国的角色变了三次：第一阶段是销售市场；第二阶段，中国形成了非常好的供应链，于是建立工厂、引入研发；现在第三阶段，是与中国合作创新——“不仅为中国市场创新，也为整个世界创新。
三 | ” ABB机器人同样如此。
四 | “从2005年到现在，我们在中国已经有近300人的研发团队了。”ABB机器人中国区总裁韩晨介绍，中国是ABB全球最大的机器人交付市场，中国研发中心与瑞典研发中心形成“双中心”。“小型机器人的全球研发中心、控制柜的研发中心，甚至一些领域的首席专家，都在中国。
五 | ” 今年以来，中国持续为外资企业向高端、新兴领域拓展提供政策支持：《鼓励外商投资产业目录(2025年版)》施行，引导更多外资投向先进制造业、现代服务业、高新技术、节能环保等领域；《利用外资固稳促优行动方案》出台，针对外资并购、数据跨境流动等热点关切，加力提升外商投资便利度。 在上海做研发“比在瑞典速度更快、灵活性更强”，韩晨说，高校提供了从机械制造到人工智能的高端人才，政府的“工业上楼”政策和当地企业生态协同也提供了有力支持。 费铭远说：“中国如今真的是领先的创新国家之一。当我看到中国受教育的人的数量、大学毕业生的数量，以及大学的质量，正是像蔡司这样的公司需要紧密合作、协同创新的地方。” 未来5年，中国超大规模市场优势将持续彰显，科技创新、扩大内需、绿色转型、对外开放等重点部署，都将为全球产业界带来巨大发展机遇。展望“十五五”，韩晨表示，数据中心领域潜力巨大。费铭远用一句话概括他对中国市场的判断：“人类总是倾向于线性思维，但中国很多发展将是指数级的——从1到2到4到8……能参与这个过程，会非常有意思。
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