创新科技2026，Vol.26Issue(2)：28-46,19.DOI:10.19345/j.cxkj.1671-0037.2026.2.3
中国半导体产业政策主题演化及政策效应研究
Thematic Evolution and Policy Effects of China's Semiconductor Industry Policies
摘要
Abstract
As the core of modern information technology and the support of strategic emerg-ing industries,semiconductors have become a major national strategic issue in the context of in-tensified technological competition between China and the United States,aiming to achieve in-dustrial autonomy and controllability.Industrial policies,as the convergence point of national strategies and market mechanisms,are of vital importance to the development of the semiconduc-tor industry.This paper takes 2,935 semiconductor industry policy documents issued by the na-tional,provincial,and municipal governments from 1978 to 2022 as the research object,aiming to clarify the stage evolution laws and hierarchical correlation characteristics of policy themes at different administrative levels,and provide references for policy optimization.The research em-ploys co-word analysis,LDA,and DTM topic modeling methods,and combines visualization tools such as Nvivo,Gephi,and LDAvis to divide industrial development into four stages:adjust-ment and start-up,exploration and development,comprehensive construction,and strategic deepening.It conducts analysis from three dimensions:policy high-frequency words,stage theme evolution,and hierarchical theme evolution.The results show that the high-frequency policy words have comprehensive coverage and evolve along with the industrial environment and strategic dynamics.In terms of stage evolution,the national level shows a gradual change,the provincial level gradually becomes systematic,and the municipal level gradually becomes diver-sified.The hierarchical evolution shows step-by-step orderliness,collaborative progressiveness,era evolution,hierarchical lag,and strategic differences.The policy effects at different stages are significant,ranging from early institutional reforms and technological breakthroughs to compre-hensive support and independent control,forming a hierarchical promotion mechanism of"the central government sets the direction and local authorities implement it".This study,through the integration of multiple methods and multi-dimensional analysis,systematically reveals the evolu-tion logic of China's semiconductor industry policies,making up for the insufficiency of single-dimensional research.It provides empirical support for clarifying the focus of industrial policies,improving multi-level transmission mechanisms,and implementing differentiated layouts,and has significant theoretical and practical significance for promoting the high-quality development of the semiconductor industry.关键词
半导体产业/政策文本/LDA/DTM/主题演化/主题挖掘/政策层级Key words
semiconductor industry/policy text/LDA/DTM/thematic evolution/theme min-ing/policy hierarchy分类
管理科学引用本文复制引用
杨凯瑞,韩卓琳,陈珂锐..中国半导体产业政策主题演化及政策效应研究[J].创新科技,2026,26(2):28-46,19.基金项目
国家社会科学基金项目"美国对华芯片产业遏制政策工具的实施效应及应对策略研究"(24BGJ049). （24BGJ049）
