Abstract: The chip industry is a key industry supporting modern science and technology and economic development, but its long industrial chain and complex global competition and cooperation pattern make it being significantly impacted by external shocks. Especially in recent years, the coronavirus epidemic and the Sino-US trade frictions have a huge impact on China's chip industry. Facing complex and changeable external environment, it is urgent to examine the risks faced by China's chip industry from the perspective of network resilience. Based on the complex network theory, this study constructed a multi-dimension industrial network from business, technology and organization, and used the social network analysis method to compare and analyze the change of industrial networks under the epidemic impact and trade impact scenarios. The impact of the epidemic and trade friction will lead to the increase of the degree of dispersion and fragmentation of the chip industry network. After different cities were affected by the epidemic, the three types of networks in the chip industry were affected to different degrees. Compared with the impact of the epidemic, the loss of the toughness of the chip industry network structure caused by the trade blockade is more serious. This study has enriched the theory of industrial toughness and provided decision-making reference for improving the risk prevention and control ability of the chip industry.

摘要： 芯片产业是支撑现代科技和经济发展的关键产业，但其绵长的产业链、错综复杂的全球竞合格局，使其面临的外部冲击的影响倍加凸显。尤其是近年来，新冠疫情和中美贸易摩擦风险叠加，对中国芯片产业造成了巨大影响。面对复杂多变的外部环境，亟需从网络结构视角审视我国芯片产业面临的风险。基于复杂网络理论，从业务、技术和组织三个维度构建了多层次的芯片产业网络，运用网络分析方法，对比分析了疫情冲击和贸易冲击对产业网络结构的影响。研究结果表明，疫情冲击和贸易摩擦都会导致芯片产业网络离散度和碎片化程度的上升；不同城市受疫情冲击后，芯片产业的三类网络受影响程度不同；相较于疫情冲击，贸易封锁造成的芯片产业网络损耗更严重。拓展了复杂网络视角下的产业风险研究，为提升我国芯片产业韧性提供了决策参考。