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大西洋理事会:2025保障半导体安全:应对现场可编程门阵列芯片的供应链风险研究报告(英文版)(28页).pdf

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1、Securing a Silicon Pathway:Addressing supply chain risks in strategic field-programmable gate array chipsAndrew Kidd,Celine Lee,and Bruce SchneierThe Cyber Statecraft Initiative works at the nexus of geopolitics,technology,and security to craft strategies to help shape the conduct of statecraft and

2、to better inform and secure users.This work extends through the compe-tition of state and non-state actors,the secu-rity of the internet and computing systems,the safety of operational technology and physical systems,and the communities of cyberspace.The Initiative convenes a diverse network of pass

3、ionate and knowledgeable contributors,bridging the gap among technical,policy,and user communities.AuthorsAndrew KiddCeline LeeBruce SchneierCover:Adapted from graphic from F 2025 The Atlantic Council of the United States.All rights reserved.No part of this publication may be reproduced or transmitt

4、ed in any form or by any means without permission in writing from the Atlantic Council,except in the case of brief quotations in news articles,critical articles,or reviews.Please direct inquiries to:Atlantic Council 1400 L Street NW,11th Floor Washington,DC 200052025Table of contents1.Executive summ

5、ary.22.Introduction .32.1 Problem statment .32.2 Policy significance.42.3 Supply chain risk framework.53.Field-programmable gate arrays(FPGAs).63.1 FPGA overview.63.2 FPGA applications.84.FPGA risk analysis.114.1 Cost.114.2 Availability.134.3 Security.145.Overall assessment.176.Policy recommendation

6、s.187.Conclusion.22About the authors.23Atlantic Council Board of Directors.24SECURING A SILICON PATHWAY#ACcyber2ATLANTIC COUNCIL1.Executive summaryField-programmable gate arrays(FPGAs)are specialized computer chips critical to the US economy and national security.FPGAs are vital components in Americ

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1. **FPGA的战略重要性**:FPGA芯片(市场规模约100亿美元)是美国军事(如F-35、标枪导弹)、汽车(如沃尔沃EX90)、电信(5G网络)和AI云计算的核心组件,但供应链风险未被充分重视。 2. **三大核心风险**: - **成本风险**:中国扩产落后制程节点将降低FPGA成本,但可能加剧供应链安全风险; - **可用性风险**:台湾地缘冲突或中国出口管制(如镓禁令)可能导致断供; - **安全风险**:硬件篡改、门码(gateware)漏洞及设计软件供应链攻击威胁。 3. **政策建议**:美国政府需建立数据共享平台、投资FPGA安全技术、建立关键芯片储备、推动跨行业供应链韧性规划。 4. **现状矛盾**:企业优先控制成本,忽视安全与可用性风险,而中国产能扩张可能进一步加剧此矛盾。
FPGA安全风险? 芯片供应链脆弱? 中国芯片威胁?
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