引用:
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作者space
東西有沒有做出來不知道，但是機台買很多倒是真的
https://statementdog.com/news/5097
"若排除近三季額外大幅拉貨因素，中國長鑫存儲過去三年新增產能約佔 DRAM 同期新增產能 18%。"
"如同競爭對手科林研發，在中國合肥長鑫拉貨延續下，公司預計本季 DRAM 設備營收仍將維持高檔。但展望 2024 年後續季度，經營階層表示中國佔營收比重將從目前 45% 快速降至30%，明確暗示著中國合肥長鑫後續拉貨力道將快速下滑" |
紐約聯邦儲備銀行的報告
Geopolitical Risk and Decoupling: Evidence from U.S. Export Controls
https://www.newyorkfed.org/research..._reports/sr1096
Amid the current U.S.-China technological race, the U.S. has imposed export controls to deny China access to strategic technologies. We document that these measures prompted a broad-based decoupling of U.S. and Chinese supply chains. Once their Chinese customers are subject to export controls, U.S. suppliers are more likely to terminate relations with Chinese customers, including those not targeted by export controls. However, we find no evidence of reshoring or friend-shoring. As a result of these disruptions, affected suppliers have negative abnormal stock returns, wiping out $130 billion in market capitalization, and experience a drop in bank lending, profitability, and employment.