电子行业点评报告:自主可控趋势不可逆,国之重器代工双雄应该重视!

东吴证券
24 Jul

(以下内容从东吴证券《电子行业点评报告:自主可控趋势不可逆,国之重器代工双雄应该重视!》研报附件原文摘录)投资要点中美科技战持续加码,自主可控趋势不可逆!7月23日,美国发布AI行动计划《Winning the AI Race:America’AI Action》,从三个方面加强对半导体的出口管制:1.通过芯片定位加强芯片出口管制,从而降低了芯片流入高风险国家地区的风险;2.除设备外,美国及其盟友...

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