里昂发表研究报告指,中国商务部上周宣布将对合共12种稀土元素及相关上下游产品实施进一步出口管制。考虑到稀土是半导体制造供应链的关键材料,里昂认为相关管制措施对于海外半导体企业属不利,同时将有利于中国推动本土化替代,使中国半导体企业受惠。此外,美国将对销售至中国的关键软件实施出口管制,里昂认为随著本土替代必要性提高,中国半导体设计电子设计自动化(EDA)企业将能受益。里昂列出可能从今次中美博奕中受惠...
Source Link里昂发表研究报告指,中国商务部上周宣布将对合共12种稀土元素及相关上下游产品实施进一步出口管制。考虑到稀土是半导体制造供应链的关键材料,里昂认为相关管制措施对于海外半导体企业属不利,同时将有利于中国推动本土化替代,使中国半导体企业受惠。此外,美国将对销售至中国的关键软件实施出口管制,里昂认为随著本土替代必要性提高,中国半导体设计电子设计自动化(EDA)企业将能受益。里昂列出可能从今次中美博奕中受惠...
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