铜,不够用了

环球老虎财经app
Oct 26

一米多高的铜线圈在车间里缓缓移动,而在芯片内部,铜导线则细到仅有发丝的数万分之一。从宏观到微观,这种古老的金属已成为现代半导体产业不可或缺的生命线。全球AI算力竞赛已进入白热化阶段,而在鲜少被关注的角落,金属铜正带动一场资源革命。7月,特朗普宣布考虑对进口铜征收50%关税,引发美国铜期货价格一度飙升近10%。同月,普华永道发布报告警告:到2035年,全球约32%的半导体生产可能因气候变化导致的铜...

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