应用材料对华断供,份额腰斩!

52RD
Nov 15

半导体设备巨头美国应用材料公司(AppliedMaterials)周四表示,受美国收紧出口管制导致市场准入受限影响,预计2026年中国芯片制造设备支出将下滑,但公司全年营收有望在下半年实现更强劲增长。尽管美国加强出口限制预计将抑制需求,但人工智能投资激增带动的存储芯片产能扩张,可能会部分抵消这一影响。上月,应用材料公司曾预测,美国扩大出口限制将导致其 2026财年营收减少6亿美元。这些限制使得部分...

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