突发!美设备巨头对华断供!存储和成熟芯片设备遭禁运

PanSemicon
Nov 14

11月14日最新消息,应用材料公司表示,由于美国出口管制收紧限制了其市场准入,预计2026年其在中国的芯片制造设备支出将下降,但下半年整体营收将有所增长。尽管美国出口管制收紧预计将抑制需求,但与人工智能(AI)投资激增相关的强劲存储器产量有望部分抵消这一影响。应用材料首席财务官Brice Hill表示:“我们的客户表明,晶圆制造设备的支出可能会从2026年下半年开始加速增长。”10月,应用材料公司...

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