作者:Ada,深潮 TechFlow 原标题:中国对日本出口管制造成瓶颈,“白毛股神”Serenity 称韩股 Foosung 将成为“大赢家” 韩国补位窗口由地缘政治撑起,非由技术壁垒决定。 中国对日钨管制的连锁反应已传至 AI 存储芯片上游。 日本占全球 25% 的 WF6(六氟化钨)产能进入停产倒计时,三星与海力士被迫连夜寻找替代供应。韩国 SK Specialty 与三星签下月供 150...
Source Link作者:Ada,深潮 TechFlow 原标题:中国对日本出口管制造成瓶颈,“白毛股神”Serenity 称韩股 Foosung 将成为“大赢家” 韩国补位窗口由地缘政治撑起,非由技术壁垒决定。 中国对日钨管制的连锁反应已传至 AI 存储芯片上游。 日本占全球 25% 的 WF6(六氟化钨)产能进入停产倒计时,三星与海力士被迫连夜寻找替代供应。韩国 SK Specialty 与三星签下月供 150...
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