確定了!荷蘭限制DUV設備輸中 9/1生效 - 股票QA

By Dora
at 2023-07-01T12:55
at 2023-07-01T12:55
Table of Contents
每天隨著國際新聞起舞,其實不如算一次終極賬目
在中國入世之前,世界上的發達人口有多少?也就是西歐北歐+美加的20億人
而中國就算這次擊潰美國,也不給歐洲留飯渣,以中國競爭者姿態,以低價搶市場的習慣方式
比如華爲價格是思科的1/5,架設太空站的成本是美國的1/5算
就算世界的高端生意都讓中國人做,這個世界還能供養幾億高淨值人口。
恐怕説十億就多説了
所以中國人口萎縮是爲了適配這個可怕終極場景。
歐美奴役其他大洲幾百年,爲了這種秩序還要不停以戰火挑動其他族群内鬥。
其實除非核融合這樣的技術真的突破且世界共享。否則這世界就是存量競爭,早晚内捲的
最後是哪幾億人笑到最後。真的不敢想
歐美去工業化太狠了。所以這次戰爭,整個歐美總動員起來,
炮彈生產能力已經比二戰時還衰退好幾倍,供應一個烏克蘭都困難
英國建核電站,兩次選擇中國華龍壹號技術,又兩次各種原因棄選流標,但是自己已經
因爲缺少起碼的專業工程師隊伍根本沒有了自建和維護能力,還是更傾向於選擇中國方案
歐美的内傷也得5-10年修復,不,STEM人才梯隊得12-16年左右才能培養新一批
在美國既沒有在台灣問題讓步,產業還更掐中國脖子的今天,只有黃金是我的選擇了
※ 引述《hyscout (廠廠)》之銘言:
: 原文標題:確定了!荷蘭限制DUV設備輸中 9/1生效
: ※請勿刪減原文標題
: 原文連結:https://ec.ltn.com.tw/article/breakingnews/4350008
: ※網址超過一行過長請用縮網址工具
: 發布時間:2023/06/30 18:24
: ※請以原文網頁/報紙之發布時間為準
: 記者署名:
: ※原文無記載者得留空
: 原文內容:
: 〔財經頻道/綜合報導〕在美國積極呼籲日本、荷蘭、南韓、台灣等晶片盟友圍堵中國發
: 展半導體產業後,荷蘭政府週五(30日)宣布,將限制部分先進半導體設備輸出中國,未
: 來將要求廠商出口DUV(深紫外光)曝光機前須獲得許可證,新規預計於9/1生效。
: 《路透》報導,荷蘭新規首當其衝的便是半導體設備巨頭艾司摩爾(ASML),雖然艾司摩
: 爾表示,新限制不會衝擊公司營收,因為公司最先進的EUV機器從未運往中國,但消息一
: 出,截至台北時間傍晚6點08分,艾司摩爾今美股盤前仍下跌逾10.43%。
: 荷蘭貿易部長利耶·施賴內馬赫(Liesje Schreinemacher)表示,限制設備出口是為了
: 國家安全考量,也是為了避免這些設備被運用在發展並增強軍事能力等方面,不過,施賴
: 內馬赫也強調,受新規影響的公司與出口設備數量有限。
: 另外,《路透》日前指出,美國很下個月恐會針對中國祭出更多新限制。
: 心得/評論:
: ASML崩崩但對聯電或世界應該是利多?
: 中國不能自己代工成熟製程晶片只能委外代工了?
: 中芯還活得下去嗎?
--
英國醫學網站:台灣丁丁長度,世界86國(地區)排第85,和東南亞一個水平,比東北亞短2cm
--
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