突發！傳美國或製裁長電、華天等封測大廠 - 股票
By Ivy
at 2020-10-08T10:03
at 2020-10-08T10:03
Table of Contents
1.原文連結：
https://mp.weixin.qq.com/s/Dw7d2hR9gVV4WrUQPoMqrQ
2.原文內容：
突發！傳美國或製裁長電、華天等封測大廠！長江存儲、長鑫存儲也危險...
在中芯國際被美國商務部加入實體清單後，美方狙擊中國半導體產業的動作並未就此收手，有傳聞稱下一個目標鎖定DRAM產業。
據DIGITIMES報導，除了中芯國際之外，華虹及發展快速的長電、華天等封測廠，國內最大的NAND Flash廠長江存儲，DRAM大廠長鑫存儲，設備大廠中微半導體都在美國關註名單中。
外媒Forbes刊登的激進撰稿人Roslyn Layton的文章稱：“中芯國際、長江存儲、長鑫存儲等必須加入實體名單，以確保美國的關鍵技術不會被武器化以對抗美國人。”
若美國真有此打算，則不僅上述企業，相關上下游產業鏈企業短期內也可能受到影響。據DIGITIMES報導，如中芯國際被加入實體清單，其上下游產業鏈企業包括長電、中微半導體、芯原微、滬矽產業、北方華創、盛美半導體、華特氣體等多家設備材料封測廠商將失去中芯國際訂單，運營也因此受到影響。
3.心得/評論：
米國爸爸制裁支那動作不斷，如果這幾間真的制裁下去，台灣DRAM產業是不是準備飛天
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