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市场调查报告书
商品编码
1774036
美国撤销对中国的豁免；个别审查或获批准US to Cancel China Exemptions; Case Review Likely to be Approved |
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价格
简介目录
摘要
美国可能撤销对中国设备技术的豁免。然而，鑑于中国已建立成熟的工艺，预计个别审查对市场的影响有限，并能保持供应链稳定。
重点
- 美国正在考虑撤销对中国工厂的技术豁免，并选择进行个别审查。
- 中国工厂大多采用成熟的製造工艺，并专注于非尖端产品，这降低了短期供应风险。
- 撤销豁免可能会影响产能升级和现有运营，但预计整体供应链稳定性仍将保持可控。
- 鑑于其产品定位和市场需求，某些关键工厂可能继续获得批准。
目录
第一章：记忆体：中国晶圆厂将实现显着产能规模
- 中国以外的记忆体供应商产能
第二章：晶圆代工厂：新规聚焦基于成熟节点的消费晶片产品
- 中国海外晶圆代工厂产能
第三章：TrendForce观点：个别审查案件可能获批，但政策不确定性仍存在
简介目录
Product Code: TRi-0073
Overview
US may cancel China facility technology exemptions; however, with mature processes in place, case-by-case reviews are expected to keep the supply chain stable with limited market impact.
Key Highlights:
- The US is assessing the cancellation of technology exemptions for its facilities in China, opting for a case-by-case review.
- Chinese sites mostly use mature manufacturing processes, focusing on non-cutting-edge products that lower immediate supply risks.
- While the withdrawal of exemptions might affect capacity upgrades and current operations, overall supply chain stability is expected to remain manageable.
- Certain key facilities, due to their product positioning and market demands, are likely to still secure approval.
Table of Contents
1. Memory: Chinese Fabs Account for Pivotal Scale of Capacity
- Non-China Memory Suppliers' Capacities Established in China
2. Foundry: Focus of New Restrictions Is on Consumer Chip Products Based on Mature Nodes
- Non-China Foundries' Capacities Established in China
3. TrendForce's View: Approval Will Be Likely for Individual Review Cases, but Policy Uncertainty Will Persist
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