Elon Musk репостнул(а)

Zephyr
@zephyr_z9
China is building around 69 power semiconductor fabs (under construction, planned, or ramping) across 58 suppliers
15 are planned, 29 are under construction, and 25 are ramping up production


Jukan@jukan05· 17 окт. 2026 г.This is a really interesting chart.
I attended the TrendForce San Francisco roadshow yesterday, and this chart got me thinking about a lot of things.
China is now expected to localize more than half, or close to half, of most equipment categories, excluding lithography and

04:28 · 18 октября 2026 г. · 238,1 тыс. просмотров
92
293
1,8 тыс.