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seekingalpha

04/26/2025, 11:30 AM UTC

美国对华半导体出口管制升级：影响与全球供应链调整'Dividends Are Facts' - 2 Stocks That Pay 'No Matter What'

1、美国以国家安全为由，加强对华先进半导体出口管制；2、此举冲击全球芯片制造商，扰乱供应链，或加速中国本土半导体产业发展；3、各国与企业正调整策略以降低风险，探索替代性供应链解决方案。

1. The U.S. tightens export controls on advanced semiconductors to China, citing national security concerns; 2. The move impacts global chipmakers, disrupts supply chains, and may accelerate China's domestic semiconductor development; 3. Countries and companies are adjusting strategies to mitigate risks and explore alternative supply chain solutions.

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