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今日看点#86 | 联邦裁员后,《芯片法案》悬了,美国半导体行业 ...
联邦裁员后,《芯片法案》悬了,美国半导体行业严阵以待按语:拜登政府和特朗普政府都认为人工智能与半导体是决定未来中美竞争最重要的战略产业,希望在美国本土构建独立的半导体产业链。而在拜登政府任内,已经呈现了清晰的路径:对外技术出口管制+对内积极的产业政策。但特朗普政府的思路完全不同,第一,特朗普政府不相 ...
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