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市場調查報告書
商品編碼
1774036
美國撤銷對中國的豁免；個別審查或獲批准US to Cancel China Exemptions; Case Review Likely to be Approved |
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價格
簡介目錄
摘要
美國可能撤銷對中國設備技術的豁免。然而，鑑於中國已建立成熟的工藝，預計個別審查對市場的影響有限，並能保持供應鏈穩定。
重點
- 美國正在考慮撤銷對中國工廠的技術豁免，並選擇進行個別審查。
- 中國工廠大多採用成熟的製造工藝，並專注於非尖端產品，這降低了短期供應風險。
- 撤銷豁免可能會影響產能升級和現有運營，但預計整體供應鏈穩定性仍將保持可控。
- 鑑於其產品定位和市場需求，某些關鍵工廠可能繼續獲得批准。
目錄
第一章：記憶體：中國晶圓廠將實現顯著產能規模
- 中國以外的記憶體供應商產能
第二章：晶圓代工廠：新規聚焦基於成熟節點的消費晶片產品
- 中國海外晶圓代工廠產能
第三章：TrendForce觀點：個別審查案件可能獲批，但政策不確定性仍存在
簡介目錄
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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