众所周知,芯片制造是非常复杂的,需要上千道工序,需要几百种设备。所以一定程度上而言,通过这些半导体设备的采购,就可以判定出是不是真的在疯狂建厂造芯片,因为买的少的,肯定不行,买的多的,大致没问题。举例说明一下,从2020年到2024年,中国大陆的半导体设备市场规模,一直是全球第一名,就可以判断出中国大陆这5年芯片扩产速度,一定是全球第一名的。当然,要关注全球所有半导体设备采购,也是有一点困难的,...
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