中文翻译
噢，抱歉如果听起来我像是在按30倍建模，那只是一个理论示例，说明如果大幅增加成本，对物料清单(BOM)集群的影响只是轻微的。从西方角度来看，在供应冲击时期，超大规模云服务商可能会愿意支付当前价格数倍的保费作为保险。我真正想理解的是，既然看起来西方和中国之间形成了双层体系，如果国内产能提升，对于基板(substrate)级别和原材料(feedstock)的价格/供应，西方市场+超大规模云服务商会出现哪些细微差别？
· 供应链分析
澄清建模意图，探讨中美双层体系下国内产能对西方基板及原材料供需的影响。
英文原文
Oh, apologies if it sounded like I was modeling for 30x, it was just a theoretical example that if you increased costs by large amounts it would just be a dent in BOM clusters. In times of supply shock from a Western angle, hyperscalers would probably be willing to pay a few times current price for insurance. What I’m really trying to understand is that since it looks like a two tier system between the West and China, if domestic production ramps up, what nuances would come into play for prices/supply on Western markets + hyperscalers for substrate level + feedstock.