· 供应链分析
关于长鑫存储(CXMT)和长江存储(YMTC)的内存生产挑战内存公司的新闻。 媒体的措辞是错误的。 > 它们被列入西方超大规模数据中心(hyperscaler)供应链的黑名单。 > 这很可能仅限于国内市场。 当标题耸人听闻地称“中国两大内存制造商将全球供应短缺视为机遇……”时，因为它们在西方供应链中没有任何份额。 长江存储(YMTC)被全面禁止（美国实体清单）- 国防部1260H条款清单（中国军事公司）。 长鑫存储(CXMT) - 国防部1260H条款清单。涉军清单。 美国商务部曾考虑是否将此类DRAM厂商列入出口管制清单。但尚未执行，因为一些非西方供应链仍在使用并与它们合作，例如日本东京电子(Tokyo Electron)等公司。 简而言之：对超大规模数据中心AI内存贸易没有影响。
Regarding news of memory production by CXMT and YMTC challenging memory companies. This is worded wrong by news. > They're blacklisted in Western hyperscaler supply chains. > This is likely domestic only. Headlines are sensational when they say "China’s two major memory manufacturers view the global supply shortage as an opportunity..." because they have none in Western supply chains. YMTC is fully banned (US Entity List) - DoD Section 1260H list (Chinese Military Companies) CXMT - DoD Section 1260H list. Military-linked list. The U.S. Commerce Department was weighing whether to slap more Chinese tech firms like this DRAM player to its export restriction list. But haven't yet since some non-Western supply chains still use work with them eg. Japanese companies like Tokyo Electron. TLDR: no effect on the hyperscaler AI memory trade.