· 供应链分析
这在事实上并不正确，而这正是我们陷入困境的完全相同的原因。 美国完全依赖日本/中国。例如：用于AI光子学的InP（磷化铟）原料/衬底。 美国依赖中国制造人形机器人的机体。 美国通过一些关键瓶颈点依赖俄罗斯/其他对手（不会透露具体名称，因为涉及国家安全风险）。 美国依赖台湾/韩国制造高端半导体。 美国依赖欧洲制造高端机器（$AXIA、$AMSL类型）或特定衬底（$SOI）。 再次强调，供应链是相互关联的。这种观点正是当前政府认为自己掌握了所有牌的精确原因。 请列举一家能够供应AI所需InP衬底足够原材料的美国公司。 请列举一家今天能够完全替代$ASML的美国公司。 你做不到，因为它们还不存在。
This is factually not true and this is the exact same reasoning why we're in this mess. US is completely reliant on Japan/China. eg. InP feedstock/substrates for AI with photonics. US is reliant on China for manufacturing bodies of humanoids. US is reliant on Russia/other enemies (won't disclose specific names since it's national security risk) through some niche chokepoints. US is reliant on Taiwan/Korea for high end semiconductors. US is reliant on Europe for high-end machines ( $AXIA, $AMSL type) or specific substrates ( $SOI ). Again, supply chain is interconnected. This type of take is the exact reason why the current administration thought it had all the cards. Name one US company that can supply enough raw feedstock required for InP substrates for AI. Name one US company that can completely replace $ASML today. You can't because they don't exist yet.