中文翻译
我在思考对 Rasa/NCI 的出口管制，但如果总体上暂停中国 InP 衬底生产，会对 $IQE、$LITE 等下游造成很多附带损害。 但通过 Ulvac 和其他瓶颈暂停中国人形机器人生产，并不会造成同等程度的附带损害。
· 供应链分析
出口管制InP会伤及IQE/LITE等下游，而管制人形机器人瓶颈连带伤害较小。
英文原文
I was thinking about export controls on Rasa/NCI but that would cause a lot of downstream collateral damage on $IQE, $LITE, etc. if you halted China's InP substrate production in general. But halting China's humanoid production with Ulvac and other chokepoints doesn't really do as much collateral harm.