精选70Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)行业动态
华为锁定43% N+2产能，5年协议
> Huawei has already locked up 43% of N+2 capacity under a 5-year agreement
> Huawei has already locked up 43% of N+2 capacity under a 5-year agreement I've heard Huawei has fabs outside SMIC, so let's assume they dedicate the equivalent of just 20% of… 70K wpm by eoy'26 to Ascend. 14K. 55% yield, 73/2 dies… They could make 6M a year just on 20%?
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力