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@SemiAnalysis_· @SemiAnalysis_ · X·· 14 天前AI 评分23
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仅这三类就占了初始容量的约 88%。暂停令通常冻结新申请,而非撤销已有批准。而且即便限制适用,设备交付周期、诉讼或其他约束可能早已决定了交付日期。只有当暂停令把项目推过那个时间线时,才会增加延迟。(4/5)

正文

Those three categories alone account for roughly 88% of the starting capacity. Moratoriums typically freeze new applications rather than revoke existing approvals. And even when a restriction applies, equipment lead times, litigation or other constraints may already determine the delivery date. A pause adds delay only if it pushes the project beyond that timeline. (4/5)

来源:@SemiAnalysis_ · x.com