AI 导读
SemiAnalysis 9 月 15 日报告统计，各地共追踪 400 多项各状态的地方行动与提案，已通过 300 多项暂停令。处于生效暂停令范围内的容量约 20 GW，其中约 1.5 GW 预计会面临实际延迟，相当于名义受影响容量的约 7.6%。
正文
Our September 15 report: https://t.co/lkbw4X4GQ1 offers a useful breakdown:
🟠 400+ local actions and proposals tracked across all statuses.
🟠 300+ local moratoriums enacted.
🟠 20 GW inside live local moratorium boundaries.
🟠 1.5 GW estimated to face actual delays from those restrictions.
That means roughly 7.6% of nominally exposed capacity is delayed. (2/5)
来源：@SemiAnalysis_ · x.com