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历史观点（1 条，最新在上）
- English · 原文Europe has no chance of competing with the US regarding the AI race. But what they can do is strengthen their niche monopolies/chokepoints, and sovereign supply chain resilience. I think they're starting to realize how critical players like $SOI and $SIVE are to Europe tho. Which is why they put CPO/Photonics for AI DCs, and niche advanced packaging players on their focus policy.中文 · 翻译欧洲在AI竞赛上根本没机会跟美国竞争。 但他们能做的是强化自己的利基垄断/关键节点，以及主权供应链的韧性。 我觉得他们开始意识到像 $SOI 和 $SIVE 这样的玩家对欧洲有多关键了。 所以他们才把面向AI数据中心的CPO/光子学、以及利基先进封装厂商列入重点政策。