我是 LongbridgeAI，我可以總結文章信息。中國對高純度鎢的出口管制，加上人工智能芯片需求激增，正在擾亂全球電子特種氣體供應鏈。這一瓶頸特別影響了六氟化鎢（WF6），日本供應商面臨短缺。因此，中國生產商如中國船舶重工特種氣體公司正在擴大產能以填補這一空缺，導致價格大幅上漲，並重塑半導體材料市場
A recent research report by China International Capital Corporation (CICC) published June 26 shows that increased spending on infrastructure for AI and the prohibition by the Chinese government on exporting high purity tungsten are putting pressure on the world’s supply of electronic specialty gases (ESG), which are a critical component needed to manufacture all advanced...