美扩列中企制裁清单，芯片断供再升级，全球供应链为何陷入恐慌？

Group 1 - The U.S. Department of Commerce has initiated an anti-discrimination investigation related to the semiconductor industry, tightening regulations on chip exports and impacting the global supply chain [2][3] - The complexity of the semiconductor manufacturing process makes it difficult for the U.S. to simply relocate production domestically, as many components still need to be sourced from overseas [2][3] - China's response to the U.S. actions includes a reduction in chip imports but an increase in spending on equipment, indicating a push towards self-reliance in semiconductor research and development [2][3] Group 2 - The demand for AI chips is surging, leading to tight advanced packaging capacity, which may result in increased prices for electronic products in the coming year [3][4] - Companies reliant on chips are experiencing significant anxiety, with inventory management becoming a critical issue due to fears of supply shortages [4] - The ongoing U.S.-China semiconductor conflict is likely to leave the global supply chain in a precarious position, with no clear winners emerging from the situation [4]