如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自 trendforce 。 与此同时，由于预计要到2030年才能实现量产，英特尔似乎正转向授权许可，以此作为其技术货 币化的一种方式。正如报告所指出的，该公司在代工业务方面持续的困境被广泛认为是这一转变背 后的一个关键因素。 市场影响：英特尔授权推动玻璃基板快速发展 英特尔的新方向也有望重塑玻璃基板市场的竞争格局。报道称，英特尔可能不再以制造商的身份参 与竞争，而是以客户的身份重新进入该领域，这将为三星电机和Absolics等供应商创造机会。 此外，报告还强调，英特尔此举或将加速整个玻璃基板行业的商业化进程。报告指出，随着英特尔 庞大的专利组合投入使用，后来者或将能够以更快的速度推进其发展。 行业参与者竞相实现玻璃基板商业化 全 球 企 业 正 在 加 紧 推 进 玻 璃 基 板 的 商 业 化 进 程 。 据 《 ETNews 》 上 个 月 报 道 ， SKC 的 子 公 司 Absolics 正在加大产能。《韩国先驱报》 5 月份的一篇报道称，该公司计划在 2025 年底前完成 量产准备，并有望成为首家实现玻璃基板商业化的公司。该公司已在其位于 ...

Group 1 - The article highlights the significant shift in trade dynamics between the US and China, illustrated by American LPG carriers rerouting to Southeast Asia instead of China due to escalating tariff conflicts [1][3] - Despite a temporary agreement reached in mid-May to gradually dismantle tariffs, Chinese companies have already established new partnerships with suppliers from Canada and the Middle East, indicating a long-term shift away from US goods [3][12] - The retention of a 20% "fentanyl tariff" by the Trump administration has exacerbated distrust among American businesses, leading to concerns about the stability of future trade relations [7][11] Group 2 - The article discusses the implications of the trade agreement signed in Geneva in May 2025, which aims to eliminate 95% of tariffs on goods, but also notes the hidden challenges posed by the retained tariffs [8][9] - The article points out that American companies are facing significant losses due to reduced exports to China, with soybean exports dropping by 16.3% [16] - Chinese companies are actively restructuring their global supply chains, reducing reliance on US suppliers, as seen in the shift towards sourcing from countries like Russia, Brazil, and the Middle East [12][17] Group 3 - The article emphasizes the resilience of Chinese companies in the lithium battery sector, with exports to the US reaching a record high of $15.315 billion, despite US sanctions [19] - It highlights the challenges faced by American companies in finding alternatives to Chinese manufacturing, as many industries remain heavily dependent on China's production capabilities [22][24] - The article concludes with the notion that the ongoing trade war may lead to significant economic repercussions for the US, with potential losses in various sectors, including agriculture and semiconductors [24][28]