粤桂两地核电项目展现了清洁能源与区域发展的深度融合。 能源结构转型已成为时代趋势。核电凭借其稳定、清洁、高效的特性，成为各地实现"双碳"目标与能源 安全战略的重要选择。 作为全国经济第一大省，广东能源消费体量庞大，目前广东已拥有大亚湾、岭澳等多座大型核电站，核 电装机容量与发电量位居全国前列。广东在运核电站主要分布在珠三角周边和粤东地区，而粤西地区的 核电布局有待填补。 位于广东省西南端、地处粤琼桂三省交汇处的湛江，成为粤西能源结构调整的关键落子。广东廉江核电 项目是国家电投布局粤西的能源产业基地，项目地处北部湾经济带核心区域，对优化全省能源生产和供 应格局具有重要意义。 21世纪经济报道记者在廉江核电项目现场了解到，当前，廉江核电项目规划建设6台CAP系列三代核电 机组，总装机容量达850万千瓦，总投资约1300亿元。 其中，一期工程建设2台CAP1000机组，计划于2028年建成投运。届时，两台机组年发电量可达约200亿 千瓦时，能够供应大约400万户居民一年的用电量。 值得关注的是，廉江核电采用的"海水二次循环冷却"方式，区别于现有核电站普遍采用的"海水直流循 环冷却"方式。该技术以海水作为冷却介质，冷 ...

Core Viewpoint - The article discusses the delays and challenges faced by semiconductor manufacturing projects in the U.S. due to local opposition and regulatory hurdles, particularly highlighting the impact of the CHIPS Act and geopolitical tensions in the semiconductor industry [1][5][6]. Group 1: Project Delays and Local Opposition - Amkor's $2 billion advanced packaging plant in Peoria, Arizona, faces local resistance due to concerns over water resources and traffic congestion, with residents threatening legal action [2]. - Micron's $100 billion DRAM production facility in Clay, New York, has encountered delays in environmental assessments and public feedback, pushing back the construction timeline originally set for 2024 [3][4]. - The delays in Micron's project could result in a loss of $5 million per day, affecting its ability to meet production goals for DRAM in the late 2020s [3]. Group 2: Importance of Semiconductor Manufacturing - The advanced packaging plant by Amkor is crucial for the local semiconductor supply chain, which includes TSMC's Fab 21 and multiple suppliers, and is expected to be one of the largest in the world [2]. - Micron's facility is intended to be its largest manufacturing base and a key part of its strategy to increase U.S. production of DRAM, aiming for 40% of its output to be produced domestically by the mid-2030s [4]. Group 3: Geopolitical Context and Industry Dynamics - The semiconductor trade, valued at $600 billion, has become a focal point in discussions about global security and economic dominance, particularly between the U.S. and China [5]. - The CHIPS Act aims to bolster U.S. semiconductor manufacturing and reduce reliance on Taiwan, which currently produces about 90% of the world's advanced semiconductors [6][7]. - The article highlights the contrasting strategies of the Biden and Trump administrations regarding semiconductor policy, with Biden focusing on investment incentives and Trump emphasizing tariffs [7][8].