在半导体领域,钪的紧缺同样令人忧心。研究机构SemiAnalysis创始人兼首席执行官迪伦·帕特尔指出,美国芯片制造商的钪库存正在走低,这可能危及新一代5G芯片的生产。
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“I think most companies are late. Within the next year, I believe the majority of companies will reach the same conclusion and make similar structural changes,” he wrote in a separate letter to shareholders.
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