SemiAnalysis· @SemiAnalysis_ · X·· 14 天前AI 评分49
AI 导读
单年 50 GW 是否过于激进？ “亲爱的 Brad 公开点名了我们，并把我们的预测砍半。” 于是 Jeremie (@JeremieEO) 和 Reyk (@robotknower) 与 Jordan (@JordanNanos) 一起登台展示他们的分析。他们逐个站点结合卫星图像，解释为什么对数字大幅削减会重复计入本已内含的延期。此外还谈到禁建令、9 个月的模块化建设，以及为什么 2028 是值得关注的一年。
AI 生成摘要 · 以原文为准
正文
Is 50 GW in a single year too aggressive?
"Dear Brad called us out publicly and cut our forecast in half."
So Jeremie (@JeremieEO) and Reyk (@robotknower) came on with Jordan (@JordanNanos) to show their work. They go site by site from satellite and explain why haircutting the number double counts the delays already baked in. Plus moratoriums, 9-month modular builds, and why 2028 is the year to watch.
来源：SemiAnalysis · x.com