The Cefa Brief
评论洞察视角释义
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符合这些筛选条件：2 篇稿件
稿件
- 评论Industrial Policy
Semiconductor subsidy should be judged on demand met at home, not on fabs opened
Construction spending on manufacturing plant fell from an annual rate of 244 billion dollars in 2024 to 215 billion in 2025, while U.S. semiconductor production rose from 144 to 165 on a 2017 base, its largest step in five observations. The two yardsticks now available disagree about the same year, and the one that should settle the question appears in none of this data.
- 评论Industrial Policy
One industrial line is climbing and the index around it is not
Domestic semiconductor production reached 165 on a 2017 base in 2025, from 121 in 2021. Total industrial production reached 101.2. That gap is the best evidence economic-security policy has in this data, which is exactly why it should be claimed carefully.