我不懂，这个是chatGPT说的。另外从trump的反映来看，的确比较重要

Aspect	Short term (0–6 mo)	Medium term (6–18 mo)	Long term (2+ yrs)
GPU manufacturing	Continues, just higher cost	Delays, tool maintenance issues	Risk of fab capacity shortage
New GPU ramp (Blackwell, etc.)	On schedule	Slowed by material/tool shortage	Possibly stalled if restrictions persist
Core silicon availability	OK initially	Tightens	Constrained
Overall effect	Cost and delivery issue	? Production bottlenecks	Physical output constraint possible