SemiAnalysis@SemiAnalysis_ · XAI 摘要
美国自2025年11月以来从台湾的进口超过了从中国的进口。这个标题的含义比表面看起来更多也更少。一条关于为什么AI基础设施使贸易核算真正困难的推文。(1/6)🧵
The US has imported more from Taiwan than from China since November 2025. That headline means both more and less than it appears. A thread on why AI infrastructure has made trade accounting genuinely hard. （1/6）🧵