AI 数据中心 / 加速芯片。关键卡位：电力、光互连、HBM、液冷、网络。AI data center / accelerator chips. Key chokepoints: Power, Optical interconnect, HBM, Liquid cooling, Networking.
量子计算机。关键卡位：稀释制冷、控制电子、光模块、特种材料。Quantum computer. Key chokepoints: Dilution fridge, Control electronics, Optics, Specialty materials.
2nm / 先进封装。关键卡位：设备、EUV 光源、光学、特气、EDA。2nm / advanced packaging. Key chokepoints: Equipment, EUV source, Optics, Specialty gases, EDA.
核聚变 / SMR 小堆。关键卡位：电网/变压器、铀、储能材料、超导磁体。Fusion / SMR. Key chokepoints: Grid / transformers, Uranium, Storage materials, Superconducting magnets.
可复用火箭 / 卫星星座。关键卡位：星载元器件、地面站、推进剂、复合材料。Reusable rockets / satellite constellations. Key chokepoints: Spaceborne components, Ground stations, Propellant, Composites.
人形机器人。关键卡位：谐波减速器、力矩传感器、执行器、稀土永磁电机。Humanoid robots. Key chokepoints: Harmonic reducers, Torque sensors, Actuators, REE magnet motors.
无人机蜂群 / 导弹防御 / 高超音速。关键卡位：制导、GaN 雷达、特种火炸药、抗辐射芯片。Drone swarms / missile defense / hypersonics. Key chokepoints: Guidance, GaN radar, Energetics, Rad-hard chips.
基因疗法 / GLP / 合成生物。关键卡位：测序仪、试剂酶、CDMO、生物反应器。Gene therapy / GLP / synthetic biology. Key chokepoints: Sequencers, Reagent enzymes, CDMO, Bioreactors.
稀土 / 超导 / 碳纤维 / 特气。关键卡位：稀土永磁、超导线材、碳纤维、特种合金、特气。Rare earth / superconductors / carbon fiber / specialty gases. Key chokepoints: REE magnets, Superconducting wire, Carbon fiber, Specialty alloys, Specialty gases.