安联研究:中东危机可能导致半导体价格飙升 (金十数据APP)

Odaily星球日报讯 安联研究表示,中东危机可能引发半导体价格飙升。“中东危机带来的能源短缺风险可能导致价格进一步走高,因为供应已经紧张且高度集中,”该机构表示。此外,对半导体生产至关重要的原材料(尤其是氦气)的短缺可能影响工厂,这可能导致每月超过 100 亿美元的损失,该机构补充说。
“卡塔尔占全球氦气产量的三分之一,氦气是人工智能供应链的上游投入品,也几乎完全通过海湾码头运输,”安联研究表示。(金十)
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