白宫提醒美国芯片业：要为俄罗斯供应中断做好准备

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白宫提醒美国芯片业：要为俄罗斯供应中断做好准备

华尔街见闻2022-02-12

全球“缺芯潮”已是老生常谈，俄乌冲突再给芯片供应链“雪上加霜”。美东时间2月11日周五，据路透社援引知情人士消息称，美国白宫发出警告，芯片行业需要促进供应链的多样化，以防俄罗斯对美国的出口管制威胁采取报复措施，阻止关键原材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如氖气、钯和其他材料。据其估计，美国90%以上的半导体级...

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angyenyen
·2022-02-14
[開心] [開心]
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珠珠1111
·2022-02-13
懂得都懂
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Tyliew
·2022-02-12
[齜牙] [開心]
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Munhong11
·2022-02-12
[開心]
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是龙不是虫
·2022-02-12
K
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CCTong
·2022-02-12
Good
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href=https://wallstreetcn.com/articles/3651731><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球“缺芯潮”已是老生常谈，俄乌冲突再给芯片供应链“雪上加霜”。美东时间2月11日周五，据路透社援引知情人士消息称，美国白宫发出警告，芯片行业需要促进供应链的多样化，以防俄罗斯对美国的出口管制威胁采取报复措施，阻止关键原材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如氖气、钯和其他材料。据其估计，美国90%以上的半导体级...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651731\">Source 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White House reminds the US chip industry to prepare for the disruption of Russian supply","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8779fbcf9e2aa9037e791208c46c0947","symbols_score_info":{"INTC":0.9},"content_text":"全球“缺芯潮”已是老生常谈，俄乌冲突再给芯片供应链“雪上加霜”。美东时间2月11日周五，据路透社援引知情人士消息称，美国白宫发出警告，芯片行业需要促进供应链的多样化，以防俄罗斯对美国的出口管制威胁采取报复措施，阻止关键原材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如氖气、钯和其他材料。据其估计，美国90%以上的半导体级氖气供应来自乌克兰，而35%的钯来自俄罗斯。知情人士称，白宫国家安全委员会官员Peter Harrell及其团队，最近几天一直在与芯片行业人士接触，了解涉及俄罗斯和乌克兰芯片制造材料的供应情况，并敦促其寻找替代来源。白宫拒绝对谈话的具体内容发表评论，但一位高级官员重申，如果俄乌冲突升级，政府已经做好相关准备。其中一部分是与公司合作，在俄罗斯切断供应链的情况下，确保公司为中断做好准备。我们正在了解关键产品的其他来源情况，并随时准备与国内公司合作，解决供应多样化问题。这已经不是第一次美国对芯片短缺发出的警告，就在1月底，美国商务部警告，全球半导体短缺将至少持续到2022年下半年，关键芯片的消费者库存中位数已从2019年的40天下降到2021年的不到5天。芯片和电子制造供应商集团SEMI负责全球公共政策的副总裁Joe Pasetti，本周向业内成员发送了一封电子邮件，评估芯片制造重要原材料的供应风险。正如在今天的电话会议上所讨论的，请查看附件……关于俄罗斯/乌克兰生产的部分半导体材料。如果其中任何一种材料（C4F6、钯、氦、氖和钪等芯片相关制造材料）的供应中断会对贵公司业务造成影响，请立即告知。据了解，氖气对于半导体激光器至关重要，是俄罗斯钢铁制造业的副产品，通常在乌克兰被提纯。而钯则被用于传感器和存储器，并作为一些封装技术的电镀材料。拜登政府此前威胁称，如果俄罗斯对乌克兰采取进一步行动，将对其实施全面的出口管制。因此一些芯片制造商一直在评估供应链的状况以及乌克兰冲突的潜在影响。据电源芯片设计初创公司的一位高管称，乌克兰的动荡局势已经导致稀有气体价格上涨，并可能导致供应问题，而美国还“火上浇油”。这位高管还称，主要来自这一地区的氟气，其供应可能会受到影响。英特尔的发言人此前也表示，氖气供应问题暂时未对公司业务造成影响。本周，英特尔CEO预计芯片供应紧张情况会持续2023年全年，2025-30年供应形势才会有所好转。由于全球芯片供应依旧紧张，而芯片订单需求有望回升，这一问题仍然令人担忧。Techcet估计，未来4年对所有材料的需求将增加37%以上，并援引了英特尔、三星和台积电最近宣布在俄亥俄州、亚利桑那州和德克萨斯州建厂的消息。根据美国国际贸易委员会的数据，由于芯片行业对少数乌克兰公司的供应依赖，在2014年克里米亚冲突之前，氖气价格上涨了600%。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9095908902,"gmtCreate":1644796899064,"gmtModify":1676533961845,"author":{"id":"4106981492837930","authorId":"4106981492837930","name":"angyenyen","avatar":"https://community-static.tradeup.com/news/c441399177401fd9f2c25a02b8deedf3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4106981492837930","idStr":"4106981492837930"},"htmlText":"[開心]&nbsp;[開心]&nbsp;","listText":"[開心]&nbsp;[開心]&nbsp;","text":"[開心] 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