俄烏危機 半導體原料恐斷鏈 - 工程師
By Edwina
at 2022-02-14T20:46
at 2022-02-14T20:46
Table of Contents
※ [本文轉錄自 cjol 信箱]
作者: Paul1021 (胡迪) 看板: Stock
標題: [新聞] 俄烏危機 半導體原料恐斷鏈
時間: Sun Feb 13 22:23:06 2022
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3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
---------------------------- 以上注意事項應刪除 -------------------------
原文標題:俄烏危機 半導體原料恐斷鏈
(請勿刪減原文標題)
原文連結:https://wantrich.chinatimes.com/news/20220213900097-420501
(網址超過一行過長請用縮網址工具)
發布時間:04:10 2022-02-13 工商時報 蕭麗君、綜合外電
(請以原文網頁/報紙之發布時間為準)
原文內容:
俄烏戰爭一觸即發,白宮警告俄羅斯為報復美國,可能阻斷半導體關鍵原料出口;加上美
國通膨持續惡化,導致晶片股上周五(11日)全面潰敗,拖累費城半導體指數慘跌近5%
,台積電ADR也下跌2.97%。
據消息人士透露,一旦俄烏開戰,俄羅斯可能藉由停止供應晶片關鍵原料,來報復美國威
脅對俄國實施出口禁令,因此白宮疾呼晶片業者應該盡快採取供應鏈多樣化備案,以把衝
擊降至最輕。
事實上,因應近期俄烏關係緊張,市調機構Techcet曾在2月1日發布報告指出,許多半導
體製造商高度仰賴俄羅斯和烏克蘭生產的氖、鈀和其他材料,來做為製造晶片的關鍵原料
,這個產業極有可能成為俄羅斯的報復對象。
Techcet預估,美國半導體等級的氖供應,有超過九成來自烏克蘭,35%的鈀供應則是來
自俄羅斯。該機構強調,氖對於製造晶片使用的雷射相當重要,它是俄國鋼鐵製造業的副
產品,會接著在烏克蘭進行純化。鈀則是用於感測器、記憶體和其他應用。
因此白宮國安會成員哈洛(Peter Harrell)和他的幕僚最近正積極與晶片製造商進行接
觸,藉此了解他們對於俄、烏兩國半導體製造材料的依賴程度,並協助他們分散供應來源
。
一名不願透露姓名的晶片業人士指出,一旦俄烏開戰,雖然製造晶片的氣體供應不至於全
部切斷,但肯定會推高價格。像是氟就是另一種烏克蘭能夠大量供應的氣體,可能受戰爭
影響而產能受阻。
Fed為了抑制高通膨而升息在即,加上晶片供應問題令人擔憂,晶片股上周五慘遭拋售,
也拖累費城半導體指數狂跌4.83%到3,365.25點。在個別股價方面,超微狂瀉10%到
113.14美元,為最大輸家,截至去年11月創下高點迄今,該股價累計重跌三成。Marvell
與輝達股價也雙雙挫跌超過7%、高通收低5%、台積電ADR跌2.97%、英特爾跌幅也有2%
。
心得/評論:如果俄羅斯真的跟烏克蘭打起來,半導體相關個股一定很有可能會大跌,雖然
說目前情勢緊張,但是說不定普丁決定不打了,半導體個股還是有機會飆上來的,目前可以
注意普丁的態度,來觀察股市的走向。
--
作者: Paul1021 (胡迪) 看板: Stock
標題: [新聞] 俄烏危機 半導體原料恐斷鏈
時間: Sun Feb 13 22:23:06 2022
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
---------------------------- 以上注意事項應刪除 -------------------------
原文標題:俄烏危機 半導體原料恐斷鏈
(請勿刪減原文標題)
原文連結:https://wantrich.chinatimes.com/news/20220213900097-420501
(網址超過一行過長請用縮網址工具)
發布時間:04:10 2022-02-13 工商時報 蕭麗君、綜合外電
(請以原文網頁/報紙之發布時間為準)
原文內容:
俄烏戰爭一觸即發,白宮警告俄羅斯為報復美國,可能阻斷半導體關鍵原料出口;加上美
國通膨持續惡化,導致晶片股上周五(11日)全面潰敗,拖累費城半導體指數慘跌近5%
,台積電ADR也下跌2.97%。
據消息人士透露,一旦俄烏開戰,俄羅斯可能藉由停止供應晶片關鍵原料,來報復美國威
脅對俄國實施出口禁令,因此白宮疾呼晶片業者應該盡快採取供應鏈多樣化備案,以把衝
擊降至最輕。
事實上,因應近期俄烏關係緊張,市調機構Techcet曾在2月1日發布報告指出,許多半導
體製造商高度仰賴俄羅斯和烏克蘭生產的氖、鈀和其他材料,來做為製造晶片的關鍵原料
,這個產業極有可能成為俄羅斯的報復對象。
Techcet預估,美國半導體等級的氖供應,有超過九成來自烏克蘭,35%的鈀供應則是來
自俄羅斯。該機構強調,氖對於製造晶片使用的雷射相當重要,它是俄國鋼鐵製造業的副
產品,會接著在烏克蘭進行純化。鈀則是用於感測器、記憶體和其他應用。
因此白宮國安會成員哈洛(Peter Harrell)和他的幕僚最近正積極與晶片製造商進行接
觸,藉此了解他們對於俄、烏兩國半導體製造材料的依賴程度,並協助他們分散供應來源
。
一名不願透露姓名的晶片業人士指出,一旦俄烏開戰,雖然製造晶片的氣體供應不至於全
部切斷,但肯定會推高價格。像是氟就是另一種烏克蘭能夠大量供應的氣體,可能受戰爭
影響而產能受阻。
Fed為了抑制高通膨而升息在即,加上晶片供應問題令人擔憂,晶片股上周五慘遭拋售,
也拖累費城半導體指數狂跌4.83%到3,365.25點。在個別股價方面,超微狂瀉10%到
113.14美元,為最大輸家,截至去年11月創下高點迄今,該股價累計重跌三成。Marvell
與輝達股價也雙雙挫跌超過7%、高通收低5%、台積電ADR跌2.97%、英特爾跌幅也有2%
。
心得/評論:如果俄羅斯真的跟烏克蘭打起來,半導體相關個股一定很有可能會大跌,雖然
說目前情勢緊張,但是說不定普丁決定不打了,半導體個股還是有機會飆上來的,目前可以
注意普丁的態度,來觀察股市的走向。
--
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