南韓晶片庫存激增53.4% 全球記憶晶片需求 - 工程師
By Dora
at 2022-07-01T08:17
at 2022-07-01T08:17
Table of Contents
作者: humbler (獸人H) 看板: Stock
標題: [新聞] 南韓晶片庫存激增53.4% 全球記憶晶片需求
時間: Thu Jun 30 20:40:59 2022
原文標題:
南韓晶片庫存激增53.4% 全球記憶晶片需求降溫警訊
原文連結:
https://news.cnyes.com/news/id/4904492
發布時間:
2022/06/30 15:15
記者署名:
鍾詠翔
原文內容:
南韓 5 月晶片庫存激增逾 50%,寫下逾四年來最大增幅,半導體的出貨量與產量也放慢
成長腳步,顯示記憶晶片需求降溫。
南韓統計廳周四(30 日)表示,5 月全國晶片庫存較一年前暴增 53.4%,為 2018 年 3
月以來最大增幅,與去年同期相比,半導體庫存自去年 10 月起持續增加。
南韓是全球最大記憶晶片供應國,而記憶晶片可應用於智慧手機、筆電、汽車等各大產業
。庫存增加,原因是人們日益擔憂通膨壓力、利率上升、消費者信心下降以及烏克蘭戰爭
,可能導致全球經濟陷入衰退。
統計廳的數據也顯示,5 月半導體出貨量放緩,與一年前相比僅增長 8.9%,為 2019 年
10 月以來首度個位數成長。產量增長也減緩至 24.3%,為去年 2 月以來最小增幅。
半導體是南韓經濟最大單一驅動力。對未來需求的質疑,以及全球央行緊縮貨幣政策,給
科技股帶來壓力,過去一年三星電子、SK 海力士等晶片製造商的股價持續走低。
儘管如此,隨著中國封鎖措施的影響緩解,5 月工業生產較去年同期成長 7.3%,優於經
濟學家預測的 4%。
心得/評論:
有可能晶片只有南韓降溫台灣例外嗎?
如果台灣晶片也降溫
加上今年國內外一堆晶圓廠擴廠
明年開始運作
供給量又要暴增
台灣半導體業是不是不太妙阿...
--
如果還有來世,我想當一個獸人
--
Tags:
工程師
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