2大供应商暂停营运 乌克兰“断氖” 全球晶片恐慌加剧
(纽约12日电)俄罗斯进攻乌克兰超过2周,乌克兰两大氖气供应商Ingas和Cryoin已暂停营运,断供后恐将带来涨价潮、加剧全球晶片荒危机。
乌克兰是全球最大的“氖气”供应商,氖气是半导体晶片制程关键原料,主要用于制造晶片的雷射设备。
多家外媒周五报道,乌克兰两大氖气供应商Ingas和Cryoin供应全球45到54%的半导体级氖气供应。市调机构Techcet预估,去年全球晶片制造共消耗约540吨氖气。
Ingas和Cryoin表示,随着俄军对乌克兰扩大攻击,造成平民死亡并摧毁关键基础设施,两家公司都已暂停营业。
CFRA分析师Angelo Zino表示,虽然晶片制造商手上的氖气库存量估计差异很大,如果战争持续下去,晶片生产可能会受到冲击。
Zino称,如果库存在4月前耗尽,且晶片制造商在全球其他地区没有锁定订单,这可能意味晶片供应链将受到更广泛的限制,且无法为许多关键客户生产最终产品。
2014年克里米亚事件曾暴涨600%
氖气断供后恐将带来涨价潮,国际贸易委员会(USITC)统计数字显示,俄罗斯在2014年准备并吞克里米亚半岛时期,氖气价格曾暴涨600%。
Supplyframe公司行销长Richard Barnett表示,乌克兰以外的公司能开始生产氖气,但要花上9个月至2年的时间才能大幅增加产能。
https://www.sinchew.com.my/20220312/2%E5%A4%A7%E4%BE%9B%E5%BA%94%E5%95%86%E6%9A%82%E5%81%9C%E8%90%A5%E8%BF%90-%E4%B9%8C%E5%85%8B%E5%85%B0%E6%96%AD%E6%B0%96-%E5%85%A8%E7%90%83%E6%99%B6%E7%89%87%E6%81%90%E6%85%8C/
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