X

我们使用cookie,以确保适合你的经验

我们用饼干和其他跟踪技术来提高你的浏览体验在我们的网站上,显示个性化内容和有针对性的广告,分析网站流量,并理解我们的观众来自哪里。你也可以阅读我们的隐私政策,我们使用cookie来确保你在我们的网站上的最好的体验。

选择我接受,或继续在网站上,你同意我们使用饼干和条款和条件。

得到应用
\"\"
<\/span><\/figcaption><\/figure>
The Ukraine crisis brings fresh wave of uncertainty to the global semiconductor industry as small and medium chip producers may place multiple orders to offset the risk, resulting in the raw material supply to deteriorate, according to a new report.

With geopolitical tensions now extending from Asia to Europe and from semiconductor manufacturing to raw material supply, capacity expansion and investment decisions will have to be reevaluated, says Counterpoint Research<\/a>.

\"Larger enterprises have more purchasing power. Small and medium chipmakers and allied businesses may face increased supply pressure owing to exhausted inventories and the difficulty in connecting with new sources if the conflict continues,\" said Brady Wang from Counterpoint.

\"Rapidly rising metal (nickel and palladium) prices will represent a new impediment to the revival of the automotive market if the conflict continues,\" he said in a blog post.

Some raw materials exported from Russia and Ukraine, such as rare gas neon, chemical C4F6 and metals palladium, nickel, platinum, rhodium and titanium, are critical for semiconductor manufacturing.

Palladium is used in component production, like for the substrate in PCB.

However, precious metals such as palladium, platinum and rhodium are mainly used in the catalytic converters for vehicles.

Titanium nitride (TiN) is a widely used material for semiconductor manufacturing as a diffusion barrier.

\"The world's second-largest exporter of titanium is Russia (the US is No.1). The production of lithium batteries may also face some turbulence because nickel, of which Russia is a major producer, is an important metal for these batteries,\" said Wang.

In the medium term, the lack of the aforementioned raw materials will have little influence on semiconductor producers. The situation will be managed through existing inventory and other suppliers. However, it is inevitable that prices will rise significantly.

\"If the conflict persists, supply chain uncertainty will keep raw material inventories at higher levels for a longer length of time. Supply chain management will become more complicated as well,\" he noted.


<\/strong><\/body>","next_sibling":[{"msid":90057324,"title":"Apple to lose $3 mn in iPhone sales daily after Russia pull out","entity_type":"ARTICLE","link":"\/news\/apple-to-lose-3-mn-in-iphone-sales-daily-after-russia-pull-out\/90057324","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"seoschemas":false,"msid":90057394,"entity_type":"ARTICLE","title":"Chip makers stare at fresh wave of uncertainty","synopsis":"With geopolitical tensions now extending from Asia to Europe and from semiconductor manufacturing to raw material supply, capacity expansion and investment decisions will have to be reevaluated, says Counterpoint Research.","titleseo":"telecomnews\/chip-makers-stare-at-fresh-wave-of-uncertainty","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":356,"shares":0,"engagementtimems":1758000},"Alttitle":{"minfo":""},"artag":"IANS","artdate":"2022-03-07 19:47:14","lastupd":"2022-03-07 19:48:03","breadcrumbTags":["semiconductors","counterpoint research","chip manufacturing","chip makers","chip shortages","devices"],"secinfo":{"seolocation":"telecomnews\/chip-makers-stare-at-fresh-wave-of-uncertainty"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-03-07" data-index="article_1">

芯片制造商盯着新一轮的不确定性

现在的地缘政治紧张局势从亚洲到欧洲和从半导体制造延伸到原材料供应,产能扩张,投资决策必须重新评估,对比研究说。

  • 2022年3月7日更新是07:48点
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士

乌克兰危机带来新一轮的不确定性对全球半导体行业中小芯片生产商可能发生多个订单来抵消风险,导致原材料供应恶化,根据一项新的报告。

现在的地缘政治紧张局势从亚洲到欧洲和从半导体制造延伸到原材料供应,产能扩张和投资决策的重新估值,说对比研究。

“大企业有更多的购买力。芯片制造商和盟军中小企业可能面临精疲力竭供应压力由于库存和增加困难与新来源如果冲突仍在继续,”王说布雷迪对位。

广告
“快速金属(镍和钯)价格上涨将代表一个新的障碍汽车市场的复苏,如果冲突仍在继续,”他在一篇博客文章中说。

俄罗斯和乌克兰的一些原材料出口,如稀有气体氖、化学C4F6和金属钯、镍、铂、铑和钛半导体制造的关键。

钯是用于组件生产,就像衬底的PCB。

然而,钯等贵金属铂和铑主要用于汽车催化转换器。

氮化钛(锡)是一种广泛使用的材料半导体制造业扩散障碍。

“钛是俄罗斯的世界第二大出口国(美国第一)。锂电池的生产可能也面临一些动荡,因为镍,俄罗斯是一个主要的生产商,为这些电池是一种重要的金属,”王说。

在中期内,缺乏上述原材料没有什么影响半导体生产商。情况将通过现有的库存管理和其他供应商。然而,这是不可避免的,价格将会大幅上升。

“如果冲突依然存在,供应链不确定性将原材料库存保持在较高水平更长的时间。供应链管理将变得更加复杂,”他说。


广告
  • 发布于2022年3月7日07:47点坚持
是第一个发表评论。
现在评论

评论

现在评论 阅读评论(1)

加入2 m +行业专业人士的社区

订阅我们的通讯最新见解与分析。乐动扑克

下载ETTelec乐动娱乐招聘om应用

  • 得到实时更新
  • 保存您最喜爱的文章
扫描下载应用程序
\"\"
<\/span><\/figcaption><\/figure>
The Ukraine crisis brings fresh wave of uncertainty to the global semiconductor industry as small and medium chip producers may place multiple orders to offset the risk, resulting in the raw material supply to deteriorate, according to a new report.

With geopolitical tensions now extending from Asia to Europe and from semiconductor manufacturing to raw material supply, capacity expansion and investment decisions will have to be reevaluated, says Counterpoint Research<\/a>.

\"Larger enterprises have more purchasing power. Small and medium chipmakers and allied businesses may face increased supply pressure owing to exhausted inventories and the difficulty in connecting with new sources if the conflict continues,\" said Brady Wang from Counterpoint.

\"Rapidly rising metal (nickel and palladium) prices will represent a new impediment to the revival of the automotive market if the conflict continues,\" he said in a blog post.

Some raw materials exported from Russia and Ukraine, such as rare gas neon, chemical C4F6 and metals palladium, nickel, platinum, rhodium and titanium, are critical for semiconductor manufacturing.

Palladium is used in component production, like for the substrate in PCB.

However, precious metals such as palladium, platinum and rhodium are mainly used in the catalytic converters for vehicles.

Titanium nitride (TiN) is a widely used material for semiconductor manufacturing as a diffusion barrier.

\"The world's second-largest exporter of titanium is Russia (the US is No.1). The production of lithium batteries may also face some turbulence because nickel, of which Russia is a major producer, is an important metal for these batteries,\" said Wang.

In the medium term, the lack of the aforementioned raw materials will have little influence on semiconductor producers. The situation will be managed through existing inventory and other suppliers. However, it is inevitable that prices will rise significantly.

\"If the conflict persists, supply chain uncertainty will keep raw material inventories at higher levels for a longer length of time. Supply chain management will become more complicated as well,\" he noted.


<\/strong><\/body>","next_sibling":[{"msid":90057324,"title":"Apple to lose $3 mn in iPhone sales daily after Russia pull out","entity_type":"ARTICLE","link":"\/news\/apple-to-lose-3-mn-in-iphone-sales-daily-after-russia-pull-out\/90057324","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"seoschemas":false,"msid":90057394,"entity_type":"ARTICLE","title":"Chip makers stare at fresh wave of uncertainty","synopsis":"With geopolitical tensions now extending from Asia to Europe and from semiconductor manufacturing to raw material supply, capacity expansion and investment decisions will have to be reevaluated, says Counterpoint Research.","titleseo":"telecomnews\/chip-makers-stare-at-fresh-wave-of-uncertainty","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":356,"shares":0,"engagementtimems":1758000},"Alttitle":{"minfo":""},"artag":"IANS","artdate":"2022-03-07 19:47:14","lastupd":"2022-03-07 19:48:03","breadcrumbTags":["semiconductors","counterpoint research","chip manufacturing","chip makers","chip shortages","devices"],"secinfo":{"seolocation":"telecomnews\/chip-makers-stare-at-fresh-wave-of-uncertainty"}}" data-news_link="//www.iser-br.com/news/chip-makers-stare-at-fresh-wave-of-uncertainty/90057394">