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  • 鉅亨網

    中芯趙海軍:晶片業雙重周期 給市場帶來恐慌、不確定性

    中國晶圓代工龍頭中芯國際周五(12 日)表示,上半年晶片業進入雙重周期相加影響階段,給市場帶來一些恐慌和不確定性,部分供應鏈環節甚至出現 「速凍急停」極端情況。

  • Financial Times

    China’s top chipmaker says geopolitical tension adds to industry ‘panic’

    Rising geopolitical tension, high inflation and a cyclical downturn in chip demand have triggered “some panic” in the chip industry, the chief of China’s largest semiconductor maker has warned, in comments that follow a week of Chinese military exercises near Taiwan. The overlap of factors that include the threat of “regional conflict overseas” had “brought some panic to the industry and led to an extreme quick freeze reaction in some parts of the supply chain” with customers abruptly cancelling orders, Zhao Haijun, Semiconductor Manufacturing International Corporation’s chief executive, said on Friday. Zhao did not mention Taiwan, but analysts said the remark highlights the risk geopolitical tension poses to an industry already shaken by the impact of the Ukraine war.

  • infocast

    《今早重點新聞》

    《今早重點新聞》《新股情報》中免(01880)據報國際配售已獲足額認購《人民日報》文章:中國經濟下半年有望持續穩定恢復中芯國際(00981):明年2月料總需求復蘇 將減少單一市場影響三星電子副會長李在鎔獲特赦習近平據報與拜登談台灣 表達現不宜爆發危機