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。
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.
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