安联研究:中东危机可能导致半导体价格飙升 (金十数据APP)

Odaily星球日报讯 安联研究表示,中东危机可能引发半导体价格飙升。“中东危机带来的能源短缺风险可能导致价格进一步走高,因为供应已经紧张且高度集中,”该机构表示。此外,对半导体生产至关重要的原材料(尤其是氦气)的短缺可能影响工厂,这可能导致每月超过 100 亿美元的损失,该机构补充说。
“卡塔尔占全球氦气产量的三分之一,氦气是人工智能供应链的上游投入品,也几乎完全通过海湾码头运输,”安联研究表示。(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Trump: Will meet with negotiators to discuss Iran's latest proposal
Bitcoin ETFs trampled by funds: $1.26 billion withdrawn in a single week, Ethereum ETFs lose blood for 10 consecutive days
The TON bridge-v3 cross-chain bridge will be permanently closed on September 1, and users must complete asset recovery in advance
The United States and Iran are close to reaching an agreement to extend the ceasefire by 60 days
Analyst: HYPE and AI tokens may lead the next altcoin rally, and market risk appetite is returning
US media: The crypto industry establishes a command center in Washington to accelerate regulatory legalization
US media: The crypto industry is establishing a "command center" in Washington to accelerate regulatory legalization
Iran proposed opening Hormuz in exchange for U.S. compensation and called for discussions on sanctions and funding freezes
The U.S. CLARITY Act may spur a new "revenue as a service" track, promoting AI-driven compliance revenue infrastructure development
US Media: Trump Willing to Give US-Iran Negotiations 'More Time'


