05/02/2025, 04:07 AM UTC
全球半导体行业在需求激增中面临供应链挑战Duolingo, Inc. (DUOL) Q1 2025 Earnings Call Transcript
1. 全球半导体行业因人工智能、5G和电动汽车需求激增而面临供应链中断；2. 地缘政治紧张和贸易限制加剧了生产延迟和材料短缺；3. 企业正通过供应商多元化、研发投资等策略降低风险，确保长期韧性。1. The global semiconductor industry is grappling with supply chain disruptions due to surging demand from AI, 5G, and electric vehicles; 2. Geopolitical tensions and trade restrictions are exacerbating production delays and material shortages; 3. Companies are adopting strategies like supplier diversification and R&D investments to mitigate risks and ensure long-term resilience.---
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