11/12/2024, 02:30 PM UTC
欧洲三大芯片公司CEO在Electronica论坛上警告供应链碎片化的成本Electronica Forum: CEOs warn of the cost of fragmented supply chains
➀ 欧洲三大芯片公司CEO在Electronica论坛上讨论了在美国限制下在中国开展业务所面临的挑战。ST公司CEO让-马克·谢里强调中国对其30%的收入贡献以及供应链稳定性的重要性。恩智浦半导体公司CEO库尔特·西弗斯强调，没有国家的芯片产业能够独立或主导，并警告供应链碎片化可能导致的成本增加。英飞凌科技CEO约亨·汉贝克警告说，供应链方面正在发生碎片化，并且可能受到关税的影响。➀ The CEOs of Europe's top three chip companies discussed the challenges of doing business in China under US restrictions at the Electronica Forum. Jean-Marc Cheri, CEO of ST, highlighted the importance of China as a 30% revenue contributor and the need for stability in the supply chain. Kurt Sievers, CEO of NXP, emphasized that no country's chip industry could be independent or dominant, and warned about the potential increase in costs due to supply chain fragmentation. Jochen Hanebeck, CEO of Infineon, cautioned about the fragmentation on the supply side and the potential impact of tariffs.
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