05/15/2025, 06:08 AM UTC
全球芯片短缺背景下半导体行业面临供应链挑战Amazon Is Quietly Building An AI Empire
1、全球芯片短缺、地缘政治紧张和材料短缺导致半导体行业面临严重供应链中断；2、企业通过供应商多元化和库存囤积应对危机，各国政府推动本土生产投资；3、长期解决方案集中于扩大制造产能和研发投入，以解决结构性脆弱问题。1. The semiconductor industry is grappling with severe supply chain disruptions caused by global chip shortages, geopolitical tensions, and material scarcity; 2. Companies are adopting strategies like diversifying suppliers and stockpiling inventory, while governments push for domestic production investments; 3. Long-term solutions focus on increasing manufacturing capacity and R&D investments to address structural vulnerabilities.---
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