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seekingalpha

06/06/2025, 06:31 AM UTC

半导体行业面临三重挑战：供应链危机、地缘政治与技术创新压力Amgen's Strategic Path - Navigating Patent Expiries With Promising New Therapies

1、全球半导体行业因疫情和地缘冲突面临供应链中断危机；2、中美科技竞争加剧芯片制造争夺与出口管制；3、企业加速先进封装和替代材料研发以突破摩尔定律限制。

1. Global semiconductor industry faces supply chain disruptions due to pandemic and geopolitical conflicts; 2. US-China tech rivalry intensifies chip manufacturing competition and export controls; 3. Companies accelerate R&D in advanced packaging and alternative materials to overcome Moore's Law limitations.

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