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惠誉:全球供应链重组趋势恐加剧半导体产业波动

Fitch: the trend of global supply chain restructuring may aggravate the fluctuation of semiconductor industry

Breakings ·  Aug 11, 2022 08:30
Us President Joe Biden signed the Chip and Science Act this week to support local chip manufacturing projects, and Fitch, a rating company, said this process of regionalization of the supply chain could initially reduce productivity and increase fluctuations in chip makers' income and cash flow. In addition, chipmakers may overinvest in capacity, leading to an economic downturn. In the face of lower-than-expected demand, chipmakers have the ability to cut capital expenditure flexibly, and the subsequent recovery will face the risk of supply shortages as factories prepare for production with a large amount of delivery time.

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