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高盛经济师料晶片短缺情况下半年纾缓
阿思达克 06-08 14:33
高盛首席亚洲经济师Andrew Tilton接受《CNBC》访问时表示,全球晶片短缺情况下半年将会改善。他指北亚经济体曾出现供应链显着收紧及付运延误,涉及晶片供应链,影响下游行业,当中包括汽车业。但分析显示目前已为最坏情况,晶片短缺对下游行业将於下半年逐渐纾缓。

Tilton亦表示,目前晶片短缺情况仍值得监察,尤其出现其他供应链阻断情况。他指台湾乾旱或新冠疫情反弹或导致晶片供应不足,但至今未见到有关情况。他称已发生多宗干扰供应链的单独事件,惟至今未足以对晶片供应链造成重大干扰。

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