美光科技:氖氣供應來自歐美、亞洲,烏克蘭比重不高
格隆匯2月23日丨據彭博,美光科技(Micron Technology Inc.)執行長Sanjay Mehrotra週二(2月22日)表示,美光有一小部分的惰性氣體(例如:氖)來自烏克蘭,目前看來、惰性氣體供應鏈處於合理狀態。Mehrotra強調,美光擁有大量惰性氣體庫存以及多元供應來源,在此同時、非內存芯片元件供給改善速度則是不如預期。他説,美光兩大終端產品(手機、電腦)因類比芯片短缺而面臨出貨受阻、進而導致電腦製造商削減美光等供應商的訂單。美光官方2月15日表示,對半導體業而言,俄羅斯與烏克蘭之間持續緊張關係可能衝擊惰性氣體(尤其是氖氣)供給、的確令人憂心。
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