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半導體的春天何時來?

韓國芯片製造商2月減產幅度爲2008年以來最大,這一跡象表明,半導體需求下滑的程度和持續時間可能比人們擔心的要深。據韓國統計局的數據顯示,當地芯片產量較上年同期下降41.8%,比1月份33.9%的降幅更大;芯片庫存增加33.5%,工廠發貨量下降41.6%,這加劇了持續疲軟的跡象。

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據瞭解,對於依賴貿易的韓國來說,芯片製造商是其經濟重要組成部分,約佔2月份出口總額的12%。然而,全球芯片需求的惡化加劇了韓國經濟面臨的挑戰,該國經濟上季度已經較前一季度出現萎縮。

對此,韓國政策制定者希望下半年經濟出現反彈,並繼續將重點放在半導體投資上,將其作爲經濟增長的關鍵引擎。週四,韓國議會通過了一項提振半導體產業的計劃,爲企業提供稅收優惠以刺激投資。

當前,韓國芯片行業面臨的威脅包括地緣政治局勢加劇,以及潛在的經濟衰退,隨着各大央行不斷收緊政策以抗擊通脹,經濟衰退可能進一步並損害需求。同時,美國科技公司不斷增加的裁員也突顯出投資熱情的減弱。

另外,韓國2月份工業總產出較上年同期下滑8.1%,降幅超過調查預測的中值。週期性領先指數也比上月下降了0.3%。

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