SK崔泰源:明年半导体需求至少增五成

智通财经
Jul 19
【SK崔泰源:明年半导体需求至少增五成】SK集团会长、大韩商工会议所会长崔泰源日前在济州论坛期间举行的媒体座谈会上表示,明年全球半导体需求将大幅增长,其中人工智能领域需求预计较今年增加60%至100%,整体半导体产品需求也将增长至少50%至60%。但明年新增供应量几乎为零,供需缺口恐进一步扩大。崔泰源预测,继能源和电力设备之后,材料供应和设施建设或成为制约产业发展的新瓶颈。他说,随着AI产业发展,电线及相关材料可能出现短缺,目前相关产品价格已经上涨,海底电缆也供不应求。由于建设规格每隔一两年就会发生变化,施工难度也在加大。

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