<p><strong>芯片行业正受到一场与其大多数工厂无关的战争的冲击。欧洲公司从亚洲购买半导体，现在支付的费用更高，等待的时间更长，因为与伊朗相关的冲突破坏了通过中东的关键空运路线。</strong></p>
<p>自 2 月 28 日战争开始以来，针对航运和机场的攻击使得货运计划变得更加困难。</p>
<p>DSV 表示，全球空运能力比战争前的水平下降了约 9%。欧洲买家已经在使用备用库存以维持生产。</p>
<p>一些公司还减少了从亚洲购买芯片的数量，因为可用的货运空间变少了。</p>
<p>在冲突之前，从亚洲飞往欧洲的货运飞机通常会穿越中东空域或在该地区的枢纽停留加油。由于伊朗对基础设施（包括机场）的攻击，这条航线现在面临压力。</p>
<h3><strong>战争削减了空运能力，提高了芯片运输成本，并延迟了欧洲的交货</strong></h3>
<p>更少的货运空间意味着更高的价格和更慢的交货。供应链软件公司 Kinaxis 的首席执行官 Razat Gaurav 表示，一些欧洲芯片代工厂、汽车制造商和合同制造商已经面临半导体交货延迟。</p>
<p>在第一次提到之后，Razat 表示，购买这些零件的客户可能会有库存，持续时间从一周到几个月不等，具体取决于业务。</p>
<p>与 Covid 芯片短缺期间相比，公司现在的情况要好得多。许多供应链在那次冲击后得到了加强，更多公司建立了更大的库存。</p>
<p>韩国工业部表示，该国在 14 种芯片制造项目上高度依赖中东，包括溴和检测设备。</p>
<p>该部还表示，韩国约 70% 的石油来自该地区。如果油价持续上涨，国内的电力成本也可能上升。另一个薄弱环节是石脑油，该部表示 54% 的韩国石脑油进口通过霍尔木兹海峡。如果冲突持续时间更长，运输路线可能会进一步收紧，物流成本可能再次上升。</p>
<h3><strong>战争扰乱氦气和石化流动，亚洲芯片库存下降</strong></h3>
<p>SK 海力士表示，它已经多元化了供应链，并持有足够的氦气库存以限制伊朗冲突的影响。</p>
<p>台积电和全球晶圆代工厂表示，他们正在密切关注事态发展。全球晶圆代工厂还表示，它与该地区的合作伙伴保持直接联系，并准备采取措施降低风险。</p>
<p>与此同时，亚洲科技股在周四因伊朗对卡塔尔拉斯拉凡工业城的最新攻击以及油价上涨而下跌，影响了投资者情绪。SK 海力士下跌 2.23%。</p>
<p>三星电子下跌 1.8%。首尔半导体下跌 2.53%。在日本，Advantest 下跌超过 4%，而东京电子下跌 1.99%。在台湾，台积电下跌 2.1%。</p>
<p>在中国，MiniMax 下跌 10%，知识图谱科技（也称为 Zhipu）在与 Jensen Huang 关于 AI 代理和 OpenClaw 的乐观评论相关的早期反弹后下跌 8%。在香港，阿里巴巴下跌 3.34%，腾讯下跌 6%。</p>
<p>原材料方面也显得不稳定。与中东能源市场相关的产品被用于电子制造，从印刷电路板到半导体工艺化学品。</p>
<p>氦气是最大的担忧之一，因为它对半导体行业至关重要，而卡塔尔作为天然气加工的副产品，生产了全球超过三分之一的氦气。</p>
<p>除了氦气，广泛的石化供应链也面临压力。海湾地区仍然是超大规模基础设施增长、半导体制造和电子生产的核心。</p>
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<p>中东持续的冲突正在扰乱全球芯片供应链，特别是影响依赖亚洲半导体的欧洲公司。自 2 月 28 日战争开始以来，空运航线受到影响，导致成本增加和交货延迟。全球空运能力下降了 9%，迫使公司依赖备用库存。韩国工业部强调该地区在芯片制造材料和石油方面的重要性。由于油价上涨和地缘政治紧张局势，亚洲科技股也出现下跌，影响了半导体的生产和物流</p>

<p><strong>The chip industry is getting hit by a war that is nowhere near most of its factories. European companies that buy semiconductors from Asia are now paying more and waiting longer because the fighting tied to Iran has torn up key air cargo routes through the Middle East.</strong></p>
<div class="lb-trans"><p><strong>芯片行业正受到一场与其大多数工厂无关的战争的冲击。欧洲公司从亚洲购买半导体，现在支付的费用更高，等待的时间更长，因为与伊朗相关的冲突破坏了通过中东的关键空运路线。</strong></p>
</div><p>Since the war began on Feb. 28, attacks on shipping and airports have made freight planning harder.</p>
<div class="lb-trans"><p>自 2 月 28 日战争开始以来，针对航运和机场的攻击使得货运计划变得更加困难。</p>
</div><p>DSV said global air freight capacity is down about 9% from levels seen before the war. European buyers are already using backup stock to keep production going.</p>
<div class="lb-trans"><p>DSV 表示，全球空运能力比战争前的水平下降了约 9%。欧洲买家已经在使用备用库存以维持生产。</p>
</div><p>Some are also buying fewer chip shipments from Asia because there is less cargo space to go around.</p>
<div class="lb-trans"><p>一些公司还减少了从亚洲购买芯片的数量，因为可用的货运空间变少了。</p>
</div><p>Before the conflict, cargo planes flying from Asia to Europe often crossed Middle Eastern airspace or stopped at hubs in the region for fuel. That route is now under pressure after Iranian attacks on infrastructure, including airports.</p>
<div class="lb-trans"><p>在冲突之前，从亚洲飞往欧洲的货运飞机通常会穿越中东空域或在该地区的枢纽停留加油。由于伊朗对基础设施（包括机场）的攻击，这条航线现在面临压力。</p>
</div><h3><strong>The war cuts air cargo capacity, raises chip shipping costs, and delays deliveries across Europe</strong></h3>
<div class="lb-trans"><h3><strong>战争削减了空运能力，提高了芯片运输成本，并延迟了欧洲的交货</strong></h3>
</div><p>Less cargo space means higher prices and slower deliveries. Razat Gaurav, chief executive of supply chain software company Kinaxis, said that some European chip foundries, automotive manufacturers, and contract manufacturers have already faced delays in semiconductor deliveries.</p>
<div class="lb-trans"><p>更少的货运空间意味着更高的价格和更慢的交货。供应链软件公司 Kinaxis 的首席执行官 Razat Gaurav 表示，一些欧洲芯片代工厂、汽车制造商和合同制造商已经面临半导体交货延迟。</p>
</div><p>After that first mention, Razat said customers buying these parts may have stock that lasts anywhere from one week to several months, depending on the business.</p>
<div class="lb-trans"><p>在第一次提到之后，Razat 表示，购买这些零件的客户可能会有库存，持续时间从一周到几个月不等，具体取决于业务。</p>
</div><p>Companies are in a better place than they were during the Covid chip shortage. Many supply chains were strengthened after that shock, and more companies built larger inventories.</p>
<div class="lb-trans"><p>与 Covid 芯片短缺期间相比，公司现在的情况要好得多。许多供应链在那次冲击后得到了加强，更多公司建立了更大的库存。</p>
</div><p>South Korea’s industry ministry said the country depends a lot on the Middle East for 14 chipmaking items, including bromine and inspection equipment.</p>
<div class="lb-trans"><p>韩国工业部表示，该国在 14 种芯片制造项目上高度依赖中东，包括溴和检测设备。</p>
</div><p>The ministry also said South Korea gets about 70% of its oil from the region. If oil prices keep rising, electricity costs at home can rise too. Another weak point is naphtha, as the ministry said 54% of South Korea’s naphtha imports pass through the Strait of Hormuz. If the fighting lasts longer, transport routes could tighten further, and logistics costs could climb again.</p>
<div class="lb-trans"><p>该部还表示，韩国约 70% 的石油来自该地区。如果油价持续上涨，国内的电力成本也可能上升。另一个薄弱环节是石脑油，该部表示 54% 的韩国石脑油进口通过霍尔木兹海峡。如果冲突持续时间更长，运输路线可能会进一步收紧，物流成本可能再次上升。</p>
</div><h3><strong>War disrupts helium and petrochemical flows as chip stocks fall across Asia</strong></h3>
<div class="lb-trans"><h3><strong>战争扰乱氦气和石化流动，亚洲芯片库存下降</strong></h3>
</div><p>SK Hynix said it has diversified its supply chains and holds enough helium inventory to limit the effect of the Iran conflict.</p>
<div class="lb-trans"><p>SK 海力士表示，它已经多元化了供应链，并持有足够的氦气库存以限制伊朗冲突的影响。</p>
</div><p>TSMC and GlobalFoundries said they are closely watching events. GlobalFoundries also said it is staying in direct contact with partners in the region and preparing steps to reduce risk.</p>
<div class="lb-trans"><p>台积电和全球晶圆代工厂表示，他们正在密切关注事态发展。全球晶圆代工厂还表示，它与该地区的合作伙伴保持直接联系，并准备采取措施降低风险。</p>
</div><p>Meanwhile, Asian technology stocks fell on Thursday after Iran’s latest attacks on Qatar’s Ras Laffan Industrial City and a jump in oil prices hit investor sentiment.SK Hynix dropped 2.23%.</p>
<div class="lb-trans"><p>与此同时，亚洲科技股在周四因伊朗对卡塔尔拉斯拉凡工业城的最新攻击以及油价上涨而下跌，影响了投资者情绪。SK 海力士下跌 2.23%。</p>
</div><p>Samsung Electronics fell 1.8%. Seoul Semiconductor lost 2.53%. In Japan, Advantest fell more than 4%, while Tokyo Electron dropped 1.99%. In Taiwan, TSMC lost 2.1%.</p>
<div class="lb-trans"><p>三星电子下跌 1.8%。首尔半导体下跌 2.53%。在日本，Advantest 下跌超过 4%，而东京电子下跌 1.99%。在台湾，台积电下跌 2.1%。</p>
</div><p>In China, MiniMax fell 10% and Knowledge Atlas Technology, also known as Zhipu, dropped 8% after an earlier rally tied to upbeat comments from Jensen Huang on AI agents and OpenClaw. In Hong Kong, Alibaba fell 3.34%, and Tencent lost 6%.</p>
<div class="lb-trans"><p>在中国，MiniMax 下跌 10%，知识图谱科技（也称为 Zhipu）在与 Jensen Huang 关于 AI 代理和 OpenClaw 的乐观评论相关的早期反弹后下跌 8%。在香港，阿里巴巴下跌 3.34%，腾讯下跌 6%。</p>
</div><p>The raw materials side looks shaky too. Products tied to Middle Eastern energy markets are used in electronics manufacturing, from printed circuit boards to semiconductor process chemicals.</p>
<div class="lb-trans"><p>原材料方面也显得不稳定。与中东能源市场相关的产品被用于电子制造，从印刷电路板到半导体工艺化学品。</p>
</div><p>Helium is one of the biggest concerns because it is essential for the semiconductor industry, and Qatar produces more than one-third of the world’s helium as a by-product of natural gas processing.</p>
<div class="lb-trans"><p>氦气是最大的担忧之一，因为它对半导体行业至关重要，而卡塔尔作为天然气加工的副产品，生产了全球超过三分之一的氦气。</p>
</div><p>Beyond helium, wider petrochemical supply lines are also under pressure. The Gulf remains central to hyperscale infrastructure growth, semiconductor manufacturing, and electronics production.</p>
<div class="lb-trans"><p>除了氦气，广泛的石化供应链也面临压力。海湾地区仍然是超大规模基础设施增长、半导体制造和电子生产的核心。</p>
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<div class="lb-trans"><p>不仅要阅读加密新闻，还要理解它。订阅我们的新闻通讯。它是免费的。</p>
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Middle East conflict disrupts global chip supply chains, raising costs and delaying deliveries in Europe

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中东冲突扰乱了全球芯片供应链，导致成本上升并推迟了欧洲的交货时间