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美股半導體股走低 英偉達、阿斯麥跌逾2%
格隆匯3月31日丨美股半導體股走低,高通、微芯科技跌逾3%,英偉達、阿斯麥、安森美半導體、恩智浦、意法半導體均跌逾2%,台積電跌逾1%,英特爾、美光科技、聯電、AMD等紛紛走低。由於俄羅斯入侵烏克蘭影響,台積電董事長Mark Liu表示,全球對智能手機、個人電腦和電視等消費電子產品的需求開始放緩。他指出,不斷上漲的零部件和材料成本正在增加生產成本。此外,阿斯麥執行長Benjamin Loh在日經亞洲訪談中表示,製造芯片的機器設備也需要用到芯片,因缺件問題,公司機器交貨延遲,而這又會再影響到全球大晶片廠的增產。芯片供應吃緊的情況,因此很可能今年一整年都將持續。

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