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English(EN) Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain — key etching and cleaning material faces sharp cost increase amid trade disruption

芯片供应链受氢氟酸价格冲击影响

内存制造商预计无水氢氟酸(一种用于芯片生产的关键材料)的价格将大幅上涨。源于伊朗冲突及随后的霍尔木兹海峡关闭导致的全球供应链中断,减少了硫磺等原材料的供应并增加了其成本。中国对氢氟酸和硫酸的出口限制正在使情况进一步恶化,预计韩国化学品供应商将在7月前将这些增加的成本转嫁给三星和SK海力士等芯片公司。 AI

影响 关键化学品供应链的中断可能导致内存和存储成本增加,从而影响AI硬件的价格。

排序理由 供应链中断影响芯片制造的关键材料。

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芯片供应链受氢氟酸价格冲击影响

报道来源 [2]

  1. Tom's Hardware TIER_1 English(EN) · Jon Martindale ·

    内存制造商为氢氟酸价格冲击做好准备,霍尔木兹海峡封锁影响供应链——关键蚀刻和清洁材料面临贸易中断导致成本急剧增加

    Rising production costs for key chip etching and cleaning material, anhydrous hydrogen fluoride, could lead to further price rises for consumers on memory and storage products, even as salvation lies in the latter months of the year.

  2. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    内存制造商准备迎接氟化氢价格冲击,霍尔木兹海峡封锁影响供应链——关键等等……关键芯片蚀刻和清洁生产成本上升

    Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain — key etc… Rising production costs for key chip etching and cleaning material, anhydrous hydrogen fluoride, could lead to further price rises for consumers on memory and storage produc…