短期内保证全球芯片供应

Miglė Burneckytė, Asta Vasiliauskaitė
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引用次数: 0

摘要

新冠肺炎疫情扰乱了全球芯片供应链。电子元件的短缺首先在汽车工厂被注意到,然后在整个电子工业。美国、台湾和中国大陆是半导体制造商的最大市场,这些市场已无法满足不断增长的芯片需求。产能不足主要是由最终产品的消费者感受到的。确保芯片的稳定供应是主要制造商的一项重要任务。为了确保芯片的供应,重要的是要制定可以安排半导体制造国家的标准。该排名将有助于确定短期内最值得投资的国家。欧盟、美国和主要电信公司将在2022年投资数十亿美元来补充市场。本文分析了在芯片生产国投资的标准。本分析的主要焦点是芯片供应链。每个被分析的国家都至少有一个芯片生产阶段:设计、制造或组装。分析数据:国内生产总值、净出口、一美元相对于本国货币的价格、月平均工资、牛津政府应对新冠肺炎严重程度指数、半导体出口量。这些标准使我们能够对各国进行从最具吸引力到最不具吸引力的投资排名。排名采用TOPSIS法,但也采用比较数据分析、科学文献及其他信息来源分析。方法原理、公式及应用——待描述。考虑到给定的标准,确定哪个国家对短期投资最有利。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
GLOBAL CHIP SUPPLY ENSUREMENT DURING THE SHORT PERIOD
The COVID-19 pandemic has disrupted the global chip supply chain. Shortage of electronic components was first noticed in car factories, and then in the entire electronics industry. The US, Taiwan and China are the largest markets for semiconductor manufacturers, which are no longer able to meet the everincreasing demand for chips. Lack of production capacity is mostly felt by consumers of final products. Ensuring a steady supply of chips is an important task for major manufacturers. In order to ensure the supply of chips, it is important to establish criteria by which semiconductor manufacturing countries can be arranged. The ranking will help identify the countries that are worth investing the most in the short term. The European Union, the United States and major telecommunications companies will invest billions of dollars in 2022 to replenish the market. The article analyzes the criteria for investing in chipproducing countries. The main focus of this analysis is the chip supply chain. Each of the analyzed countries has at least one stage of chip production: design, manufacturing or assembly. Data analyzed: gross domestic product, net exports, price of one dollar in relation to the national currency, monthly average wages, Oxford COVID-19 government response severity index and semiconductor export volume. These criteria allow us to rank countries from the most attractive to the least attractive for investment. The TOPSIS method was chosen for ranking, but comparative data analysis and analysis of scientific literature and other sources of information were also applied. Method principle, formulas and application – to be described. It was determined which country is the most favorable for short-term investments, taking into account the given criteria.
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