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半导体的春天何时来?

韩国芯片制造商2月减产幅度为2008年以来最大,这一迹象表明,半导体需求下滑的程度和持续时间可能比人们担心的要深。据韩国统计局的数据显示,当地芯片产量较上年同期下降41.8%,比1月份33.9%的降幅更大;芯片库存增加33.5%,工厂发货量下降41.6%,这加剧了持续疲软的迹象。

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据了解,对于依赖贸易的韩国来说,芯片制造商是其经济重要组成部分,约占2月份出口总额的12%。然而,全球芯片需求的恶化加剧了韩国经济面临的挑战,该国经济上季度已经较前一季度出现萎缩。

对此,韩国政策制定者希望下半年经济出现反弹,并继续将重点放在半导体投资上,将其作为经济增长的关键引擎。周四,韩国议会通过了一项提振半导体产业的计划,为企业提供税收优惠以刺激投资。

当前,韩国芯片行业面临的威胁包括地缘政治局势加剧,以及潜在的经济衰退,随着各大央行不断收紧政策以抗击通胀,经济衰退可能进一步并损害需求。同时,美国科技公司不断增加的裁员也突显出投资热情的减弱。

另外,韩国2月份工业总产出较上年同期下滑8.1%,降幅超过调查预测的中值。周期性领先指数也比上月下降了0.3%。

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