交期突破19周、价格创最大月涨幅，“芯片通胀”或成AI交易下一道“生死劫”？

智通财经07-21

智通财经APP获悉，近日，投资机构Susquehanna在一份最新报告中表示，6月全球半导体行业的交货周期进一步拉长，即便在价格走高的背景下，这一趋势依然十分显著。该行分析师Christopher Rolland指出，6月半导体行业交货时间创下本轮周期以来的最大单月增幅，环比增加5天至19.4周。更引人注目的是，行业定价在6月出现了“最大单月涨幅”，环比扩大5%。交期加速与价格攀升同步出现，凸显出...

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