· 供应链分析
涉及标的： $TSM
SK海力士声明： “已长期确保多元化的氦气(He)供应链和充足的库存”。 “因此，公司几乎不可能受到[氦气短缺]的影响。” X上的媒体和散户：“因为氦气，半导体行业完蛋了！” 95%的主流媒体和FinX账号都是纯粹的噪音。 虽然可能会对较小玩家产生影响并带来适度逆风： 但现实是，像$TSM到SK海力士这样的大型玩家已经针对外部事件实现了供应链多元化。他们不会突然停止制造芯片。 尤其是当最大的内存公司发表强硬声明，称公司[SK海力士]几乎不可能受到影响时。 这几乎就像是……世界上最大的公司从2022年吸取了教训？
SK Hynix statement: “Long secured diverse supply chains and sufficient inventory" of helium. "Therefore there is almost no chance that the company will be affected [by helium]. Media and Retail on X: “It’s all over for Semis because of Helium!” 95% of mainstream media and FinX accounts are pure noise. While there might be an impact on smaller players and a moderate headwind: The reality is larger players like $TSM to SK Hynix have diversified their supply chains against foreign events. And aren’t going to suddenly stop making chips. Especially when the largest memory company puts out an assertive statement that there’s no chance the company [SK Hynix] will be affected. It’s almost if… the largest companies in the world learned their lesson from 2022?