工廠停產 iPad供應受威脅
(明報)2011年3月15日 星期二
【明報專訊】日本 地震令全球產業鏈元氣大傷。災區多家製造鋰電池與半導體的工廠停工,直接衝擊手提電腦與iPad等電子產品的供應,DRAM與NAND記憶體現貨價昨同步大漲。鋼鐵、塑膠與化工製品的供應亦因日本部分企業停產而受壓,令相關原料價格波動。
佔全球逾五成半導體矽晶圓供應的信越與SUMCO兩家公司因地震生產受限制,野村證券分析指出,一旦出現長時間停產,將對半導體工業構成明顯衝擊。供應全球三分之一NAND快閃記憶體的東芝亦宣布位於震區的半導體工廠無限期停產。NAND是iPad等電子產品的重要部件。
iPad 2
Computers Stores
DRAM電腦記憶體的供應同樣受衝擊。市場擔心矽晶圓短期供應短缺,台灣 集豐科技調查顯示,DRAM現貨價昨日上升了逾5%,NAND主流的32Gb MLC現貨價上升了8.35%。
韓國 與台灣半導體生產商均依賴日本提供矽晶圓等原料。地震令市場預期晶片價格上升及日本以外生產商的生意額增加,全球第二大記憶體生產商Hynix的股價急升9%,但Hynix首席財務官Kim Min-chul警告,地震可能令晶片元件供應中斷,導致Hynix的生產程序與日本同行一樣受干擾。多個台灣半導體廠則稱,由於廠商普遍設有安全庫存,短期營運受影響有限,但若日本供應在較長時間內無法恢復,將會對台企的營運造成衝擊。
鋼鐵產能跌 亞洲鋼價看漲
地震據報影響了日本約20%的鋼鐵產能,中國鋼鐵行業信息門戶網站「我的鋼鐵網」昨發表報告指出,日本鋼廠停產導致出口量下降、鐵礦石需求減少,亞洲市場鋼材價格將因此走高,亞洲地區的汽車廠、造船廠和家電廠都可能受衝擊,但中國大型鋼廠或因原料減少和鋼價上漲受益。報告研判,受本次地震影響的鋼廠將需要最少停產6個月,每月減產量約為正常水平的30%。
2011-03-16
2011-03-15
How To Help Support The Body’s Healing After Intense Radioactive Or Radiation Exposure
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Reduce or alleviate the suffering of those at risk for nuclear reactor associated radiation exposure.
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iHerb $5 Discount Off First Order
2011-03-14
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Vegan Natalie Portman Wins Oscar
奧斯卡影后 娜塔莉波曼 是素食者
Portman, who is an advocate for animal rights, has been a vegetarian since childhood. She became a vegan in 2009 after reading Jonathan Safran Foer's Eating Animals. She does not eat animal products or wear fur, feathers, or leather. "All of my shoes are from Target and Stella McCartney," she has said. In 2007, she launched her own brand of vegan footwear.
In 2011, Natalie Portman won the Academy Award, the Golden Globe Award, the Screen Actors Guild Award, and the BAFTA Award for her lead performance as Nina in Black Swan.
Am I a Bad Person if I Eat Animals?
“If you want to progress on a spiritual path, you must challenge your actions—including what you eat—as to whether they are authentic expressions of the love and spirit within you.” John Robbins
食生這樣行動
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iHerb $5 Discount Off First Order
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