Asian companies, particularly those in China, are undergoing a structural transformation in their supply chains, with many redirecting investments towards Europe amid a decoupling from the US, according to a senior banker at ING. As Washington continues to negotiate with trade partners, companies active in the region - both local and international - recognised the need to diversify their supply chains, said Uday Sareen, CEO and head of wholesale banking for Asia-Pacific at the Dutch bank. "We see a struc ...

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: A survey of more than 500 manufacturing executives found that 93% believe the world is on the brink of the next industrial revolution and must reinvent how their companies operate in order to survive, according to PwC’s new Future of Industrials report. Industrial leaders are looking to reimagine their operations with an emphasis on supply c ...

美国产业政策支持 - 公司在美国爱达荷州和纽约州建设新工厂 可能获得更大份额的补贴和拨款 减轻长期资本负担[1] - 527亿美元芯片法案正惠及拥有美国本土业务的公司 增强公司相对于刚启动美国扩张的亚洲同行的竞争地位[1] 关税政策影响 - 对华为和中芯国际等中国芯片公司的关税可能限制美国进口低成本组件 提升美国内存制造商的定价能力[2] - 若实施广泛关税 公司本土生产布局将更具价值 地缘政治顺风有助于公司从周期性低迷中复苏[2] 竞争格局与市场定位 - 台积电和三星在美国积极扩张且拥有更强财务灵活性 台积电为英伟达等关键客户供货 限制了公司在AI芯片等高端领域的市场获取[3] - 公司在DRAM和NAND领域占主导地位 但缺乏先进逻辑芯片布局 面临资金更雄厚企业的竞争威胁[3] 成本与供应链压力 - 在美国建设晶圆厂成本显著高于亚洲 全球供应链重组可能增加成本压力[4] - 在需求不确定和内存芯片价格波动的环境下 公司短期利润率可能受压 需有效管理成本曲线[4] 投资者情绪与增长前景 - 关税相关消息后台积电和环球晶圆的近期上涨显示投资者青睐具有强大美国战略的公司[5] - 公司当前财年收入增长预估达46.71% 远超ARM控股(18.65%)、亚德诺(12.78%)、英特尔(-2.04%)和高通 反映其在AI驱动内存需求领域的领导地位[6]