Published: 07 April 2022
テクノロジ／サービス・プロバイダーは、ロシアによるウクライナ侵攻がチップ製造の原材料サプライチェーンに及ぼす直接的な影響をはじめ、新たなパニック買いの発生など、当面の影響と長期的影響を評価する必要がある。
ロシアのウクライナ侵攻によって、原材料不足が悪化する恐れがある。マイクロチップの製造工程に不可欠な高純度ネオンなどのウクライナ産の原材料や、メモリ／センサ・チップ／パッケージングに不可欠なロシア産パラジウムの供給に破壊が起きる可能性がある。
侵略はパニック買いを招く恐れがあり、その結果、完成品はおろか、下層の原材料さえ在庫が枯渇し、欠品と価格上昇を引き起こしかねない。
侵略が招いた制裁が需要に破壊的影響を及ぼし、サプライチェーンの不均衡が生じると、半導体分野の投資が活発化している今、その影響は計画やキャパシティ管理だけでなく、設備投資にも波及するであろう。
市場の必需品を提供する責任のあるテクノロジ／サービス・プロバイダーは、以下を実行する。
注意すべき直接材の在庫レベルを評価して、サプライチェーンの仕入れ先を紛争地域以外に多様化し、できれば代用可能な原材料を見つける。
まずは一次サプライヤーに注目し、続いて販売事業者、メーカーのほか、ウエハー・サプライヤーなどの下層のサプライヤーにも視野を広げて、自社のサプライチェーンの可視性を強化する。
制裁に伴う市場喪失に起因する需要の変化を評価し、それに応じて、供給と生産の戦略を再構築する。
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