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【天下零時差02.02.22】劉德音:有人在囤貨 晶片荒助漲車價最劇,運價兩年後才會恢復

【天下零時差02.02.22】劉德音:有人在囤貨 晶片荒助漲車價最劇,運價兩年後才會恢復

聽天下:天下雜誌Podcast

February 1, 20228m 17sFull

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Show Notes


市場升溫,半導體業大賺之餘,也為缺料煩惱。需要上萬零件的汽車首當其衝,也成了推升通膨的一大關鍵。塞港問題尚未解除,但運價已開始回落,不過離正常還有得等。

文: 鍾張涵、楊孟軒、康陳剛

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天下雜誌聽天下半導體缺料汽車通膨塞港運價