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铜供应危机拉响芯片业警报 普华永道:2035年32%半导体生产或因缺水中断
智通财经网·2025-07-08 10:59

Group 1 - PwC's report indicates that by 2035, approximately 32% of global semiconductor production may face copper supply disruptions due to climate change, a fourfold increase from current levels [1] - Chile, the largest copper producer, is already experiencing a slowdown in copper production due to water resource shortages, with most of the 17 major countries supplying copper for the chip industry facing drought risks by 2035 [1] - The previous global chip shortage, triggered by a surge in demand during the pandemic and factory shutdowns, severely impacted the automotive industry and other sectors reliant on chips [1] Group 2 - PwC warns that if material innovation does not adapt to climate change and affected countries fail to establish more stable water supply systems, the risk will continue to increase over time [2] - The report states that regardless of the speed of global carbon emission reductions, by 2050, about half of the copper supply in each country will face risks [2] - Currently, 25% of Chile's copper production is at risk of supply disruption, which is expected to rise to 75% within ten years, and reach 90% to 100% by 2050 [2]