艾睿电子回应被美国列入实体清单

Core Viewpoint - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has added 26 entities and 3 addresses to its Entity List, including Arrow Electronics' subsidiaries in China, raising concerns about compliance and supply chain stability [1][2]. Group 1: Regulatory Actions - The BIS has listed Arrow Electronics' subsidiaries for allegedly assisting in the procurement of U.S.-made electronic components for specific drone supply chains [4]. - Arrow Electronics has emphasized its commitment to compliance with U.S. export regulations and has initiated discussions with BIS to address the situation [2][4]. Group 2: Financial Impact - Arrow Electronics is one of the top four global electronic component distributors, with projected global sales of $28 billion in 2024 and $14.4 billion in the first half of 2025, indicating its significant influence on the supply chain [5]. - The timing of the listing coincides with a critical recovery period in the global semiconductor market, raising concerns about potential disruptions in distribution channels and accelerating domestic substitution processes [5]. Group 3: Future Actions - The company has started a consultation process with BIS and aims to minimize supply chain disruptions for its partners [4][5]. - The BIS regulations are now in effect, with a buffer period for in-transit goods until November 7, after which transactions will face strict licensing controls [5].