芯片短缺

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俄罗斯:不存在芯片短缺
半导体行业观察· 2025-05-25 02:52
Core Viewpoint - The article discusses the significant decline in imports of AMD and Intel CPUs to Russia, with reported decreases of 81% and 95% respectively, while local companies claim there is no chip shortage and supply has increased for three consecutive years [1][2]. Group 1: Import Data - According to the Russian Federal Customs Service (FCS), the delivery of chips in 2024 is expected to be around 37,000 units, valued at 439 million rubles, compared to 537,000 units worth approximately 6.3 billion rubles the previous year [1]. - The drastic reduction in CPU imports is attributed to U.S. sanctions and export controls following Russia's invasion of Ukraine [1]. Group 2: Local Market Conditions - Russian companies assert that there is no shortage of processors, and many report an increase in supply, contradicting FCS data [2]. - A supplier's business development director noted that foreign manufacturers are raising prices by 10% to 12% due to inflation and the U.S.-China trade war, but the price increase for popular processors remains relatively stable [2]. Group 3: Efficacy of Sanctions - Experts suggest that U.S. attempts to control chip exports to China and Russia have largely been ineffective, with many indicating that these sanctions are futile [2]. - Investigations reveal that U.S. government agencies responsible for enforcing these controls rely on outdated processes and voluntary compliance from chip manufacturers [2].