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行业面临的重大隐患。韩国对中东能源的高度依赖，是此次风险敞口的根源所在。Kim Young-bae指出，韩国70%的石油供应来自中东地区。一旦该地区冲突持续升级，油价走高将直接推升韩国国内工业用电成本，而半导体制造属于高度耗能行业，电力成本的上涨将直接压缩芯片厂商的利润空间，并削弱其在全球市场的价格竞争力。除能源外，半导体生产所需的关键原材料同样面临供应风险。Kim Young-bae表示，韩国半

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