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EU can't reach decision on prolonging the use of chemical herbicide glyphosate_我的网站

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一 | 【环球网科技综合报道】7月20日消息，据Tom's Hardware报道，SK 集团会长、大韩商工会议所会长崔泰源针对当前全球内存市场价格、产业供需及人工智能发展配套保障等行业热点发表观点，直指当前居高不下的内存价格偏离合理区间，持续高价或将拖累消费电子产业发展，同时预警 AI 高速扩张背景下电力、线缆等基础设施供给缺口凸显。 BRUSSELS -- A European Union decision on whether to authorize the use of the controversial chemical herbicide glyphosate in the 27-nation bloc for at least 10 more years was delayed for a month after member countries failed to agree on Friday.The chemical, which is widely used in the 27-nation bloc, is approved on the EU market until mid-December. Representatives of the EU’s executive arm and member countries voted Friday in favor of renewing its authorization until 2033, despite protests from environmental groups. But to be adopted, the 10-year extension proposed by the European Commission required a “qualified majority,” defined as 55% of the 27 members representing at least 65% of the total EU population of some 450 million people. Several member states abstained, and that was not achieved. The European Commission is now expected to amend its proposal before another vote takes place next month. Ultimately, if no consensus is found, the Commission will have the final say.Green members of the European Parliament welcomed the delay and urged member states to vote for a complete ban of glyphosate.“It is irresponsible to again renew the authorization of the use of glyphosate,” said Bas Eickhout, the vice-chair of the Parliament's environment committee. "This would give the big agri a blank check to earn billions by selling a pesticide for which there are still big gaps in knowledge about the effects on our health, and at the same time poses large risks for European biodiversity.”Over the past decade, glyphosate, used in products like the weedkiller Roundup, has been at the heart of heated scientific debate about whether it causes cancer and its possible disruptive effect on the environment. The chemical was introduced by Monsanto in 1974 as an effective way of killing weeds while leaving crops and plants intact.The France-based International Agency for Research on Cancer, which is part of the World Health Organization, classified it as a “probable human carcinogen” in 2015. The EU’s food safety agency had paved the way for the 10-year extension when it said in July it “did not identify critical areas of concern” in the use of glyphosate. The U.S. Environmental Protection Agency found in 2020 that the herbicide did not pose a health risk to people, but a federal appeals court in California ordered the agency last year to reexamine that ruling, saying it wasn’t supported by enough evidence.EU member states are responsible for authorizing the use of products including the chemical on their national markets, following a safety evaluation.In France, President Emmanuel Macron had committed to ban glyphosate before 2021 but has since backpedaled. Germany, the EU's biggest economy, plans to stop using it from next year, but the decision could be challenged. Luxembourg’s national ban, for instance, was overturned in court earlier this year.Greenpeace had called on the EU to reject the market reapproval, citing studies indicating that glyphosate may cause cancer and other health problems and could also be toxic to bees. The agroindustry sector, however, claims there are no viable alternatives.“Whatever the final decision that emerges from this re-authorization process, there is one reality that member states will have to face up to,” said Copa-Cogeca, a group representing farmers and agricultural cooperatives. “There is as of yet no equivalent alternative to this herbicide, and without it, many agricultural practices, notably soil conservation, would be rendered complex, leaving farmers with no solutions.”。崔泰源直言，当前内存市场长期维持高位价格并不正常。

二 | 若芯片高价态势持续传导至终端产品，个人电脑、智能手机等消费电子产品售价将同步抬升，催生 “芯片通胀” 现象。终端成本上涨会直接压制大众换新意愿，削弱消费电子行业底层需求，对全产业链稳定运行形成冲击。在行业经营策略层面，他提出，半导体企业应主动适度让利、扩大产能供给，以长远视野维护市场良性发展。他形象比喻，只顾短期攫取高额利润如同一次性摘光果树果实，并非可持续产业发展战略，唯有兼顾市场需求与产业增长空间，韩国半导体行业方能实现长期稳健发展。针对 AI 算力带来的存储需求变革，崔泰源分析，人工智能产业爆发式增长正在重塑内存供需格局。市场预判明年 AI 相关内存需求增幅可达 60% 至 100%，但全球各大存储厂商短期内难以同步匹配对应幅度产能扩张，当前存储供给端供需矛盾十分突出。与此同时，他预判，即便后续内存产能紧张局面逐步缓和，AI 产业发展的制约瓶颈将转移至能源电力配套领域。现阶段电力设备供给已普遍短缺，伴随全球数据中心持续扩容，配套电缆、线缆原材料等上下游产品，后续也将面临供不应求的发展现状，能源基建或将成为 AI 产业下一步发展的核心约束条件。（纯钧）。

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