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Canadian autoworkers set Oct. 29 strike deadline at Stellantis_我的网站

一 |     7月21日，乐鑫科技（688018.SH）近日接受机构调研时表示，公司认为，存储器价格上涨对公司的直接影响相对有限。    TORONTO -- The union representing Canadian autoworkers said Tuesday it has set an Oct. 29 deadline to strike at Jeep maker Stellantis.Unifor said in a statement that it will officially begin bargaining with the company on Wednesday as it seeks to get a contract agreement that matches those negotiated with rivals General Motors and Ford.Of the three Detroit automakers, Stellantis has the largest manufacturing footprint in Canada with more than 8,200 workers at factories in Windsor, Brampton and Etobicoke, Ontario, as well as two parts distribution centers.On Sunday 4,300 Unifor members at General Motors in Canada overwhelmingly ratified a new three-year contract with the company after a short strike.The vote followed the pattern of an agreement reached earlier with Ford.In the United States, strikes continue by the United Auto Workers union with nearly 34,000 workers off their jobs at all three Detroit companies.Unifor is Canada’s largest private sector union, representing 315,000 workers.。         一方面，公司产品主要搭配NOR Flash，相关存储成本在整体方案中的占比相对较低，因此成本波动整体可控。         另一方面，从市场角度来看，存储器涨价可能推动部分终端产品重新评估硬件架构。一些原本采用Linux搭配NAND Flash、DDR的方案，在成本上升后，可能更倾向于采用RTOS搭配NOR Flash的轻量化方案，在满足功能需求的同时实现更优的成本控制。

二 |          公司长期深耕RTOS平台，在软件生态、开发工具和应用积累方面具有较好的基础，因此有望受益于这一趋势，获得更多成本敏感型项目的导入机会。总体来看，公司认为这一变化更多体现为产品结构和方案选择的调整，为公司进一步扩大AIoT市场覆盖范围提供了新的机会。

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Published on:19:24:05