Rapid pesawat: the risk of death in Xinguan has risen, monkeypox has also broken out

Rapid pesawat: semiconductor town is in urgent need again, how will it affect?

New changes have taken place in the global situation of the COVID-19.

Omicron new subspecies ba 4、BA. It is spreading rapidly in Europe and the United States. According to the latest warning issued by the European Center for Disease Control and Prevention (ECDC), ba 4、BA. 5 is spreading faster, which may lead to more relevant confirmed cases, and the risk of hospitalization and death is rising.

It is worth noting that compared with Omicron ba 2 strain, ba 4、BA. 5 has been further enhanced. According to the report of the European Center for Disease Control and prevention, it is expected that ba 5 relative ba 2 has a growth advantage of 12%-13%. Some infectious disease experts believe that ba 4、BA. 5. The number of new cases may exceed that of ba 2.12.1, or become a new global mainstream strain.

Epidemic is still one of the uncertain risks facing the global supply chain. Reuters reported on the 13th that due to the impact of the epidemic, Malaysia, known as the "global semiconductor city", is facing an extreme shortage of labor. Among them, the labor gap in the chip manufacturing industry is as high as 15000 people. Some chip manufacturers are forced to suspend receiving new orders, and the supply of power semiconductors such as moset is even more tight.

Warning from the European Center for Disease Control and Prevention

The new Asian variety ba 4、BA. 5 is rapidly spreading in Europe and the United States, or will become a new mainstream strain.

On June 13 local time, the European Center for Disease Control and prevention warned that the Omicron new Asian variant ba 4 and ba The transmission speed in Europe is faster than that of other variants, which may lead to more relevant confirmed cases, and the number of hospitalizations and deaths will be at risk of rising.

Among them, the situation in Portugal is the most serious. According to the data of the European Center for Disease Control and prevention, nearly 710000 people were newly diagnosed in Portugal in the past month, and the death toll reached 1003. The outbreak was mainly caused by the Omicron mutant ba 5 triggered, currently ba Five cases have accounted for 90% of the new cases in Portugal. According to the statistics of the pandemic surveillance working group of the University of Lisbon, the peak hospitalization rate in Portuguese wards and intensive care units (ICUs) will continue until the end of June.

In addition, Austria, Belgium, Denmark, France, Germany, Ireland, Italy, the Netherlands, Spain and other countries, ba 4 and ba The infection rate of 5 was increased.

French media reported that the number of confirmed cases in France is increasing day by day 4、BA. It is spreading rapidly throughout France, with the former accounting for 1.1% of the newly confirmed cases and the latter accounting for 18% of the newly confirmed cases.

According to the latest data released by the British National Bureau of statistics, as of the week of June 10, nearly 990000 people in the UK had tested positive for new crowns, up from 954000 in the previous week, which was the first increase in the UK in the past two months. The British National Bureau of Statistics said that the rebound of the epidemic may be due to the infection of Omicron New Asia variant ba 4、BA. 5.

The current research data show that the new subspecies ba 4、BA. 5 does not seem to be more likely than other Omicron varieties to cause serious diseases. But these two viruses may be able to escape the immune system, including vaccines and antibodies produced by infection.

The European Center for Disease Control and prevention has warned that the Omicron new Asian variant ba 4、BA. 5. It has obvious diffusion advantages. The higher transmission rate will rapidly increase the number of cases, which may increase the number of hospitalizations and deaths. Countries should deal with ba 4 and ba 5 remain vigilant.

At the same time, the situation in the United States is not optimistic. According to the latest estimates of the Centers for Disease Control and Prevention (CDC), the Omicron new subspecies ba 4、BA. At present, it has accounted for 13% of novel coronavirus cases in the United States, higher than 7.5% a week ago and 1% in early May, adding uncertainty to the epidemic situation in the United States, and the number of confirmed cases may be underestimated.

Ashish jaha, the White House coordinator for COVID-19, warned that the Omicron New Asia variant ba 4、BA. It may dominate the United States in late summer or early autumn.

On June 14, Taiwan, China.com.cn reported that the Omicron mutant ba 4、BA. Among the infected persons, 4 males and 1 female were diagnosed, among which 4 were detected ba The cases of 5 mutant strains were imported from the United States, Turkey and Poland, and BA was detected in 1 case The cases of 4 mutant strains were imported from Chile.

Globally, most of the newly diagnosed cases are still caused by the omicronia variant ba 2.12.1 although more and more infectious disease experts believe that ba 4 and ba 5. The number of new cases may exceed that of ba 2.12.1, or become a new global mainstream strain.

It is worth noting that compared with Omicron ba 2 strain, ba 4、BA. The 5 strain has many new mutations in spike protein, so its transmission is further enhanced. According to the report of the European Center for Disease Control and prevention, Portugal expects that ba 5 relative ba 2 with a growth advantage of 13%, and South Africa expects ba 5. The growth advantage is 12%, ba 4、BA. 5 strain is the fastest spreading variant at present.

Monkeypox outbreak in Britain

Monkeypox is still spreading rapidly in Europe.

Among them, monkeypox spread fastest in Britain. On June 13 local time, the data released by the British health and Safety Bureau showed that 104 monkeypox cases were newly added in a single day in England. As of June 12, 470 monkeypox cases had been reported in the UK.

According to the latest data provided by who, monkeypox had spread to 28 countries as of June 8, with 1285 cases of infection. Most of the infected people were in Europe (1112 cases), followed by the Americas (153 cases), the eastern Mediterranean (14 cases) and the Western Pacific (6 cases).

It is noteworthy that this round of monkeypox epidemic spread rapidly, perhaps related to its mode of transmission. The who said monkeypox may spread over a short distance in the air, so it is recommended to be cautious at large gatherings.

Previously, the CDC of the United States suggested that in countries where monkeypox is spreading, "close family contacts and medical personnel" should consider wearing masks.

In the face of the rapidly spreading monkeypox epidemic, European and American countries are stepping up the rush to buy vaccines. On June 14 local time, Stella kyriakids, EU health commissioner, said at the EU health ministers' meeting that the EU would sign an agreement with a monkeypox vaccine manufacturer on the same day to supply about 110000 doses of monkeypox vaccine from the end of June. The name of the vaccine manufacturer has not yet been published.

The EU's drug regulator said this month that it was negotiating with the Danish biotechnology company Bavarian Nordic on the test data. These trial data may support the extension of the approved use of imvanex vaccine (known as jynneos in the United States) beyond smallpox, including monkeypox.

At present, the only monkeypox vaccine approved by the regulatory authorities in the United States and Canada is the monkeypox vaccine jynneos (called imvanex in Europe) produced by Bavarian Nordic in Denmark.

Previously, both Britain and Germany said that they had placed an order to purchase monkeypox vaccine from Bavaria Nordic company. In addition, the company has also signed a five-year monkeypox vaccine supply contract with the Canadian government worth about US $56million, which will be delivered in 2023.

Global semiconductor cities in urgent need

Epidemic is still one of the uncertain risks facing the global supply chain.

On June 13 local time, Reuters reported that due to the impact of the epidemic, many industries in Malaysia are facing a shortage of labor and foreign workers. Many enterprises have to stop accepting orders and bear huge losses.

According to Malaysian industry organizations and government data, Malaysia currently has a labor shortage of at least 1.2 million people, including 600000 in manufacturing, 550000 in construction and 120000 in palm oil.

Among them, the manpower gap in the chip manufacturing industry is as high as 15000 people, some chip manufacturers are forced to suspend receiving new orders, and the supply of power semiconductors such as moset is more tight.

Malaysia is known as the "important semiconductor packaging and testing town" in the world and one of the major centers for semiconductor packaging and testing in the world. At present, Malaysia has more than 50 large semiconductor companies, most of which are multinational companies, including AMD, NXP, ASE, Infineon, Italian French semiconductors, Intel, Renesas, Texas Instruments and riyueyue.

Among them, two of the eight global chip manufacturing plants of Infineon, the global power semiconductor leader, are set up in Malaysia to manufacture power chips and logic chips in the automotive and industrial power fields.

The market is worried that once the labor shortage in Malaysia continues to deteriorate, more semiconductor manufacturers may suspend orders, which will once again add risks to the tense global semiconductor market.

In addition, Malaysia's palm planting industry is facing a more severe labor shortage. Carl Baker Nielsen, CEO of "United plantation" in Malaysia, said that the palm planting industry in Malaysia is "on the verge of collapse", and the situation is very serious. Due to insufficient manpower to pick palm fruit, 3million tons of crops are expected to be wasted this year, and the potential loss will exceed US $4billion.

This round of labor shortage is mainly affected by the epidemic. Earlier, Malaysia had frozen the entry of foreign workers into local work due to the epidemic, resulting in a shortage of labor market supply. Although Malaysia lifted the freeze on foreign workers in February this year, it has not seen a large-scale return of foreign workers.

Reuters reported that this was due to the slow approval progress of the Malaysian government and the blocking of negotiations with Indonesia, Bangladesh and other major source countries of foreign workers on the protection of labor rights and interests.