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中芯國際(0981.HK)收跌4.56% ASML:向中芯國際“延遲出貨”説法有誤
格隆匯 11-07 16:45
格隆匯11月7日丨受“半導體設備製造廠商ASML推遲向芯片製造商中芯國際交付一筆訂單”消息影響,中芯國際(0981.HK)今日盤中一度下跌6.7%,最終收跌4.56%,報9.83港元,最新總市值497億港元。據日經亞洲評論報道,中芯國際於去年4月向ASML下了筆訂單,購買尖端設備,以便生產最新型、功能強大的芯片。但該訂單的出口情況現在是“等待後續通知”。目前尚不清楚ASML延遲發貨的決定是出於美國當局直接或間接的壓力,還是因為ASML正在尋求荷蘭政府續發出口許可。ASML目前已否認這一報道,稱日經新聞有關中芯國際的報導有誤,“延遲出貨”僅為其推測,ASML從未評論或確認,對其將推測直接定性為事實作為新聞標題並在文中闡述,表示抗議。ASML表示,對全球客户一視同仁。根據瓦聖納協議,ASML出口EUV到中國需取得荷蘭政府的出口許可(export license)。該出口許可於今年到期,ASML已經於到期前重新進行申請,目前正在等待荷蘭政府核准。
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