港股異動 | 中芯國際(0981.HK)漲逾4% 拿下華為海思14nm代工大單
格隆匯1月15日丨中芯國際(0981.HK)現報14.22港元,漲4.25%,暫成交2.1億港元,最新總市值719億港元。據悉,中芯國際擊敗台積電,奪得華為旗下芯片企業海思半導體公司的14納米FinFET工藝芯片代工訂單。此前消息稱,中芯國際的芯片工廠第一代14納米FinFET工藝於2019年第三季度已成功量產,這也是我國首條14納米生產線。長江證券發研報指,中芯國際從28nm跨過22nm直接進入14nm的量產為歷史上罕見,12nm工藝已經開始導入客户,下一代工藝的研發也已穩步開展。中游先進製造能力的跨越式提升,為國內高端設計廠商提供製造支持和產能保障,產能規模進一步擴大的過程中也有望進一步帶動半導體設備和材料廠商的發展。
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