中芯國際謀求科創板上市 相關芯片概念股全線上漲
格隆匯5月6日丨中國大陸晶圓代工龍頭中芯國際(0981.HK)謀求科創板上市,帶動A股市場相關芯片概念全線上漲。其中,聚辰股份漲停,安集科技漲近9%,兆易創新、中微公司、晶瑞股份和長電科技漲超7%,芯源微、華勝天成、南大光電漲超6%,北方華創漲超4%。聚辰股份:目前合作的晶圓製造廠主要為中芯國際。兆易創新:為中芯國際的客户及戰略投資方。長電科技:中芯國際是其第一大股東,截至一季度末,持股比例為19%。北方華創:中芯國際是公司主要客户之一,供應產品包括刻蝕機、沉積設備、清洗機、熱處理設備等。中微公司:很早就打入了中芯國際供應鏈。安集科技:中芯國際系公司最大單一客户,佔比60%左右。鼎龍股份:負責中芯國際子課題“20-14nm技術節點CMP拋光片產品研發”任務。晶瑞股份:光刻膠產品2018年進入中芯國際天津工廠8寸線測試並獲批量使用。江化微:中芯國際系公司客户之一。南大光電:給中芯國際供應電子特種氣體等。
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