一份交流紀要的謠言！致中芯國際股價大跌7%
21日，中芯國際持續走低，截至收盤，跌幅收窄至7.01%，報17.5港元，成交41.18億港元，總市值932.6億港元。
來源：富途
今日凌晨，社交平台傳出一份《中芯國際-泰康一對一交流紀要》內容，裏面談及華為禁令升級帶來的系列影響，被記錄為Ham的參會嘉賓稱，“如果嚴格按照法令申請許可，整個華為的渠道都會被管控，新訂單理論上不能接了”。
對此，中芯今日在官方微信上發澄清説明，指公司從未與文中所述泰康及活動主辦方的相關人員進行任何一對一的交流，紀要內容違背事實，純屬捏造，給公司造成嚴重負面影響。
自15日美國商務部宣佈將修改出口管制規定，限制使用美國芯片製造設備的外國公司再向華為及海思供應部分芯片，作為華為供應鏈的重要一環，中芯國際近日來的股價震盪。週一開盤，股價下跌超過6%，盤中走出歷史高位20.7元。
據悉，目前全球僅有台積電可以代工7nm的芯片，華為的高端芯片麒麟990、980這類7nm的芯片都是交由台積電代工，而中芯國際2019年才實現14nmFinFET的量產，與台積電還存在着12nm以及10nm兩代的差距，這也是此次美國製裁升級之後，華為要緊急加訂7億美元芯片訂單的原因。
國產替代有望加速。15日，國家集成電路基金二期和上海集成電路基金二期將分別向中芯南方注資15億美元和7.5億美元，共約160億元人民幣。中芯南方是配合中芯國際14nm及以下先進製程研發和量產計劃而建設的12英寸晶圓廠。
值得一提的是，日前傳出中芯國際取得了技術性的突破的消息。中芯國際CEO梁孟鬆近日表示中芯國際目前正在全力研發N+1工藝，已進入客户導入產品認證階段，預計年底即可量產。據瞭解，N+1工藝的芯片相較14nm性能提升20%、功耗降低57%、邏輯面積縮小63%，SoC面積縮小55%，其性能幾乎相當於台積電第一代7nm工藝。
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