AMD或恢復給華為供貨,概念股第一股通富微電放量漲停!
在週末的德意志銀行技術大會上,美國處理器巨頭AMD公司高級副總裁、數據中心及嵌入式高級副總裁雷斯特·諾羅德(Forrest Norrod)透露,公司已經獲得供貨許可證。他進一步補充説:“華為的禁令並沒有對AMD的業務產生重大影響”
據此許多行業人士猜測: 預計AMD已經取得了向華為的供貨許可。
受到此消息刺激,直接受益股通富微電在今日放量漲停,股價報24.73元,總市值來到285.3億。截至發稿時間成交量9.27億元。

圖片來源:富途
通富微電主營業務為集成電路封裝測試,佔營收比例為97.96%,2020年中報顯示,公司實現營業收入46.7億元,同比增30.17%;淨利潤1.11億元,同比降243.54%;每股收益0.10元。
作為國內AMD第一股,自2016年收購AMD旗下蘇州和馬來西亞檳城工廠後,通富微電成為AMD在封測環節的核心配套企業。AMD的封裝訂單主要由台積電、通富微電、矽品三家企業承接。
其中,由於服務器CPU採用CoWos封裝工藝,因此直接由台積電在前端晶圓製造環節後直接完成。AMD的桌面版、移動版CPU及GPU的封裝以FCBGA、FCPGA等形式為主,由通富微電與矽品承接。
而且也作為第一個給AMD 7納米全系列產品提供封測服務的工廠,近年來,通富微電通過併購與AMD形成“合作+合作”的強強聯合模式,承接國內外客户封測業務。值得一提的是華為是通富微電主要客户。
通富微電股價在經歷深度回調,從7月中旬以來已經回調近27%。而且前陣子遭遇國家大基金減持。
在9月17日,通富微電發佈公告稱:大基金通過集中競價方式減持公司股票1153.7萬股,減持比例1%,持股比例從20.73%下降至19.73%。根據此前公告,大基金是在減持通富微電0.99%股權後擬再度減持不超過1%。
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