半導體板塊高開 產能緊張疊加需求旺盛 功率半導體漲價潮起
格隆匯12月7日丨半導體板塊高開,華微電子一字漲停,士蘭微、華潤微、全志科技漲超5%,揚傑科技、捷捷微電、中芯國際等集體高開。在整條產業鏈產能吃緊的情況下,半導體晶圓製造、封裝、元器件等多個環節開始漲價;瑞薩、恩智浦等元器件大廠均發佈了漲價函,明年上半年訂單排滿。據瞭解,功率半導體行業目前平均漲幅5%-10%,部分產品漲幅更高。另外,疫情給海外功率廠商產能和物流帶來了諸多限制,國產替代進程將加速。

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