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中国去年扩大晶片及相关设备进口 台湾成大赢家
阿思达克 02-03 14:20
《彭博通讯社》报道,中国因应美国科技制裁扩大,去年扩大电脑晶片及机械的进口。

报道指,中国去年从日本、南韩及台湾等地进口近320亿美元电脑晶片设备,按年升两成,使中国去年成为全球最大晶片设备进口国,其中中芯(00981.HK)增购生产晶圆及晶片设备。此外,华为等中国企业备存晶片应对美国制裁,亦使去年中国电脑晶片进口总值升14%至3,800亿美元,占去年进口货物总值18%。除制裁原因,亦因中国为全球手机及个人电脑等电子产品的组装地,去年全球因疫情导致相关产品需求急升亦带动相关晶片进口。

报道指,台湾成为全球晶片需求的其中一个大赢家,台积电等企业订单急增,使台湾经济增长30年来首度超越内地。晶片需求急增亦导致全球汽车用晶片短缺,部分车厂被迫停工。

美国半导体行业组织Semiconductor Industry Association早前预计全球晶片今年销售增长8.4%,台积电(TSM.US)、英特尔(INTC.US)及三星等企业将持续受惠,中国企业亦将从东京威力科创及荷兰ASML购买设备以生产晶片。

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