中國去年擴大晶片及相關設備進口 台灣成大贏家
《彭博通訊社》報道,中國因應美國科技制裁擴大,去年擴大電腦晶片及機械的進口。
報道指,中國去年從日本、南韓及台灣等地進口近320億美元電腦晶片設備,按年升兩成,使中國去年成為全球最大晶片設備進口國,其中中芯(00981.HK)增購生產晶圓及晶片設備。此外,華為等中國企業備存晶片應對美國制裁,亦使去年中國電腦晶片進口總值升14%至3,800億美元,佔去年進口貨物總值18%。除制裁原因,亦因中國為全球手機及個人電腦等電子產品的組裝地,去年全球因疫情導致相關產品需求急升亦帶動相關晶片進口。
報道指,台灣成為全球晶片需求的其中一個大贏家,台積電等企業訂單急增,使台灣經濟增長30年來首度超越內地。晶片需求急增亦導致全球汽車用晶片短缺,部分車廠被迫停工。
美國半導體行業組織Semiconductor Industry Association早前預計全球晶片今年銷售增長8.4%,台積電(TSM.US)、英特爾(INTC.US)及三星等企業將持續受惠,中國企業亦將從東京威力科創及荷蘭ASML購買設備以生產晶片。
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