中芯國際概念股普漲
格隆匯3月2日丨有消息稱中芯國際獲美供應商供應許可,A股市場中芯國際概念股普漲。漢鍾精機、北方華創、至純科技、安集科技和北京君正等漲幅明顯。有媒體從供應鏈處獲悉,中芯國際已獲得部分美國設備廠商的供應許可,主要涵蓋成熟工藝(14納米及28納米等)用半導體設備等。業內分析人士指出,中芯國際拿到許可證的事件,意味着國內晶圓廠存儲廠未來的擴產可見度及確定性進一步提升,可繼續看好晶圓廠存儲廠產業鏈設備材料的遠期發展機會。
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