中芯/華虹/晶門續漲3%-8% 據報芯片將迎來漲價潮
受中國市場銷售強勁推動,2月全球半導體行業銷售額按年升近15%至396億美元,另據《中新經緯》報道,內地芯片新一輪漲價潮來襲。本港晶片股延續昨天逆市上升強勢,其中華虹半導體(01347.HK)三連漲,最高見51.6元,現造51.3元,續升6%。
晶門半導體(02878.HK)也三連漲,今早股價升破2月中旬所創52周高位0.53元,創近五年半高,報0.55元即市高位,續升7.8%,成交續增至3,405萬股。
中芯(00981.HK)反覆三連漲,今早低開回吐至26.75元接近50天線獲承接,掉頭高見28.25元,造27.95元,續升2.8%。ASM(00522.HK)反覆續升0.2%曾高見107.3元。
據報內地芯片新一輪漲價潮來襲。另據媒體報道,中芯、台積電(TSM.US)、聯華電子、力積電等多家晶圓(芯片所用的硅晶片)代工廠計劃於本季起進一步提價,其中聯華電子及力積電半導體產品將在4月漲價10%;中芯也已告知其客戶,4月1日起將全線漲價,已上線的訂單將維持原價,已下單未上線的訂單則將按新價格執行,據悉漲幅介乎15%-30%之間。另外,美國總統拜登指,參議院正準備制定有關半導體短缺問題立法。
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