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中金公司:晶片國產替代趨勢利好中芯及華虹半導體等股
格隆匯 05-10 12:36

中金公司發表研究報吿指,全球晶片缺貨有望驅動半導體行業維持較高景氣度,國產替代趨勢亦利好中國晶圓、封測、設備廠商的快速發展,中國晶圓廠商在此次危機中通過產能提升有望加速規模成長,建議關注中芯國際(0981.HK)、華虹半導體(1347.HK)、華潤微(688396.SH)。

中金指,封測廠商有望通過產能擴張進一步提高全球市場佔有率,建議關注長電科技、通富微電、華天科技、晶方科技。

中金又指,設備和材料廠商受益於晶圓和封測廠商在擴產過程中對設備,尤其是國產設備的採購,建議關注北方華創、中微公司、華峯測控、芯碁微裝、滬硅產業、立昂微、安集科技。

另外,頭部晶片設計企業和晶圓廠商和封測廠商具有更強合作關係,更有可能擴大市場佔有率,建議關注韋爾股份、卓勝微、聖邦股份、兆易創新、中穎電子。

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