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半導體板塊走強 集成電路後摩爾時代將來臨
格隆匯 05-17 09:52
格隆匯5月17日丨半導體板塊走強,聚燦光電拉昇漲近14%,華峯測控逼近漲停,乾照光電漲近8%,華燦光電、蘇州固鍀、三安光電、富滿電子等紛紛衝高。據中國政府網消息,國家科技體制改革和創新體系建設領導小組第十八次會議5月14日在北京召開。會議專題討論了面向後摩爾時代的集成電路潛在顛覆性技術。天風證券認為,摩爾定律先進工藝驅動芯片持續微縮的同時也導致了所需成本指數級增長、開發週期拉長、良率下降,盈利風險明顯升高。隨着28nm推進到20nm節點,單個晶體管的成本不降反升,性能提升也逐漸趨緩,這標誌着後摩爾時代來臨。

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