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半導體板塊走強 台積電一名工程師確診新冠
格隆匯 05-25 14:07
格隆匯5月25日丨半導體板塊走強,A股市場思瑞浦漲11.33%領漲,國機精工漲停,兆易創新漲近9%;港股市場華虹半導體漲2.66%,中芯國際漲近2%。5月24日,中國台灣地區單日新增確診病例達590例,已連續9天超過百例,甚至在台北市和新北市啟用了“方艙醫院”。5月22日,台積電一名工程師確診新冠。對此,台積電對外表示,該名員工已入院進行妥善診治,已針對該員工作場域及公共區域加強消毒,此事件不影響公司營運。除了台積電,台灣半導體行業還有三家公司確診,包括內存廠商宇瞻、南亞科及台積電旗下的代工廠世界先進,均有1名員工確診。這三家大廠均一致口徑強調,不會影響營運。但不少業內人士卻擔憂,渣打銀行資深經濟學家Tony Phoo認為,若台灣新冠病例持續增加、疫情向晶圓廠密集的台北以南擴散,大量工廠勢必受影響關閉,影響產能,可能造成全球半導體供給不足問題更加惡化。

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