半导体板块走强 台积电一名工程师确诊新冠
格隆汇5月25日丨半导体板块走强,A股市场思瑞浦涨11.33%领涨,国机精工涨停,兆易创新涨近9%;港股市场华虹半导体涨2.66%,中芯国际涨近2%。5月24日,中国台湾地区单日新增确诊病例达590例,已连续9天超过百例,甚至在台北市和新北市启用了“方舱医院”。5月22日,台积电一名工程师确诊新冠。对此,台积电对外表示,该名员工已入院进行妥善诊治,已针对该员工作场域及公共区域加强消毒,此事件不影响公司营运。除了台积电,台湾半导体行业还有三家公司确诊,包括内存厂商宇瞻、南亚科及台积电旗下的代工厂世界先进,均有1名员工确诊。这三家大厂均一致口径强调,不会影响营运。但不少业内人士却担忧,渣打银行资深经济学家Tony Phoo认为,若台湾新冠病例持续增加、疫情向晶圆厂密集的台北以南扩散,大量工厂势必受影响关闭,影响产能,可能造成全球半导体供给不足问题更加恶化。


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