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半導體板塊持續走高 功率半導體掀新一輪漲價潮
格隆匯6月17日丨半導體板塊持續走高,上海貝嶺率先封板,台基股份大漲超14%,士蘭微漲近9%,全志科技、南大光電、揚傑科技、捷捷微電等個股均紛紛走強。多家功率半導體廠商在近期發佈漲價通知。其中全球功率半導體龍頭英飛凌正在醖釀新一輪產品漲價,MOSFET的漲幅將有12%,預計本月中旬執行。芯片代工商的產能普遍緊張。從海內外機構的調研情況來看,半導體板塊個股的關注度顯著提升。2021年一季度,半導體設備業績迎來較好增長。機構預計,全球芯片市場供需失衡的情況可能會持續到2022年,半導體板塊高景氣度將繼續維持。

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