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芯片股集體回調 交貨週期延長至18周創紀錄
格隆匯6月24日丨芯片板塊走弱,思瑞浦跌超11%,富瀚微跌超7%,長川科技跌超6%,全志科技、樂鑫科技、華潤微、滬硅產業、芯原股份等集體下挫。美國交易經紀商Susquehanna Financial Group的數據顯示,5月芯片交貨時間達到18周,創有追蹤數據以來(2017年)的最長期限。中郵證券表示,當下行業最大的問題不是需求,終端市場其實需求非常好,但是上游零組件缺料或者漲價的消息不斷傳出,而且2021年二季度的缺料狀況比一季度更為緊迫。從近期台系製造大廠富士康、仁寶、廣達等,以及國內中芯國際的發表會信息來看,芯片的緊張狀態將延續到年底。

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