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半導體板塊走高 紫光國微盤中觸板 全球芯片荒仍將持續
格隆匯8月20日丨半導體板塊走高,紫光國微盤中拉昇觸板,現漲近9%;愛康科技、金辰股份漲停,中穎電子大漲超10%,捷佳偉創、北京君正、華潤微、富滿電子等紛紛跟漲。世界半導體貿易統計(WSTS)8月18日上調今年全球半導體市場規模的預期,由於第二季度的需求強勁,已將對今年全球半導體市場需求的預計由之前的5272億美元上調至5510億美元,漲幅由之前的19.7%上調為25.1%。不少分析認為,全球範圍內“芯片荒”仍將持續,芯片供應緊張的下一波危機或許即將出現。從去年第四季度至今,因半導體芯片供應緊張,困擾了汽車、消費電子等諸多領域,半導體的供不應求,也導致價格上漲,國內外大多汽車及消費電子品牌都曾因芯片短缺而不得不暫停生產。

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