港股異動 | 半導體股繼續走低 華虹半導體(1347.HK)跌逾5%
格隆匯9月20日丨上週五美股芯片股集體收跌,港股半導體股今日繼續走低。晶門半導體、康特隆跌逾7%,上海復旦跌逾6%,華虹半導體跌逾5%,中芯國際、ASM太平洋跌逾3%。繼8月份發佈《內存芯片——凜冬將至》後,大摩近日再度發佈對半導體的偏空報吿。大摩表示,整體半導體需求可能被高估,已看到智能手機、電視及電腦半導體需求轉弱,LCD驅動IC、利基型內存,及智能型手機傳感器庫存會有問題,預計台積電及力積電等代工廠,最快今年第四季會發生訂單遭到削減。受到新冠肺炎疫情影響,馬來西亞封測工廠6月開始實施部分封鎖,9月為止的產能利用率平均僅47%,導致下游廠商繼續超額下訂PMIC、MOSFET及MCU,所以不斷傳出晶片短缺。大摩與後端供應商談過後,供應商預期馬來西亞的芯片產能可在11月及12月可明顯有所改善。

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