港股異動 | 半導體板塊走強 消息稱台積電調漲晶圓代工價格 機構預計2022年整體產能仍然偏緊
格隆匯1月18日丨港A半導體板塊集體走強,港股中芯國際漲近4%,華虹半導體漲超2.5%,上海復旦漲超2%,ASM太平洋漲超1%;A股晶晨股份漲6.5%,瀾起科技漲5.5%,力芯微漲5%,納斯達,國芯科技,富瀚微等股漲4%。據1月17日消息,晶圓代工龍頭台積電2022年全面調漲晶圓代工價格。隨着2021年生產合約到期,台積電與客户洽談的2022年生產合約中,晶圓代工價格已全面調漲。中信建投認為,當前半導體的需求雖然出現一定的結構性分化,但整體仍處於高景氣度以及供需緊張的狀態,預計2022年整體產能仍然偏緊,仍有結構性的缺貨漲價。建議關注芯朋微、瀾起科技、晶晨股份等。


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