港股異動 | 半導體板塊走強 意法半導體宣佈第二季度漲價
格隆匯3月28日丨半導體板塊走強,芯智控股漲9%,上海復旦漲4.7%,ASM太平洋漲3.3%,中芯國際漲2.2%,華虹半導體漲1.8%。 3月24日,ST意法半導體亞太區已對分銷渠道發出通知,稱由於原材料、能源和物流成本漲幅已經到達無法消化的程度,決定在2022年Q2期間對旗下所有產品線漲價,漲價對象還包括目前積壓的訂單。這是意法半導體繼2021年Q4漲價以來的又一次全線產品價格調漲。 德邦證券表示,公司在1月份的財報電話會上表示,積壓訂單已達18個月,遠高於22年規劃產能。當前新能源車、工控等需求持續增長,而相應產能大部分要到22年下半年或更晚才能開出,造成芯片持續緊缺,尤其在功率芯片和車規MCU等領域,預計景氣度至少延伸至22 年底至23年初。本輪漲價的另一個原因是上游硅片等原材料、能源等成本上升。Fab廠積極擴產,半導體材料迎來高景氣行情。較大的供需缺口下,國內廠商料將迎來更多驗證和導入的機會。

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