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美股半導體板塊集體上漲
格隆匯 05-13 23:13
格隆匯5月13日丨美股半導體板塊集體上漲,納微半導體、英偉達漲8%,邁威爾科技漲7%,美國超微公司漲6%,意法半導體漲5%,台積電漲3%。消息面上,三星電子擬提高芯片代工價格,漲幅最高可以達到20%。知情人士表示,三星目前已經完成了與一些客户的談判。新定價將從今年下半年開始實施。三星在4月底的財報電話會議上表示,主要客户對其芯片代工的需求超過了其產能,預計供應短缺將會持續下去。幾天前,台積電公佈了提價通知,稱自2023年1月起全面調整晶圓代工價格,漲幅為6%,這也是台積電一年之內兩度調高代工價格目前三星電子、台積電等芯片代工商面臨巨大的成本壓力。從化學品、天然氣到晶圓設備材料,芯片製造商的平均生產成本目前上漲20%—30%。

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