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標普預期中國未來兩至三年內未必能大規模生產5納米或以下製程晶片
標普企業評級亞洲科技部門副總監David Hsu表示,美國進一步擴大對先進晶片和晶片製造設備的出口限制,將影響中國在先進製程晶片的研發及產出,目前預期中國在未來兩至三年都未必能夠大規模生產5納米或以下製程晶片。 標普企業評級美國科技部門董事總經理David Tsui解釋,中國並非沒有自行開發先進製程晶片的能力,在國家政策及龐大產業支持下,過去幾年一直在收窄與歐美之間的設計與工藝差距,但由於現時仍較依賴於國外技術,因此近期美國主導的禁令料將再次阻礙中國的追趕進程。 惟標普企業評級大中華區科技部門總監谷力佛(Clifford Kurz)指出,即使美國進一步擴大對華限制,在企業的總部及經營地區定義上存有灰色地帶,例如聯想(00992.HK)在北京及北卡羅萊納州都設有總部,預期新措施仍會帶來眾多不確定性。 他指出,雖然像阿里(09988.HK)及騰訊(00700.HK)等龍頭科企已有準備一定數量的庫存,用於短期至中期的雲端及伺服器業務發展,但相信美國擴大對中國晶片禁令對整體行業影響屬負面,預料中國需要在人才培育、行業支持等方面加倍努力。
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