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芯片板塊拉昇 晶圓廠再緊俏 有晶圓廠訂單排到明年下半年
格隆匯 10-19 11:13
格隆匯10月19日丨芯片板塊拉昇走強,寒武紀漲幅擴大至逾8%,光迅科技、振芯科技漲超6%,中芯國際漲超4%;港股中芯國際漲超5%。據媒體消息,半導體產業基本面在節節攀升,中芯國際上調第三季度業績指引就是最新的例證。有業內人士透露,有的晶圓廠訂單已經排到明年下半年了。他強調,這其中有一些重複下單,後續可能要砍單。從業界瞭解到,今年三季度末起,設計公司開始大量下單,晶圓廠產能開始緊俏。通常情況下,一般在晶圓廠投片三四個月後,就到了封測階段。某封裝大廠相關人員表示,從現有訂單看,他們廠產能會持續緊張到明年上半年。

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