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證券時報評論:「缺芯漲價」持續 半導體景氣週期難言見頂
《證券時報》發表評論文章表示,踏入2022年,缺芯格局仍難言終結,供需演變會更加複雜。作爲全球行業景氣度的重要指標,北美半導體設備出貨值在去年8月份罕見出現按月下降。另一方面,內存價格自去年第三季度開始由漲轉跌。在此背景下,A股半導體板塊波動性下調。 不過,數據證明,此輪半導體行業景氣度依舊「超長待機」。據研究機構Gartner數據顯示,2021年全球半導體營業收入首次突破5,000億美元大關。據國際半導體產業協會統計顯示,去年半導體設備出貨總額達創紀錄的429.9億美元,按年增長超過四成。
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