中芯国际(00981)今日盘中大涨5.07%，领涨半导体板块。
消息面上，国家大基金三期近日入股安捷利美维，重点布局IC载板领域。IC载板是连接芯片与PCB的核心载体，技术壁垒高且国产化率低，此次投资有望加速国内高端载板产能建设与技术迭代。大基金三期作为国家级资本平台，其战略布局强化了市场对半导体产业链国产替代的预期。
此外，AI服务器需求持续增长带动存储芯片市场回暖。机构指出，全球云端供应商扩充数据中心规模推升DRAM价格环比增长18%-23%，HBM（高带宽内存）价格涨幅达23%-28%。中芯国际作为国内晶圆代工龙头，直接受益于行业景气度提升与国产化进程加速。
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