异动解读 | 获美国商务部3亿美元硅光子研发资助,GLOBALFOUNDRIES盘前大涨5.12%

异动解读
Jul 30

GLOBALFOUNDRIES Inc.(GFS)今日盘前股价大涨5.12%,引发市场广泛关注。

消息面上,格芯宣布已与美国商务部签署资助意向书,将获得最高3亿美元的联邦CHIPS研发资金,用于加速下一代硅光子技术的研发。此次资助属于美国政府总额8.74亿美元半导体研发意向书的一部分,旨在巩固美国在硅光子学领域的领先地位。作为资助安排的一部分,美国商务部将获得格芯约1%的股权。

此前格芯连续两日随半导体板块走弱,累计跌幅超10%,本次政策利好有望提振市场对公司特色工艺长期竞争力的信心。此外,格芯将于8月5日发布二季度财报,市场预期营收同比增长5.22%。

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