中芯国际(00981)今日盘中大涨5.08%，引起市场广泛关注。
消息面上，中芯国际已对部分产能实施涨价，涨幅约为10%。据悉，此次涨价主要受手机应用和AI需求持续增长带动，同时原材料成本上升也是重要因素。公司产能利用率持续高企，接近满载状态，进一步支撑了涨价预期。
行业数据显示，随着半导体需求旺盛，中芯国际等晶圆代工厂的产能持续紧张。台积电确认整合8英寸产能并计划关停部分生产线的消息，也加剧了市场对晶圆代工行业供给紧张的预期，为中芯国际的涨价提供了行业背景支撑。
中芯国际(00981)今日盘中大涨5.08%，引起市场广泛关注。
消息面上，中芯国际已对部分产能实施涨价，涨幅约为10%。据悉，此次涨价主要受手机应用和AI需求持续增长带动，同时原材料成本上升也是重要因素。公司产能利用率持续高企，接近满载状态，进一步支撑了涨价预期。
行业数据显示，随着半导体需求旺盛，中芯国际等晶圆代工厂的产能持续紧张。台积电确认整合8英寸产能并计划关停部分生产线的消息，也加剧了市场对晶圆代工行业供给紧张的预期，为中芯国际的涨价提供了行业背景支撑。
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