11月17日，港股半导体股集体走强，上海复旦涨超7%，华虹半导体、英诺赛科涨超4%，中芯国际涨超2%。
消息面上，近日中芯国际发布2025年第三季度财报。第三季度，中芯国际整体实现营业收入为171.62亿元，环比增长6.9%，同比增长9.9%，为单季度收入新高；实现归母净利润15.17亿元，同比增长43.1%，环比增幅达60.64%。中芯国际联合CEO赵海军表示，展望四季度淡季不淡，四季度收入指引为环比持平到增长2%，产线整体上继续保持满载，毛利率指引为18%到20%。
此外，全球DRAM市场缺货，下游DRAM模组价格跟涨且一货难求。摩根士丹利也在报告中提到，鉴于明年存储领域可能出现供需失衡，内存芯片行业将迎来“超级周期”。市场需求高企的背景下，存储芯片行业也开始出现供不应求、涨价、转变订货模式等一系列连锁反应。
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