智通财经APP获悉，芯片股午后跌幅扩大，截至发稿，康特隆(01912)跌7.91%，报0.128港元；上海复旦(01385)跌6.72%，报16.1港元；中芯国际(00981)跌6.44%，报27.6港元；华虹半导体(01347)跌4.89%，报23.35港元。
消息面上，据媒体报道，美国商务部致函台积电，要求从11日开始停止向中国大陆客户供应7纳米及更先进工艺的AI芯片。消息人士称，台积电通知受影响客户，将从11日起暂停相关芯片发货。另有报道称，最新的管控措施仅限AI/GPU相关芯片，用于手机、汽车和通信的芯片不受影响。
华泰证券指出，特朗普在大选中强调：芯片补贴不是个好的方法，并提出对中国征收60%关税，其它国家征收10-20%关税，来强迫台积电等海外企业迁移到美国。该行指出，若暂停芯片补贴的发放，对目前处于亏损中的Intel影响最大；半导体出口限制范围如果进一步扩大，短期对中国半导体产业或造成一定影响，长期或促进国产替代；但美国对全球其他国家加税，也可能影响“三国管制联盟”的有效性。
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