格隆汇5月9日｜据科创板日报，中芯国际联合CEO赵海军表示，新的市场因素出现后，二季度基本面相比一季度没有发生太大变化，客户都在沉着应对，公司产能利用率继续保持饱满状态。公司已经看到各行业，包括工业与汽车领域触底反弹的积极信号，产业链在地化转换也继续走强，更多晶圆代工需求回流本土。关税政策出台后，中芯国际进行内部测算，并与供应商、国内外客户做了深入交流，政府也与工业界密切沟通，结论是实际对行业的直接影响非常小，“影响小过一个百分点”。半导体代工行业，在采购层面可以吸收掉关税影响。

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