智通财经APP获悉，芯片股早盘走高，截至发稿，华虹半导体(01347)涨4.22%，报32.1港元；贝克微(02149)涨3.16%，报52.3港元；中芯国际(00981)涨2.75%，报43港元；上海复旦(01385)涨2.03%，报27.6港元。
消息面上，海光信息5月25日公告称，公司与中科曙光正在筹划由海光信息通过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光，并发行A股股票募集配套资金。据悉，中科曙光在高端计算、存储、云计算等领域具有深厚积累，海光信息则专注于国产架构CPU、DCU等核心芯片设计。
开源证券此前表示，在并购重组政策支持与半导体景气复苏的共同驱动下，2025年以来半导体行业迎来新一轮并购浪潮。国开证券也表示，半导体行业技术壁垒高，并购可快速获取关键技术或市场份额。当前IPO节奏放缓，未盈利企业更倾向于通过被并购实现退出。此外，行业周期复苏改善企业现金流，为并购提供资金支持。
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