中信证券:美国拟撤销多家企业在华晶圆厂豁免,半导体国产替代持续受益

格隆汇
Sep 03

本文来自格隆汇专栏:中信证券研究 作者:徐涛 夏胤磊 王子源美国拟计划通过法案,撤销台积电、英特尔、三星和SK海力士在中国大陆采购芯片制造设备使用许可,加大这些企业在华芯片制造难度。因此,中信证券预期国产存储芯片供应商及晶圆代工厂等市场份额有进一步提升。此外,由于采购设备难度进一步加大,海外晶圆厂可能会开始寻找国产供应商,对国产半导体设备及材料等产业链相关公司持续利好。▍美国拟计划撤销台积电、...

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