9月4日，港股芯片股盘中普跌，中芯国际、华虹半导体、晶门半导体跌超5%，上海复旦跌超4%。
延伸阅读：华虹公司近日宣布，拟以发行股份及支付现金方式购买华力微97.5%股权并募集配套资金。中芯国际则表示，筹划发行A股购买中芯北方49%的少数股权。东兴证券指出，半导体龙头近期资产整合事件频发，中芯国际等龙头公司资产整合背后是国家科技战略体现，通过资本市场适度泡沫提升中国高科技产业发。
民生证券认为，中芯国际收购中芯北方或将显著增厚上市公司归母净利润。此举亦将满足以大基金一期为代表的股东退出需求。大基金一期为占比32%的单一公司大股东，大基金一期成立已经接近11年，24年已经过了回收期，目前处于“延展期”，有强烈的退出需求。同理，其他股东也有类似的需求。半导体晶圆制造项目扩产通过为子公司项目引入外部融资，解决资金需求的方式较为常见。后期上市公司以发行股份加现金的方式完成收购，就完成了闭环。
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