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半导体板块领涨A股 国家存储器基地项目二期开工
格隆汇 06-22 09:45
格隆汇6月22日丨A股三大指数均处于小幅上涨中,其中,以半导体设备、半导体硅片、半导体测封为首的半导体板块处于领涨位置。个股方面,至纯科技、瑞芯微涨停,中微公司、北方华创、华峰测控、安集科技、长电科技等均大涨。由长江存储实施的国家存储器基地项目二期(土建)6月20日在武汉东湖高新区开工。该项目计划分两期建设3D NAND闪存芯片工厂,一期项目规划产能每月10万片,二期将达到20万片,总体投资240亿美元。华创证券指出,存储器是信息系统的基础核心芯片,最能代表集成电路产业规模经济效益和先进制造工艺,也是中国进口金额最大的集成电路产品。近些年内存、固态硬盘、显卡价格屡现上涨,根源在于存储芯片掌握在少数国外厂家手中。国产化将降低国内半导体产品成本,并提升上游设备公司订单。

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