中芯国际盘初跌超15%,此前曾发表声明称一直合法依规经营
来源:金十数据
北京时间9月7日,港股开盘,中芯国际跌超15%,截至发稿跌超17%;A股开盘跌超7%,目前跌9.32%。此前发表声明称,任何关于“中芯国际涉军”的报道均为不实新闻。


【事件回顾】
9月5日,据外媒报导,美国国防部一位发言人表示,其正在与其他机构合作,决定是否将中芯国际列入实体企业名单。另据消息人士透露,五角大楼本周已提交一份建议给美国商务部等相关部门,最终中芯国际是否列入实体名单,需由商务部等确定。
如果中芯国际进入“实体清单”,则意味着无法再和美国公司进行交易,因为中芯国际生产线中含有不少美系技术,这或影响中芯国际的扩充计划。
中芯国际近期发布公告称,公司与北京开发区管委会于7月31日共同订立并签署《合作框架协议》,双方将成立合资企业从事发展及运营聚焦于生产28nm及以上集成电路项目。项目首期计划投资76亿美元,约合531亿元人民币。
【发表声明回应】
随后,9月5日晚间,中芯国际发布声明称,中芯国际作为一家同时在香港证券交易所及中国大陆A股上市的国际化运营的集成电路制造企业,公司严格遵守相关国家和地区的法律法规,并在此基础上一直合法依规经营。
公司与多个美国及国际知名的半导体设备供货商,建立多年良好的合作关系,美国商务部多年来针对中芯国际进口采购的设备,也已经核发多件重要的出口许可。
同时,中芯国际自成立以来作为全球半导体供应链上的重要成员,客户遍及美国、欧洲及中国大陆等世界各地,其产品及服务皆用于民用和商用,从没有任何涉及军事应用的经营行为,与中国军方毫无关系;
2016年及以前,中芯国际还是经美国商务部正式认可的“最终民用厂商”(Validated End-User) ,并曾有多位美国商务部官员实地到中芯国际进行访查。
因此,任何关于“中芯国际涉军”的报道均为不实新闻,我们对此感到震惊和不解。中芯国际愿以诚恳、开放、透明的态度,与美国各相关政府部门沟通交流,以化解可能的歧见和误解。
【有危必有机】
目前,国内正加大力度打造“自主可控”的集成电路产业链,尤其是设备与材料环节,但由于起步晚、专利壁垒、过去重视程度不够高等多重因素影响,短时间内还很难摆脱对海外厂商的依赖。尽管国内已研制出可部分替代的设备,但一些设备厂商使用的部分关键零部件还依赖于境外供应商。
从另一个角度来看,若中芯国际被列入实体清单,或将加速“自主可控”进程,国内半导体设备与材料厂商有望拿到更多进入中芯国际产线验证的机会。
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