另外，11月7日，两大晶圆代工厂中芯国际、华虹半导体发布亮眼的三季度业绩。其中，中芯国际第三季度收入首次站上单季20亿美元台阶，创历史新高；华虹半导体三季度利润4482万美元，同比增长222.6%，环比增长571.6%。两家公司均预期第四季度收入或将进一步走高。国信证券指出，半导体在近2年的下行周期里完成了较为充分的去库存和供给侧出清，如今在AI算力需求的边际拉动下、在新一轮终端AI化的创新预期中，行业正迎来具备较强持续性的上行周期。Semiconductor stocks had the highest gains. As of press release, Huahong Semiconductor (01347) rose 10.48% to HK$25.3; Hongguang Semiconductor (06908) rose 7.59% to HK$0.85; and Jingmen Semiconductor (02878) rose 7.02% to HK$0.61.
The Zhitong Finance App learned that semiconductor stocks rose collectively. As of press release, Huahong Semiconductor (01347) rose 10.48% to HK$25.3; Hongguang Semiconductor (06908) rose 7.59% to HK$0.85; Solomon Semiconductor (02878) rose 7.02% to HK$0.61; SMIC (00981) rose 4.55% to HK$29.85; Shanghai Fudan (01385) rose 4.53% to HK$17.54.
According to the news, according to a report by the Financial Association, TSMC did not directly deny recent market rumors that TSMC will suspend production of 7nm and below process chips for relevant AI chip customers starting November 11. In response to the Financial Services Association reporter, the company said, “TSMC will not comment on the rumor. Ping An Securities pointed out that in the context of both equipment and OEM restrictions, semiconductor equipment manufacturers in mainland China urgently need to increase research and development of high-end equipment to support the expansion of production capacity in advanced local processes and achieve localization of the semiconductor industry chain. In addition, the US is reviewing five equipment manufacturers, and it is urgent that equipment be replaced by localization.
Also, on November 7, the two major foundry companies, SMIC and Huahong Semiconductor, announced impressive third-quarter results. Among them, SMIC's third-quarter revenue reached a record high of 2 billion US dollars in a single quarter; Huahong Semiconductor's profit for the third quarter was 44.82 million US dollars, up 222.6% year on year, and 571.6% month on month. Both companies expect revenue to rise further in the fourth quarter. Guoxin Securities pointed out that semiconductors have completed sufficient inventory removal and supply-side clearance in a downward cycle of nearly 2 years. Now, driven by the marginal demand for AI computing power and in anticipation of a new round of AI terminal innovation, the industry is entering a strong and sustainable upward cycle.
