拉姆研究公司(Lam Research, LRCX)今日盘中股价大涨5.01%,引发市场关注。消息显示,拉姆研究等主要芯片设备制造商可能受到美国政府新一轮对华芯片出口限制的冲击。
据悉,美国政府即将再次出台一系列限制措施,针对向中国出口芯片制造设备和技术。这包括限制对中国出口高带宽内存芯片、限制出口用于制造先进芯片的24种工具和3种软件等。除限制从美国直接出口,还将扩大控制对外国制造商的产品实施出口管制。
消息人士透露,新限制或将影响到包括拉姆研究在内的多家美国和海外芯片设备供应商对华业务。作为全球领先的半导体加工设备供应商,拉姆研究产品覆盖中国众多芯片企业。市场分析人士指出,一旦出口限制落地,将冲击拉姆研究在华收入,但同时也有望促进其在美国本土产能扩张。
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