智通财经APP获悉，芯片股早盘集体走高，截至发稿，中芯国际(00981)涨5.74%，报27.65港元；宏光半导体(06908)涨5.17%，报0.61港元；华虹半导体(01347)涨3.41%，报21.2港元；晶门半导体(02878)涨3.33%，报0.465港元。
海通证券指出，根据TrendForce集邦咨询最新调查，24Q3，尽管总体经济情况未明显好转，但受惠下半年智能手机、PC/笔电新品带动供应链备货，加上AI server相关HPC需求持续强劲，整体晶圆代工产能利用率较第二季改善，第三季全球前十大晶圆代工业者产值季增9.1%，达349亿美元，这一成绩部分原因归功于高价的3nm大量贡献产出，打破疫情期间创下的历史纪录。预期第四季成熟制程产能利用率将与前一季持平或小幅增长。
平安证券指出，晶圆代工是海外对华制裁的重灾区，自主可控是主旋律，国家频出政策大力扶持，与海外先进水平的差距有望逐渐缩小；在AI、物联网、新能源汽车等需求的带动下，晶圆代工行业规模将持续增长，先进制程、特色工艺将获得同步发展。
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