智通财经APP获悉，芯片股全线重挫，截至发稿，ASMPT(00522)跌18.27%，报43.85港元；华虹半导体(01347)跌16.4%，报25.75港元；中芯国际(00981)跌14.98%，报38.3港元；上海复旦(01385)跌12.87%，报23.65港元。
消息面上，4月3日，日本政府宣布对十余种半导体相关物项实施出口管制。据悉，日本是全球半导体产业链主要出口国之一，此次出口管制涵盖光刻胶、高纯氟化氢、大硅片等关键材料及设备部件，均为国内半导体制造的薄弱环节。光大证券指出，日本再次升级半导体制裁范围也将倒逼国产替代提速。
东吴证券此前指出，中国进口关税的加征利好半导体设备国产化率的进一步提升。一方面对于成熟制程而言，成熟制程反倾销有望加速，对原厂地的划定不排除升级至晶圆厂层面，能够推动国产成熟制程芯片的发展，而成熟制程对价格更敏感，考虑到关税34%以及海外进口设备普遍溢价10%+，关键设备的进口成本或增加50%以上，国产设备在价格端优势明显；另一方面对于先进制程而言，随着国产设备商技术与服务的不断突破与成熟，且进口设备成本增加50%+，设备的国产化率有望加速提升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.