3000亿巨头狂奔！澜起科技涨超18%，全球存储市场正经历一场前所未有的超级周期

每日经济新闻05-11

截至5月11日14时20分，半导体设备股盘中持续走强，科创芯片ETF(588290)上涨5.52%。成分股中船特气上涨20.00%，澜起科技上涨17.89%，聚辰股份上涨16.85%，天岳先进，思瑞浦等个股跟涨。　　科创芯片ETF(588290)聚焦科创板芯片公司，成分股更"硬核"，CPU+AI芯片设计公司占比高，弹性更大，ETF管理费0.15%、托管费0.05%，同指数最低费率，近2周涨幅...

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Montage Technology rose more than 18%, and the global storage market is experiencing an unprecedented super cycle","themeId":"2194a31eae1428d0d62d6757ba120010","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"91210":1.5,"688008":1.5,"06809":1.5},"content_text":"截至5月11日14时20分，半导体设备股盘中持续走强，科创芯片ETF(588290)上涨5.52%。成分股中船特气上涨20.00%，澜起科技上涨17.89%，聚辰股份上涨16.85%，天岳先进，思瑞浦等个股跟涨。　　科创芯片ETF(588290)聚焦科创板芯片公司，成分股更\"硬核\"，CPU+AI芯片设计公司占比高，弹性更大，ETF管理费0.15%、托管费0.05%，同指数最低费率，近2周涨幅15.47%。　　今日盘面上，市值超3000亿的全球内存接口芯片龙头——澜起科技涨超18%。股价狂飙背后，2026年第一季度，澜起科技实现营业收入14.61亿元，较上年同期增长19.5%；毛利率为69.8%，较上年同期增加9.3个百分点；实现归属于上市公司股东的净利润8.47亿元，较上年同期增长61.3%。　　更值得关注的是公司产品结构的优化。公司DDR5 RCD芯片出货量显著增加，互连类芯片新产品MRCD/MDB、PCIe Retimer、CKD及CXL MXC芯片收入显著攀升。这标志着澜起科技正从单一的内存接口芯片供应商，向全互连芯片解决方案供应商转型。　　行业整体来看，2026年一季度一半以上（申万）半导体行业上市公司归母净利润同比增长，行业整体销售毛利率环比提升了2.49个百分点。根据IDC 4月预测，2026年全球半导体市场规模将达1.29万亿美元，同比增长52.8%。　　当前全球存储市场正经历一场前所未有的超级周期。据报道，字节跳动已将今年的AI基础设施支出计划增加25%至2000亿元。这一巨额投资不仅推高了GPU等算力芯片的需求，更直接带动了存储芯片的配套需求。　　华源证券表示，玻璃基板技术有望引领半导体先进封装材料变革，尽管短期内有机基板仍将主导市场，但玻璃基板凭借技术成熟度和市场接受度提升，预计到2030年全球渗透率将突破2%，发展潜力较大。产业链涵盖原料、设备、技术、生产、封装检测及应用等环节，随着技术进步，玻璃基板将在半导体封装领域占据更重要地位。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2634940869","isCrawlerRequest":true}