港股异动 | 纳芯微(02676)涨超12%破顶半导体涨价潮蔓延至电源管理IC 公司持续扩大AI电源营收敞口

智通财经05-20 14:20

智通财经APP获悉，纳芯微(02676)午后涨超12%，盘中高见235.4港元续刷上市新高。截至发稿，涨9.44%，报227.2港元，成交额2.62亿港元。

消息面上，据市场媒体报道，德州仪器、恩智浦、MPS及联发科旗下立锜等大厂，计划于6月至7月上调产品报价，茂达、硅力等厂商也已陆续启动调价协商。近期，半导体行业涨价潮已全面蔓延至电源管理IC及核心材料领域。

值得关注的是，此轮涨价并非终端需求旺盛推动，主要由晶圆代工、封测环节成本上涨倒逼而来。此前MCU、驱动IC已率先涨价，如今电源管理IC正式跟进。国盛证券预计，随着AI服务器功率的不断增大，供电相关模拟芯片的ASP也将保持上行，纳芯微凭借前瞻性的产品布局将持续扩大AI电源的营收敞口。

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港股异动 | 纳芯微(02676)涨超12%破顶 半导体涨价潮蔓延至电源管理IC 公司持续扩大AI电源营收敞口

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港股异动 | 纳芯微(02676)涨超12%破顶半导体涨价潮蔓延至电源管理IC 公司持续扩大AI电源营收敞口