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华虹宏力、中芯国际、芯原股份、华润微,集体大涨
Semiconductor sector surges in early trading, Hua Hong Grace rises over 10% to a record high, driven by TSMC's price hike notification to customers. Follow·
Today·191 words (about 1 min)
AI Summary & Key Points
Summary
CLS News, early trading today: STAR market chip stocks continue to strengthen. Hua Hong Grace rises over 10% to a new record high, with A+H total market cap exceeding 350 billion yuan. SMIC, VeriSilicon, China Resources Microelectronics, Cambricon, Hygon Information lead the gains. On the news front, tech analyst Tim Culpan noted that TSMC has notified customers of wafer foundry price increases, expanding from 3nm to all advanced processes at 7nm and below, with an overall increase of about 5%-10%, affecting approximately 75% of wafer revenue.
Main Points
* 1. Semiconductor sector rallies collectively, Hua Hong Grace hits new record high.
Hua Hong Grace rises over 10%, A+H total market cap exceeds 350 billion yuan, SMIC and other stocks also lead gains.
* 2. The catalyst for the surge is TSMC's wafer foundry price hike notice.
Tech analyst Tim Culpan points out that TSMC has notified customers of price increases covering all advanced processes from 3nm down to 7nm and below, with increases of 5%-10%, affecting about 75% of wafer revenue.
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财联社 2026-06-24 10:43 上海
今日早盘科创芯片股持续走强,华虹宏力涨超10%,续创历史新高,A+H股总市值突破3500亿,中芯国际、芯原股份、华润微、寒武纪、海光信息涨幅靠前。
消息面上,科技分析师科潘(Tim Culpan)指出,台积电已陆续向客户通知调涨晶圆代工价格,涨价范围不仅涵盖市场传言的3nm制程,更扩及7nm及以下所有先进制程,整体涨幅约5%至10%,影响范围涵盖约75%的晶圆营收来源。
!Image 5 
Key Quotes
> TSMC has successively notified customers of wafer foundry price increases, covering all advanced processes from 3nm down to 7nm and below, with overall increases of approximately 5% to 10%.
Tags
Semiconductors
A-Shares
STAR Market
Investment and Markets
Stock Market
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