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Semiconductor Manufacturing International Corporation 2020-07-04T11:28 財經茄呢啡 高盛預期，中芯可在2022年下半年升級至7納米製程，2024年下半年升級至5納米製程，至2025年的毛利率可升至30%。中國半導體設計企業增長，中芯將可從中受惠。
Semiconductor Manufacturing International Corporation 2020-05-31T10:22 財經茄呢啡 華為再受限制，中芯國際（0981）就被捧為華為晶片「最強後備代工商」，股價今年累升已逾40%。
Semiconductor Manufacturing International Corporation 2020-05-31T10:22 財經茄呢啡 上月初，中芯便宣布打算在上海科創板上市，集資用作其上海晶圓廠生產線的擴充，之後在5月中旬，國家集成電路基金二期和上海集成電路基金二期分別注資15億美元和7.5億美元）中芯國際旗下子公司、擁有上海晶圓廠的中芯南方，連同以前國家集成電路基金一期和上海集成電路基金一期的注資，兩個基金持有中芯南方約61%股權，而中芯國際持股則降至38%。
Semiconductor Manufacturing International Corporation 2020-05-31T10:21 財經茄呢啡 中芯現時可量產14納米晶圓的生產線，據中芯表示，其目標是要將每月產能由6000片增加至35000片。
Semiconductor Manufacturing International Corporation 2020-05-31T10:21 財經茄呢啡 華為5G智能手機所採用的「麒麟820」、「麒麟990」等晶片均需要以台積電7納米製程技術生產，中芯的14納米技術去年才正式量產，雖然公司曾稱可以在今年底或明年實現7納米技術量產，但7納米製程的關鍵設備極紫外光（EUV）光刻機需要從荷蘭進口。
Semiconductor Manufacturing International Corporation 2020-02-14T09:39 財經茄呢啡 半導體製造商中芯國際（0981）去年第四季度收入按季增2.8%至8.4億美元，較去年同期升6.6%，純利錄得78873.5萬美元，較第三季度倒退22.9%，較去年同期飆升近2.4倍。毛利率按季增3個百分點至23.8%，較去年同期增6.8個百分點。中芯昨日股價急升6.5%，收17.28元。
Semiconductor Manufacturing International Corporation 2020-02-14T09:39 財經茄呢啡 中芯國際（0981）去年第四季度資本開支錄得4.9億美元，全年資本開支總計21億美元，主要用於上海及北京晶圓廠的產能擴充以及僱員生活園區的建造。
Semiconductor Manufacturing International Corporation 2020-01-24T12:40 財經茄呢啡 中芯國際（SMIC）（0981）今年已將開始生產14nm產品，比預期快了一年，即較Intel落後不到一代。但反而跟台積電的距離，則愈拉愈遠。但如能成功做到14nm已非常不錯，已能符合90%客戶的需求。
Semiconductor Manufacturing International Corporation 2019-11-15T10:39 財經茄呢啡 中芯第三季度毛利率為20.8%，環比上升1.7個百分點，表現優於公司指引的20%。剔除LFoundry影響後，中芯第三季晶圓銷售額環比上升4.7%，主要由晶圓出貨量帶動，產能利用率由第二季的91%提升至第3季的97%。
Semiconductor Manufacturing International Corporation 2019-11-15T10:39 財經茄呢啡 中芯技術相對落後，一般來說，當台灣各大小廠房設備使用率都處於高位後，訂單才會流向中芯。現在中芯產能也接近飽和，意味行業進入極度景氣階段，股價動力也最強。只是使用率飽和意味以量推動盈利增長的空間相當有限，更要依靠利潤率擴張。
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