纳微半导体（NVTS）股价在夜盘交易中大涨5.58%，引发市场关注。这一显著涨幅与公司最新公布的重要战略合作密切相关。
据悉，纳微半导体于7月2日宣布，台积电（TSM）计划于2027年7月停产氮化镓（GaN）芯片，而公司已与力积电（PSMC）达成后续生产协议。这一举措确保了纳微半导体GaN产品的持续供应，有效保障了客户的长期需求。
分析人士认为，这项战略合作对纳微半导体具有重要意义。在台积电退出GaN芯片生产后，与力积电的合作不仅保证了公司产品的稳定供应，还可能为纳微半导体带来更大的市场份额和增长机会。投资者对这一消息反应积极，推动了公司股价的大幅上涨。
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