消息面上,碳化硅行业多重利好持续共振。公司此前与GE Aerospace签署碳化硅技术合作备忘录,覆盖工业、航空航天及国防市场高压碳化硅模块开发,并计划合作供应10千伏碳化硅MOSFET芯片用于商业用途。此外,公司于7月底任命半导体资深高管Andy W. Mattes加入董事会,强化战略治理能力。行业层面,多家碳化硅厂商披露上半年订单同比增长数倍,需求端持续放量为公司基本面提供支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.