异动解读 | 台积电授权氮化镓技术增强对手实力,联电盘前大跌7.73%

异动解读
Jan 29

联电(UMC)今日盘前股价大跌7.73%,引起了市场的广泛关注。

消息面上,台积电(TSM)宣布将其高压与低压氮化镓(GaN)制程技术授权给另一家晶圆代工厂世界先进(Vanguard International Semiconductor)。此项授权将协助世界先进加速开发新一代氮化镓电源元件,应用于数据中心、车用电子等高效率电能转换领域。市场认为,此举增强了联电主要竞争对手的技术实力与市场竞争力,可能对联电未来的业务前景构成压力,从而引发投资者抛售。

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