联电（UMC）今日夜盘股价大跌5.10%，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，预计于2028年上半年量产。此举被视为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。
氮化镓技术以其高效率、高功率密度特性，正成为新一代电源技术的关键材料。世界先进通过此次授权，将扩展其硅基底功率氮化镓制程至高压应用领域，成为全球唯一能同时提供硅基底及新基底两种不同基板氮化镓制程的晶圆制造服务公司。市场担忧，竞争对手获得台积电先进技术授权后，可能在未来争夺相关市场份额时对联电形成挑战。
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