业绩集体回暖 碳化硅赛道国产化提速

证券市场周刊
10 Jun

点击上方"证券市场周刊"↑免费订阅本刊功率半导体迎来周期性复苏,中国以碳化硅为代表的第三代半导体通过持续升级,在衬底及外延片环节规划产能较大,竞争格局较为集中,有望提高在国际市场上的话语权。吴新竹/文经历了近两年的下行周期,功率半导体细分领域呈现复苏趋势,多家上市公司称2024年四季度和2025年一季度下游景气度和需求有所回暖,部分功率半导体价格得以修复,库存去化,产品结构优化,业绩得以不同程度...

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