GaN,风云骤变

半导体行业观察
10 Jul

公众号记得加星标⭐️,第一时间看推送不会错过。近日,氮化镓(GaN)市场风云再起:台积电正式宣布将在两年内全面退出GaN代工业务;力积电趁势接下Navitas的订单,填补台积电撤退后的产能缺口;英飞凌则全力推进12英寸GaN产线进程;瑞萨电子暂停碳化硅(SiC)项目、转而加码GaN;与此同时,ST与英诺赛科通过战略投资与“锁仓”延长禁售期,进一步深化绑定关系。这一连串动作,正将GaN推向新一轮的...

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