台积电“退出”,谁来接棒

Ofweek维科网
Jul 18, 2025

近期,全球领先的氮化镓(GaN)功率芯片企业纳微半导体(Navitas Semiconductor)提交的一份合作文件,在全球化合物半导体行业掀起轩然大波。文件披露,其长期核心合作伙伴 —— 全球晶圆代工巨头台积电(TSMC)计划于 2027 年 7 月正式终止氮化镓晶圆生产业务。与此同时,纳微半导体宣布与力积电达成合作,共同推进业内领先的 8 英寸硅基氮化镓技术量产。这一系列动态,预示着全球氮化...

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