近日,氮化镓厂商纳微半导体宣布,旗下650V元件产品在未来1到2年内将从现有供应商台积电逐步转由力积电代工。对此,台积电表示,经过完整评估后,考量市场与长期业务策略,决定在未来2年内逐步退出氮化镓业务。台积电刚公布的2025年第二季度财报中虽未提及氮化镓的内容,但提出公司将更关注AI和人型机器人等高增长的新兴领域。此前,台积电曾高调宣称非常看好氮化镓的发展前景,关注程度甚至高于碳化硅,如今却突然...
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