英诺赛科撬动“800V时代”:中国半导体供应链的“隐秘角逐”

爱集微
Aug 04, 2025

随着英诺赛科成为英伟达800V高压架构在中国大陆唯一GaN芯片供应商的消息刷屏,相关概念股也迎来一波热炒。然而,除英诺赛科少数公开合作的公司外,其完整的供应链布局并未完全公开,尤其是在晶圆制造、材料外延、封装测试、设备支持等关键环节,大量潜在的A股或港股上市公司正低调参与其中。这一轮“算力+高压+氮化镓”的产业升级,或将成为中国半导体供应链的集体利好。一、封测与系统整合:大功率器件的“落地桥梁”...

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