天岳先进涨超15%创新高 英伟达或改用碳化硅基板 公司为国内碳化硅衬底龙头

智通财经
Sep 05

天岳先进(02631)涨幅扩大逾15%,高见48.96港元创新高。截至发稿,涨15.2%,报48.5港元,成交额4.58亿港元。消息面上,据科创板日报报道,为提升性能,英伟达在新一代Rubin处理器的开发蓝图中,计划把CoWoS先进封装环节的中间基板材料,由硅换成碳化硅(SiC)。目前台积电邀请各大厂商共同研发碳化硅中间基板的制造技术,英伟达第一代Rubin GPU仍会采用硅中间基板。但由于英伟达...

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