12月10日,恩智浦一纸关厂公告,叠加此前台积电的代工停摆,给火热的氮化镓赛道浇了一盆冷水。然而,这种“巨头离场”的表象之下,实则暗流涌动:英诺赛科在港交所敲钟上市并大幅扩产,全球功率霸主英飞凌砸下50亿欧元扩建马来西亚超级工厂,德州仪器(TI)试图用12英寸产线将成本杀至地板价,MACOM则吞下Wolfspeed的资产筑起军工堡垒。旧时代的帷幕刚刚落下,新巨头的角斗场才真正开启。战略收缩:巨头的...
Source Link12月10日,恩智浦一纸关厂公告,叠加此前台积电的代工停摆,给火热的氮化镓赛道浇了一盆冷水。然而,这种“巨头离场”的表象之下,实则暗流涌动:英诺赛科在港交所敲钟上市并大幅扩产,全球功率霸主英飞凌砸下50亿欧元扩建马来西亚超级工厂,德州仪器(TI)试图用12英寸产线将成本杀至地板价,MACOM则吞下Wolfspeed的资产筑起军工堡垒。旧时代的帷幕刚刚落下,新巨头的角斗场才真正开启。战略收缩:巨头的...
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