前言:这家定义了全球晶圆代工产业上限的公司,几乎从不轻易[认输],但唯独在GaN这件事上,台积电选择了收缩、止损、退出。这不是一次普通的产线调整,而是一个极具象征意义的产业信号:第三代半导体中,GaN正在经历一场被现实修正的集体叙事。作者| 方文三图片来源|网 络巨头退场背后的产业逻辑作为全球晶圆代工霸主,台积电曾占据全球GaN晶圆代工40%的市场份额,与德国X-Fab、中国台湾汉磊形成[一超两强...
Source Link前言:这家定义了全球晶圆代工产业上限的公司,几乎从不轻易[认输],但唯独在GaN这件事上,台积电选择了收缩、止损、退出。这不是一次普通的产线调整,而是一个极具象征意义的产业信号:第三代半导体中,GaN正在经历一场被现实修正的集体叙事。作者| 方文三图片来源|网 络巨头退场背后的产业逻辑作为全球晶圆代工霸主,台积电曾占据全球GaN晶圆代工40%的市场份额,与德国X-Fab、中国台湾汉磊形成[一超两强...
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