逐步进入台积电供应链 晶升股份领跑国产SiC设备赛道

中金在线
Jan 19

1月16日,台积电2025年第四季度盈利超预期,宣布将2026年资本开支上调至520亿至560亿美元,较2025年的409亿美元大幅增长。行业研判分析,台积电加大资本支出这一举措,将为碳化硅(SiC)行业带来重要发展机遇,深耕SiC设备领域的晶升股份,凭借核心技术优势与前瞻布局,正精准卡位行业爆发窗口期。据悉,SiC材料凭借优异散热性、高集成度及成本优化潜力,被视为台积电CoWoS封装中介层的最优...

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