半导体大厂强强合作,氮化镓产业迎变局

集邦化合物半导体
Jan 29

随着全球AI浪潮汹涌而至以及绿色能源转型的迫切需求,第三代半导体氮化镓(GaN)产业正迎来关键的黄金发展期。根据全球市场研究机构TrendForce集邦咨询预估,全球GaN功率元件市场规模将以高达44%的年复合增长率,从2024年的3.9亿美元一路攀升至2030年的35.1亿美元。在这一高速增长的背景下,晶圆代工龙头的策略调整引发了产业链的重塑——台积电虽计划逐步淡出氮化镓代工业务,但通过技术授权...

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