港股异动 | 天岳先进(02631)午前涨近6% AIDC能效提升驱动碳化硅应用 公司率先推出12英寸碳化硅衬底

智通财经网
Feb 06

智通财经APP获悉,天岳先进(02631)午前涨近6%,截至发稿,涨5%,报60.9港元,成交额5313.4万港元。

高盛发布研报称,AI数据中心对能效的要求持续提升,成为碳化硅(SiC)应用的新核心驱动力,其可用于800V高压直流(HVDC)、电源供应单元(PSU)、基带处理单元(BBU)及先进封装领域,兼具更高能量转换效率、更好散热、更高功率密度及更小尺寸优势,适配GPU算力提升需求;此外,AI眼镜领域的性能升级与减重需求、电动汽车快充场景的存量需求,共同构成三大增长引擎。

高盛认为,天岳先进在半绝缘碳化硅衬底领域处于全球领先地位,率先推出12英寸碳化硅衬底,早期布局液相外延(LPG)技术并结合气相法,自主设计晶体生长炉,持续提升碳化硅晶锭厚度;产品质量优势显著,客户使用其衬底生产碳化硅器件时良率更高,支撑产品溢价;通过快速降本抵消衬底价格下行影响,主动下调8英寸碳化硅衬底价格以抢占市场份额,保障盈利能力。

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