成本压力叠加AI需求爆发,功率半导体掀涨价潮

21世纪经济报道
Feb 27

21世纪经济报道记者 孙燕继存储芯片之后,芯片涨价潮正蔓延至功率半导体。海外厂商中,2月5日,国际功率半导体巨头英飞凌宣布,因AI数据中心需求激增导致功率芯片短缺及成本上升,自4月1日起正式涨价。国内厂商同步开启价格上调。自2月以来,华润微(688396.SH)、士兰微(600460.SH)、新洁能(605111.SH)、捷捷微电(300623.SZ)、富满微(300671.SZ)等国内功率半导体...

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