全球功率半导体厂商多轮调价 行业步入高景气周期

第一财经
Sep 22

据证券时报,2026年,AI驱动功率半导体高景气,全球功率半导体厂商多轮调价,英飞凌、德州仪器、意法半导体、安森美相继落地涨价动作。财通证券表示,功率半导体本轮涨价行情核心增量在于海外IDM(集成器件制造商)库存策略发生结构性转变,企业主动以原厂冗余备货对冲行业供给缺口,是厂商基于真实供需短缺做出的主动经营调整,确认本轮景气的持续性与真实性。同时,强茂、台半等台系功率厂商计划10月对现货产品再度...

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