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Chinatimes
@chinatimes.com
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《半導體》陸廠揚杰遭制裁引爆轉單效應 台半漲多受抑
AI資料中心電力系統及邊緣運算AI電源需求大幅升級,英飛凌等國際功率半導體大廠將資源配置到AI高功率電力領域,且Nexperia(安世半導體)與大陸揚杰科技遭制裁引發「去中化」,讓功率元件供不應求,加上半導體晶圓代工成熟製程供給吃緊,功率元件漲聲響起,台半不僅訂單滿手,亦於近期調漲價格,法人預期,隨著漲價效應顯現,有望為台半挹注5%到7%營收。 台半表示,目前訂單出貨比已達1...
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