GaN代工格局生变？台积电退场，纳微转单力积电谋新局

电子发烧友2025-07-07

电子发烧友网综合报道近期，纳微半导体宣布将与力积电合作，共同推进业内领先的8英寸硅基氮化镓技术生产。纳微半导体在公告中指出，力积电有着先进的180nm CMOS工艺能力，运用更小、更先进的工艺节点，从而在性能、能效、集成度以及成本方面实现全面优化。纳微半导体将通过力积电生产其100V至650V的氮化镓产品组合，以应对超大规模AI数据中心和电动汽车等48V基础设施对氮化镓技术日益增长的需求。根据公告...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2549308594?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-07 07:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2549308594","market":"us","top_or_hot":-1,"title":"GaN代工格局生变？台积电退场，纳微转单力积电谋新局","media":"电子发烧友","content":"<div>\n<p>电子发烧友网综合报道近期，纳微半导体宣布将与力积电合作，共同推进业内领先的8英寸硅基氮化镓技术生产。纳微半导体在公告中指出，力积电有着先进的180nm CMOS工艺能力，运用更小、更先进的工艺节点，从而在性能、能效、集成度以及成本方面实现全面优化。纳微半导体将通过力积电生产其100V至650V的氮化镓产品组合，以应对超大规模AI数据中心和电动汽车等48V基础设施对氮化镓技术日益增长的需求。根据公告...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707093659979c6f1e&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GaN代工格局生变？台积电退场，纳微转单力积电谋新局</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGaN代工格局生变？台积电退场，纳微转单力积电谋新局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707093659979c6f1e&s=b><strong>电子发烧友</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电子发烧友网综合报道近期，纳微半导体宣布将与力积电合作，共同推进业内领先的8英寸硅基氮化镓技术生产。纳微半导体在公告中指出，力积电有着先进的180nm CMOS工艺能力，运用更小、更先进的工艺节点，从而在性能、能效、集成度以及成本方面实现全面优化。纳微半导体将通过力积电生产其100V至650V的氮化镓产品组合，以应对超大规模AI数据中心和电动汽车等48V基础设施对氮化镓技术日益增长的需求。根据公告...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707093659979c6f1e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2125154778.USD","symbol_name":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707093659979c6f1e&s=b","article_id":"2549308594","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707093659979c6f1e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2549308594","pubTimestamp":1751842800,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"电子发烧友网综合报道近期，纳微半导体宣布将与力积电合作，共同推进业内领先的8英寸硅基氮化镓技术生产。而台积电在近期被传出将退出氮化镓市场，竹科的晶圆厂相关产线将停止生产。业内人士认为，台积电的硅基氮化镓技术与力积电的工艺具有较高的兼容性，这使得包括纳微在内的客户在转单时具备较低的成本。此次变动是否将引发代工行业格局的调整，仍有待持续观察。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4591":"室温超导概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","NVTS":"纳微半导体","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4605":"半导体精选","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4543":"AI","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4527":"明星科技股","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4526":"热门中概股","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4534":"瑞士信贷持仓","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","TSM":"台积电","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","03145":"华夏亚洲高息股","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD"},"translate_title":"Is the GaN foundry landscape changing? TSMC exits the market, Nanowei converts to single force, and Semiconductor seeks a new game","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":0.9,"NVTS":0.9},"content_text":"电子发烧友网综合报道近期，纳微半导体宣布将与力积电合作，共同推进业内领先的8英寸硅基氮化镓技术生产。纳微半导体在公告中指出，力积电有着先进的180nm CMOS工艺能力，运用更小、更先进的工艺节点，从而在性能、能效、集成度以及成本方面实现全面优化。纳微半导体将通过力积电生产其100V至650V的氮化镓产品组合，以应对超大规模AI数据中心和电动汽车等48V基础设施对氮化镓技术日益增长的需求。根据公告，首批由力积电制造的器件预计将在今年第四季度完成认证。其中，100V系列计划于2026年上半年开始在力积电投产，而650V的器件则将在未来12到24个月内从现有的供应商台积电逐步转移至力积电进行代工生产。这一策略调整，能够更好地满足市场对于高效能氮化镓产品的需求，并进一步推动相关行业的技术进步与发展。纳微宽禁带技术平台高级副总裁Sid Sundaresan博士表示：“在180nm工艺节点上进行8英寸硅基氮化镓的生产，使我们能够持续创新，实现更高功率密度、更快速度和更高效率的器件，同时提升成本控制、规模化能力和制造良率。”值得关注的是，此前纳微半导体的氮化镓业务交由台积电生产。而台积电在近期被传出将退出氮化镓市场，竹科的晶圆厂相关产线将停止生产。就在7月3日，台积电发表声明表示，经过长期业务的完整评估后，公司决定在未来两年内逐步退出氮化镓（GaN）业务。“我们正与客户密切合作，确保顺利过渡，并在此期间继续致力于满足他们的需求。”在这之前，台积电曾对氮化镓业务展示了积极的布局与进展。2024年初的年报显示，公司第二代650V/100V E-HEMT技术已完成可靠性验证，计划于2025年投产；同时，台积电也在积极推进8英寸氮化镓-on-硅（GaN-on-Si）技术的开发工作，预计该技术将于2026年开始投产。但从当下的最新布局来看，台积电正在进行战略重心转移，剥离相对低利润的GaN代工业务，转向高性能计算，或者AI芯片等需求更高的领域、摩根士丹利全球半导体团队分析指出，台积电2025年底的CoWoS总产能约为70k，到了 2026年将达到约90-95k，增长33%。英伟达Blackwell架构GPU芯片需求强劲，揽下台积电七成CoWoS-L先进封装产能，除此之外，英伟达的Rubin在AI需求的带动下保持增量。AI领域的需求增长带动台积电先进封装业务的营收增长。台积电预计，2025年先进封装营收占比将超过10%，而2024年的营收占比仅为约8%。尽管今年氮化镓市场经历了一些变动，例如专注于碳化硅和氮化镓等第三代半导体的Wolfspeed宣布进行破产重组，又如台积电决定退出氮化镓业务，氮化镓依然被视为未来的重要新兴技术之一。作为氮化镓芯片领域的领导者，纳微半导体已经推出双向GaNFast功率芯片、电机驱动专用型GaNSense氮化镓功率芯片等产品。其中双向GaNFast功率芯片上通过合并漏极结构、双栅极控制及集成专利的有源基板钳位技术，实现双向开关的突破。其技术在AI数据中心、太阳能市场、电动汽车等多个领域取得进展。在AI数据中心领域，纳微的氮化镓与碳化硅技术助力NVIDIA的800V高压直流（HVDC）架构，应用于功率超过1兆瓦的IT机架。在太阳能市场，650V双向GaNFast氮化镓功率芯片将用于太阳能能源解决方案提供商Enphase的下一代IQ9产品中。在电动汽车领域，其大功率GaNSafe技术也被用于商用车载充电机（OBC）应用领域。那么在台积电离场之后，接下来有谁能接手呢？业内人士认为，台积电的硅基氮化镓（GaN-on-Si）技术与力积电的工艺具有较高的兼容性，这使得包括纳微在内的客户在转单时具备较低的成本。此次变动是否将引发代工行业格局的调整，仍有待持续观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2549308594","isCrawlerRequest":true}