台积电退出氮化镓业务，英诺赛科或将受益，公司基石投资者主动延长限售期

智通财经2025-07-10

月10日，早盘一度涨超5%。消息面上，据科创板日报报道，全球晶圆代工龙头台积电近期已正式证实，将在未来两年内逐步退出氮化镓（GaN）晶圆代工业务。英诺赛科董事长骆薇薇认为，氮化镓晶圆并不适合代工模式；台积电放弃GaN代工业务是行业内的差异化选择。公开资料显示，英诺赛科长期深耕GaN功率器件领域，是全球首家实现8英寸氮化镓晶圆量产的IDM厂商。6月30日，英诺赛科发布公告称，国际半导体巨头...

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/2550367801?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-10 10:07","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2550367801","market":"us","top_or_hot":-1,"title":"台积电退出氮化镓业务，英诺赛科或将受益，公司基石投资者主动延长限售期","media":"智通财经","content":"<div>\n<p>月10日， 早盘一度涨超5%。消息面上，据科创板日报报道，全球晶圆代工龙头台积电近期已正式证实，将在未来两年内逐步退出氮化镓（GaN）晶圆代工业务。英诺赛科董事长骆薇薇认为，氮化镓晶圆并不适合代工模式；台积电放弃GaN代工业务是行业内的差异化选择。公开资料显示，英诺赛科长期深耕GaN功率器件领域，是全球首家实现8英寸氮化镓晶圆量产的IDM厂商。6月30日，英诺赛科发布公告称，国际半导体巨头...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711022633a6a2164c&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>台积电退出氮化镓业务，英诺赛科或将受益，公司基石投资者主动延长限售期</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\">\n台积电退出氮化镓业务，英诺赛科或将受益，公司基石投资者主动延长限售期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711022633a6a2164c&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>月10日， 早盘一度涨超5%。消息面上，据科创板日报报道，全球晶圆代工龙头台积电近期已正式证实，将在未来两年内逐步退出氮化镓（GaN）晶圆代工业务。英诺赛科董事长骆薇薇认为，氮化镓晶圆并不适合代工模式；台积电放弃GaN代工业务是行业内的差异化选择。公开资料显示，英诺赛科长期深耕GaN功率器件领域，是全球首家实现8英寸氮化镓晶圆量产的IDM厂商。6月30日，英诺赛科发布公告称，国际半导体巨头...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711022633a6a2164c&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":"LU1803068979.SGD","symbol_name":"FTIF - Franklin Technology A (acc) SGD-H1","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711022633a6a2164c&s=b","article_id":"2550367801","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711022633a6a2164c&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=2550367801","pubTimestamp":1752113220,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"月10日， 早盘一度涨超5%。消息面上，据科创板日报报道，全球晶圆代工龙头台积电近期已正式证实，将在未来两年内逐步退出氮化镓（GaN）晶圆代工业务。英诺赛科董事长骆薇薇认为，氮化镓晶圆并不适合代工模式；台积电放弃GaN代工业务是行业内的差异化选择。公开资料显示，英诺赛科长期深耕GaN功率器件领域，是全球首家实现8英寸氮化镓晶圆量产的IDM厂商。6月30日，英诺赛科发布公告称，国际半导体巨头意法半导体(STM)在原禁售期届满当日，主动承诺未来12个月内不减持任何股份。作为最大基石投资者，意法半导体持有1259.21万股H股，占可流通股份的27%。编辑/joryn","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4543":"AI","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4534":"瑞士信贷持仓","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","03145":"华夏亚洲高息股","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK4505":"高瓴资本持仓","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","TSM":"台积电","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0175139822.USD":"AB FCP I Global Equity Blend A USD"},"translate_title":"TSMC withdraws from gallium nitride business, Innosecco may benefit, and the company's cornerstone investors take the initiative to extend the lock-up period","themeId":"e0e82c0c875b2b88b0bc961a4fa76f1c","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1},"content_text":"月10日， 早盘一度涨超5%。消息面上，据科创板日报报道，全球晶圆代工龙头台积电近期已正式证实，将在未来两年内逐步退出氮化镓（GaN）晶圆代工业务。英诺赛科董事长骆薇薇认为，氮化镓晶圆并不适合代工模式；台积电放弃GaN代工业务是行业内的差异化选择。公开资料显示，英诺赛科长期深耕GaN功率器件领域，是全球首家实现8英寸氮化镓晶圆量产的IDM厂商。6月30日，英诺赛科发布公告称，国际半导体巨头意法半导体(STM)在原禁售期届满当日，主动承诺未来12个月内不减持任何股份。作为最大基石投资者，意法半导体持有1259.21万股H股，占可流通股份的27%。编辑/joryn","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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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":"4.36.2","shortVersion":"4.36.2","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/2550367801","isCrawlerRequest":true}