天域半导体早盘涨超5% 公司显著受惠碳化硅外延片需求的增加

智通财经03-11

天域半导体(02658)早盘涨超5%，截至发稿，涨4.34%，报49.5港元，成交额236.57万港元。消息面上，AI Agent应用推动算力需求高速增长，也提升了数据中心等AI基础设施对电力能源的需求。英伟达推出针对未来高效供电兆瓦级计算基础设施而专门设计的新一代电源系统800VDC架构，在系统效率、热损耗和可靠性方面具有显著优势，并考虑采用氮化镓、碳化硅等新半导体材料，以处理更高的电压和频率。...

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