华西证券：AI发展带动SiC需求明显增长 SiC衬底与设备公司有望重点受益

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智通财经APP获悉，华西证券发布研报称，随着AI发展，SiC在AI相关领域的需求有明显增长，并且未来存在大量增长空间。AI相关需求远超车规等传统市场，SiC有望成为AI新主线。今年SiC已呈现反转态势，市场有望对SiC行业重新定价，SiC衬底与设备公司有望重点受益。华西证券主要观点如下：AI电源带动行业景气度提升，SiC行业开始反转行业多家企业Q1法说会或公告均表示行业景气度提升，其中AI电源端...

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