台积电官宣退场！未来两年逐步撤离氮化镓市场_老虎社区_美港股上老虎

台积电官宣退场！未来两年逐步撤离氮化镓市场

SISC半导体芯科技2025-07-03

来源：网络整理△扫码索阅7月3日，氮化镓（GaN）制造商纳微半导体（Navitas）宣布，其650V元件产品将在未来1到2年内，从当前供应商台积电（TSMC）逐步过渡至力积电半导体（PSMC）。台积电回应称，经全面评估，考虑到市场条件和长期业务战略，决定在未来2年内逐步退出GaN业务。台积电强调，这一决定不会影响先前公布的财务目标。据供应链消息，台积电决定退出第三类半导体之一的氮化镓市场，其位于...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250703155906a72c346c&s=b><strong>SISC半导体芯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：网络整理△扫码索阅7月3日，氮化镓（GaN）制造商纳微半导体（Navitas）宣布，其650V元件产品将在未来1到2年内，从当前供应商台积电（TSMC）逐步过渡至力积电半导体（PSMC）。台积电回应称，经全面评估，考虑到市场条件和长期业务战略，决定在未来2年内逐步退出GaN业务。台积电强调，这一决定不会影响先前公布的财务目标。据供应链消息，台积电决定退出第三类半导体之一的氮化镓市场，其位于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250703155906a72c346c&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":"LU0541502299.USD","symbol_name":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) 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Gradually withdraw from the gallium nitride market in the next two years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"03145":0.6},"content_text":"来源：网络整理△扫码索阅7月3日，氮化镓（GaN）制造商纳微半导体（Navitas）宣布，其650V元件产品将在未来1到2年内，从当前供应商台积电（TSMC）逐步过渡至力积电半导体（PSMC）。台积电回应称，经全面评估，考虑到市场条件和长期业务战略，决定在未来2年内逐步退出GaN业务。台积电强调，这一决定不会影响先前公布的财务目标。据供应链消息，台积电决定退出第三类半导体之一的氮化镓市场，其位于竹科的晶圆厂相关产线已停止生产。台积电已向DIGITIMES证实这一消息，并表示正与客户紧密合作，确保过渡期间的顺利衔接，致力于满足客户需求。事实上，纳微半导体已与力积电扩大合作，将生产100V至650V的GaN产品组合。其中，650V相关产品将在未来12至24个月内，从台积电逐步转由力积电代工，这也间接证实了台积电退场的消息。台积电投入硅基氮化镓（GaN-on-Si）研发多年，并提供6寸晶圆代工服务。除与意法半导体（STM）合作加速GaN制程技术的开发，还将分离式与整合式GaN元件导入市场。Navitas及GaN Systems等公司也在台积电投片生产高压功率元件，而台积电旗下的世界先进则专注于8寸硅基氮化镓相关研发。面对产业市况的剧烈变动，台积电自2025年初以来持续调整晶圆厂和先进封装厂的蓝图。在各厂区，迅速进行各产线所投入的制程技术、产能规模与人力的重新规划。供应链业者解读，台积电退出GaN市场，凸显了中国低价战对第三类半导体发展造成的巨大竞争压力。台积电不愿降价接单，且投片、出货规模不大，因此决定逐步淡出这一竞争格局。对于退出GaN业务，台积电提出了相关影响与解决方案。在生产方面，将提供“最后下单”（Last Time Buy；LTB）选项，客户须于2025年第3季前，确认LTB的数量与时程。若有试产（New Tape-Out；NTO）需要，台积电会恢复6寸产线的新产品导入服务。Navitas表示，力积电具备0.18微米制程的CMOS制程能力，在0.18微米制程节点上进行8寸硅基氮化镓的生产，将能实现更高功率密度、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。台积电逐步退出GaN晶圆代工业务，不仅反映了其自身业务战略的调整，也将对整个氮化镓产业链产生深远影响。未来，随着力积电等厂商承接相关业务，氮化镓市场的格局可能会发生新的变化。欢迎投稿《半导体芯科技》各矩阵媒体平台长期面向读者征稿啦！不限题材和体裁，若贵司有最新的产品发布、前沿的技术进展、融资量产的利好讯息都欢迎您通过以下邮箱进行投递~viviz@actintl.com.hk行业专业媒体推荐点击阅读原文","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}