碳化硅板块崛起：英伟达的 “小变动” 引发的市场大波澜_老虎社区_美港股上老虎

碳化硅板块崛起：英伟达的 “小变动” 引发的市场大波澜

金融界09-05

在科技与资本交织的舞台上，碳化硅板块近日成为了备受瞩目的焦点，9月5日以5.76%的涨幅在资本市场中崭露头角，市场热度持续升温，吸引了众多投资者的目光。而此次板块的异动，源于一则看似普通，实则颇具震撼力的消息：英伟达计划在新一代Rubin处理器的开发蓝图中，将CoWoS先进封装环节的中间基板材料，由硅替换成碳化硅（SiC）。作为一种宽禁带半导体材料，碳化硅器件相较于硅器件，具备高功率密度、低功率...

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