天岳先进涨超15%创新高英伟达或改用碳化硅基板公司为国内碳化硅衬底龙头_老虎社区_美港股上老虎

天岳先进涨超15%创新高英伟达或改用碳化硅基板公司为国内碳化硅衬底龙头

智通财经09-05

天岳先进(02631)涨幅扩大逾15%，高见48.96港元创新高。截至发稿，涨15.2%，报48.5港元，成交额4.58亿港元。消息面上，据科创板日报报道，为提升性能，英伟达在新一代Rubin处理器的开发蓝图中，计划把CoWoS先进封装环节的中间基板材料，由硅换成碳化硅（SiC）。目前台积电邀请各大厂商共同研发碳化硅中间基板的制造技术，英伟达第一代Rubin GPU仍会采用硅中间基板。但由于英伟达...

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