
AI-generated summary
Hanlei is a Taiwanese wafer foundry that has been actively deploying SiC (silicon carbide) high-voltage power components in recent years. Thanks to the rising demand for AI, its technology platform is expected to expand to AI servers, electric vehicles and other fields.
[Reporter Lin Yiru/Report from Taipei] Wafer foundry Hanlei (3707) has benefited from the rising demand driven by AI, and the AI-related SiC (silicon carbide) layout is expected to bear fruit. Today (2) the stock price opened lower and went higher, hitting the daily limit of 85.2 yuan in early trading. As of 10:30 a.m., it was still locked at the daily limit, with a trading volume of 33,000 contracts, and the number of buy tickets on the daily limit committee exceeded 7,700.
Judging from the trends of the three major legal persons, foreign investors bought 2,719 lots yesterday, buying more than 2 trading days in a row, while self-operators sold more than 32 lots, and the three major legal persons bought a total of 2,687 lots yesterday.
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Hanlei is actively attacking the SiC high-voltage power component market. The existing high-voltage SiC process layout is also expected to extend from the past mainly automotive and industrial control applications to the AI server power supply chain. Hanlei also recently announced the launch of a new generation of Gen5 SiC DMOS technology platform, targeting applications such as electric vehicles, AI data centers, 800V high-voltage DC power supply, energy storage and smart grids.
AI outlook — possibilities, not facts
Hanlei Gen5 SiC DMOS technology platform will begin mass production in the next few months
Possible · Within months

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