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Back漢磊受惠AI需求 SiC佈局開花 股價漲停
漢磊受惠AI需求 SiC佈局開花 股價漲停
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自由时报1 hour agoBusiness1 min readChinaView translation

漢磊受惠AI需求 SiC佈局開花 股價漲停

漢磊sicai需求

Quick Look

漢磊（3707）受惠AI需求帶動，其SiC佈局預期開花結果，股價今日開低走高並封住漲停，外資連續兩日買超，公司積極佈局高壓SiC元件並推出Gen5技術平台，瞄準AI伺服器、電動車等應用。

AI-generated summary

Why It Matters

漢磊為台灣晶圓代工廠，近年積極佈局SiC（碳化矽）高壓功率元件，受惠AI需求升溫，其技術平台可望擴展至AI伺服器、電動車等領域。

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〔記者林薏茹／台北報導〕晶圓代工廠漢磊（3707）受惠AI催動需求升溫，AI相關SiC（碳化矽）佈局可望開花結果，今（2）日股價開低走高，早盤強攻漲停價85.2元，截至上午10時30分仍緊鎖漲停，成交量3.3萬張，漲停委買張數超過7700張。

從三大法人動向來看，外資昨敲進2719張，已連續買超2個交易日，自營商則賣超32張，三大法人昨合計買超2687張。

請繼續往下閱讀...

漢磊積極搶攻SiC高壓功率元件市場，既有的高壓SiC製程布局，也可望從過去以車用、工控為主的應用，延伸至AI伺服器電源供應鏈。漢磊近期也宣布推出新一代Gen5 SiC DMOS技術平台，鎖定電動車、AI資料中心800V高壓直流供電、儲能及智慧電網等應用。

What to Watch

AI outlook — possibilities, not facts

  • 漢磊Gen5 SiC DMOS技術平台將在未來數月內開始量產

    Possible · Within months

Open Questions

  • Gen5 SiC DMOS技術平台的量產時間表為何？
  • 漢磊在AI伺服器電源供應鏈中的具體市場佔有率目標是多少？
  • 外資連續買超後，是否將持續加碼漢磊股票？

Related Topics

漢磊
People林薏茹
Places台北
Topicssicai需求漲停外資買超gen5技術高壓功率元件
This article was originally published by 自由时报.

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