异动解读 | 领先地位助力增长前景 英诺赛科盘中大涨6.49%

异动解读
09 Jan

英诺赛科今日盘中大涨6.49%,引发市场关注。消息面上,公司虽无重大利好新闻,但其在全球功率半导体行业中的领先地位或成为股价上涨的推手。

根据数据,英诺赛科是全球首家实现量产8英寸硅基氮化镓晶圆的公司,同时也是全球唯一具备产业规模提供全电压谱系硅基氮化镓半导体产品的公司。按2023年收入计,该公司在全球功率半导体行业市场份额达0.2%,在中国这一份额更高,达0.4%,位居全球所有氮化镓功率半导体公司首位。

数据显示,英诺赛科拥有全球最大的氮化镓功率半导体生产基地,每月产能达12,500片晶圆。公司采用集成器件制造商模式,可自主把控从产品设计到销售的整个流程,先进的量产技术亦使每晶圆的晶粒产出提升80%,单颗芯片成本降低三成。

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