EPISODE · Jun 18, 2026 · 38 MIN
533.【財經時事放大鏡】從美伊到 GaN 專利戰：能源價格與功率半導體的供應鏈洗牌
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
▍英諾賽科 GaN 專利戰逆襲英飛凌06:25 介紹英諾賽科 GaN 專利戰逆襲英飛凌的前因後果。10:32 探討被動元件與功率元件的產業狀況，以及各自在 800V HVDC 趨勢下的受惠程度。▍美伊石油戰爭停戰28:32 盤點油價下跌對各個產業的影響，以及拉長來看可能發生的趨勢。＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣Podcast 回饋表單：https://statementdog.cc/PMOa8Podcast 業務合作聯絡信箱：[email protected]
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533.【財經時事放大鏡】從美伊到 GaN 專利戰：能源價格與功率半導體的供應鏈洗牌
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