《#高調經濟學 EP.31》功率元件迎來黃金拐點！德儀、英飛凌接連喊漲，PMIC大廠矽力-KY、致新、天鈺谷底反彈，誰能率先搶下AI伺服器高毛利大單？| #高閔漳

from 財富履行團 · host takeatripgo

👇👇👇功率半導體供應鏈產業地圖👇👇👇 https://myhg.tw/YePLh 英飛凌與德州儀器接連漲價，讓沉寂已久的功率半導體，再次站上市場風口。當AI伺服器功耗愈來愈高，電源管理成為新一輪關鍵戰場，國內PMIC供應鏈中，誰最有機會受惠？ 00:20 開場 01:52 什麼是功率半導體？為何過去在AI浪潮中缺席？ 03:26 庫存去化接近尾聲 PMIC迎來報價修復？ 04:49 矽力-KY（6415）》昔日股王強勢回歸 PMIC報價修復打開想像 06:52 致新（8081）》DDR5推升PMIC需求睽違3年漲價重啟多頭 09:13 天鈺（4961）》鴻海淡出後解開封印非驅動IC將撐起新動能？ 11:33 重點整理 #功率元件 #功率半導體#二極體#MOSFET#IGBT#PMIC#電源轉換器#第三代半導體#矽力#致新#天鈺#鴻海集團#DDR5#DDR4#元太#電子紙#AI伺服器#電力控制#成熟製程#漲價潮#產業復甦#英飛凌#德州儀器#類比IC#車用電子#電動車#台股#投資#理財#產業趨勢#產業分析#財富旅行團#熱門華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by SoundOn

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《#高調經濟學 EP.31》功率元件迎來黃金拐點！德儀、英飛凌接連喊漲，PMIC大廠矽力-KY、致新、天鈺谷底反彈，誰能率先搶下AI伺服器高毛利大單？| #高閔漳

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