EPISODE · Jun 5, 2026 · 5 MIN
功率半導體 接棒AI賽道【談股論金 EP122】
from 談股論金 · host 先探投資週刊
AI 算力大爆發卻引爆龐大功耗危機，默默支撐運算與電力的功率半導體正接棒 AI 賽道！在資料中心電力鏈升級、國際 IDM 廠與陸廠紛紛啟動漲價潮的供需結構翻轉下，台廠供應鏈如強茂、台半與德微等，憑藉中高壓與保護元件的技術升級，正迎來結構性轉變與長線黃金成長期！ 【單集重點】 1. 功耗危機引爆功率半導體漲價潮 2. 資料中心電力鏈結構升級成主軸 3. 強茂打入輝達機櫃迎黃金五年 4. 台半與德微攻高階應用營收創高 -- Hosting provided by SoundOn
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