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功率半导体迎来涨价潮 下一个超级周期要来了？ episode artwork

EPISODE · Sep 15, 2026 · 5 MIN

功率半导体迎来涨价潮 下一个超级周期要来了？

from 华夏早播间

大家早上好，我是小夏。最近半导体产业链里，又有一个方向热度明显升温，那就是功率半导体。如果说AI芯片负责计算，存储芯片负责记忆，光模块负责传输，那么功率半导体负责的，就是电能的转换和控制。手机充电器、新能源汽车电控系统、储能变流器、数据中心供电模块，几乎所有用电设备背后，都离不开它。

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功率半导体迎来涨价潮 下一个超级周期要来了？

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