台积电将退出氮化镓业务，本土代工厂迎机遇窗口_老虎社区_美港股上老虎

台积电将退出氮化镓业务，本土代工厂迎机遇窗口

中金在线2025-07-07

台积电将退出氮化镓业务，本土代工厂迎机遇窗口。纳微半导体（Navitas）近日宣布，旗下650V元件产品在未来1到2年内将从现有供应商台积电逐步转由力积电代工。台积电表示，经过完整评估后，考量市场与长期业务策略，决定在未来2年内逐步退出氮化镓业务。相关个股：三安光电 (600703) 、华润微 (688396) 、华灿光电 (300323) 等。

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