納微半導體與NVIDIA的AI電源策略合作分析
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納微半導體與NVIDIA的AI電源策略合作分析
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來源討論了納微半導體（NVTS）在功率半導體領域的核心技術，特別是其氮化鎵（GaN）和碳化矽（SiC）解決方案。文章重點分析了NVTS與NVIDIA (NVDA) 的策略合作，指出此合作將NVTS定位為AI伺服器電源供應鏈的關鍵夥伴，並驗證其技術實力。此外，來源也探討了競爭對手 Wolfspeed 潛在的財務困境對SiC市場的影響，認為這可能為NVTS帶來轉單與市場份額擴張的機會，但也存在產業風險。儘管NVTS近期股價因市場題材而暴漲，但來源強調其財務狀況仍處於早期階段，營收承壓且尚未盈利，將其視為高風險的創投型投資標的，並提醒投資者需謹慎評估其長期潛力與短期波動風險。
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