以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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SiC
14 atoms · 跨 9 天 · 首见 2026-05-05 · 最近 2026-06-18
三色: 🟦 fact 9 · 🟥 take 5 · stance ▲4/▼4/◆3
来源: 群 1 · X 13
时态: fresh:13 · aging:1
标签: 好观点:8 · 好数字:3 · 好信源:1 · 好思考:1 · 好问题:1
叙事 (narrative) (1)
- 2026-05-21 · 角色
wide-bandgap power semiconductors like #SiC and #GaN play an essential role in enabling the future 800V AI data center architecture
tags: 好思考 · → daily
预测 (forecast) (1)
- 2026-05-15 · opportunity from power transition
Big transition from 48V → 800V coming. Huge opportunity for SiC/GaN players (Wolfspeed, TI, etc.) repurposing EV lines.
tags: 好观点 · → daily
value: direction=positive
立场 (position) (1)
- 2026-06-18 ◌
[老化中] · 成为AI数据中心功耗瓶颈解决方案，多头期待NVDA合作公告
SiC 成为解决 AI 数据中心功耗瓶颈的关键，多头押注潜在的 NVDA 合作公告
tags: 好观点 · → daily
事实 (fact) (11)
- 2026-05-18 · effectiveness in environments above 1200V
SiC is generally more effective in environments above 1,200V
tags: 好信源 · → daily
value: qty=above 1,200V
- 2026-06-03 · 产能排期至2027年
SiC那边已经排到2027年了
tags: 好数字 · → daily
value: date=2027年
- 2026-05-12 · 6英寸基板2024年价格降幅
6-inch SiC substrates fell roughly 30% in price in 2024
tags: 好数字 · → daily
value: qty=约30% · date=2024年
- 2026-05-05 · 300mm wafer initial production time
碳化硅(SiC)达到300mm原型时间: 约2025年
tags: 好数字 · → daily
value: qty=~2025 · date=~2025
- 2026-06-14 · 主流制造工艺
Si,SiCがバルク単結晶成長したものからウェーハが作られる
tags: 好问题 · → daily
value: direction=bulk single crystal grown
- 2026-05-10 · content per rack grows across transition
Power semiconductor content per rack grows substantially across this transition. SiC and GaN suppliers, high-voltage busbar and connector vendors, and rack-level DC-DC converter makers gain share.
tags: 好观点 · → daily
value: direction=up
- 2026-05-10 · demand slowed
Heard this exact SiC pitch a year ago. Content kept growing, the stocks kept bleeding.
tags: 好观点 · → daily
value: direction=down
- 2026-05-05 · 300mm adoption lags silicon by years
300mm adoption for SiC and GaN lags silicon by ~25 years.
tags: 好观点 · → daily
value: qty=~25 · unit=years
- 2026-05-05 · 300mm wafer production status
300m SiC is not.
tags: 好观点 · → daily
value: date=2026-05-05
- 2026-05-05 · 300mm capacity not mainstream
I think the point is there is no capacity build-out yet.
tags: 好观点 · → daily
value: date=2026-05-05
- 2026-05-05 · 300mm wafer maturity status
very little capacity rn to call it mainstream and adopted
tags: 好观点 · → daily
value: date=2026-05-05
时间轴 (近 20)
- 2026-06-18 ·
position · 成为AI数据中心功耗瓶颈解决方案，多头期待NVDA合作公告 · → daily
- 2026-06-14 ·
fact · 主流制造工艺 · → daily
- 2026-06-03 ·
fact · 产能排期至2027年 · → daily
- 2026-05-21 ·
narrative · 角色 · → daily
- 2026-05-18 ·
fact · effectiveness in environments above 1200V · → daily
- 2026-05-15 ·
forecast · opportunity from power transition · → daily
- 2026-05-12 ·
fact · 6英寸基板2024年价格降幅 · → daily
- 2026-05-10 ·
fact · content per rack grows across transition · → daily
- 2026-05-10 ·
fact · demand slowed · → daily
- 2026-05-05 ·
fact · 300mm adoption lags silicon by years · → daily
- 2026-05-05 ·
fact · 300mm wafer initial production time · → daily
- 2026-05-05 ·
fact · 300mm wafer production status · → daily
- 2026-05-05 ·
fact · 300mm capacity not mainstream · → daily
- 2026-05-05 ·
fact · 300mm wafer maturity status · → daily
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