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X · 108 atoms · 2026-06-22 → 2026-06-29 · 信用档先验 cred4

🟦 fact 32 · 🟥 take 76 · stance ▲48/▼14/◆14

覆盖实体 (top 10)

• SK Hynix (000660.KS) — 7 atoms
• MU — 7 atoms
• Samsung (005930.KS) — 7 atoms
• Murata — 6 atoms
• Ibiden — 6 atoms
• Infineon — 5 atoms
• Navitas — 4 atoms
• Taiyo Yuden — 4 atoms
• Memory pricing — 3 atoms
• Monolithic Power Systems (MPS) — 3 atoms

话题分布 (top 8)

资本开支 (5) · 市场规模预测 (5) · 营收预测 (4) · 市场份额 (4) · 数据中心增长 (4) · 硬件架构 (4) · 存储比例 (4) · 存储价格 (3)

样例 atoms

• 2026-06-26 · AI power semiconductors · JPMorgan projects that the sector will scale from approximately $2.7 billion in 2025 to around $16 billion by 2028.
• 2026-06-26 · AI power semiconductors · This rapid trajectory represents a remarkable three-year compound annual growth rate (CAGR) of roughly 82%.
• 2026-06-26 · silicon carbide (SiC) · this modernization is expected to double silicon carbide (SiC) component value per kilowatt, climbing from $30 to $60.
• 2026-06-26 · gallium nitride (GaN) · gallium nitride (GaN) component value is projected to experience a massive surge, skyrocketing from a baseline of $3 to $46 per kilowatt.
• 2026-06-26 · AI data center capacity · JPMorgan forecasts that total new AI data center capacity additions will reach approximately 80 gigawatts (GW) by 2028.

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