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功率半导体密集涨价！AI数据中心成最大推手 业内预计供需紧张_蜘蛛资讯网

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MOSFET产能紧张；芯联集成（688469.SH）也在今年一季度完成了对MOSFET产品的价格调整。MOSFET率先提价，原因在于其对8英寸晶圆产能的消耗更大。单台AI服务器对高压 MOSFET、电源管理 MOSFET 的需求更高，AI服务器对高压MOSFET需求大幅增长，加剧了8英寸产能的紧缺。IGBT的涨价节奏略慢于MOSFET，但近期已经确立趋势。Trendforce集邦咨询分析师王昊骏告

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