21:00Impact score 6060TDK扩展500V铝电解电容系列TDK扩展B43645-B43661系列铝电解电容,额定电压提升至500V。该产品专为AI服务器电源等高密度电源设计,旨在满足数据中心日益增长的功率密度需求。利空产能扩张可能缓解AI服务器电源供应紧张,现货价格承压。Aluminum electrolytic capacitorsSnap-in capacitorsTDK CorporationCapacity ChangeMoreRelated manufacturersTDK CorporationPart numbersB43645B43657B43658B43659B43660B43661Impact score60 / 100, medium impact
00:30Impact score 6060三大厂齐扩SiC晶圆产能,2026年供应压力增Wolfspeed、英飞凌和意法半导体均计划在2026年提升200mm SiC晶圆产能,其中意法在华合资项目瞄准年产48万片8英寸晶圆。此轮扩产正值电动汽车需求短期疲软,但AI数据中心需求成为新增长点。利空多家头部厂商同步扩产,将增加未来SiC晶圆及功率器件的供应压力。SiC WafersSiC Power SemiconductorsWolfspeed, Infineon Technologies and 3 totalCapacity ChangeMoreRelated manufacturersWolfspeed, Infineon Technologies, STMicroelectronicsImpact score60 / 100, medium impact