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立昂微:立昂东芯6英寸碳化硅基氮化镓产品下半年将有望实现出货

Core Viewpoint - Lian Micro (605358) has successfully validated its 6-inch silicon carbide gallium nitride products with customers, expecting shipments in the second half of the year, primarily for applications in aerospace, large communication bases, high-speed trains, and defense markets [1] Group 1: Company Advantages - The company possesses competitive advantages over peers due to its automated production lines and compatibility with gallium arsenide, which helps reduce costs and failure rates [1] - Technologically, the company has leveraged its experience in power electronics, particularly in passivation and high-voltage devices, leading to significant improvements [1]