瑞银：半导体行业：在一场大型功率半导体会议上的三点收获

Global Research ab 12 May 2025 Semiconductors Three things we learnt at a major power semiconductor conference We attended PCIM in Nuremberg We spent two days in Nuremberg at PCIM '25 - a major power electronics trade show - meeting with a variety of companies including STM, Rohm, Semikron, Power Integrations, Starpower, Basic Semiconductor, Navitas, Monolithic Power Systems, United Nova and Innoscience. We highlight our key takeaways: 1) The competitive threat from China is even more visible: many of the c ...