从 IGBT 到碳化硅（SiC）-全球功率半导体巨头能否在与中国的竞争中保持领先-Japan_EU Semi_ IGBT to SiC - Can global power semi giants stay ahead of China competition_
2025-09-29 03:06
26 September 2025 Japan/EU Semi Japan/EU Semi: IGBT to SiC - Can global power semi giants stay ahead of China competition? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Carmine Milano +44 207 762 1857 carmine.milano@bernsteinsg.com In this report, we discuss the outlook for two essential power semiconductor products: SiC and IGBT, and assess the outlook for the global power semi giants in light of the current pessimistic sentiment of overcapacit ...