533.【財經時事放大鏡】從美伊到 GaN 專利戰：能源價格與功率半導體的供應鏈洗牌
· 38 min · S2 E533
Episode 533.【財經時事放大鏡】從美伊到 GaN 專利戰：能源價格與功率半導體的供應鏈洗牌
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38:00
▍英諾賽科 GaN 專利戰逆襲英飛凌
06:25 介紹英諾賽科 GaN 專利戰逆襲英飛凌的前因後果。
10:32 探討被動元件與功率元件的產業狀況，以及各自在 800V HVDC 趨勢下的受惠程度。
▍美伊石油戰爭停戰
28:32 盤點油價下跌對各個產業的影響，以及拉長來看可能發生的趨勢。
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