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民德電子(300656.SZ):目前廣芯微電子碳化硅產品線產能規劃是600片/月
格隆匯 06-12 07:39

格隆匯6月12日丨民德電子(300656.SZ)接受機構調研、召開線上會議,問答交流環節中,就“公司的碳化硅產品產能是如何規劃的?”

公司回覆稱,碳化硅器件也是基於供應鏈自主可控的戰略進行佈局的,公司在碳化硅領域已投資佈局包括外延生產、晶圓代工、超薄背道代工、芯片設計等關鍵環節。目前廣芯微電子的碳化硅產品線產能規劃是600片/月,初期會以6英寸碳化硅二極管產品為主,產能設計也是根據國內碳化硅市場的發展情況設定的,今年以來國內碳化硅上游供應鏈在國產化和降本方面有很多積極的進展,尤其國內碳化硅襯底廠商擴產進度大幅提升,國產設備效率也有較大提升,我們也會跟上游企業保持密切聯繫,視供應鏈國產化情況和市場情況來決定未來擴產進度。

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