研報掘金丨中郵證券:首予天嶽先進“買入”評級,發佈業內首款12英寸碳化硅襯底
中郵證券研報指出,天嶽先進(688234.SH)發佈業內首款12英寸碳化硅襯底,寬禁帶半導體行業正式邁入超大尺寸碳化硅襯底的新時代。在同等生產條件下。12英寸碳化硅襯底能夠顯著提升產量,降低單位成本,進一步提升經濟效益,為碳化硅材料的更大規模應用提供可能。2024年上半年,公司上海臨港工廠已經能夠達到年產30萬片導電型襯底的大規模量產能力,未來將繼續穩步推進臨港工廠第二階段產能提升。隨着國際一線大廠8英寸晶圓工廠的建設步入陸續投產階段,未來8英寸碳化硅襯底需求保持增長趨勢,公司8英寸產品的客户驗證和銷售量將繼續擴大。首次覆蓋給予“買入”評級。
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