$天岳先进(SH688234)$
刚刚，英飞凌CFO发言，AI供电将给公司带来巨大的增长，碳化硅作为ai供电的核心材料，将显著受益！
“The AI, which for us just to repeat, it’s not the AI chips, it’s powering AI from grid to core, that’s where we see tremendous growth potential. It’s going up quarter after quarter. It’s for us the biggest growth driver in the history of the company. And that’s why for this fiscal year, we are reiterating the €1.5 billion revenue number, which is double of last year. And we are even saying that for 2027, we are again growing now from €1.5 to €2.5 billion because of this huge demand.”
这指的是人工智能业务，需要重申的是，关键并非AI芯片本身，而是从电网到核心架构的全面AI赋能——这正是我们看到的巨大增长潜力所在。这项业务正逐季攀升，已成为公司有史以来最强劲的增长引擎。因此本财年我们重申15亿欧元的营收目标，这较去年实现翻番。基于持续涌现的巨大需求，我们预计到2027年该业务规模将从15亿欧元进一步增长至25亿欧元。
下游期间需求爆发，预计英飞凌马来西亚全球最大8英寸碳化硅晶圆工厂将加速建设，天岳先进在当地的配套工厂也将加速推进！