Western Securities released a research report saying that the power semiconductor industry is gradually shifting from “capacity expansion → price decline” to “supply and demand improvement → price repair → structural upgrade.” Looking ahead to future industry prosperity, the bank suggests focusing on price and profit recovery in the short term, and focusing on structural growth opportunities brought about by the explosion of AIDC demand, increased SiC/GaN penetration rate, increased yield of large wafers, and domestic substitution.

Western Securities released a research report saying that the power semiconductor industry is gradually shifting from “capacity expansion → price decline” to “supply and demand improvement → price repair → structural upgrade.” Looking ahead to future industry prosperity, the bank suggests focusing on price and profit recovery in the short term, and focusing on structural growth opportunities brought about by the explosion of AIDC demand, increased SiC/GaN penetration rate, increased yield of large wafers, and domestic substitution.