Movement Alert｜Tianyu Advanced Rises 3.68% in Regular Trading, SiC AI Demand Narrative Supports Price Recovery

Market Focus05-29 09:55

On May 29, Tianyu Advanced rose 3.68% in regular trading, trading at 118.4 HKD/share, with trading volume of HKD 286 million.

On the news front, the silicon carbide (SiC) sector continues to benefit from AI data center power architecture transitioning toward 800V high-voltage DC systems, driving significant industry upswing. As the global leader with 51.3% market share in 8-inch SiC substrates, the company is a direct beneficiary. Industry research indicates AI power demand for SiC is growing 20%-30% quarter-over-quarter, with the 800V architecture transforming SiC from an optional to a mandatory component.

The stock had previously corrected over 8% after a 5%-plus shareholder reduced holdings from 8.00% to 6.83%, compounded by four block trades at 10% discounts totaling over HKD 80 million. The current rebound likely reflects market repricing of improving fundamentals, including a 25-percentage-point quarter-over-quarter gross margin improvement in Q1. Huaxi Securities projects overall SiC substrate demand for power applications to approach RMB 70 billion by 2030, representing nearly 8x growth.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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