Shares of Tianyuan Semiconductor (HKEX: 02658) rose more than 5% during the trading session. At the time of writing, the stock is up 2.63%, trading at HK$50.80 with a turnover of HK$2.8051 million.
According to media reports, the power consumption of AI data centers is rising sharply, leading to the accelerated commercial deployment of 800V HVDC architecture. Market sources indicate that platforms like NVIDIA's Vera Rubin will be among the first to adopt this technology, driving a new wave of AI infrastructure upgrades. The supply chain anticipates small-scale shipments to begin in the third quarter, bringing forward the business opportunities for the HVDC supply chain.
Huaxi Securities previously noted that with increasing AI data center power demands and the launch of NVIDIA's 800V architecture, AI power supplies have become a critical component. Silicon carbide, as a power device, is expected to be a major beneficiary. According to data from Frost & Sullivan, based on 2024 figures, Tianyuan Semiconductor is the largest self-manufacturer of silicon carbide epitaxial wafers in China and the third largest globally. Its domestic market share by revenue and sales volume reached 30.6% and 32.5% respectively, while its global market share stood at 6.7% and 7.8%, indicating a strong competitive moat in its niche segment.
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