Stock Track | SICC Soars 5.74% Intraday on Silicon Carbide Demand Recovery and AI Sector Prospects

Stock Track05-26

SICC (stock code: 02631) experienced a significant surge of 5.74% during intraday trading on Tuesday, as investor sentiment turned positive towards the silicon carbide sector.

The movement appears driven by clear signs of recovery in downstream demand for silicon carbide (SiC) products. The company reported a substantial improvement in its financial performance, with Q1 gross margin increasing by 25 percentage points quarter-over-quarter compared to Q4 of the previous year, confirming a profit recovery trend.

Additionally, SICC maintains strong technological advantages with a 51.3% global market share for its 8-inch SiC substrate and has established partnerships with over half of the world's top ten power semiconductor manufacturers. Institutional research has identified SiC as the most undervalued core theme in the AI sector, with market projections showing growth from US$35 billion to US$124 billion between 2024 and 2030. NVIDIA's initiative to upgrade data center power architecture to 800V high-voltage DC is expected to further drive SiC adoption and value.

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1161125331?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-26 09:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1161125331","market":"nz","top_or_hot":-1,"title":"Stock Track | SICC Soars 5.74% Intraday on Silicon Carbide Demand Recovery and AI Sector Prospects","media":"Stock Track","content":"<p>SICC (stock code: 02631) experienced a significant surge of 5.74% during intraday trading on Tuesday, as investor sentiment turned positive towards the silicon carbide sector.</p><p>The movement appears driven by clear signs of recovery in downstream demand for silicon carbide (SiC) products. The company reported a substantial improvement in its financial performance, with Q1 gross margin increasing by 25 percentage points quarter-over-quarter compared to Q4 of the previous year, confirming a profit recovery trend.</p><p>Additionally, SICC maintains strong technological advantages with a 51.3% global market share for its 8-inch SiC substrate and has established partnerships with over half of the world's top ten power semiconductor manufacturers. Institutional research has identified SiC as the most undervalued core theme in the AI sector, with market projections showing growth from US$35 billion to US$124 billion between 2024 and 2030. NVIDIA's initiative to upgrade data center power architecture to 800V high-voltage DC is expected to further drive SiC adoption and value.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | SICC Soars 5.74% Intraday on Silicon Carbide Demand Recovery and AI Sector Prospects</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | SICC Soars 5.74% Intraday on Silicon Carbide Demand Recovery and AI Sector Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-26 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SICC (stock code: 02631) experienced a significant surge of 5.74% during intraday trading on Tuesday, as investor sentiment turned positive towards the silicon carbide sector.</p><p>The movement appears driven by clear signs of recovery in downstream demand for silicon carbide (SiC) products. The company reported a substantial improvement in its financial performance, with Q1 gross margin increasing by 25 percentage points quarter-over-quarter compared to Q4 of the previous year, confirming a profit recovery trend.</p><p>Additionally, SICC maintains strong technological advantages with a 51.3% global market share for its 8-inch SiC substrate and has established partnerships with over half of the world's top ten power semiconductor manufacturers. Institutional research has identified SiC as the most undervalued core theme in the AI sector, with market projections showing growth from US$35 billion to US$124 billion between 2024 and 2030. NVIDIA's initiative to upgrade data center power architecture to 800V high-voltage DC is expected to further drive SiC adoption and value.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02631","symbol_name":"天岳先进","start_time":0,"source_url":"","article_id":"1161125331","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1161125331","pubTimestamp":1779760073,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"SICC (stock code: 02631) experienced a significant surge of 5.74% during intraday trading on Tuesday, as investor sentiment turned positive towards the silicon carbide sector.The movement appears...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"02631":"天岳先进"},"translate_title":"个股赛道|碳化硅需求回暖及AI板块前景SICC盘中大涨5.74%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02631":1},"content_text":"SICC (stock code: 02631) experienced a significant surge of 5.74% during intraday trading on Tuesday, as investor sentiment turned positive towards the silicon carbide sector.The movement appears driven by clear signs of recovery in downstream demand for silicon carbide (SiC) products. The company reported a substantial improvement in its financial performance, with Q1 gross margin increasing by 25 percentage points quarter-over-quarter compared to Q4 of the previous year, confirming a profit recovery trend.Additionally, SICC maintains strong technological advantages with a 51.3% global market share for its 8-inch SiC substrate and has established partnerships with over half of the world's top ten power semiconductor manufacturers. Institutional research has identified SiC as the most undervalued core theme in the AI sector, with market projections showing growth from US$35 billion to US$124 billion between 2024 and 2030. NVIDIA's initiative to upgrade data center power architecture to 800V high-voltage DC is expected to further drive SiC adoption and value.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1161125331","isCrawlerRequest":true}