Movement Alert｜Tianyue Advanced Rises 5.25% in Regular Trading, AI Power Demand Continues to Catalyze SiC Substrate Sector

Market Focus06-17

On June 17, Tianyue Advanced rose 5.25% in regular trading, trading at HK$99.1/share, with turnover of HK$407 million. The rally was driven by sustained AI power demand catalyzing broad strength across the silicon carbide sector.

NVIDIA's push to upgrade data center power architectures to 800V high-voltage DC has significantly boosted SiC value and penetration rates. According to Citrini Research, SiC and GaN wide-bandgap devices account for 64% of incremental BOM costs per 1MW AI cabinet power conversion. The global SiC market is projected to grow from US$3.5 billion to US$12.4 billion by 2030, with AI infrastructure contributing nearly half of demand. Morgan Stanley recently raised its target price for Tianyue Advanced to HK$106.6, maintaining an Overweight rating, affirming that 800V DC power cabinet mass production remains on track.

Tianyue Advanced holds 51.3% global market share in 8-inch SiC substrates with capacity running at full utilization. Its 12-inch product has indirectly entered NVIDIA's supply chain, positioning the company to directly benefit from AI power-driven substrate demand expansion.

(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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