Movement Alert｜Tianyue Advanced Rises 4.57% in Regular Trading, AI Power Demand Continues to Catalyze SiC Substrate Sector

Market Focus06-18 09:43

On June 18, Tianyue Advanced rose 4.57% in regular trading, trading at 106.0 HKD/share, with turnover of 169 million HKD.

On the news front, AI power demand continues to catalyze the silicon carbide sector. NVIDIA is driving data center power architecture upgrades toward 800V high-voltage direct current, significantly boosting SiC value and penetration rates. The SiC market is projected to grow from USD 3.5 billion to USD 12.4 billion between 2024 and 2030, with AI infrastructure contributing nearly half of total demand. SiC substrate demand from AI power applications alone is expected to reach nearly 70 billion RMB by 2030, representing approximately 8x growth.

Tianyue Advanced commands a 51.3% global market share in 8-inch SiC substrates and holds 27.6% of the overall conductive SiC substrate market. Its 12-inch product has indirectly entered NVIDIA's supply chain, and its 8-inch capacity is running at full utilization. Morgan Stanley recently raised its target price from 86.6 HKD to 106.6 HKD, maintaining an Overweight rating, affirming that 800V DC power cabinet mass production remains on track.

(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.

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/1178483467?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-18 09:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1178483467","market":"hk","top_or_hot":-1,"title":"Movement Alert｜Tianyue Advanced Rises 4.57% in Regular Trading, AI Power Demand Continues to Catalyze SiC Substrate Sector","media":"Market Focus","content":"<p><p>On June 18, Tianyue Advanced rose 4.57% in regular trading, trading at 106.0 HKD/share, with turnover of 169 million HKD.</p><p>On the news front, AI power demand continues to catalyze the silicon carbide sector. NVIDIA is driving data center power architecture upgrades toward 800V high-voltage direct current, significantly boosting SiC value and penetration rates. The SiC market is projected to grow from USD 3.5 billion to USD 12.4 billion between 2024 and 2030, with AI infrastructure contributing nearly half of total demand. SiC substrate demand from AI power applications alone is expected to reach nearly 70 billion RMB by 2030, representing approximately 8x growth.</p><p>Tianyue Advanced commands a 51.3% global market share in 8-inch SiC substrates and holds 27.6% of the overall conductive SiC substrate market. Its 12-inch product has indirectly entered NVIDIA's supply chain, and its 8-inch capacity is running at full utilization. Morgan Stanley recently raised its target price from 86.6 HKD to 106.6 HKD, maintaining an Overweight rating, affirming that 800V DC power cabinet mass production remains on track.</p><p>(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.)</p></p>","source":null,"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>Movement Alert｜Tianyue Advanced Rises 4.57% in Regular Trading, AI Power Demand Continues to Catalyze SiC Substrate Sector</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\">\nMovement Alert｜Tianyue Advanced Rises 4.57% in Regular Trading, AI Power Demand Continues to Catalyze SiC Substrate Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-06-18 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On June 18, Tianyue Advanced rose 4.57% in regular trading, trading at 106.0 HKD/share, with turnover of 169 million HKD.</p><p>On the news front, AI power demand continues to catalyze the silicon carbide sector. NVIDIA is driving data center power architecture upgrades toward 800V high-voltage direct current, significantly boosting SiC value and penetration rates. The SiC market is projected to grow from USD 3.5 billion to USD 12.4 billion between 2024 and 2030, with AI infrastructure contributing nearly half of total demand. SiC substrate demand from AI power applications alone is expected to reach nearly 70 billion RMB by 2030, representing approximately 8x growth.</p><p>Tianyue Advanced commands a 51.3% global market share in 8-inch SiC substrates and holds 27.6% of the overall conductive SiC substrate market. Its 12-inch product has indirectly entered NVIDIA's supply chain, and its 8-inch capacity is running at full utilization. Morgan Stanley recently raised its target price from 86.6 HKD to 106.6 HKD, maintaining an Overweight rating, affirming that 800V DC power cabinet mass production remains on track.</p><p>(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.)</p></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":"1178483467","we_media_id":"1054767329","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1178483467","pubTimestamp":1781747019,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Market Focus","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"summary":"On June 18, Tianyue Advanced rose 4.57% in regular trading, trading at 106.0 HKD/share, with turnover of 169 million HKD.On the news front, AI power demand continues to catalyze the silicon carbide...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"02631":"天岳先进"},"translate_title":"动向提示|天岳先进常规交易涨4.57%AI动力需求持续催化SiC衬底板块","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02631":1},"content_text":"On June 18, Tianyue Advanced rose 4.57% in regular trading, trading at 106.0 HKD/share, with turnover of 169 million HKD.On the news front, AI power demand continues to catalyze the silicon carbide sector. NVIDIA is driving data center power architecture upgrades toward 800V high-voltage direct current, significantly boosting SiC value and penetration rates. The SiC market is projected to grow from USD 3.5 billion to USD 12.4 billion between 2024 and 2030, with AI infrastructure contributing nearly half of total demand. SiC substrate demand from AI power applications alone is expected to reach nearly 70 billion RMB by 2030, representing approximately 8x growth.Tianyue Advanced commands a 51.3% global market share in 8-inch SiC substrates and holds 27.6% of the overall conductive SiC substrate market. Its 12-inch product has indirectly entered NVIDIA's supply chain, and its 8-inch capacity is running at full utilization. Morgan Stanley recently raised its target price from 86.6 HKD to 106.6 HKD, maintaining an Overweight rating, affirming that 800V DC power cabinet mass production remains on track.(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.)","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":"","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,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","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/1178483467","isCrawlerRequest":true}