Movement Alert｜Tianyu Advanced Rises 7.24% in Regular Trading, SiC Sector Remains Active on AI Demand Narrative and Institutional Positioning Shift

Market Focus05-27

On May 27, Tianyu Advanced rose 7.24% in regular trading, trading at HKD 127.8/share, with trading volume of HKD 265 million.

The silicon carbide (SiC) sector has remained active in recent sessions, with clear signs of industry fundamental improvement and downstream demand recovery. The company previously disclosed that its Q1 gross margin improved by 25 percentage points quarter-over-quarter, while its 8-inch SiC substrate global market share reached 51.3%, confirming the earnings recovery trend.

On the demand side, institutional research has identified SiC as the most undervalued core theme in the AI sector, projecting SiC market size to grow from USD 3.5 billion to USD 12.4 billion, with AI infrastructure contributing nearly half of incremental demand. Additionally, UBS recently increased its H-share holdings, while JPMorgan's short position declined from 3.66% to 3.02%, indicating a marginal improvement in the institutional bull-bear dynamic.

(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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