Core Viewpoint - The article discusses the latest financial reports and market insights from various silicon carbide (SiC) companies, highlighting growth opportunities and challenges in the SiC industry. Group 1: Company Financial Performance - Infineon reported Q2 2025 revenue of €3.591 billion (approximately ¥29 billion) and a profit of €601 million (approximately ¥4.84 billion), with a profit margin of 16.7% [2] - ON Semiconductor's Q1 2025 revenue was $1.4457 billion, with a GAAP gross margin of 20.3% and a net loss of $486.1 million [7][6] - Wolfspeed's Q3 2025 revenue was $185.4 million (approximately ¥1.31 billion), with a gross loss of $22.5 million [13][11] - Tianyue Advanced reported Q1 2025 revenue of ¥410 million and a net profit of ¥8.52 million, with R&D investment of ¥44.94 million [14] Group 2: Market Insights and Trends - Infineon introduced its first SiC trench MOSFET product, which is expected to drive business growth despite a forecasted slowdown in SiC revenue growth for FY2025 [5][8] - ON Semiconductor is experiencing increased demand for SiC components in the automotive sector, particularly in China, where nearly 50% of new models are expected to use their SiC devices [9] - Tianyue Advanced anticipates strong demand for SiC in electric vehicles, photovoltaic energy storage, and AI data centers, emphasizing the technological barriers in SiC substrate production [16] Group 3: Product Developments - Infineon's SiC MOSFETs are noted for their superior area efficiency and performance compared to competitors [8] - ON Semiconductor's fourth-generation EliteSiC MOSFETs are expected to enhance their market position and revenue potential [10] - Wolfspeed's 8-inch SiC device factory contributed $78 million (approximately ¥560 million) in revenue, showing significant growth [15]

报道称， 古瑞瓦特NEXA 2000系统通过GaN材料的应用，在逆变器性能上实现显著提升。该设备可承载20A的组串 电流，支持匹配650W高功率光伏组件，整套系统的太阳能输入容量达到2600W。 与传统硅基逆变器相比，氮化镓技术使得逆变器体积更小、效率更高，同时降低了系统发热量。该一体化系统内置2kWh 储能模块，并可通过扩展电池组将总容量提升至8kWh。目前该产品已在德国市场正式上市，售价约750欧元（约6000人民 币）。 随着全球能源转型加速，氮化镓在光储领域愈发展现出独特优势，众多GaN企业均积极通过旗下方案推动产业升级。以 英诺赛科 为例，他们已推出 基于氮化镓技术开发的2kW微型逆变器方案，采用Flyback+H桥逆变器架构，搭配 150V/650V GaN器件，可在屋顶光伏等场景中实现更高功率密度与效率。 终端应用方面，据《 2024-2025 氮化镓（GaN）产业调研白皮书 》阶段性调研统计， 目前已有昱能科技、移族、大 恒能源等 十余家 企 业已 实现GaN光储产品量产，覆盖从太阳能光伏到工业级储能全场景。 | 插播： | 英诺赛科、能华半导体、致能科技、京东方华灿光电、镓奥科 | | -- ...

插播： 目前， 天岳先进、天科合达、烁科晶体、三安半导体、同光半导体、芯聚能、安海半导体、华卓精科、快 克芯、泰坦未来、士兰微、合盛新材料、凌锐半导体、恒普技术、奥亿达、京航特碳、中电化合 物、东尼电子等企业已参编《2025 碳化硅衬底与外延产业调研白皮书》以及《2025 碳化硅器件 与模块产业调研白皮书》， 参编咨询请联系许若冰（hangjiashuo999）。 近期，"行家说三代半"发现，国内又 新 增3个SiC项目动态： 浙江嘉善： 新增SiC控制器项目 5月9日， 嘉兴市公共资源交易中心发布了《智能物联产业园项目（年产碳化硅控制器及零部件1000 万件项目）监理工程中标候选人公示》，表明当地将新增一个碳化硅项目。 根据此前发布的相关公告透露，该项目已由 嘉善县发展和改革局 批准建设， 项目业主为 嘉善姚庄电子产业园开发有限公司， 建设地点为 嘉善县姚庄镇， 投资估算4.1亿元 ， 总建筑面积 10.5万平方米，将新建 建设车间、会议楼、综合楼等建筑及相应 的配套设施。 "行家说三代半"发现，浙江 嘉善县此前曾落地多个碳化硅项目，其中包括 致瞻科技的 SiC器件项目等。目前，关于该项目还未透露更多信息， ...

Core Viewpoint - The 3rd "Electric Transportation & Digital Energy SiC Technology Application and Supply Chain Upgrade Conference" successfully gathered over 400 elite representatives from leading companies in the SiC industry, discussing the current status and future opportunities of SiC technology in various applications [2][4][88]. Group 1: Conference Overview - The conference featured discussions on "Digital Energy SiC Technology Application" and "Electric Transportation SiC Technology Application," with participation from major players like Mitsubishi Electric, STMicroelectronics, and Wolfspeed [4][6]. - Keynote speeches highlighted the latest research and technological advancements in the SiC industry, emphasizing the importance of collaboration among companies to drive innovation [4][6][13]. Group 2: Industry Trends and Opportunities - The CEO of 行家说 presented insights on the SiC industry's performance in 2024 and projected structural opportunities for 2025, indicating a market scale approaching 100 billion [13]. - The conference emphasized the need for local supply chain support and innovation in capital paths due to tightening IPO regulations in the A-share market [13]. Group 3: Technological Innovations - STMicroelectronics showcased its 8-inch SiC wafer technology, which is expected to reduce costs by 30% compared to 6-inch wafers, facilitating the adoption of automotive-grade SiC devices [16]. - Hong Kong University presented advancements in copper sintering technology, which significantly reduces material costs while enhancing thermal and mechanical performance [21]. - 元山电子 discussed breakthroughs in SiC power modules, focusing on collaborative design platforms that optimize performance and reliability [24]. Group 4: Application and Market Expansion - The conference highlighted the growing applications of SiC technology in electric vehicles, digital energy, and other sectors, with a focus on high-performance solutions for various demanding environments [52]. - The roundtable discussions addressed the current challenges and future trends in the SiC market, emphasizing the importance of industry collaboration for scaling up production and application [30][54]. Group 5: Future Directions - The launch of the "2025 SiC Substrate and Epitaxy Industry Research White Paper" indicates a commitment to understanding and shaping the future of the SiC industry [56]. - Companies are expected to optimize their capacity layouts and enhance resilience in the supply chain to meet the anticipated demand in the coming years [34].

Core Viewpoint - The article highlights the increasing adoption of Silicon Carbide (SiC) technology in the electric vehicle charging industry, emphasizing its efficiency and cost-saving benefits for charging stations and electric vehicles [1][5][6]. Group 1: Industry Adoption of SiC Technology - Major companies such as Huawei Digital Energy, China Construction Science and Technology, and Yushi Technology are actively adopting SiC technology in their products to meet the growing demand for ultra-fast charging solutions [5][6][15]. - The industry is recognizing the technical advantages of SiC, which is driving a shift towards higher performance and energy-efficient solutions [5][6]. Group 2: Product Innovations and Efficiency Gains - Huawei's megawatt-level ultra-fast charging solution, which utilizes SiC chips, boasts an energy density three times that of traditional silicon-based devices, with a maximum charging power of 1.44 megawatts [6]. - China Construction Science and Technology has developed a 600 kW supercharging station that features SiC technology, achieving a charging efficiency of 96.34% and a response speed improvement of 95% compared to conventional chargers [9]. - Shenzhen Kehua's 40 kW SiC power module has achieved a charging efficiency of over 97%, showcasing the high reliability and performance of SiC technology [11]. Group 3: Future Developments and Strategic Collaborations - Huawei has formed strategic partnerships with logistics companies like SF Express and JD.com to deploy 5,000 electric heavy trucks compatible with its megawatt ultra-fast charging technology [6]. - The establishment of a supercharging alliance 2.0 by Huawei aims to develop 30 to 50 vehicle models by 2025 to cater to diverse market needs [6]. - Yushi Technology is set to launch a series of AI video charging piles that incorporate SiC technology, with peak efficiency reaching 97% [17]. Group 4: Market Expansion and Infrastructure Development - The successful operation of the 600 kW liquid-cooled ultra-fast charging terminal at the Tai'an High-Speed Railway Station marks a significant step in the national high-speed rail hub ultra-fast charging network construction [26][27]. - The article mentions the ongoing development of various charging solutions that utilize SiC technology, indicating a trend towards more efficient and compact designs in the charging infrastructure [25][23].

Core Viewpoint - The conference will gather key players in the silicon carbide (SiC) industry, providing a platform for exploring development opportunities and technological advancements in the sector [1]. Conference Details - The conference is scheduled for May 15, from 09:00 to 17:30, at the Shanghai Jin Jiang InterContinental Hotel [2]. - Attendees are encouraged to arrive before 09:00 for timely registration [2]. Transportation Information - From Shanghai Pudong International Airport to the hotel is approximately 37 kilometers, taking about 45 minutes by taxi or 50 minutes via public transport [3]. - From Shanghai Hongqiao International Airport to the hotel is about 20 kilometers, with a taxi ride taking around 35 minutes or 50 minutes using public transport [3]. Conference Agenda - The conference will feature two thematic forums and an all-day exhibition, focusing on the SiC industry [5]. - The launch of the "2025 Silicon Carbide Substrate and Epitaxy Industry Research White Paper" and "2025 Silicon Carbide Devices and Modules Industry Research White Paper" will take place during the event [5]. - The afternoon session will include a seminar on SiC technology applications in electric transportation [5]. Exhibition Highlights - A dedicated exhibition area will showcase new products and technologies from various companies, enhancing networking and collaboration opportunities [7]. - Companies such as Mitsubishi Electric, Guojijinan, and others will present their latest innovations [8]. Sponsorship and Participation - Companies like Hesheng New Materials and Jihua Hengyi are sponsoring the event by providing promotional materials and product information [9].

插播： 倒计时2天！ 三菱电机、意法半导体、 Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、士兰微、长飞先进、 宏微科技、利普思、昕感科技、国扬电子、国基南方、芯长征、合盛新材料、瀚天天成、芯研 科、国瓷功能材料、季华恒一 等邀您参加上海"电动交通&数字能源SiC技术应用及供应链升级大 会"，点击文章底部 "阅读原文" 即可报名参会。 前不久，"行家说三代半"报道了13家企业的12英寸SiC技术进展（ 点击查 看）。近 日，我们发现国内又有2家SiC企业实现了12英寸突破，合计共8家企业展示了12英寸SiC晶锭和衬底： 目前， 浙江晶瑞作为晶盛机电子公司，始终专注于碳化硅和蓝宝石抛光片等化合物半导体材料的 研发与生产，其自主研发的8英寸碳化硅衬底已实现批量生产。 加入碳化硅大佬群，请加微信：hangjiashuo999 南砂晶圆： 发布 12英寸导电型SiC衬底 5月8日，南砂晶圆赴重庆参加展会，并在现场展示了12英寸导电型SiC衬底等重点产品，成功实现大尺 寸碳化硅衬底的突破。 来源： 行家说 Research-《 第三代半导体产业2025Q1季度内参》 浙江晶瑞： 成功研发12 ...

Core Viewpoint - The article highlights the upcoming "Electric Transportation & Digital Energy SiC Technology Application and Supply Chain Upgrade Conference" in Shanghai, emphasizing the participation of major companies in the SiC (Silicon Carbide) industry and the importance of SiC technology in enhancing performance and efficiency in various applications [2][3]. Group 1: Conference Details - The conference will take place on May 15, featuring Mitsubishi Electric's China Semiconductor Technical Director, Song Gaosheng, who will present on SiC power semiconductor solutions for electric transportation and digital energy applications [2]. - Mitsubishi Electric will showcase its SiC technology strategy and ecosystem, focusing on dual technology routes for performance enhancement in both low and high voltage applications [2][3]. - The event will include discussions on the core challenges and innovative breakthroughs in the industrialization of SiC technology, with dedicated sessions on digital energy and electric transportation applications [3]. Group 2: Industry Participation - Major industry players such as STMicroelectronics, Wolfspeed, and Sanan Semiconductor will participate, contributing to discussions on industry development and showcasing their latest products and technologies [3][5]. - The conference aims to facilitate collaboration and exploration of industrialization paths and ecosystem cooperation opportunities in the SiC technology sector [3]. - Sponsors like Hoshine New Materials and Jihua Hengyi will provide materials and information on their latest products and technologies during the event [3].

Core Viewpoint - The article highlights recent developments in the silicon carbide (SiC) semiconductor industry, focusing on new projects and advancements by companies such as Yangjie Technology and EYEQ Lab, which are significant for the growth and innovation in the sector [2][4][6]. Group 1: Yangjie Technology - Yangjie Technology announced the commencement of its SiC automotive-grade power semiconductor module packaging project, with a total investment of 1 billion yuan, covering an area of 62 acres and a planned construction area of approximately 112,000 square meters [4]. - The project aims to produce automotive-grade IGBT modules and SiC MOSFET modules, targeting international benchmarks and achieving import substitution. Once fully operational, it is expected to generate annual sales of 1 billion yuan and tax revenue of 30 million yuan [4]. - Yangjie Technology plans to conduct process and reliability verification for domestically produced SiC modules by Q4 2025 [4]. Group 2: EYEQ Lab - EYEQ Lab is set to complete its first 8-inch SiC power semiconductor manufacturing plant in Busan by September this year, with an annual production capacity of 144,000 wafers [6]. - The company has developed 8-inch SiC power semiconductor devices using trench technology, which enhances electrical stability and durability while reducing chip size [6]. - The initial investment for the 8-inch plant is approximately 100 billion Korean won (around 544 million yuan), with production expected to commence in September 2025 [6].

Core Viewpoint - The article highlights the upcoming "Electric Transportation & Digital Energy SiC Technology Application and Supply Chain Upgrade Conference" in Shanghai, focusing on the advancements and challenges in the silicon carbide (SiC) technology industry [1][2]. Group 1: Conference Details - The conference will take place on May 15 and will feature key industry players such as Mitsubishi Electric, STMicroelectronics, Wolfspeed, and others [1][2]. - The event will include two main themes: "Digital Energy SiC Technology Application Seminar" and "Electric Transportation SiC Technology Application Seminar" [2]. - A dedicated exhibition area for SiC and digital energy solutions will be set up at the conference [2]. Group 2: Participation and Presentations - Zhongdian Guojinan South has confirmed its participation, with its application manager presenting on the current status and research progress of SiC MOSFET technology [1]. - The conference aims to foster discussions on industry development and innovation breakthroughs among leading companies and institutions [2].