合盛硅业(603260.SH)：12英寸碳化硅衬底研发顺利，目前正常推进中

Core Viewpoint - The company has achieved comprehensive mastery of the entire industrial chain core process technology in the silicon carbide field, including raw material synthesis, crystal growth, substrate processing, and chip epitaxy, positioning itself competitively in the market [1] Group 1: Technology and Production - The company has broken through key material and equipment technical barriers, leading to a high yield of silicon carbide products, which is at the forefront among domestic enterprises [1] - The 6-inch silicon carbide substrate has entered full-scale production, with a crystal yield exceeding 95% and an epitaxy yield stabilizing at over 98%, indicating industry-leading performance [1] - The company has initiated small-scale production of 8-inch silicon carbide substrates and is making steady progress in the research and development of 12-inch silicon carbide substrates [1] Group 2: Product Development - The company continues to deepen its efforts in the high-end silicon carbide powder sector, successfully developing ultra-pure silicon carbide ceramic powders that meet the high purity and customization requirements for various fields, including semiconductors and high-temperature structural components [1] - The company has also developed high-purity semi-insulating silicon carbide powders that meet the requirements for the growth of silicon carbide gem crystals and optical waveguide crystals [1]