Core Viewpoint - Tianyue Advanced (02631) is experiencing a significant stock price increase due to advancements in silicon carbide (SiC) technology, which is expected to expand the market for optical applications from high-end to consumer use [1] Group 1: Company Developments - Tianyue Advanced's chairman, Zong Yanmin, stated that silicon carbide is an ideal material for optical waveguide lenses, overcoming previous limitations related to substrate size and defects [1] - The company has introduced a 12-inch substrate that can produce 10-12 lenses per substrate, significantly increasing production capacity compared to the previous 8-inch substrate, which could only produce 3-5 pairs of glasses [1] - Tianyue Advanced is closely collaborating with leading global optical clients to expedite product introduction, with expectations that silicon carbide optical glasses will soon enter the market [1] Group 2: Market Potential - The market size for silicon carbide optical waveguide glasses is projected to reach hundreds of millions of pairs in the future [1] - SiC's high thermal conductivity and wide processing window are anticipated to enhance the thermal management of CoWoS (Chip-on-Wafer-on-Substrate) structures and reduce packaging size [1] - Reports indicate that NVIDIA plans to switch the intermediate substrate material for its next-generation Rubin processor design from silicon to silicon carbide to improve thermal performance, with large-scale adoption expected by 2027 [1]