Core Viewpoint - The announcement reveals that Tianyu Semiconductor has entered a strategic cooperation agreement with South Korea's EYEQ Lab Inc. in the silicon carbide (SiC) epitaxial wafer sector, marking a significant transition from a domestic-focused company to a key player in the global high-end supply chain [1][5]. Company Summary - Tianyu Semiconductor is a leading player in the SiC epitaxial wafer market in China, focusing on the production and sales of 4/6/8-inch SiC epitaxial wafers, with applications in sectors such as new energy vehicles, photovoltaics, and rail transportation [2][4]. - The company has achieved mass production of 8-inch SiC epitaxial wafers, which are becoming a new growth engine, and plans to enhance its production capacity at its new base in Dongguan by the end of 2025 [3][4]. Industry Summary - EYEQ Lab is recognized as a leading enterprise in the third-generation semiconductor SiC power semiconductor sector, possessing comprehensive technical capabilities from device design to manufacturing [2][3]. - The collaboration between Tianyu Semiconductor and EYEQ Lab is expected to create a stable supply-demand cooperation system, enhancing both companies' capabilities in the SiC supply chain [3][4]. - The strategic partnership aligns with national strategies to develop the SiC industry, which is crucial for emerging industries such as new energy vehicles and photovoltaic power generation [5][6].
全球SiC核心客户的“中国选择”：为什么是天域半导体(02658)？