Core Viewpoint - Tianyu Semiconductor (02658) has signed a strategic cooperation agreement with EYEQ Lab Inc., a leading third-generation semiconductor company in South Korea, to provide a full range of high-quality SiC epitaxial wafer products [1] Company Summary - Tianyu Semiconductor's stock price increased by nearly 8% during trading, closing up 5.99% at HKD 52.4, with a trading volume of HKD 12.6884 million [1] - The agreement includes the provision of SiC epitaxial wafers covering 6 to 8 inches and a voltage range from 650V to 20,000V, suitable for various power electronic devices [1] - EYEQ Lab will prioritize purchasing SiC epitaxial wafers from Tianyu Semiconductor under the same terms and conditions, solidifying the foundation of their cooperation [1] Industry Summary - Silicon Carbide (SiC) is recognized as a third-generation semiconductor material, known for its high-temperature, high-voltage, and high-frequency characteristics, making it essential in sectors such as new energy vehicles, power supply, and rail transportation [1] - According to Frost & Sullivan, Tianyu Semiconductor ranks third in China in the self-manufactured SiC epitaxial wafer market, with a revenue share of 6.7% and a sales volume share of 7.8% in 2024 [1] - The Chinese market for self-manufactured SiC epitaxial wafers is projected to account for 30.6% of revenue and 32.5% of sales volume in 2024, positioning Tianyu Semiconductor as the largest domestic manufacturer [1]
港股异动 | 天域半导体(02658)盘中涨近8% 与EYEQ Lab达成战略合作 聚焦碳化硅外延片供应与应用