Core Viewpoint - Tianyu Semiconductor (02658) has seen a nearly 7% increase in stock price, reaching a new high of 58.7 HKD, driven by positive market forecasts for silicon carbide (SiC) epitaxial wafers [1] Group 1: Market Growth and Potential - According to a report from Citi, the global silicon carbide epitaxial wafer power semiconductor market is expected to grow at a compound annual growth rate (CAGR) of 40.5% from 2025 to 2029, with a total addressable market (TAM) projected to reach 16 billion USD [1] - Silicon carbide epitaxial wafers are identified as one of the most value-added segments in the upstream supply chain [1] Group 2: Company Positioning - Tianyu Semiconductor is positioned as the largest supplier of silicon carbide epitaxial wafers in the Chinese market for 2024 and is one of the first companies capable of mass-producing 8-inch silicon carbide epitaxial wafers [1] - The company has recently 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] Group 3: Product Offerings - The product offerings for EYEQ Lab will cover specifications from 6 to 8 inches and voltage ranges from 650V to 20,000V, suitable for various power electronic devices [1] - This collaboration aims to meet EYEQ Lab's product development and mass production needs across different application scenarios [1]
港股异动 | 天域半导体(02658)涨近7%创上市新高 公司受惠碳化硅外延片需求增加