Core Viewpoint - The silicon carbide (SiC) sector has gained significant attention, with a 5.76% increase in market performance on September 5, driven by NVIDIA's plan to replace silicon with SiC in the advanced packaging of its next-generation Rubin processors [1][2]. Group 1: Market Reaction - The market response has been enthusiastic, with a net inflow of 2.19 billion in the SiC sector [2]. - Companies are increasingly positioning themselves in the SiC field, with notable developments such as the completion of the first domestic SiC MOSFET and SBD process platform by Zhanxin Electronics, which is backed by Magmi Tech [2]. - Other companies like Times Electric, Crystal Rise, and Blue Ocean Huaten are also making strides in SiC technology, indicating a growing industry focus [2]. Group 2: Industry Development Trends - The demand for high-performance power semiconductor devices is experiencing explosive growth due to the rapid development of industries such as 5G communication, new energy vehicles, and photovoltaic power generation [3]. - SiC is positioned as an ideal material to meet the needs of these sectors, highlighting its broad market prospects [3]. - NVIDIA's initiative is expected to accelerate the industrialization of SiC, revealing significant future market space and business opportunities for investors [3].