Core Viewpoint - Tianyue Advanced (02631) has seen a significant stock price increase, attributed to advancements in silicon carbide (SiC) technology for optical applications, particularly in the production of waveguide lenses for consumer use [1] Company Developments - The chairman of Tianyue Advanced, 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, expanding the application of silicon carbide optics from high-end markets to consumer markets [1] - Tianyue Advanced is actively collaborating with leading global optical clients to expedite product introduction, with expectations for silicon carbide optical glasses to soon enter the market [1] Market Potential - The market size for silicon carbide optical waveguide glasses is projected to reach hundreds of millions of units in the future [1] - SiC's high thermal conductivity and processing window are expected to significantly enhance the thermal management of CoWoS (Chip-on-Wafer-on-Substrate) structures and reduce packaging size [1] Industry Trends - Reports indicate that NVIDIA is transitioning the intermediate substrate material for its next-generation Rubin processor design from silicon to silicon carbide to improve thermal performance, with large-scale adoption anticipated by 2027 [1]