Group 1 - Nvidia plans to replace silicon with silicon carbide (SiC) for the intermediate substrate material in the advanced packaging process of its next-generation Rubin processor [1] - TSMC and compound semiconductor manufacturers are involved in the development of 12-inch single crystal silicon carbide thermal substrates [1] Group 2 - Ruina Intelligent is actively advancing the sampling and verification of 8-inch silicon carbide substrates [2] - Chervit has a series of short-channel silicon carbide MOSFET devices and manufacturing technology [2] - Yuhuan CNC is progressing in the sampling and sales of silicon carbide equipment for material processing [2] - Pairui Co., Ltd. includes silicon carbide devices in its IPO fundraising projects [2] - Wenzhou Hongfeng is in the research phase of high-purity silicon carbide powder and related projects [2] - Xinrui Technology has launched bidirectional charging technology based on third-generation silicon carbide technology [2] - Galaxy Microelectronics produces power devices including silicon carbide MOSFETs for automotive applications [2] Group 3 - Mind Electronics is strategically laying out in both silicon-based and silicon carbide devices [3] - Libang Co., Ltd. has invested in Zhanxin Electronics, which provides power conversion solutions centered on SiC power driver chips and modules [3] - Delong Laser's products are applied in the cutting of silicon carbide and other third-generation semiconductors [3] - Blue Ocean Card Screen is involved in the development of silicon carbide semiconductor IGBT modules for BYD [3] - Derun Electronics is a pioneer in mass-producing 22kW 800V high-power devices using third-generation semiconductor technology [3] Group 4 - Dongni Electronics aims to achieve an annual production of 120,000 silicon carbide semiconductor materials by 2023 [4] - Jinbo Co., Ltd. provides high-performance thermal field materials for silicon-based and silicon carbide semiconductor fields [4] - Zhongtian Rocket's silicon carbide products are used in aerospace composite materials and semiconductor coatings [4] - Kema Technology specializes in ultra-high purity silicon carbide products with a purity of 99.99% [4] Group 5 - Yunnan Mingye focuses on research in dislocation density and silicon carbide single crystal materials [6] - National Science Microelectronics has a subsidiary that specializes in the sales of silicon carbide power devices [6] - Jiejie Microelectronics holds patents related to silicon carbide and is involved in the packaging of silicon carbide devices [6] - Zhenhua Technology's semiconductor power devices and silicon carbide products are applied in high-power electric drive systems [6] Group 6 - Jing Sheng Machine Electric is a leader in crystal growth equipment and has developed silicon carbide crystal growth equipment [7] - Silan Microelectronics has a production line for 6-inch silicon carbide power devices with a capacity of 3,000 pieces per month [7] - Tongfu Microelectronics has the capability to package third-generation silicon carbide semiconductors [7] - Sanan Optoelectronics is a leader in the silicon carbide full industry chain [7] - Northern Huachuang is a leading domestic semiconductor equipment manufacturer with a significant market share in silicon carbide [7]

Core Viewpoint - The A-share market has seen a strong performance in silicon carbide concept stocks, indicating growing investor interest and potential market momentum [1] Group 1: Stock Performance - Tianyue Advanced reached a daily limit increase of 20% [1] - Jing Sheng Machinery surged over 11% [1] - Luxiao Technology and Tiantong Co. both hit a daily limit increase of 10% [1] - Tianfu Energy increased by over 8% [1] - Haixi Communications, Yintang Zhikong, Sanan Optoelectronics, and Dongni Electronics all rose by over 6% [1] - Yinhai Microelectronics saw an increase of nearly 6% [1]