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天域半导体涨近7%创上市新高 公司受惠碳化硅外延片需求增加
Zhi Tong Cai Jing· 2026-02-16 04:05
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 and strategic partnerships [1] Company Summary - Tianyu Semiconductor's stock rose by 6.73% to 58.7 HKD, with a trading volume of 11.87 million HKD [1] - The company is positioned as the largest supplier of SiC epitaxial wafers in the Chinese market for 2024 and is among the first to achieve mass production of 8-inch SiC epitaxial wafers [1] Industry Summary - According to a report by Citi, the global market for SiC power semiconductors 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] - SiC epitaxial wafers are identified as one of the most value-added segments in the upstream supply chain [1] Strategic Partnership - Tianyu Semiconductor has signed a strategic cooperation agreement with EYEQ Lab Inc., a leading third-generation semiconductor company in South Korea [1] - The agreement includes the provision of a full range of high-quality SiC epitaxial wafer products, covering specifications from 6 to 8 inches and voltage ranges from 650V to 20,000V, catering to various power electronic devices [1]
天域半导体(02658)逆势收涨4.09%!联手韩国“芯片大脑”EYEQ Lab
Xin Lang Cai Jing· 2026-02-06 10:14
Core Viewpoint - Tianyu Semiconductor (02658) experienced a strong stock performance, closing at 48.9 HKD with a 4.09% increase, following the announcement of a strategic cooperation agreement with South Korean semiconductor manufacturer EYEQ Lab [1] Group 1: Strategic Cooperation - The agreement establishes a long-term partnership focused on the supply and application of silicon carbide (SiC) epitaxial wafers [1] - Tianyu Semiconductor will provide high-quality SiC epitaxial wafers ranging from 6 to 8 inches and voltage ratings from 650V to 20,000V, suitable for both unipolar and bipolar power electronic devices [1] - EYEQ Lab will have priority in purchasing the SiC epitaxial wafers from Tianyu Semiconductor under the same conditions, with the agreement valid for three years [1] Group 2: Benefits and Market Position - The board believes that the strategic cooperation aligns with the overall interests of the company and its shareholders, promoting long-term development [1] - Both parties will leverage their respective strengths: Tianyu Semiconductor's industrial capabilities and scale in the SiC epitaxial wafer field, and EYEQ Lab's technical expertise in SiC power device design and manufacturing [1] - The collaboration aims to accelerate the large-scale commercialization of products and expand market space, further solidifying the company's competitive position in the global semiconductor supply chain [1]
天域半导体(02658) - 有关订立战略合作协议的自愿公告
2026-02-06 09:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部 分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Guangdong Tianyu Semiconductor Co., Ltd. 廣東天域半導體股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2658) 有關訂立 戰略合作協議的 自願公告 本公告乃由廣東天域半導體股份有限公司(「本公司」,連同其附屬公司,統稱「本集 團」)自願作出,旨在向本公司股東(「股東」)及本公司潛在投資者提供本集團最新業 務發展情況。 本公司董事(「董事」)會(「董事會」)欣然公佈,於2026年2月6日(交易時段後),本公 司及EYEQ Lab Inc.(「EYEQ Lab」)訂立戰略合作協議(「協議」),據此,協議訂約 方(各自為「訂約一方」,統稱「訂約方」)同意建立戰略合作夥伴關係,以發揮彼等各 自於第三代半導體領域的優勢,重點聚焦碳化硅(SiC)外延片的供應與應用。 協議 協議的主要條款概述如下: 訂約方 (i) 本公司;及 (ii) EYEQ Lab ...