Core Viewpoint - Tianyue Advanced (688234.SH) is actively promoting industrial cooperation in the SiC technology route, which shows excellent frequency and heat dissipation performance for SiC conductive devices, with applications expanding into robotics [1] Group 1: Technology Route - SiC conductive devices are being explored for applications in robotics, indicating a strategic move towards new markets [1] - The company emphasizes the importance of GaN-on-SiC technology, which combines the high-frequency performance of GaN with the superior thermal conductivity of SiC, making it suitable for high-end power applications [1] Group 2: Market Opportunities - The demand for high-performance power devices in emerging industries such as humanoid robots and low-altitude economy is expected to broaden the downstream application scenarios for the company's semi-insulating products, presenting new growth opportunities [1] - Semi-insulating SiC substrates are identified as the core material for the GaN-on-SiC technology route, which could lead to increased demand if high-end intelligent equipment opts for this technology for servo motor drivers [1]