大中华区科技半导体-评估碳化硅衬底的看涨理由-Greater China Technology Semiconductors-Assessing the bull case for SiC substrates
2025-09-10 14:38
September 9, 2025 08:00 PM GMT Greater China Technology Semiconductors | Asia Pacific Assessing the bull case for SiC substrates We assess the TAM opportunity for AR glass and AI data centers for SiC substrates, these secular growth drivers should help the P/B multiple for SICC but we suggest investors keep an eye on the competition. We lift our bull case for SICC, but remain EW. SiC substrate vendors - rally hype or hope? A-share SiC substrate vendors were up 13% on average last Friday vs. CSI 300 up 2%, o ...