On May 22, Tianyu Advanced surged 10.32% in regular trading, trading at HKD 108.7/share with turnover of HKD 220 million, staging a strong rebound following consecutive sessions of pullback.

On the news front, research firm Citrini explicitly identified silicon carbide as the most underestimated core theme in the AI sector, projecting SiC market size to grow from USD 3.5 billion to USD 12.4 billion between 2024 and 2030, with AI infrastructure contributing nearly half of incremental demand. Meanwhile, NVIDIA's push to upgrade data center power architecture to 800V high-voltage DC is significantly boosting SiC value and penetration rates.

Institutional positioning also showed meaningful improvement: UBS Group increased its H-share stake to 5.07% as of May 13, while JPMorgan's short position declined from 3.66% to 3.02%. Additionally, the company disclosed at its annual results briefing that Q1 gross margin improved 25 percentage points quarter-over-quarter, and its 8-inch SiC substrate global market share reached 51.3%, reinforcing its technological moat.

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