SICC (02631) surged nearly 7% in early trading. As of press time, the stock was up 6.24% to HK$62.15, with a turnover of HK$155 million.

On the news front, SICC Chairman Zong Yanmin previously stated in an interview that silicon carbide is an ideal material for optical waveguide lenses. However, in the past, due to limitations in substrate size and defects, a single 8-inch substrate could only produce 3-5 pairs of glasses, restricting its use to extremely high-end applications. SICC previously launched 12-inch substrates, with each substrate capable of producing 10-12 pairs of lenses, enabling silicon carbide optical applications to transition from high-end to consumer markets.

He revealed that the company is working closely with leading global optical clients to advance product integration, stating "Silicon carbide optical glasses will soon enter the market, and the future market scale for silicon carbide optical waveguide glasses could reach hundreds of millions of units."

Additionally, SiC, with its high thermal conductivity and high process window, is expected to significantly improve CoWoS structure heat dissipation and reduce packaging size. Media reports indicate that NVIDIA, in its next-generation Rubin processor design, will replace silicon with silicon carbide as the intermediate substrate material for CoWoS advanced packaging to enhance thermal performance, with large-scale adoption expected to begin in 2027.